Aaron Milz

Michelle Hunt is a CFP® professional with seven years of industry experience, currently serving as an advisor at Southern Capital Services, Inc. in Fayetteville, TN. She has been with Southern Capital Services since 2018 and has worked in the firm since 2007. Southern Capital Services, Inc. is a team advisory firm serving individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs both fundamental and technical analysis, managing portfolios across various asset classes with documented risk tolerances and regular account reviews.

Teresa Simmons is a financial advisor at Verus Capital Partners, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for NEXT Financial Group, Inc. for 17 years. Outside of her advisory work, she owns a barbecue and catering business in Fayetteville, Tennessee. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and offers customized portfolios aligned with client objectives and risk tolerance.

Jeffrey Mathis is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Next Financial Group Inc and Heritage Wealth Management, LLC. Outside of advising, he serves as Director of Planned Giving at Florida College, where he is involved in fundraising activities. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical analysis approach with strategic asset allocation and offers customized portfolios aligned with clients’ objectives and risk tolerance.

Jonathan Robertson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2017 and previously with INVEST Financial Corp. from 2010 to 2017. Outside of advisory work, he serves as a volunteer board member for the Metro Moore County Utility Department in Lynchburg, Tennessee. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using multiple account platforms and a range of investment strategies.

John Karby is a CFP® with 19 years of industry experience and has been with Edward Jones since 2006. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved with Allied Resource Partners, an oil and gas exploration business based in Denver, CO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of advisory programs and investment options under a fiduciary standard.

Melissa Mc Kern is a financial advisor at Edward Jones with 14 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.