Aaron Milz

Michelle Hunt is a CFP® professional with eight years of industry experience. She has been with Southern Capital Services Inc since 2018 and is part of a five-advisor team based in Fayetteville, TN. Southern Capital Services is a team advisory firm managing approximately $192 million in client assets, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis and offers discretionary portfolio management guided by written Investment Policy Statements.

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 credentials and 16 years of industry experience. He has worked with Cambridge since 2017 and previously with INVEST Financial Corp. from 2010 to 2017. Robertson 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 individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals using various discretionary and non-discretionary strategies and multiple custody platforms.

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.

Sarah Milz is a financial advisor at Edward Jones in Fayetteville, TN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at HigherEchelon, Inc. and PeopleTec, Inc. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with a range of advisory programs and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.