Audrey Gregg

Robert Voegeli is a ChFC® credentialed financial advisor at Silver Oak Securities, Incorporated with 49 years of industry experience. He has been with Silver Oak Securities since 2006 and has a longstanding career with Connecticut Mutual Life Insurance dating back to 1976. Outside of his advisory role, he operates Financial Service Associates, a business involved in the sales and service of insurance and investment products. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers customized portfolio management, unified managed account programs, financial planning, and solutions for held-away retirement plan assets, delivering investment advice primarily on a discretionary basis.

Emily Stokes is a financial advisor at The Burney Company with one year of industry experience. She holds a Series 65 designation and has prior work history at Union City Eye Care, PC, The Citizens Bank of Hickman, KY, and Greenfield Banking Company. The Burney Company serves primarily individual investors, including high net worth clients, and manages accounts for small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses proprietary fundamental and quantitative models in its investment approach and offers discretionary equity portfolio management, financial planning, and affiliated tax preparation services.

John Drerup is a financial advisor with The Burney Company, holding a Series 65 designation and over 21 years of industry experience. He has been with The Burney Company since 2004. Outside of his advisory role, he manages Maverick Investments, LLC, overseeing company investments and business operations. The Burney Company serves primarily individual investors, including high net worth clients, as well as small businesses, pension plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets and employs a multi-team platform that offers discretionary equity portfolio management, financial planning, and affiliated tax preparation services.

Roger Walker is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at Centaurus Financial since 2018 and previously held roles at Csenge Advisory Group, FSC Securities Corp, and The Retirement Group, LLC. Outside of advisory services, he owns a consulting business that provides marketing services to small businesses using digital advertising techniques. Centaurus Financial, Inc. offers advisory services through a network of independent representatives to individuals, families, small businesses, and institutions. The firm provides financial planning, asset management, access to third-party managers, and retirement-plan advisory services, employing both fundamental and technical analysis alongside model portfolios and tax overlay strategies.

Bradley Harris is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. He previously worked at Security Bank and Trust Company for seven years and Reelfoot Bank for six years. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, banks, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops diversified and alternative investment strategies.

Dalton Lewis is a CFP® with nine years of experience, currently serving as a financial advisor at Edward Jones in Union City, TN. He has been with Edward Jones since 2016, with a brief period of unemployment in 2015-2016. Outside of his advisory role, he manages and maintains a commercial office building rental property. Edward Jones is a full-service wealth management firm that serves individual and institutional clients through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.