Bentley Thomas Beard

Robert Voegeli is a financial advisor with Silver Oak Securities, Inc., holding the ChFC® and Series 63 designations, and has 49 years of industry experience. He has worked at Silver Oak Securities since 2006 and has been affiliated with Connecticut Mutual Life Insurance since 1976. Voegeli is also the proprietor of Financial Service Associates, a business focused on insurance and investment product sales. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs featuring primarily discretionary investment management tailored to client objectives and risk tolerances, supported by proprietary operational platforms and methods.

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.

Bradley Harris is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He previously worked at Security Bank and Trust Company for seven years and Reelfoot Bank for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of advisory and non-advisory services supported by extensive operational tools.

Dalton Lewis is a CFP® with nine years of experience at Edward Jones, where he has worked since 2016. He holds the Series 66 designation and is based in Union City, TN. Outside of his advisory role, he manages and maintains a commercial office building rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Benjamin Ferguson is a financial advisor with Robert Baird & Co., holding a Series 66 designation and 16 years of industry experience. He has worked at Robert Baird & Co. since 2019 and concurrently at J.J.B. Hilliard, W.L. Lyons, LLC since 2009. Outside of his advisory role, he is an owner of two recreational properties, River Bend Hunting Club, LLC and Brown Creek Lodge LLC, located in Tennessee. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services that include discretionary and non-discretionary management, separately managed accounts, and a variety of traditional and non-traditional investment strategies.