Brandon Wells

Jody Mang is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Truist Investment Services in 2022, he worked at FedEx, CapStar Bank, State Electrical, and Fifth Third Securities. Truist Advisory Services is a large SEC-registered investment adviser and subsidiary of Truist Financial, serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions through a combination of model portfolios, third-party managers, and advisor-led asset allocation.

Joshua Haney is a financial advisor with Eagle Strategies (New York Life) based in Huntsville, Alabama. He holds Series 63 and Series 65 credentials and has 13 years of industry experience. Haney operates Haney Financial Solutions, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios rather than firm-controlled discretionary mandates.

William Miller is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has four years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Co. Outside of his advisory work, Miller serves as president of the Kiwanis Club in Pulaski, TN. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than discretionary mandates.

Joseph Yarbrough is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. He has worked at McCall & Associates since 2023 and Raymond James Financial Services, Inc. since 2022. Outside of finance, he has experience with the Shoals Symphony Orchestra and has held academic roles at Louisiana Tech University and Stetson University. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing a range of implementation options supported by extensive affiliate resources.

Stephanie Busby is a financial advisor with Raymond James Financial in Pulaski, TN, holding a Series 66 designation and 18 years of industry experience. She has worked at Raymond James Financial since 2010 and previously spent 14 years with First National Bank. Outside of her advisory role, she is employed as a registered sales assistant with McCall and Associates. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, leveraging extensive research and a broad affiliate network to support tailored client solutions.

Lee Liggett is a financial advisor with Edward Jones in Pulaski, Tennessee. He holds the Series 66 designation and has eight years of industry experience, including nine years with Edward Jones and over a decade of being self-employed. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices.