Chad Thomas Adams

Jacob Mudd is a financial advisor with TAVCO Financial Advisory, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining TAVCO, he worked with Thrivent Financial and its affiliated entities. Outside of his financial advisory role, Mudd serves as an ordained Southern Baptist minister and provides pulpit supply and evangelistic support through his separate ministry. TAVCO Financial Advisory serves individual clients, including high-net-worth individuals, and retirement plans by recommending and monitoring third-party managed programs and providing portfolio management and ERISA plan advisory support. The firm manages all assets on a non-discretionary basis and uses a process grounded in detailed financial analysis and access to platform tools such as Orion Solutions and TAMP.

Bryant Rippy is a Series 66-licensed financial advisor with one year of industry experience, currently affiliated with Money Concepts Capital Corp. His prior experience includes roles at F & M Wealth Management, F & M Bank, and Raymond James Financial Services. Outside of securities, he is a salaried employee at True North Wealth Group, dedicating significant time to this non-investment-related activity. Money Concepts Capital Corp serves approximately 14,700 clients through 431 advisors, offering portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and account structures, utilizing model portfolios, third-party sub-advisers, and modern portfolio theory for asset allocation and account rebalancing.

Kelvin Bishop is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and 19 years of industry experience. He has been with Money Concepts Capital Corp since 2006 and is also a managing member of the CPA firm Harting, Bishop & Arrendale, PLLC. Outside of his advisory and accounting roles, he serves as treasurer for The Cleveland 100, a nonprofit organization, and is a trustee and finance committee member for the Cleveland Bradley County Public Library. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, blending fundamental and technical analysis with modern portfolio theory to serve approximately 14,700 clients.

Darian Goss is a financial advisor at Edward Jones in Franklin, KY, holding a Series 66 designation with three years of industry experience. Prior to his current role, he has worked at Edward Jones since 2021 and has experience in healthcare and local government positions. Outside of his advisory work, he is a certified personal trainer and fitness instructor at The Grande in Franklin. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions backed by a large network of advisors and branch offices nationwide.

Sally Maloney is a CFP® and holds a Series 66 license with six years of industry experience. She has been with Edward Jones since 2020 and previously worked at Kage of Simpson County Inc. from 2019 to 2020. Maloney serves as a board member of the Franklin Electric Plant Board, participating in financial reviews and policy decisions. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and is notable for its extensive retail advisor and branch network.

William Robertson IV is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.