David Hallmark

Jody Mang is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 designations and 18 years of industry experience. Prior to joining Truist Investment Services in 2022, Jody worked at FedEx, CapStar Bank, State Electrical, and Fifth Third Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a focus on integrated inter-affiliate service arrangements.

Joshua Haney is a financial advisor with Eagle Strategies (New York Life) based in Pulaski, Tennessee. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Haney operates Haney Financial Solutions, LLC, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple tailored advisory programs and manages the majority of its assets on a non-discretionary basis within an integrated New York Life structure.

William Miller is a financial advisor with Eagle Strategies (NY Life) holding Series 65 and Series 63 licenses and has four years of industry experience. He is currently president of the Kiwanis Club in Pulaski, TN. Miller has worked with Haney Financial Solutions, Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Co. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, with services that integrate advisory solutions tied to insurance and annuity products.

Joseph Yarbrough is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. His prior work includes roles at McCall & Associates and Raymond James Financial Services. Outside of finance, he has experience with the Shoals Symphony Orchestra. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Stephanie Busby is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 19 years of industry experience. She has worked at Raymond James Financial since 2010 and previously spent 14 years at First National Bank. Busby is also employed as a registered sales assistant at McCall and Associates. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes risk profiling and modeling tools to deliver tailored, non-discretionary advice and supports municipal and public finance work uncommon among large institutional advisors.

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.