Jason B Lockridge

Nathan O'Bryant is the sole advisor at O'Bryant & Associates, Inc. in Jackson, TN, holding a Series 65 designation with 18 years of industry experience. He has been with the firm since 2003 and also serves as an insurance agent, maintaining an active life and health insurance license. O'Bryant & Associates primarily serves individual clients by providing comprehensive financial planning and hourly consultation services. The firm does not manage client assets directly but refers clients to third-party money managers, acting as a liaison while monitoring those relationships and relying on third-party custodians for account statements.

James Barker is a financial advisor with Haynes Barker Investment Management, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Haynes Barker Investment Management and LPL Financial LLC since 2002. Haynes Barker serves individuals, retirement plans, trusts, estates, charitable organizations, and small businesses by providing financial planning, retirement-plan consulting, and advisory services on a fixed-fee, hourly, or retainer basis. The firm employs a core-and-satellite investment approach, incorporates client goals into investment policy statements and net-worth analyses, and primarily offers advice rather than ongoing portfolio management.

Noel Eddleman is a financial advisor at Eddleman & Eddleman Inc with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at his current firm since 2005, with prior experience at Next Financial Group, Inc. and a long tenure at Union University. Outside of advising, he serves in leadership roles on several boards, including a Christian media company and various businesses related to real estate and construction. Eddleman & Eddleman advises individuals, businesses, trusts, family offices, and other entities, providing discretionary portfolio management, financial planning, and project analyses. The firm employs an academic, evidence-based investment approach and combines these services with an affiliated accounting practice and a venture capital entity.

William Haynes III is a financial advisor with Haynes Barker Investment Management, LLC in Jackson, TN, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Haynes Barker Investment Management and LPL Financial LLC since 2002. Haynes Barker Investment Management serves individual clients, including high-net-worth households, as well as trusts, estates, retirement plans, charities, and small businesses. The firm provides financial planning, retirement plan consulting, and advisory services on a fixed-fee, hourly, or retainer basis, with an investment approach that combines a passive core and selectively used active funds while clients retain control of their assets.

Charles Johnson is a CFP® professional with 23 years of industry experience, currently serving at Southern Capital Advisors, LLC since 2018. His prior experience includes roles at Bank of America, N.A. and Merrill. He also teaches finance and accounting courses as an adjunct instructor at Freed-Hardeman University. Southern Capital Advisors, LLC provides investment advisory services to individuals, including high-net-worth clients, as well as pension, trust, and institutional clients. The firm offers discretionary portfolio management and financial planning, constructing tailored Investment Policy Statements and employing a range of analytical approaches with an emphasis on equities, mutual funds, ETFs, and fixed income.

Timothy Shanklin is a financial advisor at Bdc Advisory, LLC with 21 years of industry experience. He holds the Series 63 designation and has worked at Bdc Advisory and Burleigh Consulting Group since 2004. He is involved in retirement plan consulting through Burleigh Consulting Group. Bdc Advisory LLC provides investment consulting exclusively to qualified retirement plans administered by Burleigh Consulting Group, focusing on fund selection, monitoring, and participant education. The firm offers non-discretionary, plan-level consulting services and negotiable fee arrangements for plan sponsors.