Jennifer Renee Montgomery

Roxanne Spencer is a financial advisor with Stephens in Oakland, Tennessee, holding a Series 66 designation and 21 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. She has been with Stephens since 2018. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm offers a range of services from financial planning and portfolio management to private equity and institutional equity research, utilizing both bottom-up and top-down investment strategies.

Jerry Milligan II is a Series 66-credentialed financial advisor with 15 years of industry experience. He is currently with LPL Financial and has previously worked at Ameriprise Financial Services, Waddell & Reed, and various insurance agencies. Outside of his advisory role, he is a business owner involved in acting, modeling, and voice-over work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies.

Michael Turner is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2014. He is based in Oakland, TN, and is a member of the Board of Directors for King's Daughters and Sons Home. Outside of his advisory role, he also pursues woodworking, creating wood furniture. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets. The firm combines research-driven, algorithm-assisted recommendation reports with personalized financial advice, offering a broad range of advisory, brokerage, and insurance solutions.

Kenneth Bowley is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His work history includes roles at MassMutual Life Insurance Company and Allstate Financial Services, LLC. Outside of advising, he served as vice president and financial services representative in insurance and managed an apartment complex through his ownership of CRD Properties LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software to deliver collaborative, goal-focused recommendations.

Amanda White is a Series 66 licensed financial advisor at Edward Jones with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Shawn Bouton is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. His career includes roles at Waddell & Reed, Inc. and various insurance carriers before joining LPL Financial in 2021. He operates Bouton Wealth Management LLC, an entity related to his LPL business. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations, offering a range of advisory programs and utilizing a combination of discretionary and non-discretionary management strategies supported by extensive research and technology tools.