Julie Lynne Smith

Brett Davis is a Series 65-credentialed financial advisor with Reliable Municipal Advisors, LLC, where he has 11 years of experience. He also maintains an active legal practice as an attorney, having worked at Davis Law Offices, PSC from 1996 to 2018 and currently operating as Brett D. Davis, Attorney-at-Law since 2018. Reliable Municipal Advisors serves tax-exempt issuers, institutional clients, charities, foundations, and municipal or corporate borrowers, providing bond advisory, financial planning, and non-discretionary portfolio management services. The firm integrates legal and advisory expertise in its transaction-level municipal and bond engagements and operates on a small, two-advisor structure.

Anthony Davis is a financial advisor at Reliable Municipal Advisors, LLC with 11 years of experience in the industry. He holds a Series 65 credential and has an active legal practice through Davis Law Office since 1995. In addition to his advisory role, he works as a real estate agent with RE/MAX Legacy. Reliable Municipal Advisors serves tax-exempt issuers, institutional and business clients, including charities and municipal borrowers, offering bond advisory, financial planning, and non-discretionary portfolio management. The firm combines legal and advisory services, providing integrated bond transaction advice alongside investment consulting.

Matthew Day is a CFP® professional with 20 years of experience in the financial industry. He is currently affiliated with Truist Advisory Services and has prior experience with LPL Financial, Citizens Wealth Management, and BB&T Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its client offerings.

Michael Caudill is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2017. Prior to this, he worked at LPL Financial LLC and Citizens National Bank. He is also an author of the "Show Me My Money Guide." Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm supports its network of independent Financial Professionals with multiple platform options and proprietary as well as third-party investment strategies.

Jeffery Hensley is a financial advisor at Edward Jones in Pikeville, KY, holding Series 63 and Series 66 designations with 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sarah Hyden is a financial advisor with Edward Jones in Prestonsburg, KY, holding a Series 66 designation and eight years of industry experience. She was previously with Steptoe & Johnson PLLC before joining Edward Jones in 2017. Hyden serves on the boards of the Big Sandy Community & Technical College Foundation and the United Way of Eastern Kentucky, contributing to scholarship fundraising and charitable event coordination. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.