Karen Chapman

Manuel Carril is a financial advisor with Principal Financial Services, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for seven years and served briefly in the US Army Reserves. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers under various advisory and promoter arrangements.

Payton Miller is a financial advisor with Money Concepts Capital Corp in Dayton, TN. He holds a Series 66 designation and has been in the industry since 2023. Prior to joining Money Concepts, he worked at Edfinancial and has experience in retail and publishing sectors. Miller is also associated with The Harris Group, LLC, a marketing entity unrelated to investment activities. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and utilizes model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Hughie Harris is a financial advisor with Money Concepts Capital Corp in Dayton, TN, holding a Series 66 designation and nine years of industry experience. Prior to joining Money Concepts in 2016, he served two years with the Army Materiel Command. He is also an officer with American Legion Post 100 in Dayton. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services 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 both fundamental and technical analysis.

Brandon Boyd is a financial advisor with Edward Jones in Dayton, Tennessee, holding a Series 66 designation and three years of industry experience. He has been with Edward Jones since 2021 and previously worked at Mowing & More and Mississippi State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products through a nationwide network of more than 23,700 advisors.

Jared Benson is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Firstbank. Outside of advising, he serves as a sales assistant with Firstbank Investment Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting for individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Brian Koch is a financial advisor with Edward Jones in Dayton, TN, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2020 and previously held roles at Community Financial Services Bank, Murray State University, and Cass Communications. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.