Karen Chapman

Manuel Carril is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has seven years of industry experience, including a seven-year tenure at Edward Jones and service 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 charitable organizations. The firm’s advisory offerings emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Andrew Cole is a financial advisor with Principal Financial Services in Dayton, TN, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Allstate Financial Services and the Research Corporation of the University of Hawaii. Outside of his advisory work, he serves as the President of his local BNI chapter. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

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 with Raymond James Financial in Dayton, TN, holding a Series 66 designation and 10 years of industry experience. His work history includes roles at Firstbank, LPL Financial, and INVEST Financial Corporation. Outside of advisory work, he serves as a sales assistant at Firstbank Investment Partners. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations while maintaining client decision authority.