Lindsey Heglar

Mark Lamson is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Bankers Life Advisory Services and Bankers Life Securities since 2019 and was previously with Fifth Third Securities from 2014 to 2019. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Jeffrey Odum is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lexington, TN, holding a Series 63 designation and 26 years of industry experience. His prior experience includes roles at LPL Financial and Invest Financial Corporation. He is also associated with FirstBank and FirstBank Investment Partners. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations, while offering a broad affiliate network to support institutional and municipal clients.

Jamie Hall is a financial advisor at Edward Jones in Lexington, TN, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Xyngular, Sanofi Pharmaceuticals, and Plexus Worldwide. Outside of advisory work, he is a co-owner of a cattle farming operation in Lexington. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. It supports its services with a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Todd Rosel is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Edward Jones from 2005 to 2023. Rosel is based in Lexington, Tennessee. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with additional financial products and services.

James Presley is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lexington, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior experience includes roles at LPL Financial and Invest Financial Corporation. Outside of his advisory work, he owns and operates James Presley Longhorns, a business that breeds, raises, shows, and sells registered Texas Longhorn cattle. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, employing asset-allocation analysis and firm research to develop tailored recommendations while maintaining client decision authority.

Lucas Presley is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Invest Financial Corporation. Presley is also associated with FirstBank in Lexington, TN, where he serves as a financial advisor and offers non-variable insurance. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipalities. The firm provides non-discretionary financial planning and investment consulting, emphasizing tailored strategies supported by extensive research and a broad affiliate network.