Lucas Perry Waddell

Scott Oeth is a CFP® and ChFC® with Cahill Financial Advisors, Inc., where he has worked since 2006. He has 12 years of industry experience. Outside of his advisory role, he is co-owner and Head Guide of Bull Moose Patrol, LLC, an outdoor education and guided adventures business. Cahill Financial Advisors serves individuals, trusts, businesses, foundations, and retirement plans with investment advisory, financial planning, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis, emphasizes asset allocation and long-term holdings, and integrates specialized credentials such as CPA and attorney expertise within its team.

Billy Brown is a financial advisor at Silver Oak Securities, Incorporated with six years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Silver Oak Securities in 2021, he worked at Horace Mann and Horace Mann Investors Inc. from 2015 to 2021 and was involved with the Houston Levee Community Center from 2018 to 2022. Brown also provides personal financial counseling services to military service members and their families at the Tennessee Army National Guard Unit in Jackson, TN. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals, managing around $2.4 billion in discretionary assets. The firm offers a range of advisory programs predominantly focused on discretionary investment management tailored to client objectives and risk tolerances.

David Eblen II is a financial advisor with Silver Oak Securities, Inc. in Jackson, Tennessee, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Silver Oak Securities since 2008 and has operated The Eblen Agency, focusing on insurance sales and planning, since 1997. Silver Oak Securities, Inc. serves individuals, pension plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals. The firm manages about $2.4 billion in discretionary assets, offering a range of advisory programs with primarily discretionary, customized investment management tailored to client objectives and risk tolerances.

William Patton is a financial advisor with Empower Advisory Group in Jackson, TN. He holds a Series 66 designation and has 11 years of industry experience, including 10 years at GWFS Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail IRA and brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns through point-in-time financial plans and managed account solutions.

Timothy Dill is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 63 designation and 26 years of industry experience. He previously worked at Independent Financial Partners and LPL Financial. Outside of his advisory work, he is a manager and member of a family gospel group that tours nationally, and he owns a business selling and installing audio/video equipment for local churches and schools. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm combines a network of independent advisory representatives with access to multiple portfolio management strategies and technology platforms to support client needs.

Craig Hellmer is a financial advisor with LPL Financial in Jackson, Tennessee, holding a Series 66 designation and 28 years of industry experience. He has been with LPL Financial since 2005. In addition to his advisory role, he acts in a fiduciary capacity outside of his primary responsibilities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning services, and access to model portfolios and research from multiple sources.