Matthew Dane Cox

Daniel Prevett is a financial advisor at Stirlingshire Investments with six years of industry experience and holds a Series 65 designation. He previously worked at Prevett Financial, Midway University, and Brewton-Parker Christian University. Stirlingshire RIA LLC offers discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a range of investment strategies including quantitative, fundamental, and technical analysis, and provides access to diverse investment types through its in-house and third-party models.

Harvey Little Jr. is a CFP® and Series 65-licensed financial advisor with 16 years of industry experience. He is the principal of WH Wealth Management LLC, an independent firm he founded in 2021, following 15 years operating his own financial services firm. Outside of advisory work, he maintains an insurance producer license and engages in residential and commercial real estate management. WH Wealth Management serves individuals, families, and small business owners, providing investment advisory services, financial consultation, and comprehensive planning including retirement, tax, estate, insurance, and college funding. The firm manages approximately $8.0 million in discretionary assets and typically invests using mutual funds, low-cost index funds, and ETFs, applying both fundamental and technical analysis.

William Duncan is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at Citizens National Bank for four years before joining Edward Jones in 2019. He is also the owner and proprietor of an Edward Jones office in Stanford, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices across the country.

Robbie Perry is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Financial Advisors and The Prudential Insurance Company of America. Outside of advisory services, he has been involved in insurance products sales and held partial ownership in a Subway restaurant. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party management. The firm integrates advisory programs with brokerage and insurance products through its affiliated entities.

Rachel Miracle is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, she worked at Walmart and Red Lobster. She is also a published author with BookLeaf Publishing. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Christopher Dick is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has previously worked with Avantax Planning Partners, Avantax Advisory Services, Avantax Investment Services, Evans Harville Atwell & Co CPAs PLLC, and Regions Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies, managed solutions, and affiliated mutual funds, operating under a fiduciary standard and supported by a large national network of advisors and branch offices.