Matthew Plumley

Ashli Newcomb is a financial advisor at Kingsview Wealth Management, LLC with 12 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Kingsview in 2022, she worked at Edward Jones from 2014 to 2022. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies.

William Jelks Jr. is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial and Commercial Bank and Trust Company in 2025, he worked at Derksen Portable Buildings for eight years and Alexander Thompson Arnold CPAs for two years. Outside of his advisory role, Jelks serves as a football official in Paris, Tennessee. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and charities. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

Peter Piskos is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward Jones since 1992 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns and maintains a rental property in Paris, Tennessee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Dick Thompson is a financial advisor at Raymond James Financial in Oakland, TN, with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Mass Mutual Investors Services, and Proequities, Inc. Thompson is also an associate at FirstBank and FirstBank Insurance Partners, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations while maintaining client decision authority.

Samuel Mc Daniel is a financial advisor with Edward Jones in Paris, Tennessee, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Forever Communications and Commercial Bank and Trust Company. Outside of his advisory role, he serves as a board member for the City of Paris Revolving Loan Fund and has been a high school and club soccer official since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory strategies and maintains an extensive national network of advisors and branch offices.

Nolan Poteete is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 10 years of industry experience. He has worked with Carroll Bank & Trust since 2015, where he also performs teller duties, and has been with Raymond James Financial Services Advisors Inc. since 2016. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and risk profiling.