Matthew Schultz

Nathan O'Bryant is the sole advisor at O'Bryant & Associates, Inc. in Jackson, TN, holding a Series 65 designation with 18 years of industry experience. He has been with the firm since 2003 and also serves as an insurance agent, maintaining an active life and health insurance license. O'Bryant & Associates primarily serves individual clients by providing comprehensive financial planning and hourly consultation services. The firm does not manage client assets directly but refers clients to third-party money managers, acting as a liaison while monitoring those relationships and relying on third-party custodians for account statements.

James Barker is a financial advisor with Haynes Barker Investment Management, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Haynes Barker Investment Management and LPL Financial LLC since 2002. Haynes Barker serves individuals, retirement plans, trusts, estates, charitable organizations, and small businesses by providing financial planning, retirement-plan consulting, and advisory services on a fixed-fee, hourly, or retainer basis. The firm employs a core-and-satellite investment approach, incorporates client goals into investment policy statements and net-worth analyses, and primarily offers advice rather than ongoing portfolio management.

Noel Eddleman is a financial advisor at Eddleman & Eddleman Inc with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes service on the Madison County Commission and roles at Forever Communications and Union University. Outside of his advisory work, he is involved in venture capital management and serves on the boards of several organizations, including a Christian media company and a real estate management firm. Eddleman & Eddleman advises individuals, businesses, trusts, family offices, and other entities, providing discretionary portfolio management, financial planning, and project analyses. The firm employs an academic, evidence-based investment approach grounded in Modern Portfolio Theory and multifactor models, and combines investment advisory services with affiliated accounting and venture capital operations.

William Haynes III is a financial advisor with LPL Financial in Jackson, Tennessee, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has operated Haynes Barker Investment Management, LLC since 2002, providing pension plan consulting services including plan design, investment policy statements, fiduciary responsibilities, and investment performance analysis. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that develops model portfolios and various investment strategies, allowing advisors to tailor solutions to client needs.

Jason Lockridge is a CFP® with 19 years of experience in the financial services industry. He is currently a financial advisor and chief compliance and operating officer at Southern Capital Advisors, LLC, where he has worked since 2018. Prior to this, he held positions at Mutual Securities, Bank of America, and Merrill Lynch. Outside of his advisory work, Lockridge serves on the board of directors for Chester County Dixie Youth, a nonprofit youth baseball and softball league. Southern Capital Advisors, LLC provides investment advisory services to individuals, including high-net-worth clients, as well as pension, trust, and institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using a tailored investment approach that incorporates fundamental, technical, quantitative, and behavioral analysis.

Charles Johnson is a CFP® professional with 23 years of industry experience, currently serving at Southern Capital Advisors, LLC since 2018. His prior experience includes roles at Bank of America, N.A. and Merrill. He also teaches finance and accounting courses as an adjunct instructor at Freed-Hardeman University. Southern Capital Advisors, LLC provides investment advisory services to individuals, including high-net-worth clients, as well as pension, trust, and institutional clients. The firm offers discretionary portfolio management and financial planning, constructing tailored Investment Policy Statements and employing a range of analytical approaches with an emphasis on equities, mutual funds, ETFs, and fixed income.