Reed Dennis Potter Jr.

Brett Davis is a Series 65-credentialed financial advisor with Reliable Municipal Advisors, LLC, where he has 11 years of experience. He also maintains an active legal practice as an attorney, having worked at Davis Law Offices, PSC from 1996 to 2018 and currently operating as Brett D. Davis, Attorney-at-Law since 2018. Reliable Municipal Advisors serves tax-exempt issuers, institutional clients, charities, foundations, and municipal or corporate borrowers, providing bond advisory, financial planning, and non-discretionary portfolio management services. The firm integrates legal and advisory expertise in its transaction-level municipal and bond engagements and operates on a small, two-advisor structure.

Anthony Davis is a financial advisor at Reliable Municipal Advisors, LLC with 11 years of experience in the industry. He holds a Series 65 credential and has an active legal practice through Davis Law Office since 1995. In addition to his advisory role, he works as a real estate agent with RE/MAX Legacy. Reliable Municipal Advisors serves tax-exempt issuers, institutional and business clients, including charities and municipal borrowers, offering bond advisory, financial planning, and non-discretionary portfolio management. The firm combines legal and advisory services, providing integrated bond transaction advice alongside investment consulting.

Oliver Williamson is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Calton & Associates since 2003 and has a prior career at Childers & Venters dating back to 1990. Outside of his advisory role, he owns and directs a frozen yogurt business, Orange Leaf, and manages a property management and handyman services company. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement consulting, and access to third-party money managers. The firm provides both discretionary and non-discretionary management options with multiple program structures and combines brokerage, insurance, and advisory services.

William Branham IV is a financial advisor with Calton & Associates, Inc. in Pikeville, KY, holding a Series 66 designation and nine years of industry experience. Prior to joining Calton & Associates in 2017, he worked as a professional golfer for one year. Outside of his advisory role, he volunteers as an assistant coach for boys' golf and basketball at Pikeville Independent Schools. Calton & Associates serves individual investors, retirement plans, trusts, and estates by offering portfolio management, financial planning, retirement consulting, and access to third-party money managers. The firm provides both fee-based and commissionable products and employs various investment strategies tailored to clients’ goals, risk tolerance, and liquidity needs.

Matthew Day is a CFP® professional with 20 years of experience in the financial industry. He is currently affiliated with Truist Advisory Services and has prior experience with LPL Financial, Citizens Wealth Management, and BB&T Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its client offerings.

Julie Smith is a financial advisor with Edward Jones in Prestonsburg, KY, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Community Trust Bank and held various roles in healthcare and therapy organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.