William Branham IV

Brett Davis is a Series 65-licensed financial advisor with Reliable Municipal Advisors, LLC, bringing 10 years of industry experience. He has practiced law since 1996, currently operating as an attorney-at-law alongside his advisory role. Davis maintains an active legal practice separate from his investment advisory work. Reliable Municipal Advisors is a state-registered investment adviser serving tax-exempt issuers, institutional and business clients, as well as individuals and small businesses. The firm combines legal and advisory services, offering bond transaction advice, financial planning, and non-discretionary portfolio management.

Anthony Davis is a Series 65-licensed financial advisor with Reliable Municipal Advisors, LLC, where he has worked since 2015. He has 10 years of experience in investment management and over 30 years of experience as an attorney through his Davis Law Office practice. In addition to his advisory work, he is active 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, while also providing financial planning and portfolio management for individuals and small businesses. The firm combines legal and advisory services, offering transaction-level bond advisory alongside non-discretionary portfolio management, and maintains a small team focused on customized, non-performance-based fee arrangements.

Jimmy Bevins Jr. is a financial advisor at First Financial Coaching, Inc. with 35 years of industry experience. He holds the ChFC® and Series 63 designations and has worked previously at Lincoln Financial Securities Corporation. Outside of his advisory role, he is involved in coaching and officiating sporting events through his business, Magic Mountain Outfitters. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm delivers primarily non-discretionary investment recommendations and partners with a third-party manager for discretionary portfolio management, emphasizing client education and financial analysis.

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.

Matthew Day is a CFP® with 20 years of experience in the financial services industry. He is currently with Truist Advisory Services and has previously worked at LPL Financial, Citizens Wealth Management, and BB&T Investments. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions, combining model portfolios, third-party managers, and advisor-led asset allocation.

Jeffery Hensley is a financial advisor at Edward Jones in Pikeville, KY, holding Series 63 and Series 66 designations with 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.