Jeffrey Shelton is a financial advisor with Capital Square, LLC in Athens, TN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining Capital Square in 2017, he worked at Bellwether Investment Group, LLC for two years. He also maintains a part-time insurance agent role focused on life insurance and fixed annuities, primarily managing existing contracts. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments. The firm manages approximately $393 million in client assets, offering tailored portfolios with a range of strategies and emphasizes client education and ongoing disclosure.

Notley Maddox is a financial advisor at Capital Square, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bellwether Investment Group and Capital Square since 2008. In addition to his advisory role, Maddox is an Assistant Professor at Tennessee Wesleyan University, where he teaches corporate finance. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments. The firm offers tailored portfolios through asset allocation and employs both discretionary and non-discretionary management strategies.

William Huff is a financial advisor at United Advisors America with eight years of industry experience. He holds a Series 65 designation and has worked at United Advisors America since 2017 and Alliance America Corporation since 2015. In addition to his advisory role, he is an insurance agent for Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, offering both discretionary and non-discretionary portfolio management along with complimentary financial planning upon request. The firm employs a Modern Portfolio Theory-based approach, using customized asset allocations and model portfolios primarily composed of mutual funds and ETFs.

Richard Shelton is a financial advisor at Capital Square, LLC, holding a Series 65 designation. He has been with Capital Square since 2023 and has prior experience working in education and as a self-employed professional. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments, managing approximately $393 million in client assets as of December 2024. The firm offers tailored portfolios through asset allocation across various investment vehicles and emphasizes client education and ongoing disclosure.

Suzanne Burrell is a CFP® and holds a Series 66 license with 16 years of experience in the financial industry. She has been with Capital Square, LLC since 2017 and previously worked at Bellwether Investment Group, LLC from 2015 to 2017. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments. The firm offers retirement planning and both discretionary and non-discretionary portfolio management, managing approximately $393 million in client assets as of December 2024, with tailored portfolios reviewed quarterly and financial plans developed after detailed client interviews.

Cody Burrell is a financial advisor at Capital Square, LLC in Athens, TN, holding a Series 65 designation with one year of industry experience. Prior to joining Capital Square, he worked at UBS Financial Services Inc. from 2022 to 2024 and has experience outside the financial sector, including a role at Bradley County Schools from 2017 to 2021. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments, managing approximately $393 million in client assets as of December 2024. The firm offers tailored portfolios using a range of asset classes and strategies, with a multi-office presence and a focus on client education and ongoing disclosure.

Hilary Bryson is a financial advisor at DayMark Wealth Partners, LLC with 23 years of industry experience. She previously worked at Morgan Stanley and Wells Fargo in various advisory roles. Bryson holds the Series 63 and Series 66 designations. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets. The firm offers comprehensive portfolio management and financial planning, utilizing a mix of fundamental, technical, quantitative, and ESG analysis, and has capabilities in insurance distribution and private fund management.

Rocky Montgomery is a financial advisor at Prospera Financial Services, Inc. with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Prospera since 2016. Prior to that, he was with Capital Guardian, LLC and Financial & Tax Strategies, where he also owns an insurance business offering fixed annuities and life insurance. Outside of finance, he is the owner of TN K-9 Services LLC, a drug dog training business. Prospera Financial Services is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans through about 207 advisors across roughly 140 offices. The firm provides investment advisory and financial planning services using a variety of firm-sponsored and third-party platforms, combining discretionary and non-discretionary portfolio management.

David Topor is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and 15 years of industry experience. He has been with Gradient Advisors since 2013 and also serves as President and Sales Agent for IntelliShield, a life, health, and annuity sales business he has been involved with since 2010. Additionally, Topor participates as an educational speaker and advisor for the nonprofit Society of Financial Awareness and works as an estate planning advisor collaborating with lawyers to sell and fund trusts. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of 169 advisors across 154 offices and employs a client-approval investment approach supplemented by third-party money manager referrals.

Randall Knapp is a financial advisor with Financial & Tax Architects, LLC and holds a Series 65 designation. He has 11 years of industry experience and has worked at firms including Integrity Financial Advisors, LLC and West Financial Advisors. Outside of his advisory roles, he is involved with Knapp's LLC, a business he has maintained since 2015. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm utilizes proprietary “Private Wealth Strategies” with monthly reviews and rebalancing, and also offers retirement-plan consulting, educational seminars, and sub-advisory services to other registered investment advisers.

Matthew Sherlock is a financial advisor with Truist Advisory Services in Loudon, TN, holding a Series 66 designation and 11 years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2019 and previously worked at Valic Financial Advisors from 2015 to 2019. 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 and fund monitoring.

Wesley Nunley is a financial advisor at Edward Jones with a Series 66 designation and one year of experience at the firm. His prior work experience includes roles in advertising, recruiting, insurance, and logistics at companies such as Comcast Advertising, Nxt Level Recruiting, Farmers Insurance, Nunley Insurance, and FedEx Express. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Dane Bradford is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities and U.S. Bancorp Investments. Bradford is the founder of Eira Financial, LLC, a financial and insurance services firm. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, supported by a combination of advisor-managed accounts, model portfolios, and third-party managed solutions.

Olivia Cordell is a Series 66-registered financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2024, she worked in education roles with Monroe County Schools and Sweetwater City Schools. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Kathryn Loftis is a Series 66-registered financial advisor with Edward Jones, based in Athens, Tennessee, and has nine years of industry experience. She has been affiliated with the University of Tennessee at Chattanooga since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Stephen Kerutis is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. His prior roles include positions at LPL Financial, Truist Investment Services, and ORNL Federal Credit Union. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, retirement plan solutions, and access to third-party money managers. The firm combines discretionary and non-discretionary services with a range of program options and integrates retirement and fiduciary capabilities alongside its institutional network.

Miguel Maria is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for 10 years before joining LPL Financial in 2024. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Derek Dieterich is a CFP® with 24 years of industry experience, currently serving at Cetera since 2018. His prior roles include positions at Aspire Private Wealth Counsel and Lincoln Financial Securities Corporation. Outside of his advisory work, he is involved in sports officiating as a referee. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large independent advisor network. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining discretionary and non-discretionary strategies with access to third-party managers and proprietary model portfolios.

Joseph Ladner is a financial advisor at Edward Jones with certifications including CFP® and ChFC®, and seven years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Pro Power and Fastenal. He serves on the board of Blue Willow Tutorial in Athens, Tennessee, where he participates in budgeting for the fiscal year. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment options, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Kassidi Hooper is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020, following roles in health services and communications. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and has a large nationwide network of financial advisors and branch offices.

Ben Campbell is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds a Series 66 designation. Outside of his advisory role, he manages rental properties in Loudon, Tennessee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Murray Willis is a financial advisor at Edward Jones in Athens, TN, with 25 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses and has been with Edward Jones since 2000. Outside of advisory work, he serves as an adjunct professor teaching a Financial Workshop at Cleveland State Community College and acts as secretary for the Industrial Development Board of McMinn County. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of account types. The firm offers a variety of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 advisors and over $1 trillion in assets under management.

Tolita Freeman is a Series 66-licensed financial advisor with Edward Jones in Vonore, Tennessee. She has seven years of industry experience, including eight years at Edward Jones and eleven years previously at Walgreens. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services, supported by a large nationwide network of financial advisors and branch offices.

Taylor Fairweather is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2023. Prior to his advisory role, his background includes positions with Uber Eats and the University of Tennessee at Knoxville. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. 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 offerings.

Virginia Burwitz is a financial advisor with LPL Financial in Loudon, Tennessee, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at Cyr/Woertz Financial and European Wax Center. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households, offering a range of financial planning, model-portfolio advisory programs, and third-party asset management solutions.

Erin Barker is a financial advisor with OSAIC, holding a Series 66 designation and two years of industry experience. Prior to joining OSAIC in 2023, Barker worked at SagePoint Financial and Mortgage Investor Group, among other firms. Outside of finance, Barker serves as the lead pastor and board member of Passion Church Ministries, a 501(c)(3) organization. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Edward Hall is a Series 66-licensed financial advisor with Edward Jones, based in Athens, TN. He joined Edward Jones in 2024 and previously held roles at Jenkins and Walden Security. His early career includes work experience in retail and food service, as well as studies at Tennessee Wesleyan University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. 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.

Fred Burke is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and 66 licenses and bringing 38 years of industry experience. His prior roles include positions at CapStar Bank, LPL Financial, Raymond James Financial Services, and INVEST Financial Corp. Outside of his advisory work, he is involved with Downtown Square Investments in Athens, TN. Cambridge Investment Research Advisors serves individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a combination of discretionary and non-discretionary management approaches.

Joseph Robinson is a financial advisor at Edward Jones in Athens, TN, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2006. He serves on the nominations committee for Keith Memorial United Methodist Church in Athens without compensation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services through a large nationwide network of advisors and branch offices.

John Acuff is a financial advisor with Edward Jones in Madisonville, Tennessee. He holds the Series 66 designation and has two years of industry experience, following a 28-year career with the Monroe County Sheriff's Office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors. The firm manages approximately $1.01 trillion in assets under management and provides services under a fiduciary standard.

Erica Croomes is a financial advisor with Equitable Advisors in Athens, TN, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at First Horizon Advisors Inc. and First Horizon Bank from 2003 to 2020, and briefly at Axa Advisors LLC in 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerance.

Kevin Sheffield is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera, Wells Fargo Advisors Financial Network, and Summit Financial Group. Sheffield has operated Sheffield Wealth Management since 2015 as a DBA for his LPL business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. 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 offerings.

Jordan Perleoni is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked at Regions Bank and BB&T Bank for a combined ten years. He holds a Series 66 designation. Outside of his advisory role, Perleoni serves as a board member and treasurer for Habitat for Humanity in Athens, Tennessee, where he participates in directing volunteers and voting on business matters. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate organizations. The firm manages over $1 trillion in assets through a wide network of advisors and offers a range of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

Ashley Benson is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Benson also has a longstanding association with East Tennessee Children's Hospital. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Gary Stuart is a CFP® professional with over 21 years of experience, currently serving as a financial advisor at Edward Jones since 2004. He has taught financial workshops for individual investors through Pellissippi State Technical Community College and officiates high school and college volleyball games. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of advisors and branch offices.

Skidmore Garrett is a financial advisor with Raymond James Financial in Athens, TN, holding a Series 63 designation and over 30 years of industry experience. He has been with Raymond James Financial and its related entities since 1999 and previously worked at Citizens National Bank. Garrett is also the owner of CLG Properties, LLC, which owns the property housing his advisory business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through client collaboration and supported by extensive research and an affiliate network.

Jeremy Loftis is a financial advisor at Edward Jones with 14 years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at LPL Financial LLC, Cetera Investment Advisors LLC, Regions Bank, Raymond James Financial Services Advisors Inc., Athens Federal Community Bank, and INVEST Financial Corp. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.

James Fairweather is a financial advisor with LPL Financial possessing 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Peoples Bank of East Tennessee since 2011 alongside his role at LPL Financial beginning in 2010. Fairweather serves as a board member for the East Tennessee Mutual Insurance Company, a nonprofit organization. LPL Financial provides advisory and brokerage services to individual investors, retirement plan sponsors, banks, credit unions, and other institutions through a nationwide network of over 21,800 investment adviser representatives, managing more than $819 billion in advisory assets. The firm offers a broad array of programs including wrap accounts, third-party asset management, model portfolios, financial planning, retirement consulting, and specialized institutional services such as its Bank Wealth Program.

Scott Haley is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Loudon, TN. He has been associated with Raymond James and Mainsail Wealth Advisors since 2013 and previously worked with Gloucester County Schools from 2016 to 2019. Outside of his advisory role, he is the owner of Mainsail Wealth Advisors, a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations while maintaining client decision authority.

Nicholas Peden is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm provides both discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jordan Johnston is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Athens, TN, and has five years of industry experience. Prior to joining Cambridge in 2024, he worked at LPL Financial and CapStar Bank from 2018 to 2024. He serves on the boards of the McMinn County Education Foundation and the United Way of McMinn & Meigs Counties and is also a notary public. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.