Stephen Priddy is a financial advisor at Kingsview Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones from 2004 to 2021 before joining Kingsview Partners in 2021. 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 provides wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies, including its in-house portfolio group and Monarch ETFs.

Tanner Stepp is a CFP® professional with 11 years of industry experience, currently affiliated with CX Institutional, LLC. His prior roles include positions at LPL Financial and Clarify Wealth Management, Inc. He holds Series 63 and Series 65 licenses. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment process that integrates fundamental, quantitative, technical, and cyclical analysis across various asset classes, including equities, fixed income, ETFs, structured products, and private investment funds.

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.

Matthew Plumley is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked at LPL Financial since 2018 and previously spent eight years with Invest Financial Corporation. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house Research team that develops various model portfolios and investment strategies.

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.

Michael Cary is a CFP®-certified financial advisor with Raymond James Financial, bringing 32 years of industry experience. His career includes roles at the Federal Reserve Bank of St. Louis Memphis Branch and long-term involvement with Carroll Bank & Trust, where he serves as a bank director and chairman. He is also owner of The 1822 Coffee Company LLC, a local business in Huntingdon, TN. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm focuses on non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and a broad affiliate network.

Brents Priestley is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2003. Outside of his advisory role, he is the owner of a rental property business in McKenzie, Tennessee. 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 solutions, supported by a nationwide network of over 23,000 financial advisors and managing approximately $1.01 trillion in assets under management.

Michelle Conroy is a financial advisor with LPL Financial in Paris, Tennessee, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her prior roles include positions at Commercial Bank & Trust Co, Invest Financial, Fulton Financial Advisors, and Raymond James Financial Services. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, utilizing a broad range of investment and planning solutions supported by an in-house research team.

Brian Tusa is a CFP® professional affiliated with Edward Jones in Paris, Tennessee, with 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as a board member and secretary of the Paris Henry County Healthcare Foundation, participating in meetings and fundraising activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a network of more than 23,700 advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products under a fiduciary standard.

Bryan Merrick is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at Raymond James since 2007 and is also a partner in Flex Fitness, a business he owns but does not actively manage. Additionally, he provides business management guidance as an independent contractor for McKenzie Medical Center. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm offers tailored financial planning and non-discretionary investment consulting supported by firm research and a broad affiliate network.

Matthew Spellings is a financial advisor with Edward Jones in Paris, TN, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Westan Insurance Group for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated funds, operating under a fiduciary standard.

Cody Crocker is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, he worked at Victra Verizon for six years. 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 manages over $1 trillion in assets and offers a range of advisory programs with a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Jamie Orr is a financial advisor with LPL Financial in Paris, Tennessee, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Edward Jones. Outside of his advisory work, he is involved in real estate rental activities. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team, providing flexible investment solutions through its extensive network of investment adviser representatives.

Beverly Neighbors is a financial advisor with LPL Financial in Union City, TN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Her career includes over two decades at INVEST Financial Corporation and ongoing service at Commercial Bank & Trust since 1995. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Allen Barton is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Security Bank and Trust Co and Tri-Turf Sod. 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 large nationwide network of financial advisors and branch offices.