Scott Oeth is a CFP® and ChFC® with Cahill Financial Advisors, Inc., where he has worked since 2006. He has 12 years of industry experience. Outside of his advisory role, he is co-owner and Head Guide of Bull Moose Patrol, LLC, an outdoor education and guided adventures business. Cahill Financial Advisors serves individuals, trusts, businesses, foundations, and retirement plans with investment advisory, financial planning, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis, emphasizes asset allocation and long-term holdings, and integrates specialized credentials such as CPA and attorney expertise within its team.

Billy Brown is a financial advisor at Silver Oak Securities, Incorporated with five years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he worked at Horace Mann and Horace Mann Investors Inc. from 2015 to 2021. Brown also provides personal financial counseling services to military service members and their families through Magellan Federal. Silver Oak Securities, Inc. serves individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers personalized portfolio management and unified managed account programs, combining internal and third-party due diligence to tailor investments across various asset classes.

David Eblen II is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Silver Oak Securities since 2008 and has operated The Eblen Agency, an insurance sales business, since 1997. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm offers individualized portfolio management, unified managed account programs, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis.

Timothy Dill is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 63 designation and 26 years of industry experience. Prior to joining Independent Advisor Alliance in 2019, he worked with Independent Financial Partners and LPL Financial. Outside of his advisory work, he manages and performs with a family gospel group that tours nationally and operates a business selling and installing audio/video equipment for local churches and schools. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm provides asset management, financial planning, wealth coaching, and retirement plan consulting through a network of 219 advisory representatives using a combination of model portfolios, third-party managers, and technology platforms.

William Patton is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds a Series 66 designation and has worked at GWFS Equities, Inc. since 2016. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services through its recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Craig Hellmer is a financial advisor with LPL Financial, holding a Series 66 designation and 28 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he acts in a fiduciary capacity unrelated to investment services. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, 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.

Brian Henson is a CFP® with 25 years of experience in the financial industry. He has worked at Raymond James & Associates since 2024 and previously spent 24 years at Edward Jones. Outside of his advisory role, he co-owns rental real estate with limited involvement in management. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, serving both retail and institutional clients.

John Wehner is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He previously worked at Bank of America and Merrill. Outside of advisory work, he owns agricultural land in Tennessee that is actively farmed by family. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management through model-based asset allocations and proprietary research.

Kyle Lamb is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the CFP® designation and has prior work experience at Freed-Hardeman University, where he was employed for 15 years. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary financial advisory relationships and institutional consulting services.

Kyle Williams is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2021, including its affiliated entities, following prior roles at VOYA Financial Advisors and Steve and Brad Little. Williams is also an independent insurance agent and owns a financial services business operating under 401KYLE.COM. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services utilizing both advisor-managed and model portfolio solutions.

Clay Paris is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he was employed at Cardinal Health, Southern Valet, and Triad Isotopes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,000 financial advisors.

Lucas Waddell is a financial advisor with Edward Jones in Henderson, TN, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Edward Jones in 2024, he worked at MFS Fund Distributors, Inc. from 2021 to 2024 and held roles at Garage Doors Unlimited, Bank of Gleason, the University of Tennessee at Martin, and the McKenzie school district. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Jeremy Mikkelsen is a financial advisor at Edward Jones with 20 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Mikkelsen has been with Edward Jones since 2016. 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 network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and proprietary mutual funds.