Maureen Armstrong is a Certified Financial Planner® with 28 years of industry experience. She is currently with AA Financial Advisors, LLC and has previously worked at Kestra Investment Services since 2013. Armstrong is involved in introducing clients to Finances Simplified, LLC, a tax and accounting service, to assist with bookkeeping needs. She also serves as a board member of Cornerstone Controls Inc. AA Financial Advisors serves individuals, families, and institutional clients, providing comprehensive financial planning and portfolio management through its proprietary UltraVision System®. The firm combines fundamental and technical research with committee vetting and offers both tailored portfolio management and an automated investment program.

Manuel Carril is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has seven years of industry experience, including a seven-year tenure at Edward Jones and service in the US Army Reserves. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory offerings emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Andrew Cole is a financial advisor with Principal Financial Services in Dayton, TN, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Allstate Financial Services and the Research Corporation of the University of Hawaii. Outside of his advisory work, he serves as the President of his local BNI chapter. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Payton Miller is a financial advisor with Money Concepts Capital Corp in Dayton, TN. He holds a Series 66 designation and has been in the industry since 2023. Prior to joining Money Concepts, he worked at Edfinancial and has experience in retail and publishing sectors. Miller is also associated with The Harris Group, LLC, a marketing entity unrelated to investment activities. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and utilizes model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Hughie Harris is a financial advisor with Money Concepts Capital Corp in Dayton, TN, holding a Series 66 designation and nine years of industry experience. Prior to joining Money Concepts in 2016, he served two years with the Army Materiel Command. He is also an officer with American Legion Post 100 in Dayton. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and account structures, utilizing model portfolios, third-party sub-advisers, and both fundamental and technical analysis.

Brandon Boyd is a financial advisor with Edward Jones in Dayton, Tennessee, holding a Series 66 designation and three years of industry experience. He has been with Edward Jones since 2021 and previously worked at Mowing & More and Mississippi State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products through a nationwide network of more than 23,700 advisors.

Karen Chapman is a financial advisor at UBS Financial Services with 20 years of industry experience. She has been with UBS since 2003 and holds Series 63 and Series 66 designations. Outside of her advisory role, she serves on the board of directors for Little Miss Mag Early Learning Center and works as an independent consultant for Arbonne, a personal care product company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Jared Benson is a financial advisor with Raymond James Financial in Dayton, TN, holding a Series 66 designation and 10 years of industry experience. His work history includes roles at Firstbank, LPL Financial, and INVEST Financial Corporation. Outside of advisory work, he serves as a sales assistant at Firstbank Investment Partners. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal 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.

Brian Koch is a financial advisor with Edward Jones in Dayton, TN, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2020 and previously held roles at Community Financial Services Bank, Murray State University, and Cass Communications. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Caylee Fields is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. She has worked at Cetera Investment Services LLC and Cetera since 2017 and has a background at Regions Bank dating back to 2016, as well as a year at Money Concepts Corp. prior to that. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of 6,825 independent advisors. The firm manages approximately $163.8 billion in assets and offers a range of services such as portfolio management, financial planning, retirement plan solutions, and access to various managed account programs and third-party money managers.

Phillip Wepking is a financial advisor with LPL Financial in Dayton, Tennessee, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he has served as a youth soccer coach for under-8 players in Nolansville, Tennessee. 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 wide range of investment solutions supported by an in-house research team and combines advisory services with insurance, lending, and other financial products.

Scott Bowers is a financial advisor with Edward Jones in Dayton, TN, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large nationwide network of advisors and branch offices.

Joshua Davis is a financial advisor at Edward Jones with five years of industry experience. He has held positions at Eagle Strategies (NY Life), New York Life Insurance Company, Aperio Insights, and the United Way of Greater Chattanooga. He also serves as a mentor coordinator for the BNI I Gotta Guy Chapter in Southeast Tennessee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and maintains a large network of advisors and branches across the country.

Karen Boyd is a financial advisor with Edward Jones in Dayton, Tennessee, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Edward Jones since 2001. Outside of her advisory role, she owns a rental property business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and trust services.