Benjamin Defoor is a financial advisor with Soar Financial LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at American Trust Investment Services, Inc. and Securities Service Network, LLC, among others. Outside of advising, he is involved in several non-investment ventures including managing Lead Wizards LLC and serving as a general partner in multiple development partnerships, as well as a partner in a CPA firm. Soar Financial LLC provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and qualified retirement plans. The firm customizes portfolios with a focus on long-term strategies and offers both discretionary and non-discretionary management through a multi-office team of five advisors.

Genesis Botello is a financial advisor at McCay Wealth Advisory LLC in Manchester, TN, holding a Series 65 credential with two years of industry experience. Prior to joining McCay Wealth Advisory, Botello’s background includes roles in education and various positions in retail and service industries. McCay Wealth Advisory primarily serves individual clients, including high-net-worth households, providing discretionary portfolio management, investment recommendations, and financial planning. The firm customizes portfolios based on client time horizons, risk tolerance, and investment goals, and is noted for offering educational seminars and workshops in addition to its investment services.

Hayden Proffitt is a financial advisor at McCay Wealth Advisory LLC with a Series 65 designation and two years of industry experience. Prior to joining McCay Wealth Advisory in 2023, he worked at the Hospital Corporation of America and LBMC. McCay Wealth Advisory serves primarily individual clients, including high-net-worth households, offering discretionary portfolio management, investment recommendations, and financial planning. The firm customizes portfolios based on client objectives and provides educational seminars and workshops, which is uncommon among peer firms.

Brent McCay is a financial advisor with McCay Wealth Advisory LLC, holding a Series 66 designation and 19 years of industry experience. He worked at Wells Fargo Advisors from 2011 to 2017 before joining McCay Wealth Advisory in 2017. Outside of advising, he is a notary public. McCay Wealth Advisory primarily serves individual clients, including high-net-worth households, providing discretionary portfolio management, investment recommendations, and financial planning. The firm customizes portfolios based on client objectives and offers educational seminars and workshops, which is uncommon among similar team firms.

Bradley Covert is a financial advisor at McCay Wealth Advisory LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Bankpak and the Viola Pizza Company. McCay Wealth Advisory primarily serves individual clients, including high-net-worth households, providing discretionary portfolio management, investment recommendations, and financial planning. The firm customizes portfolios based on clients’ time horizons, risk tolerance, and goals, and offers educational seminars and workshops that are uncommon among similar teams.

John Rogers Jr. is a financial advisor at Laffer Tengler Investments, Inc. in Manchester, TN, holding a Series 65 designation with 21 years of industry experience. He has worked at Laffer Tengler Investments since 2020 and was previously with Laffer Investments from 2006 to 2020. Laffer Tengler Investments provides discretionary and non-discretionary portfolio management, model delivery, and wrap-fee program management for individual, high-net-worth, institutional, and specialty clients. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis across various asset classes and offers actively managed equity income ETFs alongside model portfolios and account management services.

Emily McCay is a financial advisor at McCay Wealth Advisory LLC in Manchester, TN, holding a Series 65 designation with eight years of industry experience. She has been with McCay Wealth Advisory since 2013. McCay Wealth Advisory primarily serves individual clients, including high-net-worth households, providing discretionary portfolio management, investment recommendations, and financial planning. The firm customizes portfolios based on client-specific factors and offers educational seminars and workshops, which distinguishes it among similar team-based advisory firms.

Justin Curtis is a financial advisor with Eagle Strategies (New York Life) based in Shelbyville, Tennessee. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Curtis also serves on the board of his homeowners association and participates as a public speaker within New York Life offices. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

John Helms is a CFP® and PFS™ credentialed financial advisor with nine years of industry experience. He currently works with Commonwealth Financial Network and has prior experience at Hull Wealth Management and Darnell CPA PLLC. Outside of advisory services, Helms provides tax preparation and general accounting services through his own practice. Commonwealth Financial Network supports a national network of nearly 3,000 advisors by offering various advisory programs, technology, and operational support. The firm provides advisors with access to a broad range of investment products and manages discretionary model portfolios alongside customized client solutions.

Jennifer Feldhaus is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Raymond James since 2015. Outside of her advisory role, she is president of Feldhaus Investor Services and maintains her CPA license through her accounting practice, Jenni Feldhaus CPA. 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 emphasizes non-discretionary financial planning and investment consulting, using detailed risk profiling and asset-allocation analysis to tailor recommendations.

Joshua Wells is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2022 and previously at CUNA Brokerage Services, Inc. and Ascend Federal Credit Union. Wells is also a notary. 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 a large network of investment adviser representatives.

Charles Williams Jr. is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory work, he serves as a location pastor at People's Church of Shelbyville. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Rodney Wright is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 licenses and has 21 years of industry experience. He has worked with firms including Invest Financial Corp, First Bank, and Wilson Bank & Trust. Outside of his advisory work, he is active as a musician in two bands, Memory Train and The Pilots, performing guitar and vocals. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation analysis and firm research, with a significant portion of its business conducted on a non-discretionary basis.

Wayne Cavender Jr. is a CFP® professional with 25 years of industry experience, currently serving clients at Edward Jones since 2001. He holds Series 63 and Series 66 licenses and is based in Shelbyville, TN. Outside of his advisory role, he owns and maintains a commercial rental property in Shelbyville. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of more than 23,700 financial advisors and 15,000 branch offices nationwide.

Duane Conklin is a financial advisor with Edward Jones in Manchester, TN, holding Series 63 and Series 66 designations and 25 years of industry experience. He worked at Integrity Funds Distributor, Inc. for ten years before joining Edward Jones in 2018. 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 supported by a large nationwide network of advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated funds, and operates under a fiduciary standard.

Jeffrey Jackson is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with LPL Financial and has previously worked at Heritage Wealth Management and Next Financial Group Inc. Outside of his advisory work, he is the owner of Hangarcraft LLC, a home-based business. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and combines large-scale advisory operations with a broad product platform.

Rebecca Carter is a financial advisor with Raymond James Financial Services, Inc. in Shelbyville, Tennessee, holding a Series 66 designation and five years of industry experience. Prior to her current role, she worked in hospitality management and was a full-time student in 2019. She is also an associate at Feldhaus Investor Services, where she works as a financial advisor. 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 emphasizes non-discretionary financial planning and investment consulting, combining firm research and asset-allocation tools to develop tailored recommendations.

Christopher Cravens is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and over 33 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he is the CEO and President of Coffee Financial Inc., a support company based in Manchester, Tennessee. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a distinctive emphasis on non-discretionary advisory services.

David Henley is a Series 66-licensed advisor at Cambridge Investment Research Advisors with seven years of industry experience. He has held roles at Cambridge Investment Research Advisors since 2019 and previously worked at Chem-Trend L.P. outside the financial sector. Henley is a co-owner of A&O Financial Services and owns Henley Sales and Consulting, LLC. 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, employing model portfolios, third-party strategists, and multiple account platforms.

Daniel Wunderlich is a Series 66-registered financial advisor with UBS Financial Services in Manchester, TN, bringing 18 years of industry experience. He previously worked at Merrill from 2011 to 2018 before joining UBS in 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

James Jaggers is a financial advisor with Raymond James Financial Services Advisors, Inc. in Manchester, TN, holding Series 63 and Series 65 credentials and with 15 years of industry experience. He has been with Raymond James since 2010 and previously worked at Coffee Financial Advisors. Outside of his advisory role, he manages tax and cost responsibilities for an online ecommerce business owned by his wife. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation and firm research to develop tailored financial plans and recommendations.

James Williams III is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. He has been with Cetera and its affiliated entities since 2014. Outside of his advisory role, he serves on the Board of Zoning Appeals for the City of Shelbyville, acts as Senior Warden for the Episcopal Church of Redeemer, and is a reserve deputy with the Bedford County Sheriff's Office. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, combining advisor-managed accounts with firm-sponsored model portfolios and multiple program structures.

Christian Cavender is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® and Series 66 designations. In addition to his advisory role since 2014, he serves as a Branch Chief and leads an intelligence analysis team in the U.S. Air Force Reserve. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and emphasizes fiduciary standards in its services.

Trevor Denney is a financial advisor with Edward Jones in Manchester, TN, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018, following roles at Traders Bank, TEKSystems, and the University of Tennessee at Chattanooga. 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 offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Austin Waag is a financial advisor at Cambridge Investment Research Advisors with a Series 65 credential and less than one year of industry experience. Prior to his current role, he worked in environmental and conservation-related positions including with the U.S. Geological Survey and Bat Conservation International. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a large network of independent Financial Professionals and multiple account platforms.

Tony Wooten is a financial advisor with LPL Financial in Shelbyville, TN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with LPL Financial since 2012. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Rosalie Henley Crownover is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 32 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011. In addition to her advisory role, she has operated Bush Insurance Agency as an independent insurance agent since 1975. Crownover is also the Vice President of the Manchester Kiwanis Club. Cambridge Investment Research Advisors, Inc. serves a diverse client base including 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 various account platforms and third-party strategists.

Jennifer Dougherty is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones in various roles since 2004. 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 broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.