James Barker is a financial advisor with Haynes Barker Investment Management, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Haynes Barker Investment Management and LPL Financial LLC since 2002. Haynes Barker serves individuals, retirement plans, trusts, estates, charitable organizations, and small businesses by providing financial planning, retirement-plan consulting, and advisory services on a fixed-fee, hourly, or retainer basis. The firm employs a core-and-satellite investment approach, incorporates client goals into investment policy statements and net-worth analyses, and primarily offers advice rather than ongoing portfolio management.

Noel Eddleman is a financial advisor at Eddleman & Eddleman Inc with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes service on the Madison County Commission and roles at Forever Communications and Union University. Outside of his advisory work, he is involved in venture capital management and serves on the boards of several organizations, including a Christian media company and a real estate management firm. Eddleman & Eddleman advises individuals, businesses, trusts, family offices, and other entities, providing discretionary portfolio management, financial planning, and project analyses. The firm employs an academic, evidence-based investment approach grounded in Modern Portfolio Theory and multifactor models, and combines investment advisory services with affiliated accounting and venture capital operations.

William Haynes III is a financial advisor with LPL Financial in Jackson, Tennessee, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has operated Haynes Barker Investment Management, LLC since 2002, providing pension plan consulting services including plan design, investment policy statements, fiduciary responsibilities, and investment performance analysis. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that develops model portfolios and various investment strategies, allowing advisors to tailor solutions to client needs.

Timothy Shanklin is a financial advisor at Bdc Advisory, LLC with 21 years of industry experience. He holds the Series 63 designation and has worked at Bdc Advisory and Burleigh Consulting Group since 2004. He is involved in retirement plan consulting through Burleigh Consulting Group. Bdc Advisory LLC provides investment consulting exclusively to qualified retirement plans administered by Burleigh Consulting Group, focusing on fund selection, monitoring, and participant education. The firm offers non-discretionary, plan-level consulting services and negotiable fee arrangements for plan sponsors.

Leslie Jaco is a financial advisor with Sycamore Financial Advisors, Inc. in Jackson, Tennessee, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Since 2009, Leslie has been with Shanklin Capital Management, Inc. Sycamore Financial Advisors is a fee-based registered investment adviser with a four-advisor team managing approximately $92 million for around 230 households. The firm offers investment management and comprehensive financial planning to individuals, families, trusts, estates, and small or family-owned businesses, utilizing a strategic asset allocation framework with multiple investment approaches and integrating licensed insurance services alongside advisory offerings.

Robert Tucker III is a financial advisor at Sycamore Financial Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Shanklin Capital Management, Inc. since 2005. Sycamore Financial Advisors is a fee-based registered investment adviser with a four-advisor team managing approximately $92 million for about 230 households. The firm provides investment management and comprehensive financial planning to individuals, families, trusts, estates, and small or family-owned businesses, combining strategic asset allocation with both mutual fund and individual security strategies alongside licensed insurance services.

Charlotte Gaines is a financial advisor with Silver Oak Securities, Incorporated in Jackson, Tennessee, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with Silver Oak Securities since 2001. Outside of her advisory role, Gaines serves as a board member for the City of Bells Board of Education. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers personalized portfolio management, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis across various asset classes.

William Weddington is a CFP® with 45 years of industry experience, currently serving at Thoroughbred Financial Services, LLC since 2000. He holds the Series 63 designation and is based in Jackson, Tennessee. Outside of his advisory role, he is involved in managing a rental property through a property manager. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, and qualified plans. The firm’s investment approach emphasizes asset and sector allocation, using diversified portfolios primarily composed of mutual funds and ETFs, and incorporates evaluation of outside managers alongside fundamental and statistical analysis.

Thomas Weddington is a financial advisor with Thoroughbred Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Thoroughbred Financial Services since 2010. In addition to his advisory role, he is engaged as an insurance agent, selling life, disability, medical, and long-term care insurance. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to a broad range of clients, including individuals, trusts, estates, charitable organizations, and qualified plans. The firm emphasizes asset and sector allocation in constructing diversified portfolios using mutual funds, ETFs, individual securities, and other instruments, and offers both discretionary and nondiscretionary management through various account programs.

Zachary Buckland is a financial advisor with Silver Oak Securities, Incorporated, holding a Series 66 designation and 14 years of industry experience. He has been with Silver Oak Securities since 2011. Outside of his advisory role, he is a partner at D&B Accounting & Financial Group, PLLC, where he is involved in tax preparation and planning. 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.

Edwin Jaffe is a financial advisor with Silver Oak Securities, Incorporated, holding the CFP® designation and Series 63 and 65 licenses, with 40 years of industry experience. He has been involved with multiple entities bearing his name, including Jaffe Financial Services, Inc., Jaffe Wealth Management & Consulting, Inc., and Jaffe Financial Services Inc. Outside of his advisory roles, he operates as an insurance agent and professional notary. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets through a large network of financial professionals. The firm offers personalized portfolio management and financial planning, utilizing both internal and third-party strategies to tailor investments according to client objectives and risk tolerances.

Shirley Borden is a CFP® with 28 years of industry experience, currently serving at Silver Oak Securities, Incorporated. She has been with William E. Hopkins & Associates, Inc. for 27 years. In addition to her advisory role, she serves on the Board of Directors for the Wesley Foundation at the University of Tennessee Martin, a nonprofit organization focused on Christian care for university students. 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 solutions for managing held-away retirement plan assets.

Carl Lee is a financial advisor at Thoroughbred Financial Services, LLC with 45 years of industry experience. He has been with Thoroughbred Financial Services since 2000 and holds a Series 63 designation. Outside of financial advising, he owns a bass tournament fishing business. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to a range of clients including individuals, trusts, estates, charitable organizations, and qualified plans. The firm’s investment process emphasizes asset and sector allocation, utilizing diversified portfolios primarily composed of mutual funds and ETFs, and incorporates evaluation of outside money managers and regular portfolio reviews.

Daniel Kelly is a financial advisor at Thoroughbred Financial Services, LLC with 32 years of industry experience. He has been with Thoroughbred Financial Services since 1999 and holds a Series 63 designation. In addition to his advisory role, he is involved in selling life, disability, medical, and long-term care insurance through an affiliated independent insurance agency. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, and qualified plans. The firm emphasizes asset and sector allocation in building diversified portfolios primarily using mutual funds and ETFs, while also incorporating individual securities and alternative vehicles as appropriate.

Michael Allan is a financial advisor with Thoroughbred Financial Services, LLC in Jackson, Tennessee, holding a Series 63 designation and bringing 55 years of industry experience. He has been with Thoroughbred Financial Services since 2000. Outside of his advisory role, he is also involved in selling life, disability, medical, and long-term care insurance through an affiliated independent insurance agency. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, and qualified plans. The firm emphasizes asset and sector allocation using diversified portfolios with mutual funds, ETFs, and select individual securities, and it offers both discretionary and nondiscretionary management programs.

William Hopkins II is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Silver Oak Securities and his own firm, William E. Hopkins & Associates, Inc., since 1999. Outside of his advisory work, he is president of WEH Insurance Agency, Inc., which provides life insurance and fixed annuities. Silver Oak Securities serves individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers tailored portfolio management, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis through a network of more than 100 financial professionals.

Justin Howell is a financial advisor with Voya Financial Advisors, Inc. in Jackson, Tennessee, holding a Series 66 designation and 19 years of industry experience. He has been with Voya Financial Advisors since 2015. Outside of his advisory role, Howell is also an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led programs and combines an advisory platform with an active broker-dealer distribution model.

Jacob Overbey is a financial advisor at Voya Financial Advisors, Inc. with four years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates and BancorpSouth. Outside of his advisory role, he serves as an executive board member of Friends of Heart, a nonprofit organization, and is also an independent life insurance agent. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led programs and combines an advisory platform with an active broker-dealer distribution model.

Brett Hunt is a financial advisor with Independent Financial Partners, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at FTB Advisors, Bank of America, and Merrill Lynch. He is also involved in wealth management through his ownership of Southern Wealth Management and West TN Wealth Management. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform with over $12.5 billion in assets under management and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Bryan Bush is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Voya Financial Advisors since 2014. In addition to his advisory role, Bryan operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led programs and combines an advisory platform with an active broker-dealer distribution model supported by a broad affiliate ecosystem.