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.

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.