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Paul H

Series 63, Series 66

Cleveland, TN

Edward Jones

Paul Hickman is a financial advisor with Edward Jones in Cleveland, TN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he serves on the United Way of Bradley Fund Distribution Committee, reviewing funding allocations for United Way agencies. 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, investment options, and fiduciary services through a nationwide network of more than 23,700 financial advisors.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Byron B

Series 63, Series 65

Chattanooga, TN

LPL Financial

Byron Boyd is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with LPL Financial since 2015. In addition to his advisory role, he is involved in tax preparation and accounting through Dowis & Boyd CPAs, PC, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and various management strategies.

College savings (529s, UTMA, etc.)
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Charley P

Series 66

Hixson, TN

Edward Jones

Charley Poore III is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior roles include positions at Fidelity Investments and Charles Schwab. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm combines a large network of financial advisors and branch offices with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Bradley H

CFP®, Series 66

Cleveland, TN

Edward Jones

Bradley Hudson is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked for five years at Easy Auto. 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 offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors.

Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Jeffrey R

Series 63

Cleveland, TN

Ameriprise

Jeffrey Reed is a financial advisor with Ameriprise in Cleveland, TN, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its related entities since 2010. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Christopher R

Series 66

Cleveland, TN

Edward Jones

Christopher Robinson is a Series 66 licensed financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously served 13 years in the United States Marine Corps. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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James D

Series 66

Ooltewah, TN

Genesis Investments

James Dees is a financial advisor at Genesis Investments with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for six years before joining Genesis Investment Advisors in 2020. His son, Hunter Dees, is a licensed insurance agent with Genesis Insurance Advisors. Genesis Investments provides portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, qualitative, and technical analysis to guide investment decisions and offers customized asset-allocation strategies, including biblically responsible screening options.

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Martin C

Series 66

Ooltewah, TN

Genesis Investments

Martin Conley Jr. is a financial advisor at Genesis Investments with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for seven years before joining Genesis Investments in 2023. Genesis Investments is a SEC-registered firm managing approximately $112.5 million for individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm uses a combination of asset-allocation strategies and fundamental, qualitative, and technical analysis to construct and monitor portfolios, including biblically responsible investment options.

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Melissa H

Series 66

Ooltewah, TN

Genesis Investments

Melissa Hill is a financial advisor at Genesis Investments with 12 years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for over a decade. Genesis Investments offers portfolio management services to individuals, trusts, estates, pension and profit-sharing plans, and other business entities. The firm uses a combination of fundamental, qualitative, and technical analysis to implement asset-allocation strategies and provides retirement plan consulting to employer plan sponsors.

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Michele S

Series 66

Ooltewah, TN

Genesis Investments

Michele Sloan is a financial advisor at Genesis Investments with 12 years of industry experience. She holds the Series 66 designation and has worked previously at Edward Jones and Edward Jones Investments. Outside of her advisory role, she serves as a check signer for Southern Sight and Sound. Genesis Investments manages portfolios for individuals, trusts, estates, pension and profit-sharing plans, and business entities, offering both discretionary and non-discretionary accounts. The firm employs a combination of fundamental, qualitative, and technical analysis to guide asset allocation across various securities and provides retirement plan consulting with an option for biblically responsible screening.

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