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 affiliated with Silver Oak Securities, Inc. She has been with William E. Hopkins & Associates, Inc. for 27 years. Outside of her advisory role, she serves as a board member for the Wesley Foundation at the University of Tennessee Martin, supporting its mission of Christian care to university students. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals. The firm offers a range of advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances, utilizing both individual securities and model-based portfolio management.

David Eblen II is a financial advisor with Silver Oak Securities, Inc. in Jackson, Tennessee, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Silver Oak Securities since 2008 and has operated The Eblen Agency, focusing on insurance sales and planning, since 1997. Silver Oak Securities, Inc. serves individuals, pension plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals. The firm manages about $2.4 billion in discretionary assets, offering a range of advisory programs with primarily discretionary, customized investment management tailored to client objectives and risk tolerances.

Aaron Johnson is a CFP® professional with five years of industry experience, currently with Silver Oak Securities, Inc. in Jackson, TN. He previously worked at Equitable Advisors and NYLIFE Securities LLC. Outside of his advisory role, he is involved in insurance services, assisting financial professionals and supporting clients through several insurance-related business activities. Silver Oak Securities, Inc. serves a diverse client base including individuals, pension plans, corporations, and trusts, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with a focus on discretionary, customized investment management tailored to client objectives and risk tolerances.

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.

Phillip Sheffield is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and ten years of industry experience. He has worked at Horace Mann Investors and Lincoln Investment prior to joining Capital Analysts. Outside of his advisory work, Sheffield is president and owner of an inflatables business. Capital Analysts serves individual and institutional clients, offering discretionary and non-discretionary portfolio management through various programs and custom solutions. The firm’s investment decisions are guided by an in-house research team and proprietary screening tools, with a model that supports advisor-led outside business activities.

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 Series 66-licensed advisor with Voya Financial Advisors, Inc. in Jackson, TN, bringing 20 years of industry experience. He has been with Voya Financial Advisors since 2015. Outside of his advisory role, he is also licensed as an independent insurance agent, focusing on the sales of fixed insurance products. Voya Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm offers a range of services such as financial planning, portfolio management, third-party money manager access, and plan-sponsor consulting, primarily through non-discretionary, recommendation-based relationships.

Jacob Overbey is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and five years of industry experience. His career includes roles at Raymond James & Associates and BancorpSouth. Outside of advisory work, he serves as an independent life insurance agent and holds an executive board member position with the nonprofit Friends of Heart. Voya Financial Advisors, Inc. serves a wide range of clients, including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures. The firm emphasizes non-discretionary recommendations and operates both as a registered investment adviser and broker-dealer.

Brett Hunt is a financial advisor with Independent Financial Partners, holding Series 63 and Series 66 designations and bringing 15 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 and financial planning through his ownership of Southern Wealth Management and West TN Wealth Management. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients with a range of investment approaches, including both advisor-driven and centralized asset management, and has notable expertise in retirement-plan advisory and pension consulting.

William Patton is a financial advisor with Empower Advisory Group in Jackson, TN. He holds a Series 66 designation and has 11 years of industry experience, including 10 years at GWFS Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail IRA and brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns through point-in-time financial plans and managed account solutions.

Timothy Dill is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 63 designation and 26 years of industry experience. He previously worked at Independent Financial Partners and LPL Financial. Outside of his advisory work, he is a manager and member of a family gospel group that tours nationally, and he owns a business selling and installing audio/video equipment for local churches and schools. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm combines a network of independent advisory representatives with access to multiple portfolio management strategies and technology platforms to support client needs.

Grace Hooper is a financial advisor at Independent Financial Partners with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Northwestern Mutual and West TN Wealth. Prior to her financial advisory career, she held roles outside the industry and completed her education over a span of sixteen years. Independent Financial Partners is an enterprise firm serving tens of thousands of clients through a network of independent advisors. The firm offers a decentralized advisory model with a focus on retirement-plan advisory, pension consulting, and trustee services, managing over $12 billion in assets.

Bryan Bush is a financial advisor with VOYA Financial Advisors, Inc. in Jackson, Tennessee, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Voya Financial Advisors since 2014. In addition to his advisory role, he operates as an independent insurance agent focused on fixed insurance product sales. VOYA Financial Advisors serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of services, including financial planning, portfolio management, and plan-sponsor consulting, often offering non-discretionary recommendations through multiple program structures.

Bradley Little is a financial advisor with VOYA Financial Advisors, Inc. in Jackson, Tennessee, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with VOYA and its affiliated entities since 2014. Outside of his advisory role, he is a member of a fundraising committee supporting the construction of a Hospice House. VOYA Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of advisory services through multiple program structures, primarily offering non-discretionary recommendations and maintaining a dual registration as an SEC-registered investment adviser and broker-dealer.

Craig Hellmer is a financial advisor with LPL Financial in Jackson, Tennessee, holding a Series 66 designation and 28 years of industry experience. He has been with LPL Financial since 2005. In addition to his advisory role, he acts in a fiduciary capacity outside of his primary responsibilities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning services, and access to model portfolios and research from multiple sources.

Charles Cloud is a CFP® professional with 28 years of industry experience, currently serving at Edward Jones since 1997. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a board member of the Boys and Girls Club of Humboldt. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional categories. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Rebecca Gordon is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 29 years of industry experience. She previously worked at Morgan Stanley for nine years before joining Raymond James in 2022. Outside of her advisory role, she is involved in managing farm land and serves on a finance committee related to a class reunion organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.