Edwin Jaffe is a Certified Financial Planner® associated with Silver Oak Securities, Inc., with over 41 years of industry experience. He has operated Jaffe Financial Services, a sole proprietorship offering insurance sales, Medi-share sales, and professional notary services since 1989, and has held roles at several affiliated entities including Jaffe Wealth Management & Consulting, Inc. He is based in Jackson, Tennessee. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals. The firm manages roughly $2.4 billion in discretionary assets and offers a variety of advisory programs tailored 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.

Grace Hooper is a financial advisor with Silver Oak Securities, Inc. in Jackson, Tennessee, holding Series 63 and Series 66 credentials and four years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company, Below Par, LLC, and Independent Financial Partners. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and estates through a network of approximately 101 financial professionals managing about $2.4 billion in discretionary assets. The firm offers a range of advisory programs tailored to client objectives, emphasizing discretionary investment management and operational features like ongoing model monitoring and automatic investment processes.

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 licenses and bringing 10 years of industry experience. He has worked with firms including Horace Mann Companies and Lincoln Investment. Outside of advising, he owns an inflatables business and holds part ownership in a property and casualty insurance agency. Capital Analysts serves retail and institutional clients, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors. The firm employs both discretionary and non-discretionary investment approaches using an internal research team and proprietary screening tools.

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, Inc. in Jackson, TN, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Silver Oak Securities and William E. Hopkins & Associates, Inc. since 1999. Outside of his advisory role, he serves as president and agent of WEH Insurance Agency, Inc., an insurance brokerage specializing in life insurance and fixed annuities. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a team of about 101 financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances, and operates a dual registration as both a registered investment adviser and a broker-dealer.

Justin Howell is a financial advisor at VOYA Financial Advisors, Inc. in Jackson, TN, holding a Series 66 designation with 20 years of industry experience. His prior career includes roles at Valic Financial Advisors, Stifel, and UBS Financial Services. He is also an independent insurance agent selling fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale firm serving individuals, retirement plans, charitable organizations, and corporations through financial planning, portfolio management, and retirement advisory services. The firm utilizes a combination of in-house and third-party strategies, technology-enabled tools, and a product shelf with affiliated and unaffiliated investment options, managing many accounts on a non-discretionary basis while offering some discretionary management features.

Gary Carter is a CFP® professional with nine years of experience in financial services. He is currently with Principal Financial Services and has prior experience at Northwestern Mutual, Merrill Lynch, and Bank of America. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jacob Overbey is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and five years of industry experience. Prior to joining Voya Financial Advisors in 2024, he worked at Raymond James & Associates, Inc. and BancorpSouth. Outside of his advisory role, Overbey serves as an executive board member for Friends of Heart, a nonprofit organization, and works as an independent insurance agent specializing in life insurance. Voya Financial Advisors, Inc. is an enterprise-scale firm serving individuals, including high-net-worth clients, retirement plans, charitable organizations, and corporations. The firm offers comprehensive financial planning and investment management services through a large network of adviser representatives, utilizing technology-enabled tools and a combination of in-house and third-party strategies.

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.

Bryan Bush is a financial advisor with Voya Financial Advisors, Inc. in Jackson, Tennessee, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, Bryan operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and portfolio management services, utilizing a combination of in-house and third-party strategies, with a focus on client-specific investment policy statements and both discretionary and non-discretionary account management.

Bradley Little is a financial advisor with VOYA Financial Advisors, Inc. in Jackson, Tennessee, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with VOYA Financial and its advisory affiliate since 2014. He serves on the fundraising committee supporting the construction of a Hospice House in his local community. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate that offers financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a mix of in-house and external strategists and technology tools to deliver both discretionary and non-discretionary investment solutions.

Craig Hellmer is a financial advisor with LPL Financial in Jackson, Tennessee. He holds a Series 66 designation and has 28 years of industry experience, including prior work at A.G. Edwards & Sons, Inc. He operates a wealth management business under the name Hellmer Wealth Management and serves in a fiduciary capacity outside of his investment advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a large network of advisors, offering a range of financial planning, portfolio management, and retirement plan services.

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.