Edwin Jaffe is a financial advisor with Silver Oak Securities, Inc. in Jackson, TN, holding a CFP® designation and over 40 years of industry experience. He has operated multiple firms, including Jaffe Financial Services since 1989 and Jaffe Wealth Management & Consulting since 2008. His other business activities include insurance sales and professional notary services through Jaffe Financial Services. Silver Oak Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs and employs primarily discretionary investment management 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.

Grace Hooper is a financial advisor with Silver Oak Securities, Inc. in Jackson, TN, holding Series 66 and Series 63 licenses and four years of industry experience. Her prior experience includes roles at Northwestern Mutual Wealth Management Company, Below Par, LLC, and Independent Financial Partners. Silver Oak Securities, Inc. serves a diverse client base including individuals, pension plans, corporations, and trusts through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs focused on customized, primarily discretionary 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 in Jackson, TN, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior experience includes roles at Horace Mann Companies and Lincoln Investment. Outside of advising, he is the president and owner of Hub City Event Company, which offers inflatable rentals. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, and institutional clients, providing portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

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 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.

Justin Winchell is a financial advisor with Kestra Advisory who holds a Series 66 designation and has six years of industry experience. He previously worked at First Horizon Advisors, Inc. and Raymond James. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and advisor-managed accounts. The firm serves a wide range of clients, including large institutional investors and sovereign wealth funds, and supports multiple management platforms and third-party solutions.

John Ross is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. His prior roles include positions at Kestra Investment Services, LLC and Clinical Research Solutions, as well as academic involvement at the University of Tennessee at Martin. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and discretionary investment management, serving clients that include large institutional investors such as sovereign wealth funds.

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.

Susan Cole is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. She has worked at PlanMember since 2012 and previously spent five years at Cornerstone Financial Services. Cole has also operated as a self-employed advisor since 2004. PlanMember provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary and offering participant-level investment options through its proprietary asset allocation portfolios. The firm’s investment approach centers on a top-down strategic asset allocation framework with risk-based mutual fund portfolios that are actively monitored and periodically rebalanced.

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.

Michael Schoonover is a financial advisor with Ameriprise in Trenton, TN, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory work, Schoonover owns a lawn mowing business and operates Schoonover Farms, which leases pasture land for raising cattle. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies.

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.