Andrea Burckhard is a financial advisor at Eagle Strategies (NY Life) with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with New York Life and its affiliated entities since 2007. In addition to her advisory role, she is actively involved in several community organizations, including serving as an officer for Friends of the Library at Tennessee Tech University, a board member of Cookeville I.M.P.A.C.T. Inc., and chairman of the Upper Cumberland Women's Club of Tennessee. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes customized recommendations and manages the majority of its assets on a non-discretionary basis, working with individual investors, institutional clients, and plan sponsors within an integrated New York Life affiliate structure.

Eric Ragland is a CFP®-designated financial advisor with Commonwealth Financial Network, based in Cookeville, TN, and has five years of industry experience. Prior to joining Commonwealth, he served seven years in the United States Air Force. His other business activities include fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, offering a wide range of managed-account programs, third-party asset management access, and back-office services.

Michelle Whiteaker is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked at Maple Cross Wealth Management and Commonwealth Financial Network since 2011. Outside of her advisory role, she performs bookkeeping duties for a private school. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while supporting advisors with operations, technology, compliance, and practice management.

Brad Bender is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 19 years of industry experience. He has worked at Janney Montgomery Scott since 2021 and previously spent over a decade at Bank of America and Merrill. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Mark Mullins is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. His career includes roles at Truist Investment Services, Truist Bank, and Mullins Capital Management. Prior to his advisory career, he worked eight years at Tennessee Technological University. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment approach.

Anthony Wright is a Series 65-licensed financial advisor with six years of industry experience, currently affiliated with Foundations Investment Advisors LLC. His prior roles include positions at Creekmur Asset Management, Retirement Specialty Group, and Optivise Advisory Services. He is also engaged in insurance sales unrelated to his investment advisory work. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach.

Augustus Bo Davis is a financial advisor with Raymond James Financial in Cookeville, TN, holding a Series 66 designation and nine years of industry experience. His career includes roles at FirstBank, LPL Financial LLC, and Edward Jones. Outside of his advisory work, he is an agent with FirstBank Insurance Inc., where he offers non-variable insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public finance through its affiliation with a municipal advisor.

Laura Anderson is a financial advisor at Cetera with a Series 66 license and one year of industry experience. Prior to her current role, she worked at Cetera Investment Services, Regions Bank, Chaffin Title and Escrow, Loxx Salon and Spa, and Bless Boutique. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Sean O'Brien is a CFP®-designated financial advisor with 18 years of industry experience. He is currently affiliated with OSAIC and has prior experience at Securities America Advisors, Inc. He also operates Glenwood Advisors, a sole proprietorship providing financial and insurance planning services. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services across multiple platforms. The firm employs asset-allocation tools and third-party managers to construct diversified portfolios, with flexible account management options.

Nathaniel Manley is a financial advisor with Edward Jones in Cookeville, TN, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience since joining Edward D. Jones & Co., L.P. in 1988. He serves as a trustee managing family trusts related to property in Boone and Banner Elk, North Carolina, co-owning and overseeing care of his mother's former house. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, separate managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Miller is a financial advisor at Edward Jones in Cookeville, TN, holding Series 63 and Series 65 licenses with one year of industry experience. His work history includes roles at Stifel, Florida Financial Advisors, Twisted Oaks, and Amazon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a large nationwide network of advisors and branch offices.

Dustin Fouts is a Series 65 licensed financial advisor with Cambridge Investment Research Advisors in Cookeville, TN, having joined the firm in 2026. He also has experience with Ryder Systems Inc., where he has worked since 2016. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians. The firm offers both discretionary and non-discretionary management and develops proprietary model strategies under the Founders Gate Capital brand.

Owen Keagle is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has a diverse work background that includes roles in construction, hospitality, and staffing prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

John Boots is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at UBS Financial Services for 21 years before joining Robert W. Baird & Co. in 2021. Outside of his advisory role, he has served on the board of the Cookeville Regional Medical Center Foundation and is a board member of Upper Cumberland Habitat for Humanity. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which provides tailored financial planning and portfolio management services to individuals, families, institutions, and charitable organizations using a combination of in-house and third-party managers.

Harrison Davis is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Cumberland University and Wilson Bank & Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs and investment options, supported by a nationwide network of over 23,700 advisors. The firm manages approximately $1.01 trillion in assets under management and operates under a fiduciary standard.

Julie Yother is a financial advisor with Stifel in Cookeville, TN, holding Series 63 and Series 66 licenses and 40 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Ben Mc Pherson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with Cambridge Investment Research Advisors since 2019 and also serves in the Arizona Army National Guard and United States Border Patrol. Outside of his advisory role, he works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors, pension funds, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management and provides access to various platforms, third-party advisers, and proprietary model strategies.

Larry Spain is a financial advisor with Primerica Advisors in Cookeville, TN, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and delegated trading to implement its models and operates with a tiered wrap fee structure.

Timothy Conner is a Series 66-licensed financial advisor with Edward Jones in Cookeville, TN, and has two years of industry experience. Prior to joining Edward Jones, he worked at Beltone for seven years and was associated with The River Community Church for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices across the country.

Peter Bisbee is a Series 66-licensed financial advisor at Edward Jones with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.