Isabelle Alexander is a CFP® professional with 11 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory since 2016. She also owns Big Picture Wealth, LLC, where she works as a sales person for insurance, generating income from personal clients separate from her other advisory roles. Her previous experience includes working with Signator Investors, Inc. and Dudum Financial & Insurance Services Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages multiple platforms and third-party solutions, serving both large institutional investors and individual plan sponsors.

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 at Janney Montgomery Scott with 18 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. He is based in Cookeville, Tennessee. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

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.

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.

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 financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and based in Cookeville, TN. He has been with Cambridge since 2026 and has a decade of experience at Ryder Systems Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers tailored investment strategies through various platform arrangements and utilizes both proprietary and third-party model strategies.

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 credentials and eight years of industry experience. His background includes service with the Arizona Army National Guard since 2004, active duty on the Southwest Border in 2016, and over a decade with the United States Border Patrol beginning in 2014. Outside of his advisory role, he works as an independent insurance agent through SMARTPRO FINANCIAL. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

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.

Amanda Woolbright is a financial advisor with Raymond James Financial in Cookeville, TN, holding Series 63 and Series 65 licenses and one year of industry experience. Her prior work experience includes roles at Maxx Tax, Tennessee Technological University, and Cookeville Medical Clinic RHC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools to align with client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

Hope Laycock is a Series 66 licensed financial advisor with 15 years of industry experience, currently affiliated with LPL Financial since 2011. Prior to and concurrently, she has worked with Bank of Putnam County since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Faith Smith is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she gained experience at several small businesses and spent six years associated with Tennessee Technological University. Outside of her advisory work, she has been involved with entrepreneurial activities including operating a pet sitting service and engaging with small food and beverage ventures. 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, pension plans, corporations, and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.