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.

Dwight Tomlin is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2015, including roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he manages a family-owned apartment complex with 16 units in Jackson, TN. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning solutions. The firm uses structured planning tools and investment modeling techniques while offering both direct and employer-based financial planning services.

John Tucker III is a financial advisor with Morgan Stanley in Jackson, Tennessee, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he owns Lone Oak Holding LLC, a real estate investment business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its financial planning process.

Colton Lowery is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America, and Equitable Advisors. Outside of finance, Lowery has held various roles in the restaurant industry and has experience working with university programs. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate financial planning programs.

Brian Henson is a CFP® professional with 25 years of industry experience, currently serving at Raymond James & Associates since 2024. He spent 24 years at Edward Jones prior to joining Raymond James. Outside of his advisory work, he co-owns rental real estate properties with his wife, managing some property operations with limited monthly involvement. Raymond James & Associates is a 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, offering financial planning and consulting services with a focus on tailored, non-discretionary investment advice supported by extensive research and multiple portfolio management options.

Wendy Johnson is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 11 years before joining Raymond James in 2026. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Robert Caldwell is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including roles at Dominion Portfolio Management and Stonebridge Investment Advisors. Outside of his advisory work, Caldwell is a licensed family mediator and serves as a pastor. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through a large network of financial professionals and offers both discretionary and non-discretionary management across multiple platforms.

Jonathan Campbell is a financial advisor with Raymond James & Associates in Jackson, Tennessee, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutions, pension and profit-sharing plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Deanna Sellers is a financial advisor at Cetera with 26 years of industry experience. She holds a Series 63 designation and has worked with Cetera and its affiliates since 2021. Sellers is also a Senior Client Relationship Manager at Browning and Graves, where she has been involved in client management since 2008. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

Gregory Griffin is a financial advisor at Edward Jones in Jackson, TN, with 23 years of industry experience since 2003. He holds Series 63 and Series 66 designations. 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 solutions supported by a large nationwide network of advisors and branch offices.

Carla Patey is a financial advisor at Osaic with five years of industry experience. She holds a Series 66 designation and has worked previously at Securities America Advisors, CETERA Advisor Networks, and Voya Financial Advisors. She is also involved with Foundation Financial Solutions, where she sells and reviews insurance products and provides investment advising and portfolio management services through Foundation Bank. Osaic Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process supported by risk-tolerance analysis and portfolio optimization tools, and it is notable for its scale, complex affiliate network, and recent consolidation activity.

John Wehner is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He previously worked at Bank of America and Merrill. Outside of advisory work, he owns agricultural land in Tennessee that is actively farmed by family. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management through model-based asset allocations and proprietary research.

Michael Tankersley is a financial advisor at Morgan Stanley with 42 years of industry experience. His work history includes positions at Morgan Stanley Private Bank, Merrill, and UBS Financial Services. He holds a Series 63 designation. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs and tailored financial planning services that utilize firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides financial planning both directly and through corporate financial planning agreements.

Kyle Lamb is a CFP® with two years of experience and is currently affiliated with Raymond James & Associates. Prior to joining Raymond James, he spent 15 years at Freed-Hardeman University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser servicing a broad client base including individuals, institutions, and nonprofit entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network and a range of portfolio management styles.

Chad Wilson is a CFP®-certified financial advisor with 24 years of industry experience, currently practicing at Osaic Wealth. His prior roles include positions at Securities America Advisors Inc., Ameriprise Financial Services, and Investment Professionals Inc. Outside of advisory work, Wilson is involved in community and nonprofit activities, serving as Board Chair of Trinity Christian Academy and as a director for multiple foundations and nonprofit organizations. He also owns a boutique fitness business operated by his wife. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of financial planning and advisory services supported by model-based asset allocation and portfolio optimization, leveraging a multi-advisor platform with various investment programs and third-party manager options.

Rachel Tatum is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. She has worked with Cetera and its affiliates since 2013 and has been employed with Regions Bank since 2005. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, operating with over 10,000 advisors and managing more than $256 billion in assets.

Bradley Franks is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James, he spent 26 years at CH Robinson. Outside of advising, he owns a sales training and business consulting firm focused on the supply chain and logistics industry and serves on the advisory board of a nonprofit electric membership corporation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Michelle Prince is a CFP® professional with 31 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2013. She holds Series 63 and Series 65 registrations. Outside of her advisory role, she serves on the board of the Lifeline Blood Center in Jackson, Tennessee, where she is involved in finance and investment committees. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by broad research and multiple portfolio management strategies.

Sassene Dyer is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.