Amanda Woolbright is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and one year of industry experience. Her background includes roles at Raymond James Financial Services, Maxx Tax, and Tennessee Technological University. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and a range of analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.

Billy Scruggs is a financial advisor with Raymond James Financial in Cookeville, Tennessee, holding a Series 63 designation and 29 years of industry experience. He has worked with Raymond James Financial Services, Inc. since 1997 and currently serves as a Finance and Investment Committee Member for Cookeville First United Methodist Church. Additionally, he is affiliated with 304 Family Wealth as a financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning and consulting, using risk profiling and analytical tools to support client goals, and operates specialized programs in municipal finance and SIMPLE IRA employer advisory services.

John Matlock is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 22 years of industry experience. He has worked with Cambridge Investment Research Advisors and Nationwide Securities, and he operates Matlock Insurance and Financial Services, where he serves as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organization clients, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Derek Heap is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at Osaic since 2023 and previously at SagePoint Financial since 2011. Outside of his advisory role, he also serves as a notary on a non-compensational basis. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and investment platforms.

Cassie Davis is a financial advisor at Stifel with two years of industry experience and holds a Series 66 designation. Prior to joining Stifel, she worked at Magnolia James Bridal and was involved with Young Life for several years. She is also a notary public assisting clients with legal document notarization. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance.

Matthew Brown is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 11 years of industry experience. He has previously worked at 304 Generational Wealth Management and Union Bank. Outside of his advisory role, Brown owns and operates agricultural businesses, including cattle raising and hay sales, and manages rental real estate properties, including an Airbnb. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and supports a broad advisor network with specialized programs in municipal finance and SIMPLE IRA employer consulting.

Benjamin Bailey is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Cambridge, he held various roles including positions at The University of Arkansas, Local Lime, and State Farm. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through multiple platforms and third-party relationships.

Heather Matheney is a financial advisor with Cetera who holds a Series 66 designation and has 20 years of industry experience. Her prior work includes roles at Voya Financial Advisors and Evolve Financial Advisors, where she is also a co-owner and managing partner. Outside of her advisory work, Matheney is involved in administering the Gary Wayne Young Scholarship and serves as secretary for Green Pond Church. Cetera Investment Advisers LLC operates a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures and custodial relationships, with assets under management exceeding $256 billion.

Landon Vick is a CFP® with 20 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has held roles at Guardian Life Insurance Company, Highlands Financial Partners, and FSC Securities Corporation. Vick is the creator of Redeeming Retirement, a podcast and platform focused on intentional living in retirement. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory services.

Tracy Russell is a CFP® with 23 years of industry experience, currently affiliated with LPL Financial and Bank of Putnam County since 2015. She has been with LPL Financial in various capacities since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mike Yother is a financial advisor with Stifel in Cookeville, Tennessee, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies from its Investment Strategy Group.

Brett Dartez is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked at Cetera since 2013 and had prior experience with Edward Jones. Outside of his advisory role, he coaches soccer for two hours per week. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with various program options and custodial relationships.

Rachel Steidl is a Series 66-licensed financial advisor at Edward Jones in Cookeville, Tennessee, with nine years of industry experience. She has been with Edward Jones since 2017 and previously worked at Cameron Felty State Farm for one year. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs with a fiduciary standard, supported by an extensive network of financial advisors and branch offices nationwide.

Lawrence Taylor is a financial advisor at Robert W. Baird & Co. with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Robert W. Baird since 2021, following 21 years at UBS Financial Services. Outside of advising, he is the owner of TaylorMade Signs Inc., a sign-making business based in Cookeville, Tennessee. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and utilizes internal research and technology, including artificial intelligence, in client advice.

Paul Ramsey Jr. is a financial advisor with Robert Baird & Co., holding a Series 66 designation and three years of industry experience. He has been with Baird’s Willowpointe Group since 2023. Outside of his advisory role, he is the owner of C-Fold, Inc., operating Xpress Lube since 1994. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a variety of investment strategies.

Cara Mc Adoo is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has prior work history including roles at Jakes Tavern and the Fairfield Glade Community Club. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients with a broad range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets under management. The firm is notable for its extensive network of financial advisors and branch offices and offers both discretionary and non-discretionary strategies along with affiliated mutual funds and trust services.

Bailey Throgmorton is a financial advisor at Stifel with a Series 66 designation and six years of industry experience. He has worked at Stifel Nicolaus & Company since 2019 and previously held roles at the Ben Atchley Tennessee State Veterans' Home and the University of Tennessee - Knoxville. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group. The firm’s approach combines capital market assumptions and probabilistic modeling to provide asset allocation and planning analyses for clients.

Amy Ray is a financial advisor with Robert W. Baird & Co. who holds Series 63 and Series 66 licenses and has 27 years of industry experience. She worked at UBS Financial Services for 21 years before joining Baird in 2021. Amy is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, supported by ongoing manager selection, internal research, and the use of advanced tools including artificial intelligence.