William Wilson is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc. He began his advisory career in 2025 and has prior experience in healthcare roles and at Vanderbilt University. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pensions, corporations, and institutional clients. The firm offers tailored non-discretionary planning and supports various advisory programs, differentiating itself with municipal advisory services and specialized SIMPLE IRA employer consulting.

David Hatcher is a financial advisor at Edward Jones with 26 years of industry experience. He holds a Series 63 designation and has previously worked at Stifel Nicolaus & Co Inc, Compass Advisory Partners, and FSC Securities Corporation. Outside of his advisory role, he manages a small farm called LollyBop Farm in Cookeville, TN, where he raises sheep. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a broad network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and providing specialized services such as tax-efficient strategies and alternative investments.

Eva Herald is a financial advisor with Raymond James Financial in Cookeville, Tennessee, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked with Raymond James Financial since 2009 and was previously associated with Luna & Herren Investment Group. Outside of her advisory role, she is involved as an associate and branch delegate at Coffee Financial, a support company in Cookeville. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Katie Eldridge is a financial advisor at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and concurrently works as an associate at 304 Family Wealth, where she supports branch operations. 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, using risk profiling and analytical tools to tailor non-discretionary recommendations aligned with client goals.

Charles Sewell is a CFP® credentialed financial advisor with 41 years of industry experience. He joined OSAIC in 2024 after more than 30 years across several firms including Compass Advisory Partners and FSC Securities Corporation. Outside of his advisory work, he operates Journey Financial Planning as a sole proprietor and serves as a consultant for Trep Advisors Succession Solutions. OSAIC serves a broad client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits. The firm utilizes firm-provided asset-allocation tools and third-party platforms to deliver integrated brokerage and advisory services, financial planning, and managed account solutions.

Matthew Manson is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has five years of industry experience, including five years at Ramsey Solutions before joining Cambridge in 2021. Outside of his advisory role, he serves as Vice President and contractor for Murfreesboro Exteriors. Cambridge Investment Research Advisors serves a broad client base through a network of independent Financial Professionals, offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm employs multiple portfolio management approaches and features proprietary and third-party strategies, along with institutional resources such as advisor transition programs and compliance oversight.

Bobby Palmer is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 22 years of industry experience. His prior roles include positions at Next Financial Group Inc, Woodbury Financial Services, Inc., and Edward Jones. He serves as a board member of the Kiwanis Club of Putnam County and operates Bob Palmer Insurance, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, leveraging model portfolios, third-party subadvisors, and technology tools across a broad advisor network.

Benjamin Crist is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. His prior work includes roles at Wesley Financial and Ramsey Solutions. Outside of his advisory work, he has been involved with Trinity Family Life Center and operates a personal venture called The Glorious Unseen. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers both discretionary and non-discretionary investment solutions through a variety of platform arrangements and maintains proprietary and third-party strategies tailored to client objectives.

Lisa Malone is a financial advisor with OSAIC based in Cookeville, TN, holding the PFS™ and Series 63 designations and bringing 25 years of industry experience. Prior to joining OSAIC in 2024, she worked at Securities America Advisors and Securities America, Inc. from 2021 to 2024. She is also principal of Companion CPA Group, PC, an accounting practice she has managed since 2000, and serves on the advisory board for the Accounting Department of Tennessee Technology University. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated financial advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, utilizing firm-provided asset-allocation tools and multiple investment options to construct portfolios tailored to client preferences.

Mark Mccowan is a financial advisor at Raymond James Financial Services Advisors, Inc. with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James since 2019, with prior experience at Hd Vest Investment Services and J&A Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers non-discretionary planning tailored to client goals, using analytical tools and risk profiling, and is noted for its municipal advisory capabilities and customized SIMPLE IRA Employer Advisory & Consulting Services program.

Holly Wallace is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has worked with First Tennessee Brokerage and First Tennessee since 2001 and joined LPL Financial in 2025. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing various investment strategies supported by proprietary research and technology tools.

Rachel Dalton is a financial advisor with Robert W. Baird & Co. who holds a Series 66 designation and has 15 years of industry experience. She worked at UBS Financial Services from 2010 to 2021 before joining Robert W. Baird in 2021. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a combination of in-house and third-party managers, covering traditional and non-traditional investment strategies.

Michael Williams is a CFP®-designated financial advisor with 34 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and FirstBank Investment Partners, where he serves as an investment advisor. Williams previously spent 27 years at First Horizon Advisors, Inc. 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 utilizes fact-finding and risk-profiling tools to deliver tailored, non-discretionary planning and supports a broad network of advisors through specialized advisory programs.

Adam Cunningham is a financial advisor with Raymond James Financial Services, Inc., holding a Series 66 designation and seven years of industry experience. He previously worked at 304 Generational Wealth Management and has experience associated with Ironwood Golf Course and Tennessee Tech University. Cunningham is also employed as a financial advisor with 304 Family Wealth in a non-investment support role. 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, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through its municipal advisor affiliation.

Cassandra Brown is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. Her background includes roles at Raymond James since 2020 and a brief tenure with DelMonaco Winery & Vineyards and Cumberland University. She is also employed as a financial advisor at 304 Family Wealth. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.