Tanner Atkins is a financial advisor with LPL Financial in Jackson, TN, holding a Series 66 designation and two years of industry experience. He has previously worked at Cadence Bank and has a background that includes positions at the University of Mississippi and the University School of Jackson. LPL Financial is an investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with proprietary research and third-party model portfolios.

Phillip Bryant is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. His prior roles include positions at Stonebridge Investment Advisors, Dominion Portfolio Management, Caldwell-Bryant Financial Advisors, and Dominion Investor Services. He serves as chairman of the board of trustees for West Tennessee Healthcare. 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, using a variety of portfolio management approaches and platform arrangements tailored to client objectives.

Randy Wallace is a financial advisor with LPL Financial in Jackson, TN, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he serves as a board member and treasurer for the Jackson Madison County Bicentennial Commission, where he assists with budgeting and financial statement preparation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and technology-driven portfolio management solutions.

John New is a CFP® certificant with 29 years of experience in the financial industry. He is currently affiliated with LPL Financial and Cadence Bank, having previously worked at Infinex Investments, Inc. He also sells fixed annuity products for several insurance companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.

Lisa Thornton is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds Series 63 and Series 65 registrations and has been with Raymond James since 2013. Outside of her advisory work, she operates a pottery business where she creates and sells her artwork online. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers financial planning and consulting through non-discretionary services and supports a range of portfolio management styles, including municipal advisory services.

Matthew Schultz is a financial advisor with OSAIC holding a Series 66 designation. He has been with OSAIC since 2023 and has prior work experience spanning various industries including sports, industrial sectors, and education. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm uses asset-allocation tools and automated rebalancing to construct diversified portfolios, managing accounts on either a discretionary or non-discretionary basis.

Jason Schultz is a financial advisor with Mass Mutual Investors Services in Jackson, Tennessee, holding the CFP® and ChFC® designations and having 16 years of industry experience. He has been with Mass Mutual Life Insurance Company since 2015 and MML Investors Services since 2016. Outside of advising, he serves as a member of the Madison County Audit Committee, which oversees government financial reporting and compliance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to create annual, collaborative financial plans tailored to client goals.

Clay Paris is a financial advisor with Edward Jones in Jackson, TN, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Cardinal Health and Southern Valet. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Lucas Waddell is a financial advisor with Edward Jones in Henderson, TN, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Edward Jones in 2024, he worked at MFS Fund Distributors, Inc. from 2021 to 2024 and held roles at Garage Doors Unlimited, Bank of Gleason, the University of Tennessee at Martin, and the McKenzie school district. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Jeremy Browning is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 28 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021 and previously held roles at Voya Financial Advisors. Browning is also active outside the industry as a partner in DeMoss Creek Kennels and serves in leadership roles with regional and national hunting retriever clubs. Additionally, he is a member of the board of directors at Centennial Bank and serves on the board of The Hunting Retriever Club Foundation, Inc. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Dalton Tibbs is a financial advisor with LPL Financial in Jackson, TN, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Leaders Credit Union, Fastenal Company, The Mens Wearhouse, and The University of Memphis. He is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Walton Driggers Jr. is a CFP®-designated financial advisor with 20 years of industry experience. He is currently with LPL Financial and has held roles at FTB Advisors, Inc. and First Tennessee Brokerage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Harriett Henning is a financial advisor with Raymond James & Associates in Jackson, Tennessee, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Raymond James since 2013. Outside of her advisory role, Henning serves as a committee member reviewing the City of Jackson’s budget and participates on advisory boards focused on financial education and community banking. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles supported by extensive research and advisory resources.

Roger Ziegler is a financial advisor with Cetera, holding Series 63 and Series 66 designations and with 22 years of industry experience. He has worked at Cetera and affiliated firms since 2014 and is also an independent insurance agent and a notary public. Ziegler operates the King and Ziegler Financial Group, providing financial services in Jackson, Tennessee. Cetera is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporations, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including access to affiliated and third-party managers, and oversees more than $256 billion in assets through a network of over 10,000 advisors.

Jonathan Devault is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Osaic and has been associated with Securities America Advisors and Securities America, Inc. for over a decade. In addition to advisory work, he has sales experience in life, health, accident, and annuity-related insurance through The McDonald Group Inc. Osaic Wealth, Inc. serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, through a large network of affiliated financial advisers and multiple advisory platforms. The firm combines brokerage and investment advisory services with financial planning and managed-account solutions, using a range of asset-allocation tools and third-party services.

Shanna Ambrose is a financial advisor at Edward Jones with 12 years of industry experience and holds the Series 66 designation. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Jeremy Mikkelsen is a financial advisor with Edward Jones in Jackson, TN, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 21 years of industry experience, including 10 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Anderson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research.

Carol Keathley is a financial advisor at Raymond James & Associates with 40 years of industry experience. She has been with Raymond James & Associates since 2013 and holds Series 63 and Series 65 licenses. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Kathryn Hinson is a financial advisor with Raymond James & Associates holding a Series 66 designation and one year of industry experience. She has been with Raymond James since 2024 and is also a silent partner in York Laine Boutique, a business she has been involved with since 2017. 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 municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.