Eric Allen is a financial advisor with Edward Jones in Trenton, Tennessee, holding Series 63 and Series 66 credentials with 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, Allen serves as an adjunct professor at Union University and is involved in local community organizations, including serving as a trustee for the Elk’s Lodge and as a board member for both Dyersburg State Community College Foundation and the Trenton Exchange Club. 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 and operates a large nationwide network of advisors and branch offices, offering a range of advisory strategies and affiliated investment products.

Reagan Griffin is a Financial Solutions Advisor at Merrill, specializing in providing tailored financial strategies to clients. In this role, Reagan focuses on understanding the individual needs and priorities of clients to assist them in pursuing their short-, mid-, and long-term financial goals. Reagan offers guidance on a range of financial matters including general investing, retirement planning, and saving for unforeseen events, and can facilitate access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Reagan holds a Bachelor's and a Master's degree from the University of Alabama System and has earned the Personal Investment Advisor (PIA) designation. With a commitment to ongoing client support, Reagan works closely with clients to address their goals, concerns, and questions, providing continuous advice and guidance as their financial needs evolve.

Stephanie Lovelace is a financial advisor with LPL Financial in Jackson, Tennessee. She holds a Series 63 designation and has 23 years of industry experience. Lovelace has worked at First Tennessee Brokerage since 2001 and FTB Advisors, Inc. since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Tanner Atkins is a financial advisor with LPL Financial based in Jackson, TN. He holds the Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, Tanner worked at Cadence Bank and has experience in education and interior design. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a network of investment adviser representatives.

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 licenses and possessing 32 years of industry experience. He previously worked at Citigroup Global Markets from 2004 to 2006 before joining LPL Financial, where he has been since 2006. Outside of his advisory role, Wallace serves as board member and treasurer for the Jackson Madison County Bicentennial Commission, assisting with budgeting and financial statement preparation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies with support from advanced operational and research tools.

John New is a CFP® professional affiliated with LPL Financial, based in Jackson, TN, with 29 years of industry experience. His work history includes roles at Cadence Bank, Infinex Investments, BancorpSouth Investment Services, and First Horizon Advisors. He also sells fixed annuity products through several life insurance companies. 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 financial planning and investment management services, including third-party asset management and institutional platforms, supported by advanced research and operational tools.

Maxwell Halford is a financial advisor at Ameriprise with Series 65 and Series 63 licenses and less than one year of industry experience. His prior work includes roles at Charles Schwab and Centennial Bank, as well as employment outside the financial sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides tailored retirement planning and tax-aware withdrawal strategies.

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.

Enrique Cotto is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Advisor Group and UnionBanc Investment Services, LLC. Outside of his advisory role, he owns Cotto Creations, an online retail business selling shoes. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage, investment advisory services, and access to third-party money managers through a large network of affiliated financial advisors and multiple advisory platforms.

Jeremy Browning is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with firms including Voya Financial Advisors and has been associated with Cetera since 2021. Outside of his advisory role, he is involved in dog breeding and training through DeMoss Creek Kennels and holds leadership positions in hunting retriever clubs. He also serves on the board of Centennial Bank and The Hunting Retriever Club Foundation, Inc. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, allowing advisors to implement various investment strategies across multiple program structures and custodial relationships.

Dalton Tibbs is a financial advisor with LPL Financial in Jackson, TN, holding the Series 66 designation and six years of industry experience. His prior work history includes roles at Leaders Credit Union, Fastenal Company, The Mens Wearhouse, and The University of Memphis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and advisory services through a large network of representatives, utilizing various portfolio management approaches and technology tools.

Walton Driggers Jr. is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at FTB Advisors, First Tennessee Brokerage, Wells Fargo Clearing, Mutual of Omaha Investor Services, and Ameriprise. He is also involved in real estate rental activities outside of his advisory work. 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.

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.

Sam Parr is a financial advisor with Edward Jones in Milan, Tennessee, holding a Series 66 designation and two years of industry experience. His work history is primarily with Edward Jones since 2021, with prior experience at Pavement Restoration Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.