Jeffrey Shelton is a financial advisor with Capital Square, LLC in Athens, TN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining Capital Square in 2017, he worked at Bellwether Investment Group, LLC for two years. He also maintains a part-time insurance agent role focused on life insurance and fixed annuities, primarily managing existing contracts. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments. The firm manages approximately $393 million in client assets, offering tailored portfolios with a range of strategies and emphasizes client education and ongoing disclosure.

Notley Maddox is a financial advisor at Capital Square, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bellwether Investment Group and Capital Square since 2008. In addition to his advisory role, Maddox is an Assistant Professor at Tennessee Wesleyan University, where he teaches corporate finance. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments. The firm offers tailored portfolios through asset allocation and employs both discretionary and non-discretionary management strategies.

William Huff is a financial advisor at United Advisors America with eight years of industry experience. He holds a Series 65 designation and has worked at United Advisors America since 2017 and Alliance America Corporation since 2015. In addition to his advisory role, he is an insurance agent for Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, offering both discretionary and non-discretionary portfolio management along with complimentary financial planning upon request. The firm employs a Modern Portfolio Theory-based approach, using customized asset allocations and model portfolios primarily composed of mutual funds and ETFs.

Richard Shelton is a financial advisor at Capital Square, LLC, holding a Series 65 designation. He has been with Capital Square since 2023 and has prior experience working in education and as a self-employed professional. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments, managing approximately $393 million in client assets as of December 2024. The firm offers tailored portfolios through asset allocation across various investment vehicles and emphasizes client education and ongoing disclosure.

Suzanne Burrell is a CFP® and holds a Series 66 license with 16 years of experience in the financial industry. She has been with Capital Square, LLC since 2017 and previously worked at Bellwether Investment Group, LLC from 2015 to 2017. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments. The firm offers retirement planning and both discretionary and non-discretionary portfolio management, managing approximately $393 million in client assets as of December 2024, with tailored portfolios reviewed quarterly and financial plans developed after detailed client interviews.

Cody Burrell is a financial advisor at Capital Square, LLC in Athens, TN, holding a Series 65 designation with one year of industry experience. Prior to joining Capital Square, he worked at UBS Financial Services Inc. from 2022 to 2024 and has experience outside the financial sector, including a role at Bradley County Schools from 2017 to 2021. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments, managing approximately $393 million in client assets as of December 2024. The firm offers tailored portfolios using a range of asset classes and strategies, with a multi-office presence and a focus on client education and ongoing disclosure.

Patrick Gawrych is affiliated with Simplicity Wealth and holds the Series 65 and Series 63 designations. He has been with Simplicity Group since 2014 and currently works at Simplicity Wealth and Simplicity UFC. Gawrych is based in Greenback, Tennessee, and has no industry experience prior to his current roles. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and financial firms such as third-party advisors and broker-dealers. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside model portfolios that are actively monitored and rebalanced, and offers technology and operational support for other advisers through its managed account platform.

Richard Albright is a financial advisor at Empower Advisory Group with 38 years of industry experience. His prior roles include positions at GWFS Equities, Scottrade, Inc., Cetera, Cetera Investment Services LLC, and Regions Bank. He holds Series 63 and Series 65 designations. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Hugh Willson III is a ChFC® and Series 63 licensed advisor with Eagle Strategies (NY Life), based in Athens, TN. He has two years of industry experience and has previously been involved in entrepreneurial ventures, including leadership roles at Vip Promotional Products, LLC and Solar-To Go. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and delivers advice through various program types, with most assets managed on a non-discretionary basis.

Dane Bradford is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities and U.S. Bancorp Investments. He is also the founder of Eira Financial, LLC, a financial and insurance services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse investment programs, access to third-party money managers, and over $256 billion in assets under management.

Olivia Cordell is a Series 66-registered financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2024, she worked in education roles with Monroe County Schools and Sweetwater City Schools. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Kathryn Loftis is a Series 66-registered financial advisor with Edward Jones, based in Athens, Tennessee, and has nine years of industry experience. She has been affiliated with the University of Tennessee at Chattanooga since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Miguel Maria is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at LPL Financial since 2024 and previously spent 10 years at Edward Jones. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Derek Dieterich is a CFP® with 25 years of industry experience, currently advising at Cetera in Sweetwater, TN. His work history includes roles at Cetera and Regions Bank since 2018, as well as previous positions at Aspire Private Wealth Counsel and Lincoln Financial Securities Corporation. Outside of his financial advisory work, he serves as a sports official, dedicating several hours per week to refereeing. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that integrates both affiliated and third-party investment strategies.

Kassidi Hooper is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020, following roles in health services and communications. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and has a large nationwide network of financial advisors and branch offices.

Murray Willis is a financial advisor at Edward Jones in Athens, TN, with 25 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses and has been with Edward Jones since 2000. Outside of advisory work, he serves as an adjunct professor teaching a Financial Workshop at Cleveland State Community College and acts as secretary for the Industrial Development Board of McMinn County. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of account types. The firm offers a variety of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 advisors and over $1 trillion in assets under management.

Tolita Freeman is a Series 66-licensed financial advisor with Edward Jones in Vonore, Tennessee. She has seven years of industry experience, including eight years at Edward Jones and eleven years previously at Walgreens. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services, supported by a large nationwide network of financial advisors and branch offices.

Taylor Fairweather is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, Taylor’s work history includes roles at the University of Tennessee at Knoxville and Uber Eats. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from multiple sources.

Edward Hall is a Series 66-licensed financial advisor with Edward Jones, based in Athens, TN. He joined Edward Jones in 2024 and previously held roles at Jenkins and Walden Security. His early career includes work experience in retail and food service, as well as studies at Tennessee Wesleyan University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Fred Burke is a financial advisor with Cambridge Investment Research Advisors in Athens, TN, holding Series 63 and Series 66 credentials and possessing 39 years of industry experience. His prior experience includes roles at CapStar Bank, LPL Financial LLC, Raymond James Financial Services, and INVEST Financial Corp. Outside of his advisory work, he is involved as an agent with Downtown Square Investments. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements.

Joseph Robinson is a Series 66-credentialed financial advisor with Edward Jones in Athens, Tennessee, bringing 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves on the nominations committee at Keith Memorial United Methodist Church in Athens, TN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its extensive advisor and branch network and its comprehensive capabilities beyond advisory services.

John Acuff is a financial advisor with Edward Jones in Madisonville, Tennessee. He holds the Series 66 designation and has two years of industry experience, following a 28-year career with the Monroe County Sheriff's Office. 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 nationwide network of more than 23,700 advisors. The firm manages approximately $1.01 trillion in assets under management and provides services under a fiduciary standard.

Erica Croomes is a financial advisor with Equitable Advisors in Athens, TN, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at First Horizon Advisors Inc. and First Horizon Bank from 2003 to 2020, and briefly at Axa Advisors LLC in 2020. Outside of her advisory role, she is a member of GRC Properties LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of third-party asset managers and advisory programs, focusing on matching clients to appropriate models based on their risk tolerance and plan information.

Jordan Perleoni is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked at Regions Bank and BB&T Bank for a combined ten years. He holds a Series 66 designation. Outside of his advisory role, Perleoni serves as a board member and treasurer for Habitat for Humanity in Athens, Tennessee, where he participates in directing volunteers and voting on business matters. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate organizations. The firm manages over $1 trillion in assets through a wide network of advisors and offers a range of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

Ashley Benson is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. In addition to her advisory role, she has been involved with East Tennessee Children's Hospital since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and maintains a large network of advisors and branch offices across the country.

Gary Stuart is a CFP® professional with over 21 years of experience, currently serving as a financial advisor at Edward Jones since 2004. He has taught financial workshops for individual investors through Pellissippi State Technical Community College and officiates high school and college volleyball games. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of advisors and branch offices.

Skidmore Garrett is a financial advisor with Raymond James Financial in Athens, TN, holding a Series 63 designation and over 30 years of industry experience. He has been affiliated with Raymond James Financial and its related entities since 1999 and also leads Garrett Investment Group / CLG Wealth Management, LLC. Garrett is the sole owner of CLG Properties, LLC, which owns the property housing his advisory business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers non-discretionary, tailored investment consulting using analytical tools and supports various advisory programs, including municipal advisory and plan-level consulting services.

Jeremy Loftis is a financial advisor at Edward Jones with 14 years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at LPL Financial LLC, Cetera Investment Advisors LLC, Regions Bank, Raymond James Financial Services Advisors Inc., Athens Federal Community Bank, and INVEST Financial Corp. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.

James Fairweather is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at LPL Financial since 2010 and concurrently at Peoples Bank of East Tennessee since 2011. Fairweather serves as a board member for the East Tennessee Mutual Insurance Company, a non-profit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Chelsea Haynes is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds Series 65 and Series 66 licenses and has worked previously at Forthright Capital Partners, Symmetry Financial, and Common Cents Wealth Advisors. Outside of financial advising, she has experience in Medicare sales and client relations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based financial planning without discretionary trading authority, and clients can combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Nicholas Peden is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. 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 nationwide network of more than 23,700 financial advisors. The firm provides both discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jordan Johnston is a financial advisor with Cambridge Investment Research Advisors in Athens, TN, holding a Series 66 designation and six years of industry experience. Prior to his current role, he worked at LPL Financial and CapStar Bank. Johnston serves on the boards of the McMinn County Education Foundation and the United Way of McMinn & Meigs Counties and is a notary. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a range of portfolio management and model-based solutions.