Stephen Priddy is a financial advisor at Kingsview Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones from 2004 to 2021 before joining Kingsview Partners in 2021. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm provides wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies, including its in-house portfolio group and Monarch ETFs.

Tanner Stepp is a CFP® professional with 11 years of experience in the financial services industry. He currently serves as an advisor at CX Institutional, LLC and has prior experience at LPL Financial, Clarify Wealth Management, and Landmark Financial Advisors. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach, combining fundamental, quantitative, and technical analysis across various asset classes, and integrates technology platforms for consolidated reporting and tax-efficient asset management.

Ashli Newcomb is a financial advisor at Kingsview Wealth Management, LLC with 12 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Kingsview in 2022, she worked at Edward Jones from 2014 to 2022. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies.

William Jelks Jr. is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL, he worked at Commercial Bank and Trust Company and spent eight years with Derksen Portable Buildings. Outside of his advisory role, he serves as a football official in Paris, Tennessee. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Plumley is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at LPL Financial since 2018 and previously spent eight years at Invest Financial Corporation and five years at MSI Financial Services, Inc. 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 access to third-party asset managers and customized strategies, supported by operational tools such as machine learning, while overseeing over $819 billion in discretionary assets across more than 22,800 advisors.

Peter Piskos is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward Jones since 1992 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns and maintains a rental property in Paris, Tennessee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Kasi Darby is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances.

Dick Thompson is a financial advisor with Raymond James Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at LPL Financial, Mass Mutual Investors Services, First Protective, and Proequities, Inc. He is also associated with FirstBank in Memphis, where he serves as a financial advisor and insurance agent. 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, and institutional investors. 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.

Samuel Mc Daniel is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Forever Communications and Commercial Bank and Trust Company. Outside of his advisory role, he has been a soccer official since 2009 and serves as a board member for the City of Paris Revolving Loan Fund. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Nolan Poteete is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. He has worked at CB&T Financial and Carroll Bank & Trust, where he also performs teller duties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, and offers advisory programs supported by advanced analytical tools and a municipal advisory affiliation.

Michael Cary is a CFP® professional with over 32 years of experience in financial advising, currently serving with Raymond James Financial. He has held roles at the Federal Reserve Bank of St. Louis Memphis Branch and has longstanding involvement with Carroll Bank & Trust, where he serves as a bank director and chairman. Outside of finance, he owns The 1822 Coffee Company LLC, a local business in Huntingdon, TN. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary consulting using advanced analytical tools and supports institutional consulting and portfolio management through a broad advisor network.

Brents Priestley is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2003. Outside of his advisory role, he is the owner of a rental property business in McKenzie, Tennessee. 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 solutions, supported by a nationwide network of over 23,000 financial advisors and managing approximately $1.01 trillion in assets under management.

Jed Robinson is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has worked previously at Carroll Bank & Trust and Raymond James Financial Services, Inc. Prior to his advisory roles, he was employed at Milan Golf and Country Club. 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 tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services such as municipal advisory work and SIMPLE IRA Employer Advisory programs.

Michelle Conroy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her career includes roles at Commercial Bank & Trust Co, Invest Financial, Fulton Financial Advisors, and Raymond James Financial Services. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

Brian Tusa is a CFP® professional affiliated with Edward Jones in Paris, Tennessee, with 25 years of industry experience. He has been with Edward Jones since 2002. He serves as a board member and secretary of the Paris Henry County Healthcare Foundation, participating in meetings and fundraising activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Bryan Merrick is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at Raymond James since 2007 and is also affiliated with Carroll Bank & Trust, where he has served since 2007. Outside of his advisory role, Merrick is a partner in a fitness business and serves as an independent contractor providing business management guidance to a medical center. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, corporations, and institutional investors. The firm provides tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Cody Crocker is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, he worked at Victra Verizon for six years. 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 manages over $1 trillion in assets and offers a range of advisory programs with a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Jamie Orr is a Series 66-licensed financial advisor with 18 years of industry experience, currently with LPL Financial since 2021. Prior to joining LPL, Orr worked at Wells Fargo Advisors for five years and Edward Jones for eight years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Beverly Neighbors is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at LPL Financial since 2018 and previously spent over two decades at INVEST Financial Corporation. Beverly also has a longstanding role at Commercial Bank & Trust dating back to 1995. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced advisor tools and oversight of more than $819 billion in discretionary assets.

Amanda Barnhill is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2019. She has seven years of experience in the financial industry and previously worked for six years at the Department of Children's Services. 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 strategies supported by a nationwide network of more than 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides services under a fiduciary standard.

Allen Barton is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Security Bank and Trust Co and Tri-Turf Sod. 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 large nationwide network of financial advisors and branch offices.