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Robert V

ChFC®, Series 63

Fulton, KY

Silver Oak Securities, Inc.

Robert Voegeli is a financial advisor with Silver Oak Securities, Inc., holding the ChFC® and Series 63 designations, and has 49 years of industry experience. He has worked at Silver Oak Securities since 2006 and has been affiliated with Connecticut Mutual Life Insurance since 1976. Voegeli is also the proprietor of Financial Service Associates, a business focused on insurance and investment product sales. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs featuring primarily discretionary investment management tailored to client objectives and risk tolerances, supported by proprietary operational platforms and methods.

Charitable giving & philanthropy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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Emily S

Series 65

Union City, TN

The Burney Company

Emily Stokes is a financial advisor at The Burney Company with one year of industry experience. She holds a Series 65 designation and has prior work history at Union City Eye Care, PC, The Citizens Bank of Hickman, KY, and Greenfield Banking Company. The Burney Company serves primarily individual investors, including high net worth clients, and manages accounts for small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses proprietary fundamental and quantitative models in its investment approach and offers discretionary equity portfolio management, financial planning, and affiliated tax preparation services.

Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
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John D

Series 65

Union City, TN

The Burney Company

John Drerup is a financial advisor with The Burney Company, holding a Series 65 designation and over 21 years of industry experience. He has been with The Burney Company since 2004. Outside of his advisory role, he manages Maverick Investments, LLC, overseeing company investments and business operations. The Burney Company serves primarily individual investors, including high net worth clients, as well as small businesses, pension plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets and employs a multi-team platform that offers discretionary equity portfolio management, financial planning, and affiliated tax preparation services.

Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
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Bradley H

Series 66

Union City, TN

LPL Financial

Bradley Harris is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He previously worked at Security Bank and Trust Company for seven years and Reelfoot Bank for six years. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of advisory and non-advisory services supported by extensive operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Dalton L

CFP®, Series 66

Union City, TN

Edward Jones

Dalton Lewis is a CFP® with nine years of experience at Edward Jones, where he has worked since 2016. He holds the Series 66 designation and is based in Union City, TN. Outside of his advisory role, he manages and maintains a commercial office building rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Benjamin F

Series 66

Union City, TN

Robert Baird & Co.

Benjamin Ferguson is a financial advisor with Robert Baird & Co., holding a Series 66 designation and 16 years of industry experience. He has worked at Robert Baird & Co. since 2019 and concurrently at J.J.B. Hilliard, W.L. Lyons, LLC since 2009. Outside of his advisory role, he is an owner of two recreational properties, River Bend Hunting Club, LLC and Brown Creek Lodge LLC, located in Tennessee. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services that include discretionary and non-discretionary management, separately managed accounts, and a variety of traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Anthony R

ChFC®, Series 66

Martin, TN

Edward Jones

Anthony Robinson is a financial advisor at Edward Jones with seven years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2018, he worked at Harris Insurance for one year and attended Bethel University for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Scott F

Series 63, Series 65

Union City, TN

Robert Baird & Co.

Scott Ferguson is a financial advisor with Robert Baird & Co. and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, including over three decades at J.J.B. Hilliard, W.L. Lyons, Inc., and has been with Robert Baird since 2019. Outside of his advisory role, he owns a farm that produces row crops and timber. Robert Baird & Co.’s DDK Group, where Mr. Ferguson is based, serves individuals, families, pension plans, corporations, and charitable organizations by providing tailored financial planning and portfolio management services that include discretionary and non-discretionary strategies, separately managed accounts, and overlay solutions.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Benjamin B

Series 66

Union City, TN

LPL Financial

Benjamin Beard is a financial advisor with LPL Financial in Union City, Tennessee. He holds a Series 66 designation and has four years of industry experience. Prior to his current role, he worked at ATA and held various positions at The University of Tennessee at Martin and Warner Law Firm PLLC. Outside of his advisory work, Beard is also a musician with First Baptist Church Martin. 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, including access to model portfolios, third-party asset managers, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Bentley B

Series 63

Union City, TN

LPL Financial

Bentley Beard is a financial advisor with LPL Financial in Union City, TN, holding a Series 63 designation and 36 years of industry experience. He has been with LPL Financial since 1998. Outside of his advisory work, Beard owns and operates Rock Springs Farm, a family farm raising and selling chickens, eggs, goats, and dogs, and is involved in a home-based travel agency business. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and various advisor-facing tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jennifer H

Series 66

Martin, TN

Edward Jones

Jennifer Hampton is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2009. She has 16 years of industry experience. Outside of her advisory role, she co-owns a women’s and children’s clothing boutique with her husband in Union City, Tennessee. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and maintains a large nationwide network of advisors and branches, providing comprehensive investment and fiduciary services.

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Audrey G

Series 66

Union City, TN

LPL Financial

Audrey Gregg is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. She previously worked at Baird and Hilliard Lyons, among other firms. Gregg has also been involved with the University of Tennessee Foundation. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of customizable strategies and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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James H

Series 66

Union City, TN

LPL Financial

James Hardin is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, Hardin is a co-owner and co-manager of Vive, a wine and cocktail bar in Union City, Tennessee. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment programs supported by research tools and serves more than 22,800 advisors managing over $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brock B

Series 66

Union City, TN

LPL Financial

Brock Brauer is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2020. Prior to his advisory role, he gained experience in retail and university settings. Outside of his financial career, he serves as an itinerant preacher at Beulah Baptist Association in Union City, Tennessee. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Tyler B

CFP®, ChFC®, Series 66

Union City, TN

Edward Jones

Tyler Bolton is a financial advisor with Edward Jones in Union City, TN. He holds the CFP®, ChFC®, and Series 66 designations and has seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Lowes and DuPont (through Pioneer Staffing Agency). Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth segments, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies and affiliated financial products through a nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Retirement income strategy General retirement planning Founder/Business Owner Executive Self-Employed
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Michael H

Series 63, Series 66

Martin, TN

Edward Jones

Michael Hampton is a financial advisor with Edward Jones in Martin, Tennessee. He holds Series 63 and Series 66 licenses and has 21 years of industry experience, including over two decades at Edward Jones. Outside of his advisory role, he serves as a substitute preacher at the Lebanon Church of Christ and is a financial partner in a women’s and children’s clothing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Zachary E

Series 66

Union City, TN

Ameriprise

Zachary Eckert is a financial advisor with Ameriprise in Union City, TN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2021, he worked at IBEX Global and TFT Global. Eckert is also involved in managing an advisory business through Blue Horseshoe LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach incorporates investment research, third-party data, and algorithmic tools within a defined investment universe influenced by affiliated product relationships.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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John A

CFP®, Series 66

South Fulton, TN

Edward Jones

John Alexander is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in South Fulton, TN. He has 18 years of industry experience and has been with Edward Jones since 2007. 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 strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Ryan S

CFP®, Series 66

Martin, TN

Ameriprise

Ryan Stover is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2011 to 2020. Stover is a co-owner of Blue Horseshoe LLC, through which he manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Kevin S

Series 63, Series 65

Union City, TN

LPL Financial

Kevin Smith is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at LPL Financial since 2017 and concurrently with Investment Centers of America and Leaders Credit Union since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of financial planning and investment management services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Shaunda S

Series 66

South Fulton, TN

Edward Jones

Shaunda Shadowens is a financial advisor with Edward Jones, holding a Series 66 designation and beginning her advisory career in 2023. Her prior work experience includes roles at ProSource and Agape House of Northwest Tennessee, as well as Moore Dental. 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 nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Erica E

Series 63, Series 66

South Fulton, TN

Edward Jones

Erica Emily is a financial advisor at Edward Jones in South Fulton, Tennessee, with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2000. Outside of her advisory role, she owns a farm property in Fulton, Kentucky. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated financial products supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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