Scott Oeth is a CFP® and ChFC® with Cahill Financial Advisors, Inc., where he has worked since 2006. He has 12 years of industry experience. Outside of his advisory role, he is co-owner and Head Guide of Bull Moose Patrol, LLC, an outdoor education and guided adventures business. Cahill Financial Advisors serves individuals, trusts, businesses, foundations, and retirement plans with investment advisory, financial planning, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis, emphasizes asset allocation and long-term holdings, and integrates specialized credentials such as CPA and attorney expertise within its team.

Brian Henson is a CFP® professional with 25 years of industry experience, currently serving at Raymond James & Associates since 2024. He spent 24 years at Edward Jones prior to joining Raymond James. Outside of his advisory work, he co-owns rental real estate properties with his wife, managing some property operations with limited monthly involvement. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning and consulting services with a focus on tailored, non-discretionary investment advice supported by extensive research and multiple portfolio management options.

Kyle Lamb is a CFP® with two years of experience and is currently affiliated with Raymond James & Associates. Prior to joining Raymond James, he spent 15 years at Freed-Hardeman University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser servicing a broad client base including individuals, institutions, and nonprofit entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network and a range of portfolio management styles.

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 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.