Lindsey Heglar is a CFP®-certified financial advisor with nine years of industry experience, currently with Edward Jones since 2018. Prior to joining Edward Jones, she worked at Raymond James from 2016 to 2018 and was employed at Dyersburg State Community College from 2009 to 2016. She is a co-owner of Great Western Management, a family real estate business, though she has no day-to-day responsibilities there. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Odum is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lexington, TN, holding a Series 63 designation and 27 years of industry experience. He has previously worked with LPL Financial and Invest Financial Corporation. He is also associated with FirstBank and its related entities in a financial advisory capacity. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs such as municipal advisor services and SIMPLE IRA Employer Advisory & Consulting Services.

Jamie Hall is a financial advisor at Edward Jones in Lexington, TN, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Xyngular, Sanofi Pharmaceuticals, and Plexus Worldwide. Outside of advisory work, he is a co-owner of a cattle farming operation in Lexington. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. It supports its services with a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Landon Wilson is a financial advisor with LPL Financial based in Lexington, TN. He holds the Series 66 designation and has been in the industry since 2026. Prior to his advisory role, he worked in outdoor solutions and water services industries. 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 advisory and brokerage services through a broad network of representatives, with access to various financial planning, model portfolio programs, and institutional platforms.

Todd Rosel is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 18 years before joining LPL Financial in 2023. 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 financial planning and investment management programs, including access to third-party asset managers and institutional platforms.

James Presley is a financial advisor at Raymond James Financial Services Advisors, Inc. with 33 years of industry experience. He previously worked at LPL Financial and INVEST Financial Corporation and has a long tenure with FirstBank. Outside of his advisory work, he owns and operates a registered Texas Longhorn cattle breeding and sales business. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports clients through advisory programs and institutional consulting across a broad advisor network.

Lucas Presley is a financial advisor with Raymond James Financial, holding a Series 66 designation and 13 years of industry experience. His career includes positions at LPL Financial and Invest Financial Corporation before joining Raymond James and FirstBank, where he currently 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, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Larry Smith is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at LPL Financial since 2023 and previously spent 12 years at Edward Jones. Smith is also involved with Integrity Wealth Advisor Group, a business activity related to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.