Nathan O'Bryant is the sole advisor at O'Bryant & Associates, Inc. in Jackson, TN, holding a Series 65 designation with 18 years of industry experience. He has been with the firm since 2003 and also serves as an insurance agent, maintaining an active life and health insurance license. O'Bryant & Associates primarily serves individual clients by providing comprehensive financial planning and hourly consultation services. The firm does not manage client assets directly but refers clients to third-party money managers, acting as a liaison while monitoring those relationships and relying on third-party custodians for account statements.

James Barker is a financial advisor with Haynes Barker Investment Management, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Haynes Barker Investment Management and LPL Financial LLC since 2002. Haynes Barker serves individuals, retirement plans, trusts, estates, charitable organizations, and small businesses by providing financial planning, retirement-plan consulting, and advisory services on a fixed-fee, hourly, or retainer basis. The firm employs a core-and-satellite investment approach, incorporates client goals into investment policy statements and net-worth analyses, and primarily offers advice rather than ongoing portfolio management.

Noel Eddleman is a financial advisor at Eddleman & Eddleman Inc with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at his current firm since 2005, with prior experience at Next Financial Group, Inc. and a long tenure at Union University. Outside of advising, he serves in leadership roles on several boards, including a Christian media company and various businesses related to real estate and construction. Eddleman & Eddleman advises individuals, businesses, trusts, family offices, and other entities, providing discretionary portfolio management, financial planning, and project analyses. The firm employs an academic, evidence-based investment approach and combines these services with an affiliated accounting practice and a venture capital entity.

William Haynes III is a financial advisor with LPL Financial in Jackson, Tennessee, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has operated Haynes Barker Investment Management, LLC since 2002, providing pension plan consulting services including plan design, investment policy statements, fiduciary responsibilities, and investment performance analysis. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that develops model portfolios and various investment strategies, allowing advisors to tailor solutions to client needs.

Jason Lockridge is a CFP® with 19 years of experience in the financial services industry. He is currently a financial advisor and chief compliance and operating officer at Southern Capital Advisors, LLC, where he has worked since 2018. Prior to this, he held positions at Mutual Securities, Bank of America, and Merrill Lynch. Outside of his advisory work, Lockridge serves on the board of directors for Chester County Dixie Youth, a nonprofit youth baseball and softball league. Southern Capital Advisors, LLC provides investment advisory services to individuals, including high-net-worth clients, as well as pension, trust, and institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using a tailored investment approach that incorporates fundamental, technical, quantitative, and behavioral analysis.

Charles Johnson is a CFP® professional with 23 years of industry experience, currently serving at Southern Capital Advisors, LLC since 2018. His prior experience includes roles at Bank of America, N.A. and Merrill. He also teaches finance and accounting courses as an adjunct instructor at Freed-Hardeman University. Southern Capital Advisors, LLC provides investment advisory services to individuals, including high-net-worth clients, as well as pension, trust, and institutional clients. The firm offers discretionary portfolio management and financial planning, constructing tailored Investment Policy Statements and employing a range of analytical approaches with an emphasis on equities, mutual funds, ETFs, and fixed income.

Timothy Shanklin is a financial advisor at Bdc Advisory, LLC with 21 years of industry experience. He holds the Series 63 designation and has worked at Bdc Advisory and Burleigh Consulting Group since 2004. He is involved in retirement plan consulting through Burleigh Consulting Group. Bdc Advisory LLC provides investment consulting exclusively to qualified retirement plans administered by Burleigh Consulting Group, focusing on fund selection, monitoring, and participant education. The firm offers non-discretionary, plan-level consulting services and negotiable fee arrangements for plan sponsors.

Leslie Jaco is a financial advisor with Sycamore Financial Advisors, Inc. in Jackson, Tennessee, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Since 2009, Leslie has been with Shanklin Capital Management, Inc. Sycamore Financial Advisors is a fee-based registered investment adviser with a four-advisor team managing approximately $92 million for around 230 households. The firm offers investment management and comprehensive financial planning to individuals, families, trusts, estates, and small or family-owned businesses, utilizing a strategic asset allocation framework with multiple investment approaches and integrating licensed insurance services alongside advisory offerings.

Jake Martin is a financial advisor at Southern Capital Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has been with Southern Capital Advisors since 2022. In addition to his advisory role, he performs accounting and tax work for Southern Capital Consulting. Southern Capital Advisors, LLC provides investment advisory services primarily to individuals, including high-net-worth clients, as well as pension, trust, and institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using a combination of fundamental, technical, quantitative, and behavioral analysis to tailor portfolios aligned with client risk tolerance.

Alexia Hearn is a CFP® professional at Southern Capital Advisors, LLC with one year of industry experience. Prior to joining Southern Capital Advisors, she worked at Presti & Naegele LLC and held positions at American Income Life Insurance Company and the Tennessee Department of Revenue. She has a background that includes academic and teaching roles, having been affiliated with Freed-Hardeman University and Harpeth High School. Southern Capital Advisors is an SEC-registered advisory firm that manages approximately $637 million for around 812 clients, including individuals, pension and employee benefit plans, trusts, estates, and business entities. The firm employs a combination of fundamental, technical, quantitative, and behavioral analysis to manage portfolios, primarily focusing on long-term strategies and maintaining internal management of client assets.

Ethan Mayberry is a CFP® professional with nine years of industry experience, currently serving as an advisor at Southern Capital Advisors, LLC. He has worked at Southern Capital Advisors since 2018 and has additional experience with Bank of America and Merrill since 2017. Mayberry also spent four years associated with Freed-Hardeman University. Southern Capital Advisors operates as a five-advisor team managing approximately $637 million for individuals, pension and employee benefit plans, trusts, estates, and business entities. The firm uses a documented Investment Policy Statement to guide discretionary portfolio management and employs a mix of fundamental, technical, quantitative, and behavioral analyses, typically favoring long-term strategies while also utilizing various investment instruments.

Robert Tucker III is a financial advisor at Sycamore Financial Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Shanklin Capital Management, Inc. since 2005. Sycamore Financial Advisors is a fee-based registered investment adviser with a four-advisor team managing approximately $92 million for about 230 households. The firm provides investment management and comprehensive financial planning to individuals, families, trusts, estates, and small or family-owned businesses, combining strategic asset allocation with both mutual fund and individual security strategies alongside licensed insurance services.

Bennie Coffman is a financial advisor at Southern Capital Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Southern Capital Advisors since 2021. Prior to his advisory career, he was involved with Coffman's, Inc. for over three decades. Southern Capital Advisors provides investment advisory services primarily to individuals, including high-net-worth clients, as well as pension, trust, and institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a tailored investment approach supported by an affiliated tax and accounting practice.

Charlotte Gaines is a financial advisor with Silver Oak Securities, Inc., holding Series 63 and Series 66 credentials and 25 years of industry experience. She has been with Silver Oak Securities since 2001. Outside of her advisory role, Gaines serves as a board member for the City of Bells Board of Education and occasionally sells fixed annuities. Silver Oak Securities serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and other business entities. The firm offers various advisory programs tailored to client objectives and risk tolerances, managing approximately $2.4 billion in discretionary assets through a network of financial professionals.

William King is a CFP® professional at RFG Advisory, LLC with six years of industry experience. He previously worked at Cetera Advisor Networks, Voya Financial Advisors, and Northwestern Mutual. King serves as Treasurer on the Board of Directors for Patriot Equity Credit Union. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to a range of investment strategies, combining active and passive management with tax-aware approaches and alternative investments.

Robert Young is a financial advisor with Silver Oak Securities, Inc. based in Jackson, TN. He holds a Series 66 designation and has one year of industry experience. Prior to joining Silver Oak Securities, Mr. Young worked at several firms including Core Group, LPL Financial, First Horizon, Raymond James & Associates, and UBS. Outside of finance, he was involved with a business related to guitar effects pedals for five years. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other entities through a team of about 101 financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs tailored to client objectives and employs operational features such as ongoing model monitoring and automated investment processes.

William Weddington is a CFP® with 45 years of industry experience, currently serving at Thoroughbred Financial Services, LLC since 2000. He holds the Series 63 designation and is based in Jackson, Tennessee. Outside of his advisory role, he is involved in managing a rental property through a property manager. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, and qualified plans. The firm’s investment approach emphasizes asset and sector allocation, using diversified portfolios primarily composed of mutual funds and ETFs, and incorporates evaluation of outside managers alongside fundamental and statistical analysis.

Billy Brown is a financial advisor at Silver Oak Securities, Inc. with six years of industry experience. He holds the ChFC® and Series 63 designations. Brown has worked at Silver Oak Securities since 2021 and previously worked at Horace Mann and Horace Mann Investors Inc. He also provides personal financial counseling to military service members and their families at the TN Army National Guard Unit in Jackson, TN. Silver Oak Securities, Inc. serves a range of clients including individuals, pension and profit-sharing plans, corporations, trusts, and estates through a multi-team network of financial professionals. The firm offers various advisory programs and emphasizes discretionary investment management tailored to client objectives and risk tolerances.

Thomas Weddington is a financial advisor with Thoroughbred Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Thoroughbred Financial Services since 2010. In addition to his advisory role, he is engaged as an insurance agent, selling life, disability, medical, and long-term care insurance. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to a broad range of clients, including individuals, trusts, estates, charitable organizations, and qualified plans. The firm emphasizes asset and sector allocation in constructing diversified portfolios using mutual funds, ETFs, individual securities, and other instruments, and offers both discretionary and nondiscretionary management through various account programs.

Zachary Buckland is a Series 66-licensed financial advisor at Silver Oak Securities, Inc. with 14 years of industry experience. He has been with Silver Oak Securities since 2011. Outside of his advisory role, he is a partner at D&B Accounting & Financial Group, PLLC, where he is involved in tax preparation and planning. Silver Oak Securities serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, and estates through a network of about 101 financial professionals. The firm offers various advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances.