Jackson Gulley is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and two years of industry experience. His prior work includes a role at LPL Financial LLC. Gulley also operated a business called Floored by Justin LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and offers a range of managed account solutions, employing various investment strategies and technology platforms.

John Beasley is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2016 and has been involved with various insurance carriers through W&R Insurance Agencies since 2011. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, including its proprietary WealthSuite platform and alternative investments through CAIS. The firm employs a fiduciary-based advisory model and uses multiple investment strategies, often implementing advice through third-party managers and TAMPs.

Jason Armbruster is a financial advisor at Edward Jones with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2001. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Blake Thomason is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he held positions at Henry Farmers Coop and Winfield United. 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 programs and investment services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joshua Stroud is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America since 2015. Outside of his advisory role, he serves as treasurer and owner of Stroud Farm in Summertown, Tennessee, where he manages livestock and farm operations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Perry is a financial advisor with Edward Jones in Lawrenceburg, TN, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, 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, affiliated mutual funds, and tax-efficient services through a nationwide network of more than 23,000 financial advisors.