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Jody M

Series 63, Series 65, Series 66

Pulaski, TN

Truist Advisory Services

Jody Mang is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 designations and 18 years of industry experience. Prior to joining Truist Investment Services in 2022, Jody worked at FedEx, CapStar Bank, State Electrical, and Fifth Third Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a focus on integrated inter-affiliate service arrangements.

Founder/Business Owner Executive
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Joshua H

Series 63, Series 65

Pulaski, TN

Eagle Strategies (NY Life)

Joshua Haney is a financial advisor with Eagle Strategies (New York Life) based in Pulaski, Tennessee. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Haney operates Haney Financial Solutions, LLC, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple tailored advisory programs and manages the majority of its assets on a non-discretionary basis within an integrated New York Life structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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William M

Series 65, Series 63

Pulaski, TN

Eagle Strategies (NY Life)

William Miller is a financial advisor with Eagle Strategies (NY Life) holding Series 65 and Series 63 licenses and has four years of industry experience. He is currently president of the Kiwanis Club in Pulaski, TN. Miller has worked with Haney Financial Solutions, Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Co. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, with services that integrate advisory solutions tied to insurance and annuity products.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Joseph Y

Series 66

Pulaski, TN

Raymond James Financial

Joseph Yarbrough is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. His prior work includes roles at McCall & Associates and Raymond James Financial Services. Outside of finance, he has experience with the Shoals Symphony Orchestra. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Stephanie B

Series 66

Pulaski, TN

Raymond James Financial

Stephanie Busby is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 19 years of industry experience. She has worked at Raymond James Financial since 2010 and previously spent 14 years at First National Bank. Busby is also employed as a registered sales assistant at McCall and Associates. 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, and institutional clients. The firm utilizes risk profiling and modeling tools to deliver tailored, non-discretionary advice and supports municipal and public finance work uncommon among large institutional advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Lee L

Series 66

Pulaski, TN

Edward Jones

Lee Liggett is a financial advisor with Edward Jones in Pulaski, Tennessee. He holds the Series 66 designation and has eight years of industry experience, including nine years with Edward Jones and over a decade of being self-employed. 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 solutions supported by a large network of advisors and branch offices.

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

Series 63, Series 66

Pulaski, TN

LPL Financial

Michael Guess is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Next Financial Group Inc, Morgan Stanley, Citigroup Global Markets, and A. G. Edwards & Sons, Inc. 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 advisory and brokerage services, including financial planning, third-party asset management, 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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David H

Series 63, Series 65

Pulaski, TN

Cetera

David Hallmark is a financial professional with 18 years of industry experience, currently serving as Vice President at CB&S Financial Services, a financial and insurance services firm operating as a DBA. He has been with Cetera and its affiliated entities since 2023, following prior roles at SunTrust Advisory Services and SunTrust Investment Services. Cetera Investment Advisers LLC operates a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and retirement services.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Adam R

Series 63, Series 65

Pulaski, TN

Cetera

Adam Reeves is a financial professional with 20 years of experience, currently affiliated with Cetera since 2023. He holds Series 63 and Series 65 licenses and has a longstanding background with Shoemaker Financial since 2005. Outside of advising, he is also involved as an agent/broker in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a large network of independent advisors, combining multiple program structures and third-party manager options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Michael W

Series 63, Series 66

Cornersville, TN

Ameriprise

Michael Wickberg is a financial advisor at Ameriprise Financial Services with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial for 16 years and Edward Jones for one year. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Ryan D

Series 63, Series 66

Pulaski, TN

Edward Jones

Ryan Dunavant is a financial advisor with Edward Jones in Pulaski, Tennessee, holding the Series 63 and Series 66 designations and having 22 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is involved in rental property management in Lynnville, Tennessee. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large nationwide presence with over 23,700 financial advisors and offers additional services such as a trust company and securities-based lending.

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

Series 66

Pulaski, TN

Edward Jones

Brandon Wells is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to joining Edward Jones in 2023, he worked in the food service industry, including roles at Palmer Food Service and Frito Lay. 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 operates a large nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) Retirement withdrawal strategies General retirement planning Wealth management Financial Professional
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