James Cannon is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Compass Advisory Partners, FSC Securities Corp, and his own CPA firm, Cannon, Clark, Holman & Associates, where he works as a tax preparer. Outside of advisory work, he owns Cannon Financial, which involves insurance sales. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and corporate retirement plan consulting through a network of independent advisors, using a rigorous investment process that combines fundamental and technical analysis with a relative-strength methodology.

Stephanie Flatt is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and 19 years of industry experience. She has worked at multiple firms including Integrity Alliance, Lion Street Financial, Compass Advisory Partners, and Fsc Securities Corp. Outside of her advisory role, she is employed at Cannon, Clark, Holman & Associates, an accounting firm where she performs bookkeeping and tax return services. Csenge Advisory Group serves charitable organizations, corporations, and individual clients, including high-net-worth families, offering asset management, financial planning, and corporate retirement plan consulting. The firm employs a top-down investment process combining fundamental and technical analysis with relative-strength methodology, primarily utilizing mutual funds and ETFs in customized portfolios.

Justin Turney is a financial advisor at Gibbs Wealth Management, LLC with a Series 65 license and two years of industry experience. He has been with Gibbs Wealth Management since 2023 and also leads Turney Financial Group, which he founded in 2013. In addition to his advisory role, Turney is an agent and office manager for a fixed index annuities and life insurance business. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance rather than proprietary portfolio construction.

Mark Mullins is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. His career includes roles at Truist Investment Services, Truist Bank, and Mullins Capital Management. Prior to his advisory career, he worked eight years at Tennessee Technological University. 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 with non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment approach.

Melissa Graham is a financial advisor with UBS Financial Services in Sparta, TN, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with UBS Financial Services Inc. since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a range of capital markets activities.

Donald Randolph is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked at LPL Financial since 2008 and previously spent a year at Edward Jones. 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 wide range of financial planning and portfolio management services, utilizing various advisory platforms and tools while overseeing over $819 billion in discretionary assets.

Gabrielle Renault is a Series 66-credentialed advisor with Edward Jones in Sparta, TN, and has three years of industry experience. She has been with Edward Jones since 1999. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Stacy Nicole Goines is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds a Series 66 designation and has worked at UBS since 2017. Her prior experience includes roles at Genesis House, Inc., Raymond James Financial Services Advisors Inc., and Luna & Herren Investment Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Caleb Allen is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds a Series 66 designation and previously served ten years in the United States Marine Corps. Outside of his advisory role, he is the owner of a consulting and coaching business and is employed by the YMCA. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services. The firm supports various investment platforms and strategies, combining proprietary models with access to third-party managers, and provides institutional features such as advisor transition support and compliance processes.

Joshua King is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at UST Global Inc for five years and held various roles in multiple industries including transportation and fitness. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Mark King is a financial advisor with Edward Jones, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.