Scott Oeth is a CFP® and ChFC® with Cahill Financial Advisors, Inc., where he has worked since 2006. He has 12 years of industry experience. Outside of his advisory role, he is co-owner and Head Guide of Bull Moose Patrol, LLC, an outdoor education and guided adventures business. Cahill Financial Advisors serves individuals, trusts, businesses, foundations, and retirement plans with investment advisory, financial planning, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis, emphasizes asset allocation and long-term holdings, and integrates specialized credentials such as CPA and attorney expertise within its team.

Billy Brown is a financial advisor at Silver Oak Securities, Inc. based in Jackson, Tennessee, holding a ChFC® designation and Series 63 license with six years of industry experience. Prior to joining Silver Oak Securities in 2021, he worked with Horace Mann and Horace Mann Investors Inc. from 2015 to 2021. Outside of his advisory role, Brown provides personal financial counseling services to military service members and their families at a Tennessee Army National Guard unit. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, and other entities through a network of over 100 financial professionals. The firm offers a range of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances.

David Eblen II is a financial advisor with Silver Oak Securities, Inc. in Jackson, Tennessee, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Silver Oak Securities since 2008 and has operated The Eblen Agency, focusing on insurance sales and planning, since 1997. Silver Oak Securities, Inc. serves individuals, pension plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals. The firm manages about $2.4 billion in discretionary assets, offering a range of advisory programs with primarily discretionary, customized investment management tailored to client objectives and risk tolerances.

Brent Peddy is a financial advisor at Forefront with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Pruco Securities, LLC, and Prudential Insurance Company of America. Forefront Wealth Partners is a team-based advisory firm serving individual clients, business owners, and corporate clients with discretionary investment management and comprehensive financial planning. The firm uses customized portfolio strategies and offers estate-planning coordination, tax planning, and cash-management services through a multi-advisor structure.

Gary Carter is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. He is currently with Principal Financial Services and has held positions at Northwestern Mutual and Merrill Lynch, among others. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

William Patton is a financial advisor with Empower Advisory Group in Jackson, TN. He holds a Series 66 designation and has 11 years of industry experience, including 10 years at GWFS Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail IRA and brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns through point-in-time financial plans and managed account solutions.

Timothy Dill is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 63 designation and 26 years of industry experience. He previously worked at Independent Financial Partners and LPL Financial. Outside of his advisory work, he is a manager and member of a family gospel group that tours nationally, and he owns a business selling and installing audio/video equipment for local churches and schools. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm combines a network of independent advisory representatives with access to multiple portfolio management strategies and technology platforms to support client needs.

Craig Hellmer is a financial advisor with LPL Financial in Jackson, Tennessee. He holds a Series 66 designation and has 28 years of industry experience, including prior work at A.G. Edwards & Sons, Inc. He operates a wealth management business under the name Hellmer Wealth Management and serves in a fiduciary capacity outside of his investment advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a large network of advisors, offering a range of financial planning, portfolio management, and retirement plan services.

Brian Henson is a CFP® professional with 25 years of industry experience, currently serving at Raymond James & Associates since 2024. He spent 24 years at Edward Jones prior to joining Raymond James. Outside of his advisory work, he co-owns rental real estate properties with his wife, managing some property operations with limited monthly involvement. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning and consulting services with a focus on tailored, non-discretionary investment advice supported by extensive research and multiple portfolio management options.

John Wehner is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He previously worked at Bank of America and Merrill. Outside of advisory work, he owns agricultural land in Tennessee that is actively farmed by family. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management through model-based asset allocations and proprietary research.

Kyle Lamb is a CFP® with two years of experience and is currently affiliated with Raymond James & Associates. Prior to joining Raymond James, he spent 15 years at Freed-Hardeman University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser servicing a broad client base including individuals, institutions, and nonprofit entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network and a range of portfolio management styles.

Clay Paris is a financial advisor with Edward Jones in Jackson, TN, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Cardinal Health and Southern Valet. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Lucas Waddell is a financial advisor with Edward Jones in Henderson, TN, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Edward Jones in 2024, he worked at MFS Fund Distributors, Inc. from 2021 to 2024 and held roles at Garage Doors Unlimited, Bank of Gleason, the University of Tennessee at Martin, and the McKenzie school district. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Jeremy Mikkelsen is a financial advisor with Edward Jones in Jackson, TN, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 21 years of industry experience, including 10 years with Edward Jones. 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 and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.