Manuel Carril is a financial advisor with Principal Financial Services, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for seven years and served briefly in the US Army Reserves. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers under various advisory and promoter arrangements.

Payton Miller is a financial advisor with Money Concepts Capital Corp in Dayton, TN. He holds a Series 66 designation and has been in the industry since 2023. Prior to joining Money Concepts, he worked at Edfinancial and has experience in retail and publishing sectors. Miller is also associated with The Harris Group, LLC, a marketing entity unrelated to investment activities. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and utilizes model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Hughie Harris is a financial advisor with Money Concepts Capital Corp in Dayton, TN, holding a Series 66 designation and nine years of industry experience. Prior to joining Money Concepts in 2016, he served two years with the Army Materiel Command. He is also an officer with American Legion Post 100 in Dayton. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and account structures, utilizing model portfolios, third-party sub-advisers, and both fundamental and technical analysis.

Brandon Boyd is a financial advisor with Edward Jones in Dayton, Tennessee, holding a Series 66 designation and three years of industry experience. He has been with Edward Jones since 2021 and previously worked at Mowing & More and Mississippi State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products through a nationwide network of more than 23,700 advisors.

Karen Chapman is a financial advisor at UBS Financial Services with 20 years of industry experience. She has been with UBS since 2003 and holds Series 63 and Series 66 designations. Outside of her advisory role, she serves on the board of directors for Little Miss Mag Early Learning Center and works as an independent consultant for Arbonne, a personal care product company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Jared Benson is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Firstbank. Outside of advising, he serves as a sales assistant with Firstbank Investment Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting for individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Brian Koch is a financial advisor with Edward Jones in Dayton, TN, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2020 and previously held roles at Community Financial Services Bank, Murray State University, and Cass Communications. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Caylee Fields is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. She has been with Cetera Investment Services LLC and Cetera since 2017 and previously worked at Regions Bank and Money Concepts Corp. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Phillip Wepking is a financial advisor with LPL Financial in Dayton, Tennessee, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. and Fifth Third Securities, Inc. In addition to his advisory role, he serves as a soccer coach for an under-8 youth team. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Andrew Cole is a financial advisor with Mass Mutual Investors Services, holding a Series 66 license and six years of industry experience. His prior roles include positions at Principal Securities, Allstate Financial Services, and Precision Asset Management. He serves as President of his local BNI chapter, where he manages weekly meetings. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and offers collaborative, annual financial planning engagements.

Scott Bowers is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Joshua Davis is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Edward Jones, he worked at Eagle Strategies and New York Life Insurance Company. Outside of his advisory role, he serves as a Mentor Coordinator for the BNI I Gotta Guy Chapter in Southeast Tennessee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated products supported by a large nationwide network of advisors and branch offices.