Jeffrey Shelton is a financial advisor with Capital Square, LLC in Athens, TN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining Capital Square in 2017, he worked at Bellwether Investment Group, LLC for two years. He also maintains a part-time insurance agent role focused on life insurance and fixed annuities, primarily managing existing contracts. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments. The firm manages approximately $393 million in client assets, offering tailored portfolios with a range of strategies and emphasizes client education and ongoing disclosure.

Notley Maddox is a financial advisor at Capital Square, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bellwether Investment Group and Capital Square since 2008. In addition to his advisory role, Maddox is an Assistant Professor at Tennessee Wesleyan University, where he teaches corporate finance. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments. The firm offers tailored portfolios through asset allocation and employs both discretionary and non-discretionary management strategies.

William Huff is a financial advisor at United Advisors America with eight years of industry experience. He holds a Series 65 designation and has worked at United Advisors America since 2017 and Alliance America Corporation since 2015. In addition to his advisory role, he is an insurance agent for Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, offering both discretionary and non-discretionary portfolio management along with complimentary financial planning upon request. The firm employs a Modern Portfolio Theory-based approach, using customized asset allocations and model portfolios primarily composed of mutual funds and ETFs.

Richard Shelton is a financial advisor at Capital Square, LLC, holding a Series 65 designation. He has been with Capital Square since 2023 and has prior experience working in education and as a self-employed professional. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments, managing approximately $393 million in client assets as of December 2024. The firm offers tailored portfolios through asset allocation across various investment vehicles and emphasizes client education and ongoing disclosure.

Suzanne Burrell is a CFP® and holds a Series 66 license with 16 years of experience in the financial industry. She has been with Capital Square, LLC since 2017 and previously worked at Bellwether Investment Group, LLC from 2015 to 2017. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments. The firm offers retirement planning and both discretionary and non-discretionary portfolio management, managing approximately $393 million in client assets as of December 2024, with tailored portfolios reviewed quarterly and financial plans developed after detailed client interviews.

Cody Burrell is a financial advisor at Capital Square, LLC in Athens, TN, holding a Series 65 designation with one year of industry experience. Prior to joining Capital Square, he worked at UBS Financial Services Inc. from 2022 to 2024 and has experience outside the financial sector, including a role at Bradley County Schools from 2017 to 2021. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments, managing approximately $393 million in client assets as of December 2024. The firm offers tailored portfolios using a range of asset classes and strategies, with a multi-office presence and a focus on client education and ongoing disclosure.

Maureen Armstrong is a CFP® professional with 28 years of industry experience. She is currently with ANTOLINO Wealth Advisors and has held roles at Kestra Investment Services since 2013 and Antolino & Associates, Inc. since 1987. Outside of her advisory duties, she serves on the board of Cornerstone Controls Inc. and is involved in introducing clients to Finances Simplified, LLC, a tax and accounting business. ANTOLINO Wealth Advisors provides financial planning and investment management to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a multi-dimensional asset allocation strategy and offers a structured planning process called the UltraVision System®, alongside discretionary and non-discretionary portfolio management.

Hilary Bryson is a financial advisor at DayMark Wealth Partners, LLC with 23 years of industry experience. She previously worked at Morgan Stanley and Wells Fargo in various advisory roles. Bryson holds the Series 63 and Series 66 designations. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets. The firm offers comprehensive portfolio management and financial planning, utilizing a mix of fundamental, technical, quantitative, and ESG analysis, and has capabilities in insurance distribution and private fund management.

Randall Knapp is a financial advisor with Financial & Tax Architects, LLC, holding a Series 65 designation and 11 years of industry experience. His previous roles include positions at Integrity Financial Group, LLC and EPI Advisors, LLC. Outside of financial advising, he operates a separate business, Knapp's LLC. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, especially those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using exchange-traded funds and individual securities, and also offers retirement-plan consulting, educational seminars, and estate-planning assistance through Wealth.com.

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.

Hugh Willson III is a ChFC® and Series 63 licensed advisor with Eagle Strategies (NY Life), based in Athens, TN. He has two years of industry experience and has previously been involved in entrepreneurial ventures, including leadership roles at Vip Promotional Products, LLC and Solar-To Go. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and delivers advice through various program types, with most assets managed on a non-discretionary basis.

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.

Dane Bradford is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities and U.S. Bancorp Investments. He is also the founder of Eira Financial, LLC, a financial and insurance services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse investment programs, access to third-party money managers, and over $256 billion in assets under management.

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.

Kathryn Loftis is a financial advisor with Edward Jones in Athens, Tennessee, holding a Series 66 designation and 10 years of industry experience. She has been affiliated with the University of Tennessee at Chattanooga since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

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.

Miguel Maria is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third‑party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Joseph Ladner is a financial advisor at Edward Jones with certifications including CFP® and ChFC®, and seven years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Pro Power and Fastenal. He serves on the board of Blue Willow Tutorial in Athens, Tennessee, where he participates in budgeting for the fiscal year. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment options, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

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.

Murray Willis is a financial advisor at Edward Jones in Athens, TN, with 25 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses and has been with Edward Jones since 2000. Outside of advisory work, he serves as an adjunct professor teaching a Financial Workshop at Cleveland State Community College and acts as secretary for the Industrial Development Board of McMinn County. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of account types. The firm offers a variety of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 advisors and over $1 trillion in assets under management.

Edward Hall is a Series 66-licensed financial advisor with Edward Jones, based in Athens, TN. He joined Edward Jones in 2024 and previously held roles at Jenkins and Walden Security. His early career includes work experience in retail and food service, as well as studies at Tennessee Wesleyan University. Edward Jones is a full-service wealth management firm serving more than 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.

Fred Burke is a financial advisor with Cambridge Investment Research Advisors in Athens, TN, holding Series 63 and Series 66 credentials and possessing 39 years of industry experience. His prior experience includes roles at CapStar Bank, LPL Financial LLC, Raymond James Financial Services, and INVEST Financial Corp. Outside of his advisory work, he is involved as an agent with Downtown Square Investments. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements.

Joseph Robinson is a Series 66-credentialed financial advisor with Edward Jones in Athens, Tennessee, bringing 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves on the nominations committee at Keith Memorial United Methodist Church in Athens, TN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its extensive advisor and branch network and its comprehensive capabilities beyond advisory services.

Erica Croomes is a financial advisor with Equitable Advisors in Athens, TN, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at First Horizon Advisors Inc. and First Horizon Bank from 2003 to 2020, and briefly at Axa Advisors LLC in 2020. Outside of her advisory role, she is a member of GRC Properties LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of third-party asset managers and advisory programs, focusing on matching clients to appropriate models based on their risk tolerance and plan information.

Jordan Perleoni is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked at Regions Bank and BB&T Bank for a combined ten years. He holds a Series 66 designation. Outside of his advisory role, Perleoni serves as a board member and treasurer for Habitat for Humanity in Athens, Tennessee, where he participates in directing volunteers and voting on business matters. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate organizations. The firm manages over $1 trillion in assets through a wide network of advisors and offers a range of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

Skidmore Garrett is a financial advisor with Raymond James Financial in Athens, TN, holding a Series 63 designation and over 30 years of industry experience. He has been affiliated with Raymond James Financial and its related entities since 1999 and also leads Garrett Investment Group / CLG Wealth Management, LLC. Garrett is the sole owner of CLG Properties, LLC, which owns the property housing his advisory business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers non-discretionary, tailored investment consulting using analytical tools and supports various advisory programs, including municipal advisory and plan-level consulting services.

Jordan Johnston is a financial advisor with Cambridge Investment Research Advisors in Athens, TN, holding a Series 66 designation and six years of industry experience. Prior to his current role, he worked at LPL Financial and CapStar Bank. Johnston serves on the boards of the McMinn County Education Foundation and the United Way of McMinn & Meigs Counties and is a notary. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a range of portfolio management and model-based solutions.