Benjamin Defoor is a financial advisor at Soar Financial LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked in various roles including positions at American Trust Investment Services, Inc. and his own sole proprietorship. Outside of his advisory work, he is involved in managing companies related to insurance, lead generation, and real estate development. Soar Financial LLC offers investment advisory, financial planning, and retirement-plan consulting to individuals, trusts, estates, businesses, and qualified retirement plans. The firm provides customized portfolio management using a mix of ETFs, equities, bonds, mutual funds, and other investments, serving clients through multiple offices and partnerships including a local CPA firm.

Genesis Botello is a financial advisor with MCCAY WEALTH ADVISORY LLC, holding a Series 65 designation and two years of industry experience. Prior to joining the firm, Botello has held various positions including roles in education and retail. MCCAY WEALTH ADVISORY LLC serves primarily individual clients, including high-net-worth households, providing investment advisory and financial planning services through a small team. The firm employs a range of strategies such as asset allocation, dollar-cost averaging, and both long- and short-term purchase approaches, tailoring advice to clients’ objectives, time horizons, and risk tolerances.

Hayden Proffitt is a financial advisor at MCCAY WEALTH ADVISORY LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at Hospital Corporation of America and LBMC. Prior to his financial advisory career, he was associated with Freed Hartman University and Willowbrook Golf Club. MCCAY WEALTH ADVISORY LLC serves primarily individual and high-net-worth clients through a team of five advisors, providing investment advisory and financial planning services. The firm employs various portfolio management strategies tailored to clients’ objectives, time horizons, and risk tolerances, and offers ongoing coordination with tax professionals and educational seminars.

Brent Mccay is a financial advisor at MCCAY Wealth Advisory LLC with 19 years of industry experience. He holds a Series 66 designation and has worked with MCCAY Wealth Advisory since 2017, following six years at Wells Fargo Advisors. Outside of advising, he is a notary public in Manchester, TN. MCCAY Wealth Advisory, LLC serves primarily individual and high-net-worth clients through a team of five advisors, offering investment advisory and financial planning services. The firm employs a range of portfolio management techniques tailored to clients’ objectives and risk tolerances, including asset allocation and technical analysis, and emphasizes coordination with tax professionals.

Bradley Covert is a financial advisor at McCay Wealth Advisory LLC with a Series 65 designation and one year of industry experience. Prior to joining McCay Wealth Advisory, he worked at Bankpak and was involved with Viola Pizza Company for seven years. McCay Wealth Advisory serves primarily individual clients, including high-net-worth households, offering investment advisory and financial planning services through a team of five advisors. The firm uses a variety of strategies tailored to clients’ objectives and risk tolerances, providing portfolio management, investment recommendations, and consulting on risk assessment and estate planning.

John Rogers Jr. is a financial advisor at Laffer Tengler Investments, Inc. in Manchester, TN, holding a Series 65 designation with 21 years of industry experience. He has worked at Laffer Tengler Investments since 2020 and was previously with Laffer Investments from 2006 to 2020. Laffer Tengler Investments provides discretionary and non-discretionary portfolio management, model delivery, and wrap-fee program management for individual, high-net-worth, institutional, and specialty clients. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis across various asset classes and offers actively managed equity income ETFs alongside model portfolios and account management services.

Emily Mccay is a financial advisor at MCCAY Wealth Advisory LLC in Manchester, TN, with eight years of industry experience. She holds a Series 65 designation and has worked at McCay Wealth Advisory since 2013, including at its current iteration since 2020. MCCAY Wealth Advisory LLC serves primarily individual clients, including high-net-worth households, through a small team of advisors. The firm provides investment advisory and financial planning services, tailoring strategies based on clients’ objectives, time horizons, and risk tolerances using various methods such as asset allocation and technical analysis.

Justin Curtis is a financial advisor with Eagle Strategies (NY Life) in Shelbyville, TN. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Curtis has been with Eagle Strategies since 2012 and also operates Curtis Financial Group. He serves on the board of a homeowners association and engages in public speaking for New York Life offices. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides advice through various program types, emphasizing tailored recommendations and managing the majority of assets on a non-discretionary basis.

Jennifer Feldhaus is a financial advisor at Raymond James Financial with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services Advisors, Inc. since 2015. Outside of her advisory role, she is the president of Feldhaus Investor Services and maintains an active CPA license through her accounting practice, Jenni Feldhaus CPA. 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 employs tailored, non-discretionary planning and consulting through analytical tools and supports its clients via a broad advisor network and specialized programs.

Joshua Wells is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at CUNA Brokerage Services and has been affiliated with Ascend Federal Credit Union for over 20 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of more than 22,800 advisors.

Charles Williams Jr. is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, Williams serves as the location pastor at People's Church of Shelbyville. 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 supported by a large network of financial advisors and branch offices nationwide.

Rodney Wright is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. and Wilson Bank & Trust since 2016. Outside of finance, he is an active musician and performs as a guitarist and singer with two local bands, Memory Train and The Pilots. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains unique affiliations such as a municipal advisor and specialized retirement plan consulting programs.

Wayne Cavender Jr. is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. He holds Series 63 and Series 66 licenses. Outside of advising, he owns and manages a commercial rental property in Shelbyville, TN. 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 supported by a large network of advisors and branch offices nationwide.

Duane Conklin is a financial advisor with Edward Jones in Manchester, Tennessee, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior experience includes roles at Integrity Funds Distributor, Inc. and Banc Of America Investment Services, Inc. since 2018, he has been with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,700 financial advisors and over $1 trillion in assets under management.

Jeffrey Jackson is a CFP® with 27 years of industry experience, currently serving as a financial advisor at LPL Financial in Manchester, TN. His prior experience includes roles at Heritage Wealth Management and Next Financial Group Inc, with earlier work at Edward Jones. Outside of his advisory work, he is the owner of Hangarcraft LLC, a non-investment-related home-based business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies.

Rebecca Carter is a financial advisor at Raymond James Financial with five years of industry experience. She holds a Series 66 designation and has worked exclusively at Raymond James since 2019, following roles in the hospitality sector. Outside of her advisory role, she is also associated with Feldhaus Investor Services as an associate employee. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through unique affiliations.

Christopher Cravens is a financial advisor with Raymond James Financial, holding a Series 63 designation and 34 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2009. Outside of his advisory work, Cravens is the CEO and President of Coffee Financial Inc., a support company based in Manchester, TN. 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, corporations, and institutional clients. The firm uses a non-discretionary, tailored approach supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

David Henley is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has eight years of industry experience. Prior to his current role, he worked at Chem-Trend L.P. as a Senior Technical Specialist. He is also co-owner of A&O Financial Services, an independent business in Manchester, Tennessee. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers multiple account platforms, proprietary model strategies, and access to third-party advisers.

Brady Goodwin is a financial advisor at Edward Jones based in Manchester, TN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions with Manchester Parks & Recreation and Murfreesboro Parks & Recreation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Caitlyn Parkhurst is a financial advisor with LPL Financial holding a Series 66 designation and 1 year of industry experience. Her prior work includes roles at 21st Mortgage, Durham Fitness, the U.S. Senate, Liberty Bank, and Patrick Henry College. 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, model portfolio programs, third-party asset management, and institutional platforms.

Daniel Wunderlich is a Series 66-registered financial advisor with UBS Financial Services in Manchester, TN, bringing 18 years of industry experience. He previously worked at Merrill from 2011 to 2018 before joining UBS in 2018. UBS Financial Services Inc. 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 uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

James Jaggers is a financial advisor with Raymond James Financial in Manchester, TN, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and also spent nine years at Coffee Financial Advisors. Outside of his advisory role, he assists with the tax and business cost management for an online ecommerce shop operated by his wife. 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 delivers non-discretionary, tailored planning and consulting using analytical tools to support client goals and is noted for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory program.

James Williams III is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. He has been with Cetera and affiliated entities since 2014. Outside of his advisory role, he serves on the Board of Zoning Appeals for the City of Shelbyville, acts as Senior Warden at the Episcopal Church of Redeemer, and is a reserve deputy with the Bedford County Sheriff’s Office. Cetera Investment Advisers LLC is an SEC-registered firm providing a broad range of investment and retirement services to individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers various portfolio management strategies and program platforms, supported by extensive assets under management and multiple affiliated service providers.

Christian Cavender is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® and Series 66 designations. In addition to his advisory role since 2014, he serves as a Branch Chief and leads an intelligence analysis team in the U.S. Air Force Reserve. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and emphasizes fiduciary standards in its services.

Trevor Denney is a financial advisor with Edward Jones in Manchester, TN, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018, following roles at Traders Bank, TEKSystems, and the University of Tennessee at Chattanooga. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Austin Waag is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 designation. He has been with Cambridge since 2024 and has a background that includes work with the U.S. Geological Survey and Bat Conservation International. Outside of finance, he has experience in environmental and conservation organizations. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals, managing a multi-billion dollar asset base across multiple platforms and custodians.

Tony Wooten is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 20 years of industry experience. He worked at Edward Jones for five years before joining LPL Financial in 2012. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by comprehensive advisor tools and a large network of over 22,800 advisors.

Rosalie Henley Crownover is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. She has 32 years of industry experience, including 15 years with Cambridge Investment Research Advisors and over 50 years as an independent insurance agent. She serves as Vice President of the Manchester Kiwanis Club. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers both discretionary and non-discretionary management via multiple platforms and proprietary model strategies.

Jeremy Richey is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at Sharecare Inc for seven years. 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, supported by a nationwide network of financial advisors and branch offices.

Rose Faranal is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 33 years of industry experience. Prior to joining Wells Fargo in 2025, she worked at UBS Financial Services for 10 years. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jennifer Dougherty is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones in various roles since 2004. 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 broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.