Caldwell Advisors, LLC

Beverly Davis is a financial advisor with Caldwell Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Caldwell Advisors since 2015 and has been affiliated with LPL Financial since 2007. Outside of advising, she is licensed to sell life, health, disability, and long-term care insurance. Caldwell Advisors, LLC is a five-person SEC-registered investment advisory team managing approximately $339 million for about 482 clients. The firm serves individuals, including high-net-worth clients, as well as pension plans, trusts, and foundations, employing a combination of fundamental and technical analysis to tailor portfolios across mutual funds, equities, and fixed income according to client objectives and risk tolerance.

Billy Caldwell is a financial advisor at Caldwell Advisors, LLC in Brentwood, TN, with 34 years of industry experience. He has held positions at LPL Financial LLC since 2009 and founded Caldwell Advisors, LLC in 2008. Caldwell holds Series 63 and Series 65 licenses and offers long-term care insurance coverage as part of his wealth management services. Caldwell Advisors, LLC is a SEC-registered investment adviser with a five-person team managing approximately $339 million for around 482 clients. The firm serves individuals, pension and profit-sharing plans, trusts, foundations, and other institutions, utilizing a combination of fundamental and technical analysis to tailor portfolios across mutual fund, equity, and fixed-income strategies according to client objectives and risk tolerance.

David Dorsett is a Series 65 licensed advisor with Caldwell Advisors, LLC, where he has worked since 2026. His prior experience includes roles at Toyota of Orlando, GFG Solutions, GE Healthcare Financial Services, and Southeastern. He attended Auburn University from 2019 to 2023. Caldwell Advisors, LLC is a SEC-registered investment adviser with a five-person team managing approximately $339 million for around 482 clients. The firm serves individuals, pension and profit-sharing plans, trusts, foundations, and other institutions, using a combination of fundamental and technical analysis to tailor portfolios according to client objectives, time horizons, and risk tolerance.

Aaron Zauner is a financial advisor with Caldwell Advisors, LLC in Brentwood, Tennessee, holding a Series 66 credential and 20 years of industry experience. Prior to joining Caldwell Advisors and LPL Financial in 2021, he worked at Fidelity Investments from 2007 to 2021. Outside of his advisory role, Zauner serves as an assistant football coach at Brentwood Middle School. Caldwell Advisors, LLC is a SEC-registered investment adviser with a five-person team managing approximately $339 million for around 482 clients. The firm serves individuals, including high-net-worth clients, as well as pension plans, trusts, and foundations, offering tailored portfolio management and financial planning services that combine fundamental and technical analysis across various asset classes.

Colin Caldwell is a financial advisor with Caldwell Advisors, LLC, holding a Series 66 designation and approximately one year of industry experience. His prior work includes roles at LPL Financial, Shift4, Simplus, PricewaterhouseCoopers, and Deloitte Consulting. Caldwell Advisors, LLC is a SEC-registered investment adviser with a five-person team managing around $339 million for nearly 500 clients. The firm serves individuals, pension and profit-sharing plans, trusts, foundations, and other institutions, offering portfolio management and financial planning services tailored to client objectives and risk tolerance.

Bentley London is a financial advisor with Caldwell Advisors, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Caldwell Advisors since 2018 and maintains an ongoing association with LPL Financial since 2011. Outside of his advisory work, he is involved in raising beef cattle on a farm in Cornersville, Tennessee. Caldwell Advisors, LLC is a SEC-registered investment adviser with a five-person team managing approximately $339 million for nearly 500 clients. The firm serves individuals, pension and profit-sharing plans, trusts, foundations, and other institutions, offering portfolio management, financial planning, and administrative services with an investment approach that combines fundamental and technical analysis tailored to client objectives and risk tolerance.