Melissa Graham

Virginia Walsh Verdugo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with JPMorgan Securities LLC since 2016, with a one-year break in 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Donald Randolph is a financial advisor with LPL Financial in Sparta, Tennessee, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with LPL Financial since 2008. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of investment solutions supported by an in-house research team and multiple portfolio management options.

Stacy Nicole Goines is a Series 66 licensed financial advisor with 11 years of industry experience. She has worked at UBS Financial Services since 2017 and previously held roles at Genesis House, Inc., Raymond James Financial Services Advisors Inc., and Luna & Herren Investment Group. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering services that include discretionary portfolio management, underwriting, and securities-backed lending.

Caleb Allen is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds the Series 66 designation and previously served ten years in the United States Marine Corps. In addition to his advisory role, Allen owns a consulting and coaching business and is employed at a local YMCA. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

Mark King is a financial advisor with Edward Jones in Sparta, TN, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Jeld-Wen, Inc. for 36 years. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.