Sally Maloney

Jacob Mudd is a financial advisor at TAVCO Financial Advisory, Inc with three years of industry experience. He holds a Series 66 designation and has worked at The Tavenner Company and Thrivent Financial. In addition to his advisory role, he is an ordained Southern Baptist Minister and provides pulpit supply and evangelistic support to churches. TAVCO Financial Advisory, Inc serves individual clients, including high-net-worth individuals, and retirement plans by recommending and monitoring third-party money managers and offering ERISA plan services. The firm primarily manages assets on a non-discretionary basis and uses fundamental analysis to guide investment recommendations.

Darian Goss is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked continuously at Edward Jones since 2021. Outside of his advisory role, he is a certified personal trainer at a fitness business in Franklin, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

William Robertson IV is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Clutter is a financial advisor with Primerica Advisors in Portland, TN, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Primerica Advisors since 2003 and Primerica Financial Services since 2002. Outside of his advisory work, he owns and operates a small farm. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Brandon Murphy is a financial advisor with Edward Jones in Portland, TN, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 following a 12-year career in the United States Army. Outside of his advisory role, he is the owner of Rocky Top Vending, LLC, a vending machine company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,700 financial advisors.

Timothy Risher is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 36 years of industry experience. He previously worked at Investacorp Advisory Services, Inc. and Investacorp, Inc. for over two decades before joining LPL Financial in 2020. Outside of his advisory work, he co-owns a farm in Scottsville, Kentucky, where hay is raised. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with a broad range of non-advisory financial products.