Nathan O'Bryant is the sole advisor at O'Bryant & Associates, Inc. in Jackson, TN, holding a Series 65 designation with 18 years of industry experience. He has been with the firm since 2003 and also serves as an insurance agent, maintaining an active life and health insurance license. O'Bryant & Associates primarily serves individual clients by providing comprehensive financial planning and hourly consultation services. The firm does not manage client assets directly but refers clients to third-party money managers, acting as a liaison while monitoring those relationships and relying on third-party custodians for account statements.

James Barker is a financial advisor with Haynes Barker Investment Management, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Haynes Barker Investment Management and LPL Financial LLC since 2002. Haynes Barker serves individuals, retirement plans, trusts, estates, charitable organizations, and small businesses by providing financial planning, retirement-plan consulting, and advisory services on a fixed-fee, hourly, or retainer basis. The firm employs a core-and-satellite investment approach, incorporates client goals into investment policy statements and net-worth analyses, and primarily offers advice rather than ongoing portfolio management.

Noel Eddleman is a financial advisor at Eddleman & Eddleman Inc with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes service on the Madison County Commission and roles at Forever Communications and Union University. Outside of his advisory work, he is involved in venture capital management and serves on the boards of several organizations, including a Christian media company and a real estate management firm. Eddleman & Eddleman advises individuals, businesses, trusts, family offices, and other entities, providing discretionary portfolio management, financial planning, and project analyses. The firm employs an academic, evidence-based investment approach grounded in Modern Portfolio Theory and multifactor models, and combines investment advisory services with affiliated accounting and venture capital operations.

William Haynes III is a financial advisor with LPL Financial in Jackson, Tennessee, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has operated Haynes Barker Investment Management, LLC since 2002, providing pension plan consulting services including plan design, investment policy statements, fiduciary responsibilities, and investment performance analysis. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that develops model portfolios and various investment strategies, allowing advisors to tailor solutions to client needs.

Jason Lockridge is a CFP® with 19 years of experience in the financial services industry. He is currently a financial advisor and chief compliance and operating officer at Southern Capital Advisors, LLC, where he has worked since 2018. Prior to this, he held positions at Mutual Securities, Bank of America, and Merrill Lynch. Outside of his advisory work, Lockridge serves on the board of directors for Chester County Dixie Youth, a nonprofit youth baseball and softball league. Southern Capital Advisors, LLC provides investment advisory services to individuals, including high-net-worth clients, as well as pension, trust, and institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using a tailored investment approach that incorporates fundamental, technical, quantitative, and behavioral analysis.

Charles Johnson is a CFP® professional with 23 years of industry experience, currently serving at Southern Capital Advisors, LLC since 2018. His prior experience includes roles at Bank of America, N.A. and Merrill. He also teaches finance and accounting courses as an adjunct instructor at Freed-Hardeman University. Southern Capital Advisors, LLC provides investment advisory services to individuals, including high-net-worth clients, as well as pension, trust, and institutional clients. The firm offers discretionary portfolio management and financial planning, constructing tailored Investment Policy Statements and employing a range of analytical approaches with an emphasis on equities, mutual funds, ETFs, and fixed income.

Leslie Jaco is a financial advisor with Sycamore Financial Advisors, Inc. in Jackson, Tennessee, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Since 2009, Leslie has been with Shanklin Capital Management, Inc. Sycamore Financial Advisors is a fee-based registered investment adviser with a four-advisor team managing approximately $92 million for around 230 households. The firm offers investment management and comprehensive financial planning to individuals, families, trusts, estates, and small or family-owned businesses, utilizing a strategic asset allocation framework with multiple investment approaches and integrating licensed insurance services alongside advisory offerings.

Jake Martin is a financial advisor at Southern Capital Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has been with Southern Capital Advisors since 2022. In addition to his advisory role, he performs accounting and tax work for Southern Capital Consulting. Southern Capital Advisors, LLC provides investment advisory services primarily to individuals, including high-net-worth clients, as well as pension, trust, and institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using a combination of fundamental, technical, quantitative, and behavioral analysis to tailor portfolios aligned with client risk tolerance.

Scott Oeth is a CFP® and ChFC® with Cahill Financial Advisors, Inc., where he has worked since 2006. He has 12 years of industry experience. Outside of his advisory role, he is co-owner and Head Guide of Bull Moose Patrol, LLC, an outdoor education and guided adventures business. Cahill Financial Advisors serves individuals, trusts, businesses, foundations, and retirement plans with investment advisory, financial planning, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis, emphasizes asset allocation and long-term holdings, and integrates specialized credentials such as CPA and attorney expertise within its team.

Ethan Mayberry is a CFP® professional with eight years of industry experience, currently serving at Southern Capital Advisors, LLC since 2018. His prior experience includes roles at Bank of America, Merrill, MidSouth Financial Group, and Freed-Hardeman University. Southern Capital Advisors, LLC provides investment advisory services to individuals, including high-net-worth clients, as well as pension, trust, and institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, implementing tailored portfolios through a combination of fundamental, technical, quantitative, and behavioral analysis.

Robert Tucker III is a financial advisor at Sycamore Financial Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Shanklin Capital Management, Inc. since 2005. Sycamore Financial Advisors is a fee-based registered investment adviser with a four-advisor team managing approximately $92 million for about 230 households. The firm provides investment management and comprehensive financial planning to individuals, families, trusts, estates, and small or family-owned businesses, combining strategic asset allocation with both mutual fund and individual security strategies alongside licensed insurance services.

Bennie Coffman is a financial advisor at Southern Capital Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Southern Capital Advisors since 2021. Prior to his advisory career, he was involved with Coffman's, Inc. for over three decades. Southern Capital Advisors provides investment advisory services primarily to individuals, including high-net-worth clients, as well as pension, trust, and institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a tailored investment approach supported by an affiliated tax and accounting practice.

Charlotte Gaines is a financial advisor with Silver Oak Securities, Incorporated in Jackson, Tennessee, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with Silver Oak Securities since 2001. Outside of her advisory role, Gaines serves as a board member for the City of Bells Board of Education. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers personalized portfolio management, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis across various asset classes.

William King is a CFP® professional with six years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. His prior experience includes roles at Cetera Advisor Networks, Voya Financial Advisors, and Northwestern Mutual. He serves as treasurer on the board of Patriot Equity Credit Union. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and other institutional clients. The firm employs a combination of active and passive strategies across various investment vehicles and acts as a sub-adviser to a multi-ETF suite, offering tailored portfolio management and consulting services.

William Weddington is a CFP® with 45 years of industry experience, currently serving at Thoroughbred Financial Services, LLC since 2000. He holds the Series 63 designation and is based in Jackson, Tennessee. Outside of his advisory role, he is involved in managing a rental property through a property manager. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, and qualified plans. The firm’s investment approach emphasizes asset and sector allocation, using diversified portfolios primarily composed of mutual funds and ETFs, and incorporates evaluation of outside managers alongside fundamental and statistical analysis.

Billy Brown is a financial advisor at Silver Oak Securities, Incorporated with five years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he worked at Horace Mann and Horace Mann Investors Inc. from 2015 to 2021. Brown also provides personal financial counseling services to military service members and their families through Magellan Federal. Silver Oak Securities, Inc. serves individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers personalized portfolio management and unified managed account programs, combining internal and third-party due diligence to tailor investments across various asset classes.

Thomas Weddington is a financial advisor with Thoroughbred Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Thoroughbred Financial Services since 2010. In addition to his advisory role, he is engaged as an insurance agent, selling life, disability, medical, and long-term care insurance. Thoroughbred Financial Services, LLC provides investment supervisory services, financial planning, and retirement-plan consulting to a broad range of clients, including individuals, trusts, estates, charitable organizations, and qualified plans. The firm emphasizes asset and sector allocation in constructing diversified portfolios using mutual funds, ETFs, individual securities, and other instruments, and offers both discretionary and nondiscretionary management through various account programs.

Zachary Buckland is a financial advisor with Silver Oak Securities, Incorporated, holding a Series 66 designation and 14 years of industry experience. He has been with Silver Oak Securities since 2011. Outside of his advisory role, he is a partner at D&B Accounting & Financial Group, PLLC, where he is involved in tax preparation and planning. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm offers individualized portfolio management, unified managed account programs, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis.

Edwin Jaffe is a financial advisor with Silver Oak Securities, Incorporated, holding the CFP® designation and Series 63 and 65 licenses, with 40 years of industry experience. He has been involved with multiple entities bearing his name, including Jaffe Financial Services, Inc., Jaffe Wealth Management & Consulting, Inc., and Jaffe Financial Services Inc. Outside of his advisory roles, he operates as an insurance agent and professional notary. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets through a large network of financial professionals. The firm offers personalized portfolio management and financial planning, utilizing both internal and third-party strategies to tailor investments according to client objectives and risk tolerances.

Shirley Borden is a CFP® with 28 years of industry experience, currently serving at Silver Oak Securities, Incorporated. She has been with William E. Hopkins & Associates, Inc. for 27 years. In addition to her advisory role, she serves on the Board of Directors for the Wesley Foundation at the University of Tennessee Martin, a nonprofit organization focused on Christian care for university students. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm offers individualized portfolio management, unified managed account programs, financial planning, and solutions for managing held-away retirement plan assets.