Kelvin Douglas is a financial advisor with DMK Advisor Group, Inc. in McMinnville, Tennessee, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at DMK Advisor Group since 2019 and has been involved with Douglas & Lanier Agency since 2016, where he serves as Vice President overseeing property, casualty, life, and health insurance. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm provides portfolio management and financial planning services to individuals, small businesses, trusts, and retirement plans, employing both technical and fundamental analysis with a range of trading approaches based on account type.

Celia Cayce is a financial advisor at LPL Financial with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Bank of Hawaii, and Wells Fargo Home Mortgage. Cayce also provides investment advisory services through Private Advisor Group, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a variety of investment solutions, combining large-scale advisory operations with a range of non-advisory financial products.

Stephen Keck is a financial advisor at OSAIC Institutions, Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked at Infinex Investments, Inc. and Security Federal Savings Bank since 2015. He serves as Senior Vice President of Wealth Management at Security Federal Savings Bank and is a board member and treasurer for Rotary International. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s advisory approach includes both fundamental and technical analysis, with a notable emphasis on non-discretionary assets and integrated banking relationships.

Wendy Kell is a Series 66 credentialed advisor with six years of industry experience, currently affiliated with OSAIC Institutions, INC. She has worked at Infinex Investments, Inc. since 2015 and serves as Vice President at Security Federal Savings Bank, where she has been employed since 1998. Outside of her advisory work, Kell volunteers as a board member and backup bookkeeper at Covenant Academy and serves as a merit badge counselor for the Boy Scouts of America. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm utilizes a combination of fundamental and technical analysis and provides access to alternative investments and lending solutions, with a notable emphasis on non-discretionary assets.

Daniel Sellers is a financial advisor with LPL Financial in McMinnville, Tennessee, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones from 2014 to 2020 before joining LPL Financial and Private Advisor Group in 2020. Sellers provides investment advisory services through Private Advisor Group, an independent registered investment advisor firm. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm supports its investment advice with an in-house research team and provides a broad range of delivery options, from financial planning to third-party asset management, accommodating both advisory and brokerage needs.

Vanessa Cordell is a financial advisor at Edward Jones in McMinnville, Tennessee, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Edward Jones since 2014. Cordell serves on the advisory board for the Tennessee College of Applied Technology, where she advises on strategies to attract and retain students. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Melissa Graham is a financial advisor with UBS Financial Services in Sparta, TN, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with UBS Financial Services Inc. since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a range of capital markets activities.

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.

Jeffery Uselton is a CFP® with 13 years of experience in the financial industry. He has been with LPL Financial since 2014 and also serves as Executive Vice President and Chief Risk Officer at First National Bank of Middle Tennessee. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, supported by an in-house research team and a broad range of investment and planning solutions.

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.

Shannon Haston is a financial advisor with LPL Financial, holding a Series 66 designation and having eight years of industry experience. He has been with LPL Financial and First National Bank of Middle Tennessee since 2016. He is also a Notary Public in McMinnville, Tennessee. 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 wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

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.

Dawn Hoover is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameritas Advisory Services, Concorde Investment Service, National Planning Holdings, and Curian Clearing LLC. Outside of financial advising, she is involved with Flat Foot Vinyl in McMinnville, TN. 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 range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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.

William Hodges III is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and previously worked at MH International, Quality Life Consultants, and Ramsey Solutions. Outside of his advisory role, he is involved with Bub's Collectibles LLC, an e-commerce business focused on buying and selling collectibles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment advisory programs and maintains a large nationwide network of advisors and branch offices.

Andy Knowles is a financial advisor with Raymond James Financial Services Advisors, Inc. in McMinnville, Tennessee, holding a Series 66 credential and 12 years of industry experience. Prior to joining Raymond James in 2025, he worked at LPL Financial and First National Bank of McMinnville for 11 years. He is the CEO of Knowles Private Wealth, a support company for his advisory practice. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with an emphasis on tailored strategies and extensive use of asset-allocation analysis and firm research.

Jeremy Richey is a Series 66 licensed financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously was employed by Sharecare Inc for seven years. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Aaron Mishoe is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and 83rd Street Wealth Management. Outside of advising, he operates a small IT support business providing after-hours assistance to past clients. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, supported by a large network of advisors and branch offices nationwide.