Aaron Mishoe

Sue Patrick is a financial advisor with Trustmont Advisory Group, Inc. and holds a Series 63 designation. She has 25 years of industry experience and previously worked at Avantax Advisory Services and Avantax Investment Services. Outside of her advisory work, she serves as a member of the Cannon County Election Commission and is involved with the Woodbury Lions Club. Trustmont Advisory Group serves individual and institutional clients with financial planning, investment advice, and portfolio management. The firm employs a long-term investment approach supported by public research and adviser judgment, managing approximately $1.1 billion in discretionary assets.

Collin Reed is a financial advisor with Private Advisor Group, LLC, holding a Series 65 designation and four years of industry experience. He previously worked at RFG Advisory, LLC dba Stones River Wealth Management and has been involved with the Kittrell Volunteer Fire Department. Reed also has experience in education and retail, having worked at Middle Tennessee State University, Potter's Ace Hardware, Cannon County High School, and Woodbury Grammar School. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management, financial planning, and access to third-party asset management programs.

Ethan Campbell is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones and Private Client Services, and operates under the business name Stones River Wealth Management within his current firm. Outside of his advisory role, Mr. Campbell serves as a board member of the Kittrell Volunteer Fire Department. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, offering portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a range of investment strategies and supports access to third-party asset management programs and separately managed accounts.

Thomas Wade Jr. is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has previously worked at Wells Fargo Advisors and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers to meet diverse client needs.

Jeffrey Mark is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and bringing 23 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he owns Jeffrey Mark Motorsports, an Indy race car ownership venture. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo research and tools, with advisory services integrated alongside other financial products and referral channels.

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.