Charlotte Mabry

Julie Coleman is a financial advisor at Bison Wealth, LLC with experience beginning in 2026. She holds a Series 65 designation and has previously worked with the Williamson County School System and Vanderbilt University. Bison Wealth, LLC serves a diverse client base including high-net-worth individuals, family offices, corporations, and institutional clients. The firm offers advisory and portfolio management services, curated model portfolios, access to third-party managers, and specialized retirement-plan services, using a mix of liquid securities, private-market strategies, alternative investments, and option-based approaches.

Robert Burke Jr. is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 66 designations and 31 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. In addition to his advisory role, he is an independent insurance agent offering life, long-term care, and disability insurance products. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through customized strategies and a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm supports discretionary account management with an internal portfolio team that delivers models and trade execution across diverse asset classes.

James Harter is a ChFC® credentialed financial advisor with 35 years of industry experience. He has been with Equity Services, Inc. and National Life Group since 2014. Outside of his advisory role, he serves on the board of directors for Jeffco Flooring & Supply. Equity Services, Inc. (doing business as ESI Financial Advisors) provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm offers a combination of proprietary and third-party investment platforms, emphasizing long-term, manager-driven portfolios alongside flexible trading options.

Daniel Greer is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. for eight years before joining Kestra in 2021. Outside of his advisory work, Greer co-owns a property management company with his sister. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Therese Herzog is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. She holds a Series 66 designation and has previously worked with Cetera and American Financial Concepts Corp. Voya Financial Advisors provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of advisory programs combining model portfolios and manager-driven strategies, supported by an integrated platform that includes both discretionary and non-discretionary investment options.

Lee Ficken is a financial advisor with Thrivent Investment Management in Fairview, Tennessee, holding a Series 66 designation and 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Ficken serves as a board member for One Vision International, a nonprofit organization providing aid in underserved regions globally. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm’s services include ongoing or one-time planning engagements addressing various financial topics and integrate with managed-account programs through a consolidated billing option called “WealthPlan.”