Collin Reed

Sylvia Gilmore is a financial advisor at Aletheian Wealth Advisors LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Cornerstone Advisors Inc. before joining Aletheian Wealth Advisors in 2019. Aletheian Wealth Advisors serves high-net-worth individuals and families, providing discretionary investment management and multi-family office services tailored to complex and often illiquid balance sheets. The firm employs a combination of fundamental, quantitative, and modern portfolio theory analyses, offering diversified portfolios that include public and private market investments alongside coordinated collaboration with clients’ tax, legal, and philanthropic advisors.

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.

Timothy Henderson is a financial advisor at First Advisors National, LLC with nine years of industry experience. He holds a Series 65 credential and has worked at Assurance Financial Partners, Horter Investment Management, First American National Investment Advisors, and Brookstone Capital Management. Outside of his advisory roles, he serves as Marketing Director for CMC Pro, a senior benefits and Medicare business where he advises clients on benefits and manages marketing channels. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s approach includes selecting and monitoring third-party money managers and supplementing with individual securities recommendations.

Laura Free is a financial advisor with Equity Services, Inc., holding a Series 66 designation and 24 years of industry experience. She has previously worked at LPL Financial and Truist Advisory Services. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services, utilizing a combination of proprietary and third-party platforms to deliver both discretionary and non-discretionary investment management.

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.

Richard Dutrisac is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Securities America Advisors, LPL Financial, and National Planning Corporation. Outside of advising, he is also licensed as an insurance agent, selling various types of life and health insurance. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm employs a comprehensive investment approach using risk-tolerance assessments, asset-allocation planning, and portfolio optimization, offering a wide range of investment products and access to multiple custodial platforms.