Eric Lynn Allen

Timothy Shanklin is a financial advisor at Bdc Advisory, LLC with 21 years of industry experience. He holds the Series 63 designation and has worked at Bdc Advisory and Burleigh Consulting Group since 2004. He is involved in retirement plan consulting through Burleigh Consulting Group. Bdc Advisory LLC provides investment consulting exclusively to qualified retirement plans administered by Burleigh Consulting Group, focusing on fund selection, monitoring, and participant education. The firm offers non-discretionary, plan-level consulting services and negotiable fee arrangements for plan sponsors.

Justin Winchell is a financial advisor with Kestra Advisory who holds a Series 66 designation and has six years of industry experience. He previously worked at First Horizon Advisors, Inc. and Raymond James. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and advisor-managed accounts. The firm serves a wide range of clients, including large institutional investors and sovereign wealth funds, and supports multiple management platforms and third-party solutions.

John Ross is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. His prior roles include positions at Kestra Investment Services, LLC and Clinical Research Solutions, as well as academic involvement at the University of Tennessee at Martin. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and discretionary investment management, serving clients that include large institutional investors such as sovereign wealth funds.

Michael Schoonover is a financial advisor with Ameriprise in Trenton, TN, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory work, Schoonover owns a lawn mowing business and operates Schoonover Farms, which leases pasture land for raising cattle. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies.

Christy Allen is a financial advisor at Edward Jones in Trenton, Tennessee, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, she worked for the Trenton Special School District for seven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brita Houtz is a financial advisor with Cetera, holding a Series 66 credential and six years of industry experience. She has worked at Cetera and its affiliate Cetera Investment Services LLC since 2020 and has been employed by Regions Bank since 2005. Outside of her advisory role, she operates a hobby farm under the business name Life Farm. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and provides access to both affiliated and unaffiliated third-party managers across various program structures.