Eric 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.

Michael Schoonover is a financial advisor at Ameriprise with eight years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he owns and operates a lawn mowing business and manages Schoonover Farms, which leases pasture land for cattle raising. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, offering written recommendations that incorporate Social Security options, tax strategies, and adaptive withdrawal methods. The firm combines research and modeling with a broad suite of advisory, brokerage, and insurance solutions.

Christy Allen is a financial advisor at Edward Jones in Trenton, TN, with six years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to her financial advising career, she spent seven years working for the Trenton Special School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Brita Houtz is a financial advisor at Cetera with a Series 66 designation and five years of industry experience. She has been with Cetera since 2020 and also has over two decades of experience at Regions Bank. Outside of her advisory role, she owns and operates a hobby farm under the name Life Farm. Cetera serves a broad range of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, and fiduciary solutions supported by a mix of advisor-managed accounts and firm-sponsored model portfolios.

Kasi Darby is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances.

William Parr is a financial advisor with Edward Jones in Milan, Tennessee, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he serves on the board of MEGA Milan and acts as secretary for an industrial development board focused on business recruitment, in addition to participating in his local parish council managing church finances. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.