Erica Toni Corbin

Trisha Fountain is a Series 66-licensed financial advisor with Rockefeller Financial LLC, bringing 19 years of industry experience. She previously worked at UBS Financial Services for seven years before joining Rockefeller Financial, where she has been employed since 2021. Outside of her advisory role, she participates in a family-run seasonal food vending business selling funnel cakes at events in Kentucky. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, operating uniquely as both a registered broker-dealer and an investment advisor with an integrated approach that includes alternative investments and affiliated trust and insurance capabilities.

Gary Gray is a financial advisor at TLG Advisors, Inc. with 43 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at Nationwide Securities, LLC, and Nationwide Insurance Company. Gray also operates Gray Consulting Services, providing financial services consulting. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and fiduciary services, utilizing fundamental analysis and Modern Portfolio Theory to construct diversified portfolios.

James Oneill is a Series 65-licensed financial advisor with LPL Financial, based in Caryville, TN, and has four years of industry experience. He previously worked at Great Valley, Arthur Lea Investments, and spent eleven years with Fifth Third Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of representatives. The firm offers a variety of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Homer Braden is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and 25 years of industry experience. His previous roles include tenures at Woodbury Financial Services and First Allied Advisory Services. Outside of his advisory work, he serves as a poll worker for the City of Waterloo. OSAIC Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, and institutional clients, through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party solutions to construct portfolios across various asset classes.

Michael Childress is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he operated Childress Appraisals, a real estate appraisal business in Knoxville, Tennessee, for sixteen years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Kevin Kruchko is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 15 years of industry experience. He previously worked at Charles Schwab & Co., Inc. for 12 years before joining LPL Financial in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and asset management solutions.