Jo Dee Wright

Jeffery Cole is a financial advisor with Daline Wealth Management, LLC in Clarksville, TN. He holds the ChFC® designation and has four years of industry experience. Prior to his current role, he worked at Terra Wealth Management, PFS Investments, and Primerica Financial Services. Outside of advising, he is an author and speaker, and he has a longstanding role as a structural design engineer in a building materials company. Daline Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses. The firm delivers customized, primarily long-term portfolios using diversified mutual funds, ETFs, and a mix of fundamental, technical, and behavioral analysis, along with discretionary management and various planning engagements.

Robert Copeland is the sole advisor at Copeland Wealth Management, LLC in Clarksville, TN, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sterne Agee Financial Services since 2010. Outside of advisory work, he serves as a FINRA arbitrator and manages rental properties through a separate business. Copeland Wealth Management serves individual clients, including high-net-worth individuals, as well as institutional entities such as banks and pension plans. The firm offers discretionary portfolio management, financial planning, and tax preparation services, employing a range of investment strategies including the use of derivatives and options under client-authorized discretionary authority.

Kathy Ellis is a CFP® with 32 years of industry experience and currently practices at Ellis Financial Planning. Her prior roles include positions at Raymond James Financial and Ellis and Company Retirement Strategist. She serves as a volunteer board member for the Austin Peay State University College of Business Advisory Board and is on the finance committee at Lone Oak Baptist Church. Ellis Financial Planning provides personalized financial planning and asset management services to individuals, families, trusts, and retirement plans, emphasizing a planning-first approach and diversified, allocation-driven portfolios. The firm serves roughly 330 clients with a team of four advisors and offers tiered service programs tailored to client needs.

Nicholas Meriwether IV is a ChFC® credentialed financial advisor with 29 years of industry experience. He has been with Financial Planning Center, LLP since 2008 and also has experience with A&M Brokerage, LLC. Outside of his advisory role, he is engaged in insurance services through self-employment activities. Financial Planning Center, LLP provides personalized financial planning and consulting to individual clients, primarily acting as a referral intermediary to third-party money managers. The firm employs a planning process that combines fundamental and technical analysis and typically places clients with external managers while maintaining non-discretionary client relationships.

Rae Anne Reynolds is a CFP® and Series 66 credentialed advisor with five years of industry experience. She is currently with Financial Planning Center, LLP and has prior experience at Raymond James Financial Services and Dowdy Wealth Services. Outside of advising, she is an independent insurance agent focusing on life insurance and annuity sales. Financial Planning Center, LLP provides personalized financial planning and consulting to individual clients, acting as a referral intermediary to third-party money managers. The firm uses both fundamental and technical analysis in its planning process and retains non-discretionary relationships with clients while coordinating with external investment managers.

James Alfonso is a financial advisor at ELLIS Financial Planning with 11 years of industry experience. He holds the Series 66 designation and has previously worked at UBS, RBC Capital Markets, LLC., and Raymond James Financial Services. Alfonso is also involved with Ellis & Company, a support company based in Clarksville, TN. ELLIS Financial Planning provides personalized financial planning and asset management to individuals, families, trusts, estates, and retirement plans. The firm uses a structured four-step process and emphasizes long-term, allocation-driven portfolios that include diversified mutual funds, ETFs, equities, fixed income, and select alternative investments.