Mary Nelson

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.

Collin Reed is a financial advisor with Private Advisor Group, LLC, holding a Series 65 designation and four years of industry experience. He previously worked at RFG Advisory, LLC dba Stones River Wealth Management and has been involved with the Kittrell Volunteer Fire Department. Reed also has experience in education and retail, having worked at Middle Tennessee State University, Potter's Ace Hardware, Cannon County High School, and Woodbury Grammar School. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management, financial planning, and access to third-party asset management programs.

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.