Phillip Christie

Jeffery Cole is a financial advisor at Daline Wealth Management, LLC in Clarksville, TN, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has four years of industry experience, with prior roles at Terra Wealth Management, PFS Investments, Primerica Financial Services, and Carter-Jones Companies. Outside of advising, he is an author and speaker involved in marketing books and information products. Daline Wealth Management is a Tennessee-registered investment adviser serving individuals, high-net-worth clients, and businesses with discretionary portfolio management and financial planning. The firm emphasizes customized portfolio construction using low-cost mutual funds and ETFs, while incorporating tactical allocations and independent managers where appropriate.

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 financial advisor at Financial Planning Center, LLP with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes long-term roles at Financial Planning Center and A&M Brokerage, as well as self-employment focused on insurance services. He spends a significant portion of his time engaged in insurance-related business activities. Financial Planning Center, LLP provides personalized financial planning and consulting to individual clients, serving primarily as a referral intermediary to third-party money managers. The firm employs fundamental and technical analysis in its planning process and maintains non-discretionary client relationships, utilizing fixed and hourly fee structures rather than managing assets directly.

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.