Robert James Burke Jr.

Charlotte Mabry is the sole advisor at Delphi Wealth Management LLC, holding Series 63 and Series 65 licenses with 44 years of industry experience. She previously worked at Mabry-Calvin, LLC for 29 years before founding Delphi Wealth Management in 2020. Delphi Wealth Management primarily serves individual clients, including high-net-worth households, offering discretionary and non-discretionary portfolio management as well as hourly financial consulting. The firm focuses on individualized asset allocation and ongoing portfolio monitoring using fundamental, technical, and cyclical analysis, employing a range of investment strategies tailored to client objectives.

Julie Coleman is a financial advisor at Bison Wealth, LLC with one year of industry experience. She holds a Series 65 credential and previously worked with the Williamson County School System and Vanderbilt University. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and ERISA retirement plan services. The firm utilizes outcome-focused, multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

James Harter is a ChFC®-designated financial advisor with 35 years of industry experience. He is affiliated with Equity Services, Inc. and National Life Group, both since 2014. Outside of his advisory role, he serves on the board of directors for Jeffco Flooring & Supply. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers to deliver a range of investment strategies, including both discretionary and non-discretionary management.

Daniel Greer is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. for eight years before joining Kestra in 2021. Outside of his advisory work, Greer co-owns a property management company with his sister. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Therese Herzog is a financial advisor at Voya Financial Advisors, Inc. with six years of industry experience. She holds a Series 66 designation and has worked at Cetera and American Financial Concepts Corp prior to joining Voya. Voya Financial Advisors is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, institutions, and corporate clients. The firm combines in-house and third-party strategies and employs technology-enabled tools to support a range of accounts managed primarily on a non-discretionary basis.

Lee Ficken is a financial advisor with Thrivent Investment Management in Fairview, Tennessee, holding a Series 66 designation and 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Ficken serves as a board member for One Vision International, a nonprofit organization providing aid in underserved regions globally. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm’s services include ongoing or one-time planning engagements addressing various financial topics and integrate with managed-account programs through a consolidated billing option called “WealthPlan.”