Shonna Latrice Smith

Roxanne Spencer is a financial advisor with Stephens in Oakland, Tennessee, holding a Series 66 designation and 21 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. She has been with Stephens since 2018. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm offers a range of services from financial planning and portfolio management to private equity and institutional equity research, utilizing both bottom-up and top-down investment strategies.

Michael Turner is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2014. He is based in Oakland, TN, and is a member of the Board of Directors for King's Daughters and Sons Home. Outside of his advisory role, he also pursues woodworking, creating wood furniture. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets. The firm combines research-driven, algorithm-assisted recommendation reports with personalized financial advice, offering a broad range of advisory, brokerage, and insurance solutions.

Amanda White is a Series 66 licensed financial advisor at Edward Jones with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Arthur Montgomery is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He previously served as president and investment adviser at Paramount Financial LLC for over two decades. Montgomery is also an author, having written the book *So You Want to Retire*, and serves as a board member of the St. Louis Audubon Society. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment program structures and third-party managers.

Jennifer Montgomery is a financial advisor at Cetera with 11 years of industry experience. She holds the Series 66 designation and has been affiliated with Cetera and its related entities since 2014. Montgomery also serves as National Business Manager at Summit National Partners, LLC, and holds operations management roles at insurance agencies, including Paramount Agency Associates, Inc. and James L. Harding and Associates, Inc. Additionally, she is a commissioned notary public. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services across multiple program structures, emphasizing a multi-manager platform with discretionary and non-discretionary account options.