Sue H Patrick

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.

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. She holds a Series 66 designation and has 25 years of industry experience. Her prior work includes roles at Truist Advisory Services, Truist Investment Services, and LPL Financial. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, and it utilizes a network of investment adviser representatives and third-party asset managers.

Collin Reed is a financial advisor with Private Advisor Group, LLC, holding a Series 65 designation and four years of industry experience. Prior to joining Private Advisor Group in 2024, he provided investment advice through Stones River Wealth Management and has also served with the Kittrell Volunteer Fire Department. He has held various roles outside the financial industry, including positions at Middle Tennessee State University and Potter's Ace Hardware. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing a range of third-party asset managers, turnkey asset management platforms, and proprietary model portfolios.

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.

Melissa Gray is a financial advisor with Edward Jones in Waxahachie, TX, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.