Van True

Noreen Burtner is a CFP® with 16 years of industry experience and currently serves as a financial advisor at Facet. She has worked at Facet since 2020 and was previously employed at Tiaa from 2015 to 2020. Facet serves individual members across a broad range of net worth levels through subscription-based financial planning that includes investment management. The firm focuses on retail clients and employs technology-driven, model-based asset allocation primarily using ETFs, supplemented by strategies such as direct indexing and tax-loss harvesting at specific service tiers.

Jarin Worden is a Series 66-licensed financial advisor at Empower Advisory Group with three years of industry experience. His prior roles include positions at Wilson Bank & Trust Investment Services, Raymond James Financial Services, and Thrivent Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and select retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering financial planning focused on long-term portfolio returns and optional managed account solutions.

Brandon Di Simone is a financial advisor with Thrivent Investment Management holding a Series 66 designation and has two years of industry experience. His prior work includes roles at Arete Wealth Management and Center Street Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive planning across various topics without including implementation, and allowing clients to combine planning with managed-account programs under a consolidated billing option.

Matthew Gallowitz is a financial advisor at Edward Jones in Springfield, TN, with three years of industry experience. He holds Series 63 and Series 66 licenses and has previous work history with Thrivent Financial, Enfield Management, Robertson County School System, and UBS. Outside of his advisory role, he occasionally performs as Santa Claus for an apartment complex. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated capabilities. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Jamie Singleton is a financial advisor with Cambridge Investment Research Advisors in Springfield, TN, holding Series 63 and Series 65 licenses and over 20 years of industry experience. Prior to joining Cambridge in 2016, he worked at H.D. Vest Advisory Services and H.D. Vest Investment Services. Outside of his advisory role, Singleton is president of Singleton Financial Services LLC, which provides tax preparation and accounting services. Cambridge Investment Research Advisors serves a diverse range of clients including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing both model-based and individualized investment approaches.

Sundi Puckett is a CFP® with three years of industry experience, currently serving as a financial advisor at Edward Jones since 2022. Prior to joining Edward Jones, Sundi held positions at David Patton Homes, Serpro Industries, PC&D, and the Center For Restorative Medicine. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.