Zacherly Kelly Sheets

Trisha Fountain is a Series 66-licensed financial advisor with Rockefeller Financial LLC, bringing 19 years of industry experience. She previously worked at UBS Financial Services for seven years before joining Rockefeller Financial, where she has been employed since 2021. Outside of her advisory role, she participates in a family-run seasonal food vending business selling funnel cakes at events in Kentucky. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, operating uniquely as both a registered broker-dealer and an investment advisor with an integrated approach that includes alternative investments and affiliated trust and insurance capabilities.

Gary Gray is a financial advisor at TLG Advisors, Inc. with 43 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at Nationwide Securities, LLC, and Nationwide Insurance Company. Gray also operates Gray Consulting Services, providing financial services consulting. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and fiduciary services, utilizing fundamental analysis and Modern Portfolio Theory to construct diversified portfolios.

Dechristopher Curtin is a financial advisor at Private Advisor Group, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked with LPL Financial and Waddell & Reed, INC. Outside of his advisory role, Curtin is active as a coach for Anderson County High and FC Alliance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions including its proprietary WealthSuite platform.

James Oneill is a Series 65-licensed financial advisor with LPL Financial, based in Caryville, TN, and has four years of industry experience. He previously worked at Great Valley, Arthur Lea Investments, and spent eleven years with Fifth Third Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of representatives. The firm offers a variety of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Erica Corbin is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Cetera and Cetera Investment Services LLC since 2022 and previously held roles at New York Life Insurance Co and NYLIFE Securities LLC. Outside of financial services, she was employed at Vipkid HK Limited and the Center for Sight. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of advisors. The firm offers a range of portfolio management and financial planning services, with a multi-manager platform that includes affiliated and third-party model portfolios and program options from automated allocations to unified managed accounts.

Homer Braden is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and 25 years of industry experience. His previous roles include tenures at Woodbury Financial Services and First Allied Advisory Services. Outside of his advisory work, he serves as a poll worker for the City of Waterloo. OSAIC Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, and institutional clients, through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party solutions to construct portfolios across various asset classes.