Dennis Pascarella is a financial advisor at RedHawk Wealth Advisors, Inc. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 38 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Proequities Inc, and The Financial Legacy Group. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, guided by a weekly investment committee and a documented due-diligence process that incorporates third-party risk assessment tools and multiple platform arrangements.

Curtis Stoner is an advisor at Gradient Advisors, LLC with two years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at The Prudential Insurance Company of America and PRUCO Securities LLC. He is also the owner of Senior Health and Wealth Solutions, LLC, an insurance services firm. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and business entities. The firm operates a large network of advisors and employs a combination of fundamental, technical, and cyclical analysis to tailor client strategies, typically delivering services on a non-discretionary basis.

Julie Coleman is a financial advisor at Bison Wealth, LLC with experience beginning in 2026. She holds a Series 65 designation and has previously worked with the Williamson County School System and Vanderbilt University. Bison Wealth, LLC serves a diverse client base including high-net-worth individuals, family offices, corporations, and institutional clients. The firm offers advisory and portfolio management services, curated model portfolios, access to third-party managers, and specialized retirement-plan services, using a mix of liquid securities, private-market strategies, alternative investments, and option-based approaches.

Kellen Beard is a financial advisor at Virtue Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Virtue Capital Management since 2019. In addition to his advisory role, Beard provides tax services as an independent tax associate and is involved in a construction sole proprietorship and pharmacy management. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and retirement education, employing a model-driven investment approach that emphasizes economic data and active management.

Charlene Martin is a financial advisor with Money Concepts Capital Corp in Dickson, Tennessee, holding a Series 66 designation and 25 years of industry experience. She has been with Money Concepts Capital Corp and Heritage Solutions since 2006. Money Concepts Advisory Service (MCAS) offers portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory to manage assets for a diverse client base.

James Harter is a ChFC® credentialed financial advisor with 35 years of industry experience. He has been with Equity Services, Inc. and National Life Group since 2014. Outside of his advisory role, he serves on the board of directors for Jeffco Flooring & Supply. Equity Services, Inc. (doing business as ESI Financial Advisors) provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm offers a combination of proprietary and third-party investment platforms, emphasizing long-term, manager-driven portfolios alongside flexible trading options.

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 five years of industry experience. She holds a Series 66 designation and has previously worked with Cetera and American Financial Concepts Corp. Voya Financial Advisors provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of advisory programs combining model portfolios and manager-driven strategies, supported by an integrated platform that includes both discretionary and non-discretionary investment options.

Kyle Scott is a Series 66-licensed financial advisor with Edward Jones, based in Dickson, Tennessee. He has seven years of industry experience, including eight years with Edward Jones and eleven years at Education Networks of America prior to that. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jackson Story is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He is also involved with Benefits, Inc., where he serves as a benefits consultant focusing on employee benefits including group health and disability insurance. His prior roles include graduate assistant at the University of Tennessee at Martin and work with Jack B. Turner and Associates, Inc. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services utilizing both advisor-managed and third-party managed solutions.

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.”

Luke Ficken is a Series 66-registered financial advisor with Thrivent Investment Management, where he has worked since 2009. He has 16 years of industry experience. Outside of his advisory role, he owns a hobby farm involved in minimal seasonal operations and serves as an advisory board member for the Maguire Center for Ethics in Financial Services. Additionally, he is a director at One Church Home, a local non-denominational church, and a partner in Full Send Aviation, LLC, which manages aircraft ownership and related activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics without offering discretionary portfolio management or institutional advisory services.

David Escalante is a financial advisor at Ameriprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing detailed written Recommendation Reports that address income, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized advice through a centralized consulting team, emphasizing assets held in Ameriprise-managed accounts and using algorithmic tools overseen by an internal committee.

William Wall is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has been with Thrivent and its affiliated entities since 2022. Prior to his financial advisory roles, Wall spent several years as a professional drummer and currently teaches and performs drums as a side activity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning across a wide range of topics. The firm’s services include one-time or ongoing planning engagements and offer clients the option to combine planning with managed accounts through a consolidated billing program called “WealthPlan.”

Caitlin Olson is a Series 66 licensed financial advisor with six years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Ascent Wealth Advisory, LLC and Franklin Synergy Bank. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing firm research and asset-allocation analysis to develop tailored recommendations.

Bethany Todzia is a financial advisor at Cetera with a Series 65 credential and four years of industry experience. She has worked at firms including Kraft Asset Management, Avantax Advisory Services, and currently serves as a Senior Accountant at Anchor Financial Group, LLC, where she is involved in tax preparation and client bookkeeping. Cetera Investment Advisers supports a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed accounts and firm-sponsored model portfolios.

Kevin Smith is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Cetera and its affiliated entities since 2014 and also serves as president of multiple employee benefits companies. Outside of his advisory role, Smith is involved in nonprofit work, serving on the boards of the Goodlark Educational Foundation, Developmental Services of Dickson County, and the Dickson County Chamber of Commerce. Cetera Investment Advisers provides services to individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, leveraging a combination of advisor-managed accounts, model portfolios, and third-party managed options.

Hubert Redden is a ChFC® credentialed financial advisor with 54 years of industry experience. He currently works with Mass Mutual Investors Services and MassMutual Life Insurance Company, having previously spent over five decades at MetLife Securities Inc. and Metropolitan Life Insurance Company. He serves as a board member for The Renaissance Center Building, a charitable organization. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing technology-driven analysis and collaborative annual client relationships.

Susan Why is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 credential and has been with Edward Jones since 2024. Outside of her advisory role, she manages Gregory's Maintenance Service, a handyman business based in Nunnelly, Tennessee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

David Patterson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Primerica Advisors since 1999 and has worked with Primerica Financial Services since 1991. Outside of his advisory role, he serves as a partner and vice president of Promised Land 2.0 Inc., a non-investment-related business in Bon Aqua, Tennessee. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure distinct from fixed-fee billing options.

Julie Hippe is a financial advisor at LPL Financial with 16 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates and Kaia Woodkrafts. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by in-house research and a large network of investment adviser representatives.

Matthew Wright is a CFP® and Series 66-licensed financial advisor with Edward Jones in Dickson, TN, where he has worked since 2021. He has four years of industry experience and previously spent seven years at Radeas LLC. Outside of his financial advisory role, Wright owns and operates an IT consulting business, Grainger Solutions LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and supports its clients with a broad range of advisory programs and affiliated investment products through a nationwide network of financial advisors and branch offices.

Collin James is a financial advisor with Cetera Investment Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His background includes roles at Jack B. Turner and Associates, Inc., Cetera Wealth Services, and service in the United States Air Force. Outside of advising, he works as an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisors serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 independent advisors. The firm offers a range of portfolio management and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed options.

Jason Betts is a financial advisor with Edward Jones in Dickson, TN, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked in various roles including at the Water Authority of Dickson County and Johnson, Mirmiran & Thompson. He serves as Lead Pastor at Calvary Baptist Church, where he preaches and teaches weekly. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm supports over 23,700 advisors nationwide and manages approximately $1.01 trillion in assets under management.

Dinah Pate is a financial advisor at UBS Financial Services with 23 years of industry experience. She has been with UBS since 2000 and holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.