Kathy Ellis is a CFP® with 31 years of industry experience, currently serving as an advisor at Ellis Financial Planning. Her prior experience includes roles at Raymond James Financial Services from 1999 to 2024 and Ellis and Company Retirement Strategist from 2016 to 2018. She serves on the advisory board for the Austin Peay State University College of Business and is a committee member overseeing finances at Lone Oak Baptist Church. Ellis Financial Planning provides personalized financial planning and asset management to individuals, families, trusts, and institutions. The firm emphasizes a structured, long-term investment approach centered on client understanding and plan design, managing diversified portfolios that include mutual funds, ETFs, equities, fixed income, and alternative investments.

Nicholas Meriwether is a financial advisor at Financial Planning Center, LLP with 28 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Financial Planning Center since 2008, as well as at A&M Brokerage, LLC from 2007 to 2019. Outside of his advisory role, he is involved in insurance services through his self-employed activities. Financial Planning Center, LLP provides fee-based financial planning and consulting to individual clients, focusing on tailored financial plans and documented investment policy statements. The firm refers clients to third-party money managers for asset management and serves primarily as a liaison rather than exercising discretionary portfolio management.

Rae Anne Reynolds is a CFP® and holds a Series 66 license with five years of industry experience. She is currently with Financial Planning Center, LLP and has prior experience at Raymond James Financial Services and Dowdy Wealth Services. Outside of advisory work, she is also an independent insurance agent focused on life insurance and annuity sales. Financial Planning Center, LLP provides fee-based financial planning and consulting services to individual clients, emphasizing tailored financial plans and documented investment policy statements. The firm typically refers clients to third-party money managers for ongoing asset management and acts as a liaison rather than exercising discretionary portfolio management.

James Alfonso is a financial advisor at ELLIS Financial Planning with 11 years of industry experience. He holds the Series 66 designation and has previously worked at UBS, RBC Capital Markets, LLC., and Raymond James Financial Services. Alfonso is also involved with Ellis & Company, a support company based in Clarksville, TN. ELLIS Financial Planning provides personalized financial planning and asset management to individuals, families, trusts, estates, and retirement plans. The firm uses a structured four-step process and emphasizes long-term, allocation-driven portfolios that include diversified mutual funds, ETFs, equities, fixed income, and select alternative investments.

Michele Wieber is a financial advisor with ELLIS Financial Planning in Clarksville, TN, holding a Series 66 designation and 15 years of industry experience. Her prior work includes roles at Merrill Lynch and Raymond James Financial Services. She serves as Education Committee Chair for Immaculate Conception Catholic Church. ELLIS Financial Planning provides personalized financial planning and asset management to individuals, families, trusts, and other entities. The firm follows a structured four-step process and emphasizes long-term, allocation-driven portfolios using diversified mutual funds, ETFs, and other investment vehicles.

Eric Ellis is a financial advisor at ELLIS Financial Planning with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial Services Advisors Inc. and Ellis & Company Retirement Strategists. He serves on the Board of Directors for Chapel Hill Christian Academy in Clarksville, TN. ELLIS Financial Planning provides personalized financial planning and asset management to individuals, families, trusts, and other entities. The firm follows a structured four-step process focused on long-term, allocation-driven portfolios and serves a high number of clients through a standardized service model.

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.

Jeremy Corley is a financial advisor with Csenge Advisory Group, LLC and holds a Series 66 designation. He has 26 years of industry experience and has worked at firms including Compass Advisory Partners LLC and FSC Securities Corporation. Corley is also an owner of Corley & Kent LLP, a financial advisory and insurance business. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families, providing asset management, financial planning, and corporate retirement plan consulting. The firm employs a top-down investment process combining fundamental and technical analysis with a relative-strength methodology to construct portfolios primarily using mutual funds and ETFs.

John Hamric is a Series 65-licensed financial advisor at First Advisors National, LLC with seven years of industry experience. He has worked at Trad NA since 2015 and concurrently serves as a program manager in environmental services and an insurance agent. First Advisors National manages discretionary assets for individual and high-net-worth clients, focusing on third-party money manager selection and a combination of tactical and strategic investment approaches. The firm also provides advice on individual securities and retirement plan consulting, utilizing institutional custodians such as Goldman Sachs and Schwab.

John Kent is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Integrity Alliance, Lion Street Financial, Corley & Kent LLP, Compass Advisory Partners, and FSC Securities Corporation. Outside of advisory work, he serves on the board of Lincoln Industrial Park Corp. and is involved in farmland and construction project management. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, asset-allocation advice, financial planning, and retirement plan consulting, employing a top-down investment process that integrates fundamental and technical analysis to manage risk and volatility.

Bryant Rippy is a Series 66-licensed financial advisor with one year of industry experience, currently affiliated with Money Concepts Capital Corp. His prior experience includes roles at F & M Wealth Management, F & M Bank, and Raymond James Financial Services. Outside of securities, he is a salaried employee at True North Wealth Group, dedicating significant time to this non-investment-related activity. Money Concepts Capital Corp serves approximately 14,700 clients through 431 advisors, offering portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and account structures, utilizing model portfolios, third-party sub-advisers, and modern portfolio theory for asset allocation and account rebalancing.

Kelvin Bishop is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and 19 years of industry experience. He has been with Money Concepts Capital Corp since 2006 and is also a managing member of the CPA firm Harting, Bishop & Arrendale, PLLC. Outside of his advisory and accounting roles, he serves as treasurer for The Cleveland 100, a nonprofit organization, and is a trustee and finance committee member for the Cleveland Bradley County Public Library. Money Concepts Advisory Service (MCAS) provides 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, blending fundamental and technical analysis with modern portfolio theory to serve approximately 14,700 clients.

Zachary Walden is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with First Command in various capacities since 2009. Walden also owns Zach Walden Wealth Management, an LLC used for tax filing purposes. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured 12-month planning engagements alongside discretionary asset management using model portfolios.

Alexander Weaver is a financial advisor with First Command Advisory Services and holds the Series 63 and Series 65 licenses. He has experience working with First Command in various capacities since 2025 and served in the United States Navy from 2020 to 2025. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes ongoing advisor-led planning relationships and offers structured financial coaching and model portfolio management through its in-house Investment Management Team.

William Woodruff is a financial advisor with First Command Advisory Services in Clarksville, TN. He holds Series 63 and Series 65 licenses and has experience working in the financial services industry since 2024, including roles at First Command and WingXpand. Prior to his advisory career, he spent over a decade at Textron. First Command Advisory Services serves a diverse client base, including individuals, high-net-worth clients, corporations, and charitable organizations, offering financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products through affiliated entities. The firm focuses on advisor-led financial coaching and structured planning engagements, with specialized services for active-duty military clients.

Susan Moore is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials. She has extensive experience in the insurance industry, having worked with Penn Mutual Life Insurance Company since 2016 and previously with American General Life Account Insurance Company from 2000 to 2016. In addition to her advisory role, she is active as an insurance agent focused on sales and service of Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight with a focus on non-discretionary asset management.

Ross Peay Jr. is a Series 66-credentialed financial advisor with six years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. since 2019 and previously spent two years at Thurman Campbell Group, PLC. He is also associated with Peay and Company in a non-investment role. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and institutional clients. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations, with a significant portion of its advisory business conducted on a non-discretionary basis.

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.

Landon Brake is a financial advisor at Ameriprise with 43 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports based on research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with client advisors.

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.

Jenna Hokanson is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. She previously worked at UBS FS from 2015 to 2024. 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 wide range of investment solutions supported by an in-house research team and combines advisory operations with various non-advisory product offerings.

Elisabeth Ervin is a financial advisor at Osaic with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and Doug O'Rear & Associates. Outside of her advisory role, she serves as chairperson of the Cheatham County Democratic Party and provides notary services. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and access to multiple custodial platforms.

Justin Aldred is a financial advisor at Raymond James Financial with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for seven years. Aldred is also the president of Aldred Wealth Management, a support company he owns. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing client collaboration and tailored investment recommendations supported by extensive firm research.

Jane Swartz is a financial advisor with Raymond James Financial in Clarksville, TN, holding a Series 66 designation and nine years of industry experience. She has worked with Struble Financial Group since 2017 and has been affiliated with Raymond James Financial Services Advisors, Inc. since 2016. Outside of her advisory role, she serves as a branch manager for Struble and Company Financial Life Planners. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting supported by firm research and outside managers, with a significant portion of its advisory business conducted on a non-discretionary basis.

Terry Jones is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He is based in Springfield, TN, and holds a Series 63 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary investment solutions, operating under a fiduciary standard.

James Gurman is a financial advisor at Ameriprise in Nashville, TN, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he serves on the Board of Directors for the Catholic Business League as a Career Transition Team Leader. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm provides comprehensive, research-driven recommendation reports and combines advisory, brokerage, and insurance solutions through affiliated companies.

Mark Pinkleton is a financial advisor with Ameriprise, holding a Series 63 designation and 32 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, serving clients through a broad range of advisory, brokerage, and insurance solutions.

Michael Biggs is a financial advisor with Equitable Advisors in Clarksville, TN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including 18 years with Equitable Advisors and prior work at Axa Advisors. Outside of his advisory role, he serves as President and Board Member of the Malcolms Point Homeowners Association. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plans, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, leveraging third-party asset managers and LPL programs to tailor advisory services according to client goals and risk tolerance.

Charles Rogers is a financial advisor at Edward Jones in Springfield, TN, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Outside the financial industry, Rogers is involved in agricultural business activities as Secretary and Treasurer of Rogers Farms, Inc. in Auburn, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Lawrence Yingling Jr. is a ChFC® credentialed financial advisor with 25 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also holds a role at MassMutual Life Insurance Co, where he has worked since 2016. Prior to these positions, he spent 17 years at Metlife Securities Inc. and 16 years at Metropolitan Life Insurance Co. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations through annual collaborative relationships.

Alicia Struble is a financial advisor with Raymond James Financial in Clarksville, TN, holding a Series 66 designation and 20 years of industry experience. She has been with Raymond James Financial and its affiliates since 2005 and previously worked at S&E Inc. from 2013 to 2017. Outside her advisory role, she serves on the advisory board of the nonprofit Going Global. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through client collaboration and supported by extensive firm research and resources.

Alisha Schweizer is a financial advisor with Avantax Planning Partners, Inc. She holds a Series 66 designation and has 12 years of industry experience. Her prior work includes roles at various Cetera entities and Avantax-related firms. Outside of her advisory duties, she is involved in equity and fixed indexed annuity sales as well as fixed insurance product sales. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies, discretionary portfolio management, and tax-intelligent overlays, operating within a larger corporate group that offers access to a broad range of affiliated financial services.

Heather Tremaine is a financial advisor with Edward Jones in Springfield, TN, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2016, following a year as a homemaker. She is also a limited partner with Edward Jones. 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 and investment strategies through a nationwide network of advisors and branch offices.

Robert Vaught V is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He has been with Cetera and affiliated entities since 2013. His spouse is a part owner of Wallis Management, a family farm business in Indiana. Cetera Investment Advisers serves 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 solutions, combining retirement and institutional capabilities with various advisory programs and model portfolios.

Eva Newbold is a financial advisor at Raymond James Financial with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Raymond James and Wells Fargo firms during her career. 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 offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Sarah Reeder is a financial advisor with Raymond James Financial Services Advisors, Inc. in Clarksville, TN, holding a Series 66 designation and six years of industry experience. She has been with Raymond James since 2018 and also works as an associate for Struble Financial Group and Struble and Company Financial Life Planners. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm provides tailored financial planning and non-discretionary investment consulting, with a notable focus on advisory and implementation-support services rather than discretionary management.

Thomas Henry is a Series 66-licensed financial advisor with OSAIC, bringing 25 years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services for 19 years and has been a Certified Public Accountant at Stone, Rudolph & Henry, PLC since 1988. He serves on the Advisory Board for the College of Business at Austin Peay State University and acts as treasurer for the nonprofit Fuel Ministries. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that provides advisory and brokerage services through a large network of financial advisors. The firm serves a diverse client base, offering a range of investment programs and tools, and supports both individual and institutional clients with comprehensive wealth management solutions.

Brandon Brager is a financial advisor with Raymond James Financial in Clarksville, Tennessee. He holds Series 63 and Series 66 designations and operates within a large institutional firm. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, retirement plans, corporations, and municipal and institutional clients. The firm offers non-discretionary financial planning and investment consulting supported by research and portfolio analysis tools, with a distinctive presence in public finance and municipal advisory services.

Aaron Slate is a financial advisor with Edward Jones in Greenbrier, TN, holding a Series 66 designation and eight years of industry experience. He has worked with Edward Jones since 2016, including a brief period outside the firm and two years at Lipscomb University. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and supports a large nationwide network of advisors and branches, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jeffrey Burnett is a financial advisor with Ameriprise in Clarksville, TN, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 1996. Outside of his advisory role, Burnett serves as president on the boards of multiple nonprofit housing organizations in Louisville, KY, and volunteers as a city commissioner overseeing local infrastructure. He is also a longtime musician who performs periodically with a band. Ameriprise offers retirement-income planning services tailored for individuals approaching or in retirement with significant investable assets, combining research-driven recommendations and tax-efficient strategies delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Joseph Tucker is a CFP® professional with 20 years of experience, currently serving as a financial advisor at Edward Jones since 2005. In addition to his advisory role, he is involved in several entrepreneurial ventures, including owning a photography sales business and co-owning a boutique clothing and decor company as well as an e-commerce vintage electronics resale business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a variety of investment strategies and affiliated services through a nationwide network of financial advisors.