David Ferraro Jr. is a financial advisor with Ameriprise in Brentwood, TN, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Whitney Shimatsu is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, CMR Financial Advisors, Inc., and Cambridge Investment Research, Inc. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Heath Larkin is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Outside of his advisory role, he serves as Vice Chair on the Board of Directors for the Dickson County Family YMCA and is involved in real estate development through business ownership. Ameriprise provides a retirement-income planning service aimed at individuals with significant investable assets, offering tailored, research-driven recommendations that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines advisory, brokerage, and insurance solutions through its large institutional platform.

Joshua Stroud is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 2015 and Bank of America, N.A. since 2019. Outside of his advisory role, he is the owner and treasurer of Stroud Farm, where he is involved in managing a small farm operation including animal care and food production. Merrill serves a broad range of clients, including individuals, retirement and pension plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes a variety of program strategies and tax-efficient investment solutions, supported by its integration with Bank of America’s broader banking and capital markets platform.

Berrie Coble is a financial advisor at Cambridge Investment Research Advisors with 14 years of industry experience. She holds a Series 66 designation and has previously worked at FTB Advisors, NBC Securities, and Caledonian Financial. Coble serves as a board member of Heritage Financial Corporation and is the owner of Bloom Financial Planning. She is also the treasurer for the 22nd Judicial District in Columbia, Tennessee. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a range of investment strategies.

Brock Goodwin is a financial advisor at Fidelity with 24 years of industry experience. He holds a Series 66 designation and has been associated with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios from mutual funds, ETFs, and ETPs while maintaining a regulatory role in the commodity markets and advisory services to registered investment companies.

Charles Plunkett is a financial advisor at Edward Jones in Columbia, TN. He holds the CFP® designation and Series 66 license, with 18 years of experience in the financial industry, including a long tenure at First Farmers and Merchants Bank prior to joining Edward Jones. Outside of his advisory role, he owns a rental property in Santa Fe, TN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Adam Kock is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. His prior roles include positions at Highland Wealth Management, LPL Financial, and American Family Life Assurance Company. Outside of his advisory work, he serves on the Board of Directors for the Columbia Soccer Association as the Adult Soccer League Director. Ameriprise offers a retirement-income planning service targeted at clients generally holding at least $1 million in investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a largely automated process overseen by a consulting team and a Retirement Income Oversight Committee.

Timothy Mc Donald is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has served in the US Army since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 advisors.