Sylvia Gilmore is a financial advisor at Aletheian Wealth Advisors LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Cornerstone Advisors Inc. before joining Aletheian Wealth Advisors in 2019. Aletheian Wealth Advisors serves high-net-worth individuals and families, providing discretionary investment management and multi-family office services tailored to complex and often illiquid balance sheets. The firm employs a combination of fundamental, quantitative, and modern portfolio theory analyses, offering diversified portfolios that include public and private market investments alongside coordinated collaboration with clients’ tax, legal, and philanthropic advisors.

Sue Patrick is a financial advisor with Trustmont Advisory Group, Inc. and holds a Series 63 designation. She has 25 years of industry experience and previously worked at Avantax Advisory Services and Avantax Investment Services. Outside of her advisory work, she serves as a member of the Cannon County Election Commission and is involved with the Woodbury Lions Club. Trustmont Advisory Group serves individual and institutional clients with financial planning, investment advice, and portfolio management. The firm employs a long-term investment approach supported by public research and adviser judgment, managing approximately $1.1 billion in discretionary assets.

Timothy Henderson is a financial advisor at First Advisors National, LLC with nine years of industry experience. He holds a Series 65 credential and has worked at Assurance Financial Partners, Horter Investment Management, First American National Investment Advisors, and Brookstone Capital Management. Outside of his advisory roles, he serves as Marketing Director for CMC Pro, a senior benefits and Medicare business where he advises clients on benefits and manages marketing channels. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s approach includes selecting and monitoring third-party money managers and supplementing with individual securities recommendations.

Laura Free is a financial advisor with Equity Services, Inc., holding a Series 66 designation and 24 years of industry experience. She has previously worked at LPL Financial and Truist Advisory Services. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services, utilizing a combination of proprietary and third-party platforms to deliver both discretionary and non-discretionary investment management.

Collin Reed is a financial advisor with Private Advisor Group, LLC, holding a Series 65 designation and four years of industry experience. He previously worked at RFG Advisory, LLC dba Stones River Wealth Management and has been involved with the Kittrell Volunteer Fire Department. Reed also has experience in education and retail, having worked at Middle Tennessee State University, Potter's Ace Hardware, Cannon County High School, and Woodbury Grammar School. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management, financial planning, and access to third-party asset management programs.

Ethan Campbell is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones and Private Client Services, and operates under the business name Stones River Wealth Management within his current firm. Outside of his advisory role, Mr. Campbell serves as a board member of the Kittrell Volunteer Fire Department. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, offering portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a range of investment strategies and supports access to third-party asset management programs and separately managed accounts.

Richard Dutrisac is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Securities America Advisors, LPL Financial, and National Planning Corporation. Outside of advising, he is also licensed as an insurance agent, selling various types of life and health insurance. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm employs a comprehensive investment approach using risk-tolerance assessments, asset-allocation planning, and portfolio optimization, offering a wide range of investment products and access to multiple custodial platforms.

Daniel Foutch is a financial advisor with Robert W. Baird & Co. who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and was previously with J.J.B. Hilliard, W.L. Lyons, Inc. for 36 years. Outside of his advisory role, he is involved in managing a family farm through Foutch Farms, LLC. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers, including traditional and complex investment strategies.

Mary Nelson is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 44 years of industry experience. She previously worked at Calton & Associates, Inc. for 32 years before joining Raymond James in 2019. Outside of her advisory role, she serves as an officer and board member of PG Sarres, Inc., a family-owned commercial property business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through risk profiling and firm research, with a significant portion of its advisory business conducted on a non-discretionary basis.

Aaron Mishoe is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and 83rd Street Wealth Management. Outside of advising, he operates a small IT support business providing after-hours assistance to past clients. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, supported by a large network of advisors and branch offices nationwide.