Timothy Shanklin is a financial advisor at Bdc Advisory, LLC with 21 years of industry experience. He holds the Series 63 designation and has worked at Bdc Advisory and Burleigh Consulting Group since 2004. He is involved in retirement plan consulting through Burleigh Consulting Group. Bdc Advisory LLC provides investment consulting exclusively to qualified retirement plans administered by Burleigh Consulting Group, focusing on fund selection, monitoring, and participant education. The firm offers non-discretionary, plan-level consulting services and negotiable fee arrangements for plan sponsors.

Charles Cloud is a CFP® professional with 28 years of industry experience, currently serving at Edward Jones since 1997. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a board member of the Boys and Girls Club of Humboldt. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional categories. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Michael Schoonover is a financial advisor at Ameriprise with eight years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he owns and operates a lawn mowing business and manages Schoonover Farms, which leases pasture land for cattle raising. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, offering written recommendations that incorporate Social Security options, tax strategies, and adaptive withdrawal methods. The firm combines research and modeling with a broad suite of advisory, brokerage, and insurance solutions.

Christy Allen is a financial advisor at Edward Jones in Trenton, TN, with six years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to her financial advising career, she spent seven years working for the Trenton Special School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Brita Houtz is a financial advisor at Cetera with a Series 66 designation and five years of industry experience. She has been with Cetera since 2020 and also has over two decades of experience at Regions Bank. Outside of her advisory role, she owns and operates a hobby farm under the name Life Farm. Cetera serves a broad range of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, and fiduciary solutions supported by a mix of advisor-managed accounts and firm-sponsored model portfolios.

William Parr is a financial advisor with Edward Jones in Milan, Tennessee, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he serves on the board of MEGA Milan and acts as secretary for an industrial development board focused on business recruitment, in addition to participating in his local parish council managing church finances. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

John Cooper is a financial advisor with Ameriprise in Milan, Tennessee, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Outside of his advisory role, Cooper co-owns Blue Horseshoe LLC, which manages his Ameriprise business. Ameriprise is an institutional firm serving clients, particularly those approaching or in retirement with significant investable assets, through its Premier Retirement Income service. The firm provides comprehensive retirement income planning that integrates research, modeling, and tax-efficient strategies, supported by an automated recommendation process overseen by a dedicated consulting team.

Gage Schneeberger is a financial advisor at Edward Jones with six years of industry experience. His prior roles include positions at Regions Bank and MML Investors Services. Outside of his advisory work, he assists with cleaning his wife's business office on weekends. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains one of the largest networks of advisors and branch offices in the industry.

Eric Allen is a financial advisor with Edward Jones in Trenton, Tennessee, holding Series 63 and Series 66 credentials with 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, Allen serves as an adjunct professor at Union University and is involved in local community organizations, including serving as a trustee for the Elk’s Lodge and as a board member for both Dyersburg State Community College Foundation and the Trenton Exchange Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices, offering a range of advisory strategies and affiliated investment products.

Maxwell Halford is a financial advisor with Ameriprise in Rutherford, TN. He holds Series 63 and Series 65 licenses and has recently entered the industry. Prior to joining Ameriprise, Maxwell held positions at Charles Schwab and Centennial Bank and has experience in landscaping and retail. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, offering tailored, research-based recommendations through a centralized consulting team. The firm combines advisory, brokerage, and insurance solutions within a large institutional framework.

Enrique Cotto is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Advisor Group, UnionBanc Investment Services, LLC, and National Planning Corporation. Outside of advising, he owns Cotto Creations, an online retail business selling shoes. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individuals, pension plans, corporations, and charities. The firm utilizes a combination of risk-tolerance assessments, asset-allocation software, and portfolio optimization tools, offering a broad range of investment options and programs through an extensive network of financial advisers.

Sam Parr is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes a role at Pavement Restoration Inc. and periods of non-employment. 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 range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Shanna Ambrose is a financial advisor at Edward Jones with 12 years of industry experience and holds the Series 66 designation. She has been with Edward Jones since 2006. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.