David Fesmire is a financial advisor at Coordinated Wealth Management, L.L.C. in Hendersonville, TN, with 18 years of industry experience. He holds a Series 65 designation and has been with Coordinated Wealth Management since 2007. In addition to his advisory role, he owns and operates Coverage Solutions Group LLC, a life and health insurance agency where he serves as an employee benefit consultant and broker. Coordinated Wealth Management serves individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on fundamental analysis across various asset classes and offers both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Todd Hukill is the sole advisor at Legacy Path Advisors LLC in Gallatin, TN, holding Series 65 and Series 66 licenses with nine years of industry experience. He has been involved with the Tennessee District Council of the Assemblies of God, Inc. since 2008. Legacy Path Advisors LLC provides comprehensive financial planning to individuals, families, trusts, estates, and business clients, offering project-based and subscription-style planning, as well as hourly consulting and educational seminars. The firm’s advice focuses on asset allocation, diversification, tax efficiency, and low-cost passive funds, with clients implementing strategies through their chosen brokers or custodians.

David Mcillwain is a financial advisor with KPP Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at LPL Financial LLC and FSC Securities Corporation. KPP Advisory Services LLC provides personalized financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $874 million in client assets and employs a fiduciary standard with a focus on mutual fund and ETF-based, asset-allocation portfolios supplemented by third-party managers and algorithm-driven strategies.

Bruce Arnold is a CFP® professional with 44 years of experience in the financial industry. He is currently with KPP Advisory Services LLC and has previously worked at LPL Financial LLC and FSC Securities Corporation. Arnold holds Series 63 and Series 65 licenses. KPP Advisory Services LLC provides personalized financial planning, investment management, comprehensive wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $874 million in client assets, offering discretionary and non-discretionary portfolio management with a focus on mutual fund and ETF asset-allocation strategies.

John Quinones is a financial advisor with One Wealth Map, LLC in Gallatin, TN, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Ameriprise, CUNA Mutual Brokerage Services, and DuTrac Credit Union. Outside of advisory work, he is a member and owner of Da Rexy LLC, a real estate investment partnership. One Wealth Map, LLC is an SEC-registered firm managing approximately $1.1 billion for nearly 300 clients, including individuals, family trusts, businesses, foundations, and charitable organizations. The firm employs a planning-driven approach with coordinated financial plans, layered portfolios, and tax-aware overlays, serving clients on discretionary and non-discretionary terms from multiple offices.

Wilson Reece is a CFP® professional with five years of industry experience, currently serving as an advisor at HB Wealth in Gallatin, TN. He previously worked at Dixon Hughes Goodman before joining Homrich Berg, where he has been since 2017. Outside of his advisory role, Reece serves on the boards of two nonprofit organizations, Full Count Ministries and Homes4Homes. HB Wealth provides wealth management and financial planning services primarily to individuals and families, as well as trusts, retirement plans, corporate entities, foundations, and family offices. The firm’s investment approach aligns client goals and risk tolerances with its capital markets outlook, utilizing a broad range of investment instruments and conducting thorough manager due diligence.

Mark Hanson is a financial advisor with Principal Financial Services in Gallatin, TN, holding the ChFC® designation and a Series 63 license. He has 35 years of industry experience, including roles at Principal Life Insurance Company and Principal Securities Inc since 1990, and ownership of Hanson Financial Services LLC since 2000. Outside of investment advisory, he is involved in insurance brokerage and the sale of various insurance products through multiple carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Darrell Woodcock Jr. is a CFP®-certified financial advisor with 19 years of industry experience, currently affiliated with Private Advisor Group, LLC. He has worked at LPL Financial and Private Advisor Group since 2016 and has held various roles including business ownership at Woodcock Farms and community involvement with the Lions Club. Woodcock also serves as an alderman, a position he has held since 2012. 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 clients, offering portfolio management, financial planning, and access to third-party asset management programs through a variety of discretionary and non-discretionary strategies.

Scott Paschal is a financial advisor at Mercer Global Advisors Inc. with 22 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Financial Partners Group, LLC for 12 years. Outside of advising, he is the managing member of Hickory Hills Farm, LLC, a farming business operating as Cellar 53 Winery. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and strategic use of low-cost index vehicles.

Brian Brinson is a financial advisor with Fifth Third Securities, Inc. in Nashville, TN. He holds Series 63 and Series 65 licenses and has five years of industry experience. Brinson has been with Fifth Third Securities since 2020 and has been affiliated with Fifth Third Bancorp since 2015. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to a large bank, providing access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Frank Bowling is a financial advisor at Mercer Global Advisors Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Financial Partners Group, LLC, MML Investors Services, and MassMutual Life Insurance Company. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and third-party platforms.

Felipe Gonzalez is a financial advisor with Fifth Third Securities, Inc. in Hendersonville, Tennessee, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior work includes roles at JP Morgan Chase Bank and JP Morgan Securities, as well as multiple positions within Fifth Third Bank and Fifth Third Securities since 2018. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Jason Holland is a financial advisor with Fifth Third Securities, Inc. in Gallatin, TN, holding Series 63 and Series 65 licenses and bringing four years of industry experience. He has been with Fifth Third Securities since 2021 and has worked at Fifth Third Bank since 2015. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank with multiple regulatory registrations.

Michael Stanley II is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Mercer Global Advisors Inc. He previously worked for Financial Partners Group, LLC for ten years. Mercer Global Advisors offers investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts, using a variety of implementation options and maintaining public content programs and internal initiatives.

Jeffrey Duncan is a financial advisor at Hornor, Townsend & Kent, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at multiple firms including World Equity Group and Triumph Wealth Advisors. Outside of his advisory role, Duncan is an auctioneer with nearly five decades of experience, serves as chairman of the Macon County Board of Planning and Zoning, and is a board member of Masonic Homes of Kentucky. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight with a primarily non-discretionary investment approach.

Clifford Goodwin is a financial advisor with TLG Advisors, Inc. in Hendersonville, TN, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been associated with The Leaders Group, Inc. since 2013 and has worked as a self-employed independent advisor since 1997. Outside of his advisory role, he owns Focus Retirement Solutions, where he provides life, long-term care, and disability insurance services. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Christina Anderson is a financial advisor at Cetera with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including JP Morgan, Thrivent Financial, and Morgan Stanley. Outside of her advisory duties, she co-owns and teaches at Da Capo Studios, a music and art studio where she provides voice, piano, violin, and viola lessons. 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 services supported by a variety of advisor-managed and third-party solutions.

Chester Waggoner is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 25 years of industry experience. His prior roles include positions at Fifth Third Securities and SunTrust Advisory Services. Outside of his advisory work, he is a 50% owner of a local farming business where he sells products directly. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions, with notable retirement and fiduciary capabilities integrated into its broader institutional platform.

Rosa Moore is a Series 66 licensed financial advisor at Merrill with eight years of industry experience. Her prior roles include positions at Bank of America, N.A., Middle Tennessee State University, and Volunteer State Community College. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm’s investment approach features multiple program strategies with advisor or client discretion and is supported by integration with Bank of America affiliates and a focus on tax-efficient investment solutions.

Rosa Berger is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at Fifth Third Bank Corp from 2011 to 2022. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.