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.

Jarin Worden is a Series 66-licensed financial advisor at Empower Advisory Group with three years of industry experience. His prior roles include positions at Wilson Bank & Trust Investment Services, Raymond James Financial Services, and Thrivent Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and select retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering financial planning focused on long-term portfolio returns and optional managed account solutions.

Brandon Di Simone is a financial advisor with Thrivent Investment Management holding a Series 66 designation and has two years of industry experience. His prior work includes roles at Arete Wealth Management and Center Street Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive planning across various topics without including implementation, and allowing clients to combine planning with managed-account programs under a consolidated billing option.

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.

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.

Sundi Puckett is a CFP® with three years of industry experience, currently serving as a financial advisor at Edward Jones since 2022. Prior to joining Edward Jones, Sundi held positions at David Patton Homes, Serpro Industries, PC&D, and the Center For Restorative Medicine. 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 network of financial advisors and branch offices nationwide.

Bethany Garner is a CFP® and ChFC®-designated financial advisor with Edward Jones, bringing five years of industry experience. She has held roles at Edward Jones since 2019 with a brief tenure at Thrivent Financial and Thrivent Investment Management Inc. from 2020 to 2021, and previously worked in healthcare-related business positions. Bethany also serves as an adjunct professor teaching an undergraduate finance course at the University of Mobile. 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 strategies supported by a nationwide network of more than 23,000 financial advisors. The firm is notable for its extensive retail presence and affiliated capabilities including trust services, mutual funds, and securities-based lending.

Darian Goss is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked continuously at Edward Jones since 2021. Outside of his advisory role, he is a certified personal trainer at a fitness business in Franklin, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

Sally Maloney is a CFP® and holds a Series 66 license with six years of industry experience. She has been with Edward Jones since 2020 and previously worked at Kage of Simpson County Inc. from 2019 to 2020. Maloney serves as a board member of the Franklin Electric Plant Board, participating in financial reviews and policy decisions. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and is notable for its extensive retail advisor and branch network.

William Robertson IV is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds the Series 63 and Series 66 designations. 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 offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Clutter is a financial advisor with Primerica Advisors in Portland, TN, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Primerica Advisors since 2003 and Primerica Financial Services since 2002. Outside of his advisory work, he owns and operates a small farm. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Brandon Murphy is a financial advisor with Edward Jones in Portland, TN, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 following a 12-year career in the United States Army. Outside of his advisory role, he is the owner of Rocky Top Vending, LLC, a vending machine company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,700 financial advisors.

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.

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.

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.

Taylor Carter is a financial advisor with Edward Jones in White House, Tennessee, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked for AmerisourceBergen: MWI Animal Health for five years and East Tennessee State University for four years. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Chad Adams is a financial advisor with Edward Jones in Franklin, KY, holding the CFP®, ChFC®, and Series 66 designations. He has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices across the United States.

Adam Hahne is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2020, with prior roles at Cambridge Investment Research, Inc. and SportsMEDIA Technology. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a systematic investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

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.

Steven Marr is a financial advisor at Edward Jones in Franklin, KY, with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Marr is involved in farming through ownership of Marrock Farm LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Russell Mason is a financial advisor with OSAIC, holding a Series 66 designation and 18 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Securities Service Network, Inc. Mason is also the sole member of Master Financial Group LLC. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individual investors, pension plans, corporations, and charities. The firm employs a comprehensive investment process combining risk-tolerance assessments with portfolio optimization tools and offers a range of programs such as wealth management, retirement plan consulting, and access to multiple custodial platforms.

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.