Glenn Campbell is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise in Columbia, TN. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for clients nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to tailor recommendations, primarily for assets held in Ameriprise-managed accounts, while also offering a broad range of advisory, brokerage, and insurance solutions.

Jeret Crouse is a financial advisor at OSAIC with a Series 66 credential and one year of industry experience. He is also affiliated with Horrell Company, a commercial real estate firm, where he maintains a real estate license and provides occasional consultation and referrals. Jeret’s background includes roles at Caledonian Financial and experience in educational settings. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated financial services and employs tools such as asset-allocation models, risk assessment, and automated rebalancing to construct portfolios across various asset classes.

Lee Hooks is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Ameriprise in Columbia, TN since 2024. His prior experience includes roles at LPL Financial, Private Advisor Group, HWM LLC, and Harvest Wealth Management. He is also a co-owner of Highland Wealth Management, which manages his Ameriprise business. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Mark Meyer is a Series 66-credentialed financial advisor at Ameriprise with 28 years of industry experience. His prior roles include positions at Fifth Third Securities, First Farmers & Merchants Bank, and Investment Professionals, Inc. Outside of finance, he serves as a football official for middle, junior, and high school games through the Middle Tennessee Football Officials Association. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Weisley Frazier Jr. is a CFP®-certified financial advisor with Raymond James Financial, bringing 22 years of industry experience. He has been with various divisions of Raymond James since 2013. Outside of his advisory role, he is an officer and secretary of Grace Financial Partners Inc., a support company related to his business activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, utilizing tailored, non-discretionary strategies that incorporate advanced risk profiling and modeling tools. The firm supports a broad network of advisors and offers specialized services, including municipal finance and SIMPLE IRA Employer Advisory programs.

Kelly Chris is a financial advisor at Edward Jones in Columbia, Tennessee, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and worked at Trine University prior to that. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

Nicholas Beck is a CFP® professional with 17 years of experience in the financial industry, all spent at Edward Jones. He holds the Series 66 designation and is based in Columbia, Tennessee. Outside of his advisory work, he is involved in youth baseball officiating with Columbia American Little League. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Nicole Drejerwski is a financial advisor with Edward Jones in Columbia, TN, holding Series 66 and Series 63 licenses and having 14 years of industry experience. She previously worked at Nationwide Investment Services Corporation and Prudential Annuities Distributors, Inc., including a decade at The Prudential Insurance Company of America. Edward Jones is a full-service 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 investment advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Elizabeth Moore is a financial advisor at Robert Baird & Co. in Columbia, TN, holding a Series 66 designation with 11 years of industry experience. She has worked at Baird since 2020 and previously spent seven years at NBC Securities, Inc. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies through both in-house and third-party managers.

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.

Montee Sneed is a CFP® with 40 years of industry experience, currently serving with Osaic Wealth Inc. since 2025. He has worked at Caledonian Financial since 2005 and was previously at NBC Securities, Inc. for 20 years. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with access to multiple advisory platforms and third-party money managers. The firm employs a variety of asset-allocation tools and portfolio construction methods, supporting both discretionary and non-discretionary accounts.

Robert Morgan Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Raymond James and its related entities since 2013 and previously worked at Grace Financial Partners, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools to model potential outcomes and supports a range of advisory programs and institutional consulting services.