Clayton Mallard is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has previously worked with Raymond James Financial Services and Edward Jones. Mallard also serves as a branch manager at Gulf Winds Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services supported by research and model portfolios.

Matthew Fink is a financial advisor at Edward Jones in Columbia, TN, holding a Series 66 designation. He has been with Edward Jones for one year and previously worked in custom woodworking and the automotive industry. Edward Jones serves more than four million individual and institutional clients, offering a wide range of wealth management and advisory services supported by a large national network of financial advisors and branch offices.

Brett Crouse is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked at OSAIC Wealth Inc, Caledonian Financial, Liberty University, and other organizations. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and provides access to multiple advisory platforms and third-party money managers.

Emily Henry is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Cambridge, she worked at Jackson National Life Distributors and SKC Financial Group. Outside of finance, she has experience with B9 Models and Opry Entertainment. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment implementations, including proprietary models and third-party strategies, with options for discretionary or non-discretionary management tailored to client objectives.

Jesse Clayton is a financial advisor at Osaic with 11 years of industry experience. He holds the Series 66, Series 63, and Series 65 designations. Prior to joining Osaic Wealth Inc., he worked at Woodmont Investment Counsel, LLC for 14 years. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers, utilizing various asset-allocation tools and investment options to construct portfolios managed on a discretionary or non-discretionary basis.

Clay Buttrey is a financial advisor with Robert W. Baird & Co. in Columbia, Tennessee, holding a Series 66 designation and with 27 years of industry experience. He has worked at Robert W. Baird & Co. since 2020 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2020. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves high net worth individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing internal research and technology such as artificial intelligence to support its advisory approach.

Thomas Sneed is a financial advisor at OSAIC Wealth Inc. with 12 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at NBC Securities, Inc. for 12 years before joining OSAIC in 2025. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and uses firm-provided tools for portfolio construction and management.

Berrie Coble is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked at Cambridge since 2019, following a prior role at FTB Advisors. Coble is an independent insurance agent and serves as a board member of Heritage Financial Corporation; he is also the owner of Bloom Financial Planning and acts as treasurer for the Julie C Heffington Judge 22nd Judicial District campaign. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a variety of portfolio management strategies and custody arrangements tailored to client objectives.

Andrew Parker is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2020. He previously worked at Morgan Stanley in various roles from 2009 to 2020. Parker is a board member of the Shaq Mason Foundation and serves on the advisory board of Maury Regional Health System. He is part of The DDK Group at Robert W. Baird, which provides tailored wealth management services to individuals, families, and institutional clients through a combination of consulting, portfolio management, and specialized strategies including separately managed accounts and overlay services.

Brock Goodwin is a financial advisor at Fidelity with 24 years of industry experience. He holds a Series 66 designation and has been associated with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios from mutual funds, ETFs, and ETPs while maintaining a regulatory role in the commodity markets and advisory services to registered investment companies.

Charles Plunkett is a CFP® with two years of industry experience, currently working at Edward Jones. Prior to joining Edward Jones in 2024, he spent 18 years at First Farmers and Merchants Bank. Outside of his advisory role, he owns a rental property in Santa Fe, Tennessee. 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 nationwide network of financial advisors and branch offices.

Bryan Luther is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 1994, he has focused on wealth management and retirement planning, developing personalized financial strategies to help clients pursue their long-term goals. Bryan works closely with clients in areas including college education planning, divorce transition planning, liquidity management, portfolio management, tax minimization, and retirement income. He holds a Bachelor's Degree in Finance and Economics from the University of Illinois System and the Professional Investment Advisor (PIA) designation. Bryan follows Merrill's tradition of community participation and spends time volunteering with local organizations. Outside of work, he enjoys music, watching movies, and spending time with his family.

Thomas Snyder is a CFA® charterholder and financial advisor with LPL Financial, bringing four years of industry experience. Prior to joining LPL Financial in 2022, he worked briefly at Eight Oaks Financial and served in the U.S. Air Force. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing a range of model portfolios and research to support diversified investment strategies.

Richard Law is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, Law is involved in several community and business activities, including serving as a board member and treasurer for the United Way of Maury County and CASA of Maury County, as well as holding ownership roles in August 15 Capital, LLC and Gold Coast Shipping Company LLC. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio management services tailored to client goals, employing both traditional and non-traditional investment strategies.

Mark Williams is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at Amazon for three years and held various other positions including a significant tenure at Red Lobster. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, with oversight controls and algorithmic methodologies integrated into its investment process.

Margaret Zimbrich is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to her current role, she was involved with Fancy Rascal Clothing and the University of Tennessee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary advisory strategies, including managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates an extensive nationwide network of advisors and branch offices.

Michael Wickberg is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 25 years of industry experience. He previously worked at LPL Financial for 16 years before joining Ameriprise in 2024. Ameriprise offers a retirement-income planning service tailored for individuals with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income advice through a centralized consulting team.

Kimberly Benefield is a financial advisor with Robert Baird & Co. in Columbia, Tennessee, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. She worked at Morgan Stanley for 10 years before joining Baird in 2021. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and employs a mix of manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

Paul Good is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at firms including Simmons Bank, LPL Financial, and Ameriprise Financial Services. Outside of advising, he is an adjunct faculty member with Kaplan College for Financial Planning and owns a tax services business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement services. The firm offers customized strategies through various platform arrangements, combining proprietary models with access to third-party managers.

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.