Clayton Mallard is a financial advisor with LPL Financial, holding a Series 66 credential and seven years of industry experience. He previously worked at Raymond James Financial Services and Edward Jones. Mallard also serves as a branch manager at Gulf Winds Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies.

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 Caledonian Financial and Liberty University, among other roles. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supported by risk-tolerance questionnaires and rebalancing tools.

Emily Henry is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. She holds Series 66 and Series 63 licenses. Her prior roles include positions at Jackson National Life Distributors and SKC Financial Group, as well as experience in freelance work and engagement with organizations such as Susan G. Komen Central Tennessee and Opry Entertainment. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers various account platforms and proprietary model strategies under the Founders Gate Capital brand.

Jesse Clayton is a financial advisor with OSAIC, holding Series 66, Series 63, and Series 65 licenses and 11 years of industry experience. He previously worked at Woodmont Investment Counsel, LLC for 14 years and at Merrill for 9 years. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers both brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a range of customizable strategies.

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 with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for NBC Securities, Inc. for 12 years before joining OSAIC Wealth Inc. in 2025. OSAIC Wealth serves a diverse client base, including retail and institutional investors, high-net-worth and non-high-net-worth individuals, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and multiple investment programs delivered through affiliated broker-dealer and RIA relationships.

Berrie Coble is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 15 years of industry experience. Prior to joining Cambridge in 2019, Coble worked at FTB Advisors and Lanark Financial. Outside of advisory work, Coble serves on the board of Heritage Financial Corporation and is the treasurer for the Julie C Heffington Judge 22nd Judicial District campaign. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies.

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 with Fidelity who holds a Series 66 designation and has 24 years of industry experience. His career includes roles at Fidelity Investments since 2011, Fidelity Personal and Workplace Advisors from 2018 to 2025, Charles Schwab from 2003 to 2011, and Morgan Stanley Dw Inc. from 2002 to 2003. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios incorporating mutual funds, ETFs, and ETPs.

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 affiliated with LPL Financial and has four years of industry experience. Prior to joining LPL Financial in 2022, he worked with Eight Oaks Financial and served in the U.S. Air Force under the Department of Defense. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of investment and financial planning solutions, including model portfolio programs and institutional platforms, supported by operational tools such as machine learning to assist advisors.

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.

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 CFP® and ChFC® with 18 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Simmons Bank, LPL Financial, Ameriprise Financial Services, and MetLife Securities, among others. Outside of his advisory work, Paul serves as an adjunct faculty member at Kaplan's College for Financial Planning and owns a tax services business. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a broad network of financial professionals. The firm provides discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Regina Tucker is a Series 66-credentialed financial advisor with 12 years of industry experience, currently practicing at Ameriprise in Thompsons Station, Tennessee. She has worked at Ameriprise and its affiliated entities continuously since 2010. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

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.