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.

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 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.

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.

William Tenpenny is a financial advisor with Edward Jones in Spring Hill, Tennessee. He holds a Series 66 designation and has 16 years of industry experience, having worked at Edward Jones since 2009. 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, supported by a large nationwide network of financial advisors and branch offices.

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.

Benjamin Gentry is a financial advisor with Edward Jones in Spring Hill, TN, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked at Edward Jones and LPL Financial over his career. Gentry also provides investment advisory services through Private Advisor Group, an independent investment advisor firm. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.

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 at Edward Jones with 14 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Nationwide Investment Services Corporation and Prudential Annuities Distributors, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.