Kathryn Lintz is a financial advisor at Ameriprise with 10 years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial and Michael Wealth Management Group. She serves on the Board of Directors for Young Professionals of Marshall County as Secretary/Treasurer. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in net investable assets, offering tailored recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies through a centralized consulting team.

Walter Richardson III is a financial advisor at OSAIC with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services and Mass Mutual Life Insurance. Richardson is also vice president of Advisor Bridge, Inc., where he assists OSAIC Wealth representatives with practice management and sales. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, advisory services, and access to third-party money managers and wrap programs. The firm uses various asset-allocation tools and supports discretionary and non-discretionary portfolio management, with notable complexity in its corporate structure and multiple commercial arrangements.

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.

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.

James Williams III is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. He has been with Cetera and affiliated entities since 2014. Outside of his advisory role, he serves on the Board of Zoning Appeals for the City of Shelbyville, acts as Senior Warden at the Episcopal Church of Redeemer, and is a reserve deputy with the Bedford County Sheriff’s Office. Cetera Investment Advisers LLC is an SEC-registered firm providing a broad range of investment and retirement services to individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers various portfolio management strategies and program platforms, supported by extensive assets under management and multiple affiliated service providers.

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.

Tara Gil is a financial advisor at Fisher Investments with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Fisher Investments since 2002. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment approach that combines quantitative and qualitative research to construct diversified portfolios.

Christian Cavender is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® and Series 66 designations. In addition to his advisory role since 2014, he serves as a Branch Chief and leads an intelligence analysis team in the U.S. Air Force Reserve. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and emphasizes fiduciary standards in its services.

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.

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.

Darren Edwards is a financial advisor with Morgan Stanley in College Grove, Tennessee, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Outside of his advisory role, Edwards serves on the Finance Committee and board of Foster Nation, a nonprofit focused on children and youth facing hardship. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, with offerings that span both retail and institutional markets.

Grant Mowrer is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Fidelity Investments, Ameriprise, and Mutual of Omaha. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.

Kyle Donahoe is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, with a centralized investment approach that incorporates quantitative and qualitative research.

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.

Tony Wooten is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 20 years of industry experience. He worked at Edward Jones for five years before joining LPL Financial in 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by comprehensive advisor tools and a large network of over 22,800 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.

Joshua Ely is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Ely is co-owner of IWM LLC and owner of 3 Man, Inc., managing advisory businesses alongside his role at Ameriprise. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering tailored recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated recommendations within a large institutional platform providing advisory, brokerage, and insurance solutions.

Jeremy Richey is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at Sharecare Inc for seven years. 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 strategies, supported by a nationwide network of financial advisors and branch offices.

Randell Weigel is a financial advisor with LPL Financial holding a Series 66 designation and 10 years of industry experience. He previously worked at Bank of America and Merrill from 2016 to 2018. Randell operates WR Wealth Management, LLC, an investment-related business associated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.