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.

Jeremy Sweeney is a CFP®-certified financial advisor with 26 years of industry experience, currently practicing at Ameriprise in Franklin, TN. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in commercial real estate ownership. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and uses algorithmic automation combined with research and modeling to generate personalized, non-discretionary retirement plans.

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.

Daniel Fleming is a CFP®-designated financial advisor with 17 years of industry experience. He has worked at Cetera and affiliated entities since 2019 and previously held positions at Foresters Financial Services and Foresters Advisory Services LLC. Outside of financial advisory, he is involved with the North American Versatile Hunting Dog Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

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.

Victor Sebastian is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Woodbury Financial Services, American General Securities Incorporated, and Walnut Street Advisers Inc. Outside of his advisory role, he is involved in selling life insurance and fixed annuities under a non-variable insurance business. 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 a large network of investment adviser representatives.

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.

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.

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.

Jeret Crouse is a financial advisor with Osaic Wealth Inc., holding a Series 66 designation and one year of industry experience. He is also affiliated with Horrell Company as an Affiliate Broker, maintaining a real estate license and engaging in residual compensation and occasional consultation activities. Prior to his current roles, he held positions at several firms including Caledonian Financial and Lipscomb University. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and third-party manager selections.

Grant Mowrer is a financial advisor at Fidelity with Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at Ameriprise and Mutual of Omaha. He is based in Thompson's Station, Tennessee. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegation to sub-advisers, and its advisory role to multiple registered investment companies and fund-of-funds.

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.

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.

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.