Kathy Ellis is a CFP® with 32 years of industry experience and currently practices at Ellis Financial Planning. Her prior roles include positions at Raymond James Financial and Ellis and Company Retirement Strategist. She serves as a volunteer board member for the Austin Peay State University College of Business Advisory Board and is on the finance committee at Lone Oak Baptist Church. Ellis Financial Planning provides personalized financial planning and asset management services to individuals, families, trusts, and retirement plans, emphasizing a planning-first approach and diversified, allocation-driven portfolios. The firm serves roughly 330 clients with a team of four advisors and offers tiered service programs tailored to client needs.

Nicholas Meriwether IV is a ChFC® credentialed financial advisor with 29 years of industry experience. He has been with Financial Planning Center, LLP since 2008 and also has experience with A&M Brokerage, LLC. Outside of his advisory role, he is engaged in insurance services through self-employment activities. Financial Planning Center, LLP provides personalized financial planning and consulting to individual clients, primarily acting as a referral intermediary to third-party money managers. The firm employs a planning process that combines fundamental and technical analysis and typically places clients with external managers while maintaining non-discretionary client relationships.

Rae Anne Reynolds is a CFP® and Series 66 credentialed advisor with five years of industry experience. She is currently with Financial Planning Center, LLP and has prior experience at Raymond James Financial Services and Dowdy Wealth Services. Outside of advising, she is an independent insurance agent focusing on life insurance and annuity sales. Financial Planning Center, LLP provides personalized financial planning and consulting to individual clients, acting as a referral intermediary to third-party money managers. The firm uses both fundamental and technical analysis in its planning process and retains non-discretionary relationships with clients while coordinating with external investment managers.

James Alfonso is a financial advisor at ELLIS Financial Planning with 11 years of industry experience. He holds the Series 66 designation and has previously worked at UBS, RBC Capital Markets, LLC., and Raymond James Financial Services. Alfonso is also involved with Ellis & Company, a support company based in Clarksville, TN. ELLIS Financial Planning provides personalized financial planning and asset management to individuals, families, trusts, estates, and retirement plans. The firm uses a structured four-step process and emphasizes long-term, allocation-driven portfolios that include diversified mutual funds, ETFs, equities, fixed income, and select alternative investments.

Michele Wieber is a financial advisor with ELLIS Financial Planning in Clarksville, TN, holding a Series 66 designation and 15 years of industry experience. Her prior work includes roles at Merrill Lynch and Raymond James Financial Services. She serves as Education Committee Chair for Immaculate Conception Catholic Church. ELLIS Financial Planning provides personalized financial planning and asset management to individuals, families, trusts, and other entities. The firm follows a structured four-step process and emphasizes long-term, allocation-driven portfolios using diversified mutual funds, ETFs, and other investment vehicles.

Eric Ellis is a financial advisor at ELLIS Financial Planning with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial Services Advisors Inc. and Ellis & Company Retirement Strategists. He serves on the Board of Directors for Chapel Hill Christian Academy in Clarksville, TN. ELLIS Financial Planning provides personalized financial planning and asset management to individuals, families, trusts, and other entities. The firm follows a structured four-step process focused on long-term, allocation-driven portfolios and serves a high number of clients through a standardized service model.

Noreen Burtner is a CFP® certificant with 17 years of industry experience. She is currently with Facet Wealth, where she has worked since 2020. Her prior experience includes roles at TIAA, LPL Financial, and Edward Jones. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, utilizing technology-driven processes and a flat fee model rather than percentage-of-assets charges. The firm serves a range of households through phone, video, and a proprietary web platform, focusing on comprehensive planning and model-based asset allocations.

Robert Kennedy is a financial advisor at BFC Planning, Inc. with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining BFC Planning in 2019, he has also been involved with Securities Management & Research, Inc. and American National Insurance. Outside of his advisory role, he serves as president of R P Kennedy & Co., a consulting firm providing business consulting, expert witness testimony, and recruiting services. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm offers a range of services such as financial planning, portfolio management, and referrals to outside money managers, employing various platform arrangements and investment strategies.

Matthew Corley is a financial advisor at Csenge Advisory Group, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Corley & Kent LLC and Camcor Homes. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm uses a combination of fundamental and technical analysis with a relative strength methodology and offers customizable portfolio management through discretionary or model-based allocations.

Jeremy Corley is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and having 27 years of industry experience. His prior roles include positions at Compass Advisory Partners LLC, FSC Securities Corporation, and U.S. Bancorp Investments, Inc. He is also an owner of Corley & Kent LLP, a financial advisory and insurance business. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm uses a combined fundamental and technical analysis approach, emphasizing relative strength and a top-down market strategy, and offers customized portfolio solutions including discretionary management and model-based allocations.

John Hamric is a Series 65-licensed advisor with First Advisors National, LLC, based in Clarksville, TN, and has eight years of industry experience. He has worked at Trad NA since 2015, where he serves as a program manager in environmental services. Additionally, he is an insurance agent with MPG Wealth. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm utilizes third-party money managers and combines tactical and strategic asset allocation methodologies, typically managing accounts on a discretionary basis.

John Kent is a financial advisor at Csenge Advisory Group, LLC with 23 years of industry experience. He holds the Series 66 designation and has worked with firms including Integrity Alliance, LLC, Lion Street Financial, LLC, and U.S. Bancorp Investments, Inc. Outside of his advisory role, Kent is involved in farmland management and serves as a board member for Lincoln Industrial Park Corp. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combined fundamental and technical analysis approach with a focus on relative strength and uses discretionary management or model-based portfolio allocations.

Bryant Rippy is a Series 66-licensed financial advisor with one year of industry experience, currently affiliated with Money Concepts Capital Corp. His prior experience includes roles at F & M Wealth Management, F & M Bank, and Raymond James Financial Services. Outside of securities, he is a salaried employee at True North Wealth Group, dedicating significant time to this non-investment-related activity. Money Concepts Capital Corp serves approximately 14,700 clients through 431 advisors, offering portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and account structures, utilizing model portfolios, third-party sub-advisers, and modern portfolio theory for asset allocation and account rebalancing.

Kelvin Bishop is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and 19 years of industry experience. He has been with Money Concepts Capital Corp since 2006 and is also a managing member of the CPA firm Harting, Bishop & Arrendale, PLLC. Outside of his advisory and accounting roles, he serves as treasurer for The Cleveland 100, a nonprofit organization, and is a trustee and finance committee member for the Cleveland Bradley County Public Library. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, blending fundamental and technical analysis with modern portfolio theory to serve approximately 14,700 clients.

Zachary Walden is a financial advisor with First Command Advisory Services in Clarksville, TN, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has been with First Command and its affiliated entities since 2009. He also owns Zach Walden Wealth Management, an LLC used for his business tax filings. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and monitor model portfolios.

William Woodruff is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining First Command, he worked at Textron for 13 years and held roles at WingXpand and related First Command entities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios with discretionary authority.

Alisha Schweizer is a financial advisor with Cetera Planning Partners in Springfield, TN, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions with Avantax and 1st Global Advisors, among others. She also engages in equity and fixed indexed annuity sales as part of her financial advisory work. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment process emphasizes diversified allocations aligned with client objectives and integrates additional services such as tax planning, bookkeeping, and estate planning through affiliated providers.

Ross Peay Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and seven years of industry experience. He has worked at Raymond James since 2019 and was previously with Thurman Campbell Group, PLC. Outside of his advisory role, he is employed as an associate at Peay and Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools to support its recommendations, serving a broad client base through a large advisor network and affiliated advisory firms.

Matthew Gallowitz is a financial advisor with Edward Jones in Springfield, TN, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Thrivent Financial, Enfield Management, Robertson County School System, and UBS. Outside of his advisory work, he participates in his community by playing Santa Claus at a local apartment complex. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of investment strategies and advisory programs. The firm is notable for its extensive nationwide network of advisors and branch offices, as well as its affiliated mutual funds, trust company, and securities-based lending services.

Landon Brake is a financial advisor at Ameriprise with 43 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports based on research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with client advisors.

Jamie Singleton is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Prior to joining Cambridge in 2016, Singleton worked with Avantax Advisory Services. Outside of his advisory role, he is president of Singleton Financial Services LLC, which provides tax preparation and accounting services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of investment platforms and proprietary strategies.

David Maybee is a Series 66 licensed financial advisor with one year of industry experience. He is currently with Merrill and has prior experience at Bank of America, J.P. Morgan Securities, and JPMorgan Chase Bank. His background includes service in the Marine Corps from 2016 to 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jenna Hokanson is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. Prior to joining LPL, she spent nine years at UBS FS. 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. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Elisabeth Ervin is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing six years of industry experience. She previously worked at Woodbury Financial Services and has operated a sole proprietorship for insurance sales. Ervin serves as chairperson of the Cheatham County Democratic Party and provides notary services locally. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a large network of advisers and platforms, offering integrated brokerage, advisory, and financial planning services. The firm employs various portfolio construction tools and supports multiple account management styles, with a complex corporate structure and multiple third-party commercial arrangements.

Justin Aldred is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has nine years of industry experience. Prior to joining Raymond James in 2024, he spent seven years at Edward Jones and one year at T-Mobile. Aldred is also the president of Aldred Wealth Management, a support company he owns in Clarksville, TN. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides non-discretionary planning tailored to client goals and supports specialized areas such as municipal and public finance.

Jane Swartz is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. She has worked with Struble Financial Group since 2017 and has previously been associated with Dowdy Financial Group and Ellis & Struble Retirement Strategists. Outside of advisory work, she serves as a branch manager for Struble and Company Financial Life Planners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools and supports various advisory programs and institutional consulting services.

Terry Jones is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He is based in Springfield, TN, and holds a Series 63 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary investment solutions, operating under a fiduciary standard.

James Gurman is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services since 2016. Gurman serves on the board of directors for the Catholic Business League as a Career Transition Team Leader. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Mark Pinkleton is a financial advisor with Ameriprise, holding a Series 63 designation and 32 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, serving clients through a broad range of advisory, brokerage, and insurance solutions.

Charles Rogers is a financial advisor at Edward Jones in Springfield, TN, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Outside the financial industry, Rogers is involved in agricultural business activities as Secretary and Treasurer of Rogers Farms, Inc. in Auburn, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Lawrence Yingling Jr. is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license, and has 26 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 17 years with METLIFE Securities Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Alicia Struble is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds a Series 66 designation and has worked with Raymond James Financial and its affiliated entities since 2005, including a four-year period at S&E Inc. Outside of advising, she serves on the advisory board of the nonprofit Going Global and owns two support companies, Struble and Company Financial Life Planners and Struble Financial Group LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, using tailored, non-discretionary planning supported by analytical tools and risk profiling. The firm also offers specialized services such as municipal and public-finance advisory and a SIMPLE IRA Employer Advisory & Consulting Services program.

Heather Tremaine is a financial advisor with Edward Jones in Springfield, TN, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2016. Tremaine is also a limited partner with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Robert Vaught V is a Series 66 credentialed financial advisor with 14 years of industry experience. He has been with Cetera since 2013 and currently works in Springfield, TN. His spouse holds a minority ownership stake in a family farm partnership in Indiana. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with various program structures and custodial relationships.

Eva Newbold is a financial advisor at Raymond James Financial with 26 years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Wells Fargo Clearing and multiple divisions within Raymond James since 2018. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Sarah Reeder is a financial advisor at Raymond James Financial with six years of industry experience. She holds the Series 66 designation and has been associated with Raymond James Financial Services Advisors, Inc. since 2020. In addition to her advisory role, she is an associate at Struble Financial Group and serves as a Registered Service Manager with Struble and Company Financial Life Planners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes risk profiling and analytical tools to tailor non-discretionary planning and investment consulting to client goals and supports these services through a large network of advisors and affiliated firms.

Ryland Smith is a financial advisor at Ameriprise with a Series 66 designation. He joined Ameriprise in 2024 and has held various positions across industries including consulting and education since 2016. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income and tax-aware withdrawal strategies through its Premier Retirement Income service.

Dickey Knight is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2016, concurrently serving at Regions Bank since 2006. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving 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 that includes affiliated and third-party managers, supporting both discretionary and non-discretionary accounts.

Aaron Slate is a Series 66-licensed financial advisor with Edward Jones in Greenbrier, TN, with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Lipscomb University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Burnett is a financial advisor with Ameriprise in Clarksville, TN, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 1996. Outside of his advisory role, Burnett serves as president on the boards of multiple nonprofit housing organizations in Louisville, KY, and volunteers as a city commissioner overseeing local infrastructure. He is also a longtime musician who performs periodically with a band. Ameriprise offers retirement-income planning services tailored for individuals approaching or in retirement with significant investable assets, combining research-driven recommendations and tax-efficient strategies delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Matthew Ribble is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has 30 years of industry experience. His prior roles include positions at Woodbury Financial Services, Victory Capital Advisers, and Compass Efficient Model Portfolios. Outside of advising, he serves as president, coach, and administrator of a not-for-profit youth wrestling club. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Garrett Anderson is a financial advisor with Merrill holding a Series 66 designation. He has one year of experience in the industry, including roles at Bank of America, Merrill, and previous positions across various sectors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Joseph Tucker is a CFP® professional with 21 years of industry experience, currently serving at Edward Jones in Springfield, TN since 2005. He is co-owner of boutique clothing and decor business Flourish Co. and an e-commerce reselling venture, Aces & Arbitrage, which sells vintage electronics. He is also the owner of Joe Tucker Photography, a photography sales business. Edward Jones is a wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory and investment services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.