Colin Cross is a financial advisor with Commonwealth Financial Network holding a Series 66 designation. He has experience at Engineered Wealth Solutions and has worked in roles at Planet Fitness, Lyft, Uber, and as a self-employed professional. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a range of managed-account programs, third-party asset manager access, and comprehensive back-office support for individual and institutional clients.

Jefferson Fuller is a financial advisor with Empower Advisory Group in Portland, TN, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Insight Strategic Wealth LLC, Kraft Asset Management, Regions Bank, and Cetera. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s integrated service model focuses on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Brandon Di Simone is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Arete Wealth Management and Center Street Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning that addresses various topics such as retirement, income tax, estate, and special needs planning, with an option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Sundi Puckett is a CFP® professional with four years of experience in the financial industry, currently working at Edward Jones since 2022. Prior to Edward Jones, Puckett held roles at David Patton Homes, Serpro Industries, PC&D, and the Center For Restorative Medicine. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Bethany Garner is a CFP® and ChFC®-designated financial advisor with Edward Jones, bringing five years of industry experience. She has held roles at Edward Jones since 2019 with a brief tenure at Thrivent Financial and Thrivent Investment Management Inc. from 2020 to 2021, and previously worked in healthcare-related business positions. Bethany also serves as an adjunct professor teaching an undergraduate finance course at the University of Mobile. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors. The firm is notable for its extensive retail presence and affiliated capabilities including trust services, mutual funds, and securities-based lending.

Darian Goss is a financial advisor at Edward Jones in Franklin, KY, holding a Series 66 designation with three years of industry experience. Prior to his current role, he has worked at Edward Jones since 2021 and has experience in healthcare and local government positions. Outside of his advisory work, he is a certified personal trainer and fitness instructor at The Grande in Franklin. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions backed by a large network of advisors and branch offices nationwide.

Sally Maloney is a CFP® and holds a Series 66 license with six years of industry experience. She has been with Edward Jones since 2020 and previously worked at Kage of Simpson County Inc. from 2019 to 2020. Maloney serves as a board member of the Franklin Electric Plant Board, participating in financial reviews and policy decisions. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and is notable for its extensive retail advisor and branch network.

William Robertson IV is a financial advisor with Edward Jones in Portland, Tennessee. He holds the Series 63 and Series 66 designations and has 26 years of industry experience, all with Edward Jones since 2000. 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 advisors, managing approximately $1.01 trillion in assets.

David Clutter is a financial advisor with Primerica Advisors in Portland, TN, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Primerica Advisors since 2003 and Primerica Financial Services since 2002. Outside of his advisory work, he owns and operates a small farm. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

William Robertson V is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked previously at Amazon, Uber Technologies, and the Outlaw Cigar Company. Outside of his advisory role, he has been involved with Pleasant Valley Baptist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and managed solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Taylor Carter is a financial advisor with Edward Jones in White House, Tennessee, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked for AmerisourceBergen: MWI Animal Health for five years and East Tennessee State University for four years. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Chad Adams is a financial advisor with Edward Jones in Franklin, KY, holding the CFP®, ChFC®, and Series 66 designations. He has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices across the United States.

Adam Hahne is a financial advisor with Fidelity and holds a Series 66 designation. He has eight years of industry experience, including roles at Cambridge Investment Research and Fidelity Brokerage Services. Prior to his financial services career, he worked with SportsMEDIA Technology and the Jacksonville Jaguars Foundation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs with oversight of affiliated and unaffiliated sub-advisers.

Steven Marr is a financial advisor at Edward Jones in Franklin, KY, with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Marr is involved in farming through ownership of Marrock Farm LLC. 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 large network of advisors and branch offices nationwide.

Russell Mason is a financial advisor at Osaic with 18 years of industry experience. He holds a Series 66 designation and has held prior roles at Securities America Advisors and Securities Service Network, Inc. He is also the sole member of Master Financial Group LLC. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering comprehensive financial planning, portfolio management, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools and offers both discretionary and advisor-managed strategies.

Amberlyn Endres is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and 12 years of industry experience. She has worked within various divisions of Fidelity, including Fidelity Brokerage Services LLC since 2014 and Fidelity Personal and Workplace Advisors from 2018 to 2025. Strategic Advisers LLC, a Fidelity Investments company, provides a range of investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to registered investment companies and constructs model portfolios using systematic methodologies and long-term asset allocation benchmarks.