Brandon Di Simone is a financial advisor with Thrivent Investment Management holding a Series 66 designation and has two years of industry experience. His prior work includes roles at 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, offering comprehensive planning across various topics without including implementation, and allowing clients to combine planning with managed-account programs under a consolidated billing option.

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 at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Brandon Murphy is a financial advisor with Edward Jones in Portland, TN, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 following a 12-year career in the United States Army. Outside of his advisory role, he is the owner of Rocky Top Vending, LLC, a vending machine company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,700 financial advisors.

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 at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2020, with prior roles at Cambridge Investment Research, Inc. and SportsMEDIA Technology. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a systematic investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

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 previously worked at Securities America Advisors and Securities Service Network, Inc. Mason is the sole owner of Master Financial Group LLC. OSAIC serves a diverse client base including individual, high-net-worth, pension, and charitable organizations through a large network of affiliated advisers. The firm offers a range of integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across multiple investment types.

Amberlyn Endres is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 66 and Series 63 credentials and has worked in various capacities within Fidelity since 2014. Fidelity’s Strategic Advisers LLC, where Amberlyn is based, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves a distinctive role in managing model portfolios and providing advisory services with formal governance and regulatory oversight.