Sylvia Gilmore is a financial advisor at Aletheian Wealth Advisors LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Cornerstone Advisors Inc. before joining Aletheian Wealth Advisors in 2019. Aletheian Wealth Advisors serves high-net-worth individuals and families, providing discretionary investment management and multi-family office services tailored to complex and often illiquid balance sheets. The firm employs a combination of fundamental, quantitative, and modern portfolio theory analyses, offering diversified portfolios that include public and private market investments alongside coordinated collaboration with clients’ tax, legal, and philanthropic advisors.

Sue Patrick is a financial advisor at Trustmont Advisory Group, Inc. with 26 years of industry experience and holds a Series 63 designation. She previously worked at Avantax Advisory Services and Avantax Investment Services for over two decades. Outside of her advisory work, she serves on the Cannon County Election Commission board and is involved with the Woodbury Lions Club. Trustmont Advisory Group advises a diverse client base including individuals, institutions, and business entities, offering services such as financial planning, discretionary portfolio management, and access to brokerage and insurance products. The firm employs a long-term investment approach drawing on various public research sources and manages approximately $1.3 billion in assets.

Timothy Henderson is a financial advisor at First Advisors National, LLC with nine years of industry experience. He holds a Series 65 credential and has worked at Assurance Financial Partners, Horter Investment Management, First American National Investment Advisors, and Brookstone Capital Management. Outside of his advisory roles, he serves as Marketing Director for CMC Pro, a senior benefits and Medicare business where he advises clients on benefits and manages marketing channels. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s approach includes selecting and monitoring third-party money managers and supplementing with individual securities recommendations.

Laura Free is a financial advisor with Equity Services, Inc. She holds a Series 66 designation and has 25 years of industry experience. Her prior work includes roles at Truist Advisory Services, Truist Investment Services, and LPL Financial. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, and it utilizes a network of investment adviser representatives and third-party asset managers.

Stephen Keck is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 14 years of industry experience. He has worked at Infinex Investments, Inc. and Security Federal Savings Bank since 2015, where he serves as Senior Vice President of Wealth Management. Keck is also a board member and treasurer for Rotary International. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on both discretionary and non-discretionary strategies.

Wendy Kell is a financial advisor with OSAIC Institutions, Inc. She holds a Series 66 designation and has seven years of industry experience. Prior to joining OSAIC, she has worked with Infinex Investments, Inc. since 2015 and serves as Vice President at Security Federal Savings Bank, where she has worked since 1998. In addition to her advisory role, she is a board member and backup bookkeeper at Covenant Academy and volunteers as a merit badge counselor for the Boy Scouts of America. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, and access to alternative investments, operating through a hybrid adviser/broker-dealer model with a combination of discretionary and non-discretionary accounts.

Collin Reed is a financial advisor with Private Advisor Group, LLC, holding a Series 65 designation and four years of industry experience. Prior to joining Private Advisor Group in 2024, he provided investment advice through Stones River Wealth Management and has also served with the Kittrell Volunteer Fire Department. He has held various roles outside the financial industry, including positions at Middle Tennessee State University and Potter's Ace Hardware. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing a range of third-party asset managers, turnkey asset management platforms, and proprietary model portfolios.

Ethan Campbell is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones and Private Client Services, and operates under the business name Stones River Wealth Management within his current firm. Outside of his advisory role, Mr. Campbell serves as a board member of the Kittrell Volunteer Fire Department. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, offering portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a range of investment strategies and supports access to third-party asset management programs and separately managed accounts.

Vanessa Cordell is a financial advisor at Edward Jones in McMinnville, Tennessee, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Edward Jones since 2014. Cordell serves on the advisory board for the Tennessee College of Applied Technology, where she advises on strategies to attract and retain students. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Ethan Smith is a financial advisor with LPL Financial in McMinnville, Tennessee, holding a Series 66 designation. He has been in the industry since 2023, with prior experience at First National Bank of Middle TN and Lenoir-Rhyne University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Jeffery Uselton is a CFP® with 13 years of industry experience, currently serving at LPL Financial since 2014. He is also Executive Vice President and Chief Risk Officer at First National Bank of Middle Tennessee, where he has worked since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.

Richard Dutrisac is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. His prior firms include Securities America Advisors, LPL Financial, and National Planning Corporation. He is also active as an insurance agent, selling term, universal, whole life, long-term care, and health insurance. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using systematic asset-allocation tools and managed-account solutions across various investment products.

Shannon Haston is a financial advisor with LPL Financial in McMinnville, Tennessee, holding a Series 66 designation and 9 years of industry experience. He has been with LPL Financial and First National Bank of Middle Tennessee since 2016. Haston is also a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Dawn Hoover is a financial advisor with LPL Financial in McMinnville, TN, holding Series 63 and Series 65 credentials and 29 years of industry experience. Her prior roles include positions at Ameritas Investment Company and Concorde Asset Management, among others. Outside of advising, she has been involved with two small businesses, New Dawn Investigations & Consulting, LLC and Huckleberry Sweets, LLC, and holds a part-time role with Flat Foot Vinyl. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of representatives. The firm provides diverse advisory programs, financial planning, and utilizes a variety of management approaches supported by proprietary and third-party research.

William Hodges III is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and previously worked at MH International, Quality Life Consultants, and Ramsey Solutions. Outside of his advisory role, he is involved with Bub's Collectibles LLC, an e-commerce business focused on buying and selling collectibles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment advisory programs and maintains a large nationwide network of advisors and branch offices.

Andy Knowles is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 12 years of industry experience. He previously worked at LPL Financial and First National Bank of McMinnville for 11 years. He is also the CEO of Knowles Private Wealth, a support company affiliated with his advisory work. 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, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique advisory affiliation.

Jeremy Richey is a Series 66 licensed financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously was employed by Sharecare Inc for seven years. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Aaron Mishoe is a Series 66 licensed financial advisor with Edward Jones, based in McMinnville, TN, and has two years of industry experience. He has held roles at Edward Jones and other financial firms since 2023. Outside of his advisory work, he operates a part-time IT support business providing after-hours technical assistance. 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 investment solutions supported by a large network of advisors and branch offices nationwide.