Timothy Shanklin is a financial advisor at Bdc Advisory, LLC with 21 years of industry experience. He holds the Series 63 designation and has worked at Bdc Advisory and Burleigh Consulting Group since 2004. He is involved in retirement plan consulting through Burleigh Consulting Group. Bdc Advisory LLC provides investment consulting exclusively to qualified retirement plans administered by Burleigh Consulting Group, focusing on fund selection, monitoring, and participant education. The firm offers non-discretionary, plan-level consulting services and negotiable fee arrangements for plan sponsors.

Michael Newman is a financial advisor at Silver Oak Securities, Inc. with two years of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining Silver Oak Securities, he worked for the City of Jackson for 24 years. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of about 101 financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers various advisory programs and emphasizes discretionary, customized investment management aligned with client objectives and risk tolerances.

Susan Cole is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. She has worked at PlanMember since 2012 and previously spent five years at Cornerstone Financial Services. Cole has also operated as a self-employed advisor since 2004. PlanMember provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary and offering participant-level investment options through its proprietary asset allocation portfolios. The firm’s investment approach centers on a top-down strategic asset allocation framework with risk-based mutual fund portfolios that are actively monitored and periodically rebalanced.

Michael Schoonover is a financial advisor with Ameriprise in Trenton, TN, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory work, Schoonover owns a lawn mowing business and operates Schoonover Farms, which leases pasture land for raising cattle. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies.

Christy Allen is a financial advisor at Edward Jones in Trenton, Tennessee, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, she worked for the Trenton Special School District for seven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gage Schneeberger is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has previously worked at Regions Bank and MML Investors Services. Outside of his advisory role, he assists with office cleaning for a family business on weekends. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Allen is a financial advisor with Edward Jones in Trenton, Tennessee, holding Series 63 and Series 66 credentials with 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, Allen serves as an adjunct professor at Union University and is involved in local community organizations, including serving as a trustee for the Elk’s Lodge and as a board member for both Dyersburg State Community College Foundation and the Trenton Exchange Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices, offering a range of advisory strategies and affiliated investment products.

Enrique Cotto is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Advisor Group and UnionBanc Investment Services, LLC. Outside of his advisory role, he owns Cotto Creations, an online retail business selling shoes. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage, investment advisory services, and access to third-party money managers through a large network of affiliated financial advisors and multiple advisory platforms.