David Ferraro Jr. is a financial advisor with Ameriprise in Brentwood, TN, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Whitney Shimatsu is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 12 years of industry experience. Prior to joining Ameriprise in 2024, Whitney worked at LPL Financial LLC, CMR Financial Advisors, Inc., and Cambridge Investment Research, Inc. from 2014 through 2024. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Heath Larkin is a financial advisor with Ameriprise in Columbia, TN, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Ameriprise since 2013. Outside of his advisory role, Larkin serves as Vice Chair on the Board of Directors for the Dickson County Family YMCA and is involved in real estate development through business ownership. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Joshua Stroud is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America since 2015. Outside of his advisory role, he serves as treasurer and owner of Stroud Farm in Summertown, Tennessee, where he manages livestock and farm operations. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Berrie Coble is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked at Cambridge since 2019, following a prior role at FTB Advisors. Coble is an independent insurance agent and serves as a board member of Heritage Financial Corporation; he is also the owner of Bloom Financial Planning and acts as treasurer for the Julie C Heffington Judge 22nd Judicial District campaign. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a variety of portfolio management strategies and custody arrangements tailored to client objectives.

Brock Goodwin is a financial advisor at Fidelity with 24 years of industry experience. He holds a Series 66 designation and has been associated with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios from mutual funds, ETFs, and ETPs while maintaining a regulatory role in the commodity markets and advisory services to registered investment companies.

Charles Plunkett is a CFP® with two years of industry experience, currently working at Edward Jones. Prior to joining Edward Jones in 2024, he spent 18 years at First Farmers and Merchants Bank. Outside of his advisory role, he owns a rental property in Santa Fe, Tennessee. 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 nationwide network of financial advisors and branch offices.

Timothy Mc Donald is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has served in the US Army since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 advisors.