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.

Justin Winchell is a financial advisor with Kestra Advisory who holds a Series 66 designation and has six years of industry experience. He previously worked at First Horizon Advisors, Inc. and Raymond James. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and advisor-managed accounts. The firm serves a wide range of clients, including large institutional investors and sovereign wealth funds, and supports multiple management platforms and third-party solutions.

John Ross is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. His prior roles include positions at Kestra Investment Services, LLC and Clinical Research Solutions, as well as academic involvement at the University of Tennessee at Martin. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and discretionary investment management, serving clients that include large institutional investors such as sovereign wealth funds.

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.

Brita Houtz is a financial advisor with Cetera, holding a Series 66 credential and six years of industry experience. She has worked at Cetera and its affiliate Cetera Investment Services LLC since 2020 and has been employed by Regions Bank since 2005. Outside of her advisory role, she operates a hobby farm under the business name Life Farm. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and provides access to both affiliated and unaffiliated third-party managers across various program structures.

Kasi Darby is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances.

William Parr is a financial advisor with Edward Jones in Milan, Tennessee, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he serves on the board of MEGA Milan and acts as secretary for an industrial development board focused on business recruitment, in addition to participating in his local parish council managing church finances. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

John Cooper is a financial advisor with Ameriprise in Milan, Tennessee, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Outside of his advisory role, Cooper co-owns Blue Horseshoe LLC, which manages his Ameriprise business. Ameriprise is an institutional firm serving clients, particularly those approaching or in retirement with significant investable assets, through its Premier Retirement Income service. The firm provides comprehensive retirement income planning that integrates research, modeling, and tax-efficient strategies, supported by an automated recommendation process overseen by a dedicated consulting team.

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.

Maxwell Halford is a financial advisor at Ameriprise with Series 65 and Series 63 licenses and less than one year of industry experience. His prior work includes roles at Charles Schwab and Centennial Bank, as well as employment outside the financial sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides tailored retirement planning and tax-aware withdrawal strategies.

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.

Sam Parr is a financial advisor with Edward Jones in Milan, Tennessee, holding a Series 66 designation and two years of industry experience. His work history is primarily with Edward Jones since 2021, with prior experience at Pavement Restoration Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.