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.

Collin Reed is a financial advisor at Private Advisor Group, LLC with four years of industry experience. He holds a Series 65 credential and previously provided investment advice through Stones River Wealth Management. Outside of his advisory work, he served with the Kittrell Volunteer Fire Department for four years. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model utilizing a range of investment strategies and technology platforms, including proprietary and third-party managed account solutions.

Ethan Campbell is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 10 years of industry experience. His prior work history includes roles at Private Client Services, RFG Advisory (Stones River Wealth Management), and Edward Jones. He serves as a board member of the Kittrell Volunteer Fire Department. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model and utilizes a range of investment strategies and third-party managers supported by technology platforms.

Melissa Gray is a financial advisor with Edward Jones in Waxahachie, TX, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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, operating under a fiduciary standard.

Thomas Wade Jr. is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at City National Bank, Wells Fargo Clearing, and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.

Jeffrey Mark is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and bringing 23 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he owns Jeffrey Mark Motorsports, an Indy race car ownership venture. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo research and tools, with advisory services integrated alongside other financial products and referral channels.

Denise Barrows is a CFP® professional with 31 years of experience in financial advisory and wealth management. She is currently affiliated with Cetera and BSV CPAs and Wealth Advisors LLC, and previously worked at Avantax and 1st Global Advisors. Barrows serves on the Board of Directors of the Financial Services Institute, which advocates for independent financial advisors and their clients. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients.

Daniel Foutch is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He worked nearly three decades at J.J.B. Hilliard, W.L. Lyons, Inc. before joining Robert Baird in 2019. Outside of his advisory role, he is involved in managing family trusts and owns a family farm through Foutch Farms, LLC. Robert Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations through its Private Wealth Management department. The firm utilizes a combination of discretionary and non-discretionary portfolio management strategies, managed account programs, and tax-management techniques supported by internal research and manager oversight.