Jeffery Cole is a financial advisor at Daline Wealth Management, LLC in Clarksville, TN, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has four years of industry experience, with prior roles at Terra Wealth Management, PFS Investments, Primerica Financial Services, and Carter-Jones Companies. Outside of advising, he is an author and speaker involved in marketing books and information products. Daline Wealth Management is a Tennessee-registered investment adviser serving individuals, high-net-worth clients, and businesses with discretionary portfolio management and financial planning. The firm emphasizes customized portfolio construction using low-cost mutual funds and ETFs, while incorporating tactical allocations and independent managers where appropriate.

Robert Copeland is the sole advisor at Copeland Wealth Management, LLC in Clarksville, TN, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sterne Agee Financial Services since 2010. Outside of advisory work, he serves as a FINRA arbitrator and manages rental properties through a separate business. Copeland Wealth Management serves individual clients, including high-net-worth individuals, as well as institutional entities such as banks and pension plans. The firm offers discretionary portfolio management, financial planning, and tax preparation services, employing a range of investment strategies including the use of derivatives and options under client-authorized discretionary authority.

Kathy Ellis is a CFP® with 32 years of industry experience and currently practices at Ellis Financial Planning. Her prior roles include positions at Raymond James Financial and Ellis and Company Retirement Strategist. She serves as a volunteer board member for the Austin Peay State University College of Business Advisory Board and is on the finance committee at Lone Oak Baptist Church. Ellis Financial Planning provides personalized financial planning and asset management services to individuals, families, trusts, and retirement plans, emphasizing a planning-first approach and diversified, allocation-driven portfolios. The firm serves roughly 330 clients with a team of four advisors and offers tiered service programs tailored to client needs.

Nicholas Meriwether IV is a financial advisor at Financial Planning Center, LLP with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes long-term roles at Financial Planning Center and A&M Brokerage, as well as self-employment focused on insurance services. He spends a significant portion of his time engaged in insurance-related business activities. Financial Planning Center, LLP provides personalized financial planning and consulting to individual clients, serving primarily as a referral intermediary to third-party money managers. The firm employs fundamental and technical analysis in its planning process and maintains non-discretionary client relationships, utilizing fixed and hourly fee structures rather than managing assets directly.

Rae Anne Reynolds is a CFP® and Series 66 credentialed advisor with five years of industry experience. She is currently with Financial Planning Center, LLP and has prior experience at Raymond James Financial Services and Dowdy Wealth Services. Outside of advising, she is an independent insurance agent focusing on life insurance and annuity sales. Financial Planning Center, LLP provides personalized financial planning and consulting to individual clients, acting as a referral intermediary to third-party money managers. The firm uses both fundamental and technical analysis in its planning process and retains non-discretionary relationships with clients while coordinating with external investment managers.

James Alfonso is a financial advisor at ELLIS Financial Planning with 11 years of industry experience. He holds the Series 66 designation and has previously worked at UBS, RBC Capital Markets, LLC., and Raymond James Financial Services. Alfonso is also involved with Ellis & Company, a support company based in Clarksville, TN. ELLIS Financial Planning provides personalized financial planning and asset management to individuals, families, trusts, estates, and retirement plans. The firm uses a structured four-step process and emphasizes long-term, allocation-driven portfolios that include diversified mutual funds, ETFs, equities, fixed income, and select alternative investments.

Michele Wieber is a financial advisor with ELLIS Financial Planning in Clarksville, TN, holding a Series 66 designation and 15 years of industry experience. Her prior work includes roles at Merrill Lynch and Raymond James Financial Services. She serves as Education Committee Chair for Immaculate Conception Catholic Church. ELLIS Financial Planning provides personalized financial planning and asset management to individuals, families, trusts, and other entities. The firm follows a structured four-step process and emphasizes long-term, allocation-driven portfolios using diversified mutual funds, ETFs, and other investment vehicles.

Eric Ellis is a financial advisor at ELLIS Financial Planning with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial Services Advisors Inc. and Ellis & Company Retirement Strategists. He serves on the Board of Directors for Chapel Hill Christian Academy in Clarksville, TN. ELLIS Financial Planning provides personalized financial planning and asset management to individuals, families, trusts, and other entities. The firm follows a structured four-step process focused on long-term, allocation-driven portfolios and serves a high number of clients through a standardized service model.

David Mcillwain is a financial advisor with ROI Financial Planning, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes roles at LPL Financial LLC and FSC Securities Corporation. ROI Financial Group provides financial planning and investment management services to individuals, high net worth clients, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a primarily fundamental, long-term investment approach while maintaining flexibility for shorter-term trades and offers a broad investment universe including mutual funds, ETFs, equities, and alternative investments.

Ladonna Dowdy is a financial advisor at ROI Financial Planning with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial LLC, Raymond James Financial Services, and Morgan Keegan & Company. ROI Financial Group provides financial planning and investment management services to individuals, high net worth clients, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm tailors advice based on fundamental analysis and a generally long-term strategy, offering a range of investment options including mutual funds, ETFs, equities, fixed income, alternatives, and private investments.

Bruce Arnold is a CFP® with 44 years of experience in the financial services industry. He is currently with ROI Financial Planning and has previously worked at firms including KPP Advisory Services LLC and LPL Financial LLC. Arnold holds Series 63 and Series 65 licenses. ROI Financial Group provides financial planning and investment management services to individuals, high net worth clients, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a primarily long-term, fundamental analysis approach while maintaining flexibility for shorter-term trades when appropriate.

Timothy Hanson is a CFP® with 13 years of industry experience. He is currently with McDonald Partners LLC and has previously worked at Facet Wealth and earlier at McDonald Partners. He serves as Board Treasurer for Motor City Pride, a nonprofit organization that hosts an annual festival and parade. McDonald Partners LLC serves a diverse client base including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services through a combination of advisory and broker-dealer activities.

Christopher Watson is a financial advisor at Wilson Wealth Management Group, L.L.C. He holds a Series 65 designation and has two years of industry experience. Prior to joining Wilson Wealth Management Group, he worked at Johnson Capital Planning for seven years and Regions Financial Corporation for five years. Outside of his advisory role, he is a co-owner of Credit Bros LLC, a credit counseling business. Wilson Wealth Management Group is a team-based RIA that serves high-income and high-net-worth individuals, families, business owners, and early-career investors. The firm combines model portfolios and customized stock portfolios using technical analysis alongside longer-term passive ETF strategies, and provides comprehensive financial planning, estate planning coordination, and insurance and annuity solutions.

Jeffrey Winter is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Change Path, LLC, Strategic Wealth Advisors Group, Inc., and Gradient Advisors, LLC. He is also engaged in life insurance and annuity sales as a licensed insurance agent. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based core models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Robert Kennedy is a financial advisor at BFC Planning, Inc. with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining BFC Planning in 2019, he has also been involved with Securities Management & Research, Inc. and American National Insurance. Outside of his advisory role, he serves as president of R P Kennedy & Co., a consulting firm providing business consulting, expert witness testimony, and recruiting services. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm offers a range of services such as financial planning, portfolio management, and referrals to outside money managers, employing various platform arrangements and investment strategies.

Richard Taylor is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and 21 years of industry experience. His prior work includes roles at Carroll Financial Associates, Inc. and Cetera Advisor Networks. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, third-party manager referrals, private-label model portfolios, and financial planning, using a mix of analytical methods and ongoing portfolio monitoring.

Matthew Corley is a financial advisor at Csenge Advisory Group, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Corley & Kent LLC and Camcor Homes. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm uses a combination of fundamental and technical analysis with a relative strength methodology and offers customizable portfolio management through discretionary or model-based allocations.

Jeremy Corley is a financial advisor with Csenge Advisory Group, LLC and holds a Series 66 designation. He has 26 years of industry experience and has worked at firms including Compass Advisory Partners LLC and FSC Securities Corporation. Corley is also an owner of Corley & Kent LLP, a financial advisory and insurance business. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families, providing asset management, financial planning, and corporate retirement plan consulting. The firm employs a top-down investment process combining fundamental and technical analysis with a relative-strength methodology to construct portfolios primarily using mutual funds and ETFs.

John Hamric is a Series 65-licensed advisor with First Advisors National, LLC, based in Clarksville, TN, and has eight years of industry experience. He has worked at Trad NA since 2015, where he serves as a program manager in environmental services. Additionally, he is an insurance agent with MPG Wealth. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm utilizes third-party money managers and combines tactical and strategic asset allocation methodologies, typically managing accounts on a discretionary basis.

John Kent is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Integrity Alliance, Lion Street Financial, Corley & Kent LLP, Compass Advisory Partners, and FSC Securities Corporation. Outside of advisory work, he serves on the board of Lincoln Industrial Park Corp. and is involved in farmland and construction project management. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, asset-allocation advice, financial planning, and retirement plan consulting, employing a top-down investment process that integrates fundamental and technical analysis to manage risk and volatility.