Robert Burke Jr.

Charlotte Mabry is the sole advisor at Delphi Wealth Management LLC, holding Series 63 and Series 65 licenses with 44 years of industry experience. She previously worked at Mabry-Calvin, LLC for 29 years before founding Delphi Wealth Management in 2020. Delphi Wealth Management primarily serves individual clients, including high-net-worth households, offering discretionary and non-discretionary portfolio management as well as hourly financial consulting. The firm focuses on individualized asset allocation and ongoing portfolio monitoring using fundamental, technical, and cyclical analysis, employing a range of investment strategies tailored to client objectives.

James Harter is a ChFC® credentialed financial advisor with 35 years of industry experience. He has been with Equity Services, Inc. and National Life Group since 2014. Outside of his advisory role, he serves on the board of directors for Jeffco Flooring & Supply. Equity Services, Inc. (doing business as ESI Financial Advisors) provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm offers a combination of proprietary and third-party investment platforms, emphasizing long-term, manager-driven portfolios alongside flexible trading options.

Therese Herzog is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. She holds a Series 66 designation and has previously worked with Cetera and American Financial Concepts Corp. Voya Financial Advisors provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of advisory programs combining model portfolios and manager-driven strategies, supported by an integrated platform that includes both discretionary and non-discretionary investment options.

David Escalante is a financial advisor at Ameriprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing detailed written Recommendation Reports that address income, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized advice through a centralized consulting team, emphasizing assets held in Ameriprise-managed accounts and using algorithmic tools overseen by an internal committee.

Elisabeth Ervin is a financial advisor at Osaic with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and Doug O'Rear & Associates. Outside of her advisory role, she serves as chairperson of the Cheatham County Democratic Party and provides notary services. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and access to multiple custodial platforms.

Julie Hippe is a financial advisor at LPL Financial with 16 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates and Kaia Woodkrafts. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by in-house research and a large network of investment adviser representatives.