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.

Tiago Machry is a financial advisor at Ivanoff Wealth Management Inc. with one year of industry experience. He holds a Series 65 designation and has been involved in the auto sales business through Family First Auto Sales since 2014. Ivanoff Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, retirement plans, and other entities. The firm manages over $141 million in discretionary assets and employs a co-advisor program and sub-advisors to execute portfolio management across various asset classes.

Kathy Ellis is a CFP® with 31 years of industry experience, currently serving as an advisor at Ellis Financial Planning. Her prior experience includes roles at Raymond James Financial Services from 1999 to 2024 and Ellis and Company Retirement Strategist from 2016 to 2018. She serves on the advisory board for the Austin Peay State University College of Business and is a committee member overseeing finances at Lone Oak Baptist Church. Ellis Financial Planning provides personalized financial planning and asset management to individuals, families, trusts, and institutions. The firm emphasizes a structured, long-term investment approach centered on client understanding and plan design, managing diversified portfolios that include mutual funds, ETFs, equities, fixed income, and alternative investments.

Nicholas Meriwether is a financial advisor at Financial Planning Center, LLP with 28 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Financial Planning Center since 2008, as well as at A&M Brokerage, LLC from 2007 to 2019. Outside of his advisory role, he is involved in insurance services through his self-employed activities. Financial Planning Center, LLP provides fee-based financial planning and consulting to individual clients, focusing on tailored financial plans and documented investment policy statements. The firm refers clients to third-party money managers for asset management and serves primarily as a liaison rather than exercising discretionary portfolio management.

Rae Anne Reynolds is a CFP® and holds a Series 66 license 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 advisory work, she is also an independent insurance agent focused on life insurance and annuity sales. Financial Planning Center, LLP provides fee-based financial planning and consulting services to individual clients, emphasizing tailored financial plans and documented investment policy statements. The firm typically refers clients to third-party money managers for ongoing asset management and acts as a liaison rather than exercising discretionary portfolio management.

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.

Ladonna Dowdy is a financial advisor with KPP Advisory Services LLC, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She previously worked at Raymond James Financial Services Advisors Inc. and LPL Financial. KPP Advisory Services LLC provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $874 million in client assets and employs a fiduciary standard with a focus on mutual fund and ETF asset allocation portfolios, supplemented by third-party managers and algorithm-based strategies.

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, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Johnson Capital Planning and Regions Financial Corporation. Outside of his advisory role, he is a co-owner of Credit Bros LLC, a credit counseling business. Wilson Wealth Management Group, LLC serves individuals, families, business owners, and early-career investors with investment management, financial planning, estate planning support, and insurance and annuity solutions. The firm combines technical trading strategies with passive and individual stock portfolios and provides comprehensive planning and insurance services.

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.

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 financial advisor at First Advisors National, LLC with seven years of industry experience. He has worked at Trad NA since 2015 and concurrently serves as a program manager in environmental services and an insurance agent. First Advisors National manages discretionary assets for individual and high-net-worth clients, focusing on third-party money manager selection and a combination of tactical and strategic investment approaches. The firm also provides advice on individual securities and retirement plan consulting, utilizing institutional custodians such as Goldman Sachs and Schwab.

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.

Samantha Salinas is a financial advisor with Empower Advisory Group who holds Series 63 and Series 65 licenses and has nine years of industry experience. She previously worked at VALIC Financial Advisors Inc. for six years and was involved in the solar, roofing, and HVAC sector as an energy consultant. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates through proprietary and third-party methodologies, serving a large participant base with a higher client-to-advisor ratio than many peers.

Brook Ledbetter is a financial advisor at OSAIC Institutions, INC. based in Clarksville, TN, holding a Series 66 designation. He has been with OSAIC since 2022 and has prior experience at H&R Block, Fortera Credit Union, First Horizon Bank, and McCurleys National Flooring. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm is notable for its predominantly non-discretionary assets and extensive networking with banks and credit unions, supporting a broad mix of advisory solutions.

Lee Hudson is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and 28 years of industry experience. Prior to joining Money Concepts in 2021, he worked at Merrill and Bank of America. Outside of his advisory role, Hudson serves as vice president of Hudson Brothers Farms, Inc., a cattle farm in Adams, Tennessee. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm uses a variety of managed programs and investment strategies, combining fundamental and technical analysis with modern portfolio theory to manage client assets.