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Finance Advisory Council


Finance Advisory Council Members

Pavel Begun, CFA

Managing Partner

3G Capital Management LLC

Gary Broady


Franklin Bank & Trust

Jeanne Fisher, CFP®, CPFA

 & CFP Board Ambassador®

Managing Director, Nashville

Strategic Retirement Partners

John Jamison

Director Finance

FedEX Services


R. Dan Greenwell

Retired owner

Money Concepts Wealth Management

Timothy C. Harper

Regional Vice President -Orlando

Zacks Investment Management

Heather Osborn, CPA®, AAMS®, CLU®, CExP®

Senior Vice President &

Financial Planning Manager

Baird Private Wealth Management


Mac Jefferson, CFA, AAMS®, CWA®

Financial Advisor

Baird Private Wealth Management

Callan Yeoman

Director of Investment Relations,

Tax Credit Syndications

US Bank


L. Brent Mason, CFP®, CTFA

Managing Partner

Landmark Financial Advisors, LLC

Beth McKinney

Attorney at Law


Ryan Meredith, Chair

Senior Vice President, Asset Management at

AJ Capital Partners

John Ridley

Managing Director – Investments

Wells Fargo

Brian Sewell


Van Meter Insurance Group

Greg Wassom

Senior Portfolio Manager

US Bank

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 Last Modified 7/29/21