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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, CFP®, AAMS®, CLU®, CExP®, CWA®

Senior Vice President &

Financial Planning Manager

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


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

Hunter Willis,CFP®, CAIA, CFA

Portfolio Manager

ARGI Financial Group

Marshall Crawford, Jr. MPA

President & Chief Executive Officer

The Housing Fund

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 Last Modified 4/25/22