Leah Jenkins is a financial advisor at Sterling Wealth Advisors, Inc. in Columbia, TN. She holds a Series 65 designation and has been with Sterling Wealth Advisors since 2008. Prior to that, she worked at Nashville Turf in 2017. Sterling Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fee-only structure and uses a combination of fundamental and technical analysis to tailor portfolios primarily with no-load mutual funds, ETFs, bond funds, U.S. government securities, and cash equivalents.

Joshua Loveall is a CFP® with 15 years of experience in the financial industry. He has been with KB Financial Advisors LLC since 2014. KB Financial Advisors serves individuals, high-net-worth clients, trusts, and estates by providing investment advisory services, financial planning, and related consulting. The firm offers discretionary portfolio management using fundamental analysis and includes annual tax-return preparation as part of its service packages.

Hannah Colbert is a financial advisor at SageSpring Wealth Partners with four years of industry experience. She holds a Series 66 designation and has previously worked with several firms including Raymond James Financial Services and Montgomery & Associates. Colbert currently supports the Swatzell Wealth Team in addition to her role at SageSpring. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets across a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management, financial planning, and retirement plan consulting, employing a goals-based portfolio management approach that incorporates asset allocation, monitoring, and the use of various investment strategies.

Andrew Varnedoe is a CFP® professional with five years of industry experience. He is currently with EverSource Wealth Advisors, LLC and previously worked at Thrivent Financial and Thrivent Investment Management Inc. EverSource Wealth Advisors serves individual and high-net-worth investors as well as institutional and advisory clients, providing wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of investment advisor representatives offering multiple investment programs and employs a values-based portfolio approach informed by a stated Judeo-Christian framework.

Matthew Storey is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and nine years of industry experience. His career includes positions at Edward Jones, Wells Fargo, and Jeffrey Matthews Financial Group before joining Navy Federal in 2019. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides account monitoring, rebalancing, and optional overlay services.

Thomas Young is a CFP® with six years of industry experience, currently serving as a financial advisor at Independent Financial Partners. His prior experience includes roles at Tennessee Valley Asset Management Partners, LPL Financial, Edward Jones, and several regional banks. Outside of his advisory work, he is involved with Grow Live Give, a wealth management and financial planning business. Independent Financial Partners is a nationwide firm supporting a multi-advisor platform with over 260 advisors and more than $12 billion in assets under management. The firm offers a decentralized advisory model with options for individualized investment strategies, centralized asset management, and specialized retirement-plan advisory services.

Peter John Brownrigg is a financial advisor at Empower Advisory Group in Columbia, TN, with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Charles Schwab, TD Ameritrade, LPL Financial, and MassMutual. Outside of his advisory role, he manages a small hay sales operation on his land. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan sponsor-selected lineups.

Bryson Hill is a financial advisor with Eagle Strategies (NY Life) in Lewisburg, TN, holding a Series 66 designation and two years of industry experience. He has been associated with Pickens Hollow Financial Group, LLC and Eagle Strategies since 2024. Outside of advisory work, Hill has experience in the food service industry, including roles at Bottles and Bones and Taquila Momma Taqueria. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of December 2024.

James Davis Jr. is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at IFP Securities, LLC, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he serves on the finance committee of Zion Presbyterian Church and teaches geometry at Zion Christian Academy. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform with decentralized investment strategies while offering centralized asset management options and specialized retirement-plan advisory and pension consulting services.

Bradden Kimes is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior work includes roles at Harvest Wealth Management and LPL Financial. He is also a commissioned notary public. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs through a variety of strategies and platforms.

Gregory Hood is a Series 66-licensed advisor with Private Advisor Group, LLC, based in Columbia, TN, and has eight years of industry experience. He previously worked at Edward Jones and Polyguard Products, Inc. Hood is also a licensed Notary Public in Tennessee and is employed part-time at Destiny Church. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

Andrew Hill is a ChFC®-designated financial advisor with 25 years of industry experience. He is affiliated with Eagle Strategies (New York Life) since 2018 and also operates Pickens Hollow Financial Group LLC, through which he brokers non-registered insurance products. Hill has established a local scholarship program through his DBA to support high schools in his community. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, managing over $25 billion in assets as of 2024.

Julia Mc Cray is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. She has been in the industry for two years and has prior experience with New York Life insurance company spanning 28 years. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Jessica Smith is a financial advisor at Integrated Wealth Concepts LLC with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Bankers Life Advisory Services, Bankers Life Securities, Inc., ProEquities, Inc., and Bankers Life & Casualty. Her outside business activities include involvement with fixed annuities, fixed life insurance, and long-term care insurance. Integrated Wealth Concepts LLC is a national enterprise wealth management firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm offers discretionary investment management, financial planning, retirement plan advisory, and family office services through a network of approximately 452 financial advisors managing about $16 billion in client assets.

Benjamin Gentry is a financial advisor with LPL Financial in Columbia, Tennessee, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at LPL Financial since 2012 with a break from 2017 to 2020 when he was at Edward Jones, returning to LPL and also working with Private Advisor Group since 2020. Outside of his advisory roles, he serves as a notary and holds a non-variable insurance agent role. 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 broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Rafal Fidowicz is a financial advisor at Morgan Stanley in Columbia, TN, with nine years of industry experience. He has been with Morgan Stanley since 2018 and previously worked at Merrill from 2016 to 2018. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Steve Lewis is a financial advisor at Edward Jones with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1993. Outside of advising, he owns a condo timeshare in Destin, Florida. Edward Jones is a full-service wealth management firm serving a diverse client base, including individuals and institutions. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,000 advisors.

Eric Wellons is a Series 66 credentialed financial advisor with 13 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at George Wealth Group, Commonwealth Financial Network, Southwestern Investment Advisory Services, and Raymond James Financial Services. Outside of advisory work, he is involved with J & E Partners PLLC, a business entity for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of financial planning and portfolio management solutions supported by an in-house research team and a large network of investment adviser representatives.

David Ferraro Jr. is a financial advisor with Ameriprise in Brentwood, TN, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Benjamin Davidson is a financial advisor at Cambridge Investment Research Advisors with a Series 65 credential and no prior industry experience. He previously worked at Ramsey Solutions for eight years and Ascential Care Partners for two years. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, retirement plan advisory, and utilizes third-party sub-advisers and strategists across multiple account platforms.