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 five years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services and Montgomery & Associates. SageSpring Wealth Partners serves a diverse client base, including individual households and various institutional clients. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party manager relationships.

George Swatzell is a financial advisor and partner at SageSpring Wealth Partners with 16 years of industry experience. He has worked at Raymond James Financial Services from 2014 to 2024 and has been with SageSpring Wealth Partners since 2014. Outside of advising, he is also licensed as an insurance agent, assisting clients with life, long-term care, and disability insurance. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors. The firm offers discretionary investment management and financial planning with customized portfolios that utilize a variety of asset types and leverage both fundamental and technical analysis.

Andrew Varnedoe is a CFP® and Series 66-licensed advisor at EverSource Wealth Advisors, LLC with six years of industry experience. Prior to joining EverSource in 2024, he worked at Thrivent Financial and Thrivent Investment Management from 2020 to 2024. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a national network of advisors.

Matthew Storey is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked extensively within Navy Federal Financial Group and Navy Federal Investment Services since 2019, with prior experience at Edward Jones and Wells Fargo. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers and supports a range of layered solutions including unified managed accounts and automated ETF portfolios.

Thomas Young is a CFP® professional with six years of industry experience, currently serving at Independent Financial Partners. His prior roles include positions at Tennessee Valley Asset Management Partners, LPL Financial, Edward Jones, First Citizens Bank, and Regions Bank. Outside of his advisory work, he is involved with Grow Live Give, a wealth management and financial planning venture. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm offers a decentralized advisory model with options for individualized strategies, centralized asset management, and formal retirement-plan advisory and pension consulting capabilities.

Peter John Brownrigg is a financial advisor with Empower Advisory Group in Columbia, TN, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, LPL Financial, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is involved in agricultural sales, coordinating the private sale of hay grown on his land. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, utilizing an integrated model aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning approach and serves a large participant base relative to its advisor headcount.

James Davis Jr. is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has previously worked with LPL Financial and IFP Securities, and maintains roles outside of advising, including serving on the finance committee for Zion Presbyterian Church and teaching geometry at Zion Christina Academy. He is also involved as an owner of Grow Live Give, a firm providing financial education, advice, and investment management. Independent Financial Partners is a nationwide enterprise serving individual, charitable, corporate, and high-net-worth clients through a decentralized advisory model. The firm offers a range of investment, financial planning, trust, and retirement-plan services, with notable capabilities in retirement-plan advisory and pension consulting.

Bradden Kimes is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including prior roles at Harvest Wealth Management, LPL Financial, Next Financial Group, and Edward Jones. In addition to his advisory work, he is a licensed notary public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model combining client goal assessment with a range of investment strategies and technology platforms, often implementing advice through third-party managers and turnkey asset management programs.

Gregory Hood is a financial advisor with Private Advisor Group, LLC in Columbia, Tennessee. He holds a Series 66 designation and has nine years of industry experience. Prior to joining Private Advisor Group and LPL Financial in 2021, he worked at Edward Jones and Polyguard Products, Inc. He is also a commissioned Notary Public for the state of Tennessee. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers a range of managed account solutions and employs a fiduciary advisory model that incorporates multiple investment strategies and third-party managers.

Teddy Choate is a financial advisor with Empower Advisory Group in Columbia, TN, holding Series 63 and Series 65 designations and having 11 years of industry experience. His prior roles include positions at Gwfs Equities, Inc., Principal Securities INC, Principal Life Insurance Company, and Vanderbilt Legends Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering financial plans that emphasize long-term returns, annual rebalancing, and savings rates.

Rafal Fidowicz is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and 66 licenses and has worked at Morgan Stanley since 2018, following two years at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Eric Wellons is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked with George Wealth Group, Commonwealth Financial Network, and Raymond James Financial Services. Outside of his advisory role, he is involved in a tax and investment business entity, J & E Partners PLLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning, model portfolio programs, and institutional platforms to individuals, retirement plan participants, and various institutions. The firm supports advisors with research-driven model portfolios and third-party subadvisors while offering a broad range of financial and credit-related services.

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 one year of industry experience. He previously worked at Ramsey Solutions for eight years and Ascential Care Partners for two years. Davidson holds a Series 65 designation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals and provides both proprietary and third-party model strategies with various custody and platform options.

Jeremy George is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at LPL Financial in Columbia, TN. His prior experience includes roles at George Wealth Group, Commonwealth Financial Network, Raymond James Financial, and Southwestern Investment Advisory Services. Outside of his advisory work, he is involved with J&E Partners PLLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with a range of strategies implemented through investment adviser representatives.

Stewart Parker is a financial advisor at Robert W. Baird & Co. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley in various capacities from 2009 to 2020 before joining Baird in 2020. Outside of his advisory role, he is involved in family-owned real estate and automotive businesses and serves on the Industrial Development Board of Maury County. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional allocations with both discretionary and non-discretionary management options.

Whitney Shimatsu is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 12 years of industry experience. Prior to joining Ameriprise in 2024, Whitney worked at LPL Financial LLC, CMR Financial Advisors, Inc., and Cambridge Investment Research, Inc. from 2014 through 2024. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Shantele Hoover is a financial advisor with Edward Jones in Columbia, TN, holding a Series 66 credential. She has experience working in different sectors, including seven years at FilmPac and five years at EyeCare Focus & Specialties, before rejoining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million clients with a range of strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm is notable for its large national network of advisors and branches, as well as its affiliated trust company and securities-based lending options.