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Leslie A

Series 66

Murfreesboro, TN

Ameriprise

Leslie Askew is a financial advisor with Ameriprise in Murfreesboro, TN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2019, Leslie worked for six years at Heritage South Community Credit Union. Leslie is also involved with MEW Practice Management LLC, managing an advisory business outside of Ameriprise. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jonathan W

Series 66

Murfreesboro, TN

Edward Jones

Jonathan Wilson is a financial advisor at Edward Jones in Murfreesboro, TN, holding a Series 66 credential. He has one year of experience at Edward Jones and previously worked four years at Benchmark International. His career background also includes roles at Legacy Fighting Alliance and Allied Universal. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Carrie S

Series 63

Murfreesboro, TN

LPL Financial

Carrie Sykes is a financial advisor with LPL Financial, holding a Series 63 designation and 34 years of industry experience. She has worked at First Tennessee Brokerage, Inc. for 29 years and Ftb Advisors, Inc. for 13 years prior to joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary portfolio management with access to model portfolios and third-party research.

College savings (529s, UTMA, etc.)
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Craig M

Series 63, Series 66

Murfreesboro, TN

Raymond James Financial

Craig Miller is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 30 years of industry experience. He worked at LPL Financial for 15 years before joining Raymond James Financial Services Advisors, Inc. in 2026. Outside of his advisory role, he owns Miller Garner Wealth Management, a non-investment related business based in Murfreesboro, Tennessee. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs fact-finding, risk profiling, and analytical tools to support tailored, non-discretionary planning and recently expanded its offerings to include specialized advisory programs and institutional consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Matthew W

Series 63, Series 66

Murfreesboro, TN

Raymond James Financial

Matthew Walker is a financial advisor with Raymond James Financial in Murfreesboro, TN, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at LPL Financial and Invest Financial Corporation and is also an insurance agent with FirstBank Insurance Inc. Additionally, he serves as a branch manager for FirstBank Investment Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients, offering tailored, non-discretionary planning supported by analytical tools and a broad advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Tara G

Series 63, Series 65

College Grove, TN

Fisher Investments

Tara Gil is a financial advisor at Fisher Investments with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Fisher Investments since 2002. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment approach that combines quantitative and qualitative research to construct diversified portfolios.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Eric B

CFP®, Series 63, Series 66

Smyrna, TN

Edward Jones

Eric Brown is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is President of Killer Bees Inc and the Place Office Park owner's association in Smyrna, TN. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs featuring discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment options.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Wealth management Active portfolio management Founder/Business Owner
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Christopher K

Series 66

Smyrna, TN

Edward Jones

Christopher Klasen is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and previously served in the U.S. Navy for 22 years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Pamela L

CFP®, ChFC®, Series 66

Murfreesboro, TN

Edward Jones

Pamela Leclerc is a financial advisor with Edward Jones in Murfreesboro, TN, holding the CFP®, ChFC®, and Series 66 designations, with eight years of industry experience. She has worked at Edward Jones since 2015 and also provides math tutoring outside of her advisory role. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Brian C

CFP®, ChFC®, Series 63, Series 66

Murfreesboro, TN

Edward Jones

Brian Coleman is a financial advisor at Edward Jones in Murfreesboro, TN, holding CFP® and ChFC® designations with 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors. The firm operates under a fiduciary standard and provides capabilities including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Karley R

CFP®, Series 66

Murfreesboro, TN

Robert Baird & Co.

Karley Rouse is a CFP® and holds a Series 66 license with 11 years of industry experience. She has been with Robert W. Baird & Co. since 2015. Karley is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Kimberly S

Series 66

Murfreesboro, TN

Edward Jones

Kimberly Sadler is a financial advisor with Edward Jones in Murfreesboro, TN, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, she worked for the Smyrna Police Department for five years and was involved with Thermal Vision Investments and Little Caesars for seven years each. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jay F

Series 66

Murfreesboro, TN

LPL Financial

Jay Flowers is a Series 66-credentialed financial advisor with LPL Financial, based in Murfreesboro, Tennessee. He has 22 years of industry experience and has been with LPL Financial since 2007. Flowers serves as treasurer on the board of the National Association of Insurance and Financial Advisors of Tennessee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and retirement consulting through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Ryan S

Series 66

Murfreesboro, TN

LPL Financial

Ryan Snover is a financial advisor at LPL Financial with 21 years of industry experience and holds a Series 66 designation. He previously worked at Caldwell Advisors, LLC for eight years before joining LPL Financial in 2016. Snover is also involved with Aristia Wealth Management, a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, featuring both discretionary and non-discretionary management alongside model portfolios and research support.

College savings (529s, UTMA, etc.)
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Ashli W

Series 63, Series 65

Murfreesboro, TN

OSAIC

Ashli Wheaton is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at OSAIC since 2018 and previously spent two years at Signator Investors, Inc. Wheaton is also a partner in Choice Companies, LLC, which among other activities includes a life and property insurance division. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated financial advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and automated portfolio rebalancing across a range of investment products.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Claire J

Series 63, Series 66

Murfreesboro, TN

Cambridge Investment Research Advisors

Claire Jarrett is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 66 licenses and 12 years of industry experience. She has worked at Dempsey Lord Smith, LLC for 11 years before joining Cambridge Investment Research Advisors in 2025. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing a range of portfolio management options and access to both proprietary and third-party investment strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Clinton A

Series 66

Murfreesboro, TN

LPL Financial

Clinton Allen is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His previous roles include positions at Ameriprise Financial Services, Inc., First Citizens Investor Services, and United Community Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Douglas B

Series 66

Smyrna, TN

Edward Jones

Douglas Brown is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at DaVita Kidney Care for seven years and has experience with Little Caesars and the Tennessee Army National Guard. He serves on the Town of Smyrna Packaged Liquor Board, where he participates in decisions regarding packaged liquor licenses. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm offers a range of investment advisory programs and managed solutions, supported by a large network of financial advisors and branch offices across the United States.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jason R

CFP®, Series 66

Murfreesboro, TN

Edward Jones

Jason Retzlaff is a CFP®-certified financial advisor with seven years of industry experience, currently working at Edward Jones since 2019. Prior to joining Edward Jones, he worked at HTI Technology, Inc. from 2016 to 2019. He holds a Series 66 license and is based in Murfreesboro, TN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business succession planning General estate planning guidance Wealth management Founder/Business Owner
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Jacqueline H

Series 66

Murfreesboro, TN

Thrivent Investment Management

Jacqueline Harris is a financial advisor with Thrivent Investment Management and holds the Series 66 designation. She has been with Thrivent and its related entities since 2026, previously working at Baird in 2025. Her background includes multiple roles in education prior to entering the financial industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers flexible engagement options and integrates planning with managed-account programs while maintaining separation between these services.

Business ownership considerations
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