Jared Cox is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at First Horizon, U.S. Bancorp Investments, U.S. Bank, and Fifth Third Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management supported by model portfolios and research.

Brent Walker is a financial professional with 11 years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked at Cetera Advisors LLC since 2021 and LPL Financial from 2015 to 2021. Outside of his advisory role, he serves as a board member for The Timothy Network, a nonprofit organization, and coaches cross country at Stewarts Creek High School. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and operates a multi-manager platform with options spanning automated allocations to bespoke strategies.

Lori Mc Kellar is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 credentials and has 11 years of industry experience. Her prior roles include positions at Pinnacle Financial Partners and Security Services Network/Emico Advisory. Outside of her advisory work, she has been involved with McKellar Constructions and has provided financial consulting support through LaLance McKellar Wealth Management and Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting aligned with client goals.

Cassandra Scott is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Her background includes service with the Murfreesboro Police Department from 2011 to 2017 and a long tenure with PFS Investments, Inc. She is also a conservator for an individual, a role she has held since 2016. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a tiered wrap-fee structure.

Joshua Dyer is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked with LifePoint Church from 2014 to 2017. Outside of his advisory role, he is a joint owner of a rental property in Smyrna, TN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Whitney Heckert is a financial advisor at Robert W. Baird & Co. with three years of industry experience. Prior to joining Baird in 2022, she worked in education for several years with Murfreesboro City Schools and Rutherford County Schools. Outside of her advisory role, she is a sales consultant for Norwex. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a variety of investment strategies.

Joseph Messing is a financial advisor with Ameriprise, holding Series 66 and Series 63 certifications and three years of industry experience. Prior to his current role, he has worked in various positions across several organizations including Hilltop Nursery, Real Source Properties, and Ave Maria University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service which provides tailored retirement income planning and recommendations based on in-depth investment research and tax-aware strategies.

James Woods Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has worked with several firms, including LPL Financial and Fortress Wealth Management, and owns Wealth Legacy Planners. Outside of financial advising, he is involved in real estate operations through Woods Properties. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across multiple custodial relationships.

Keith Kline is a Series 66 licensed financial advisor with 13 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisor, Inc. and Wilson Bank & Trust, both since 2018, and previously worked at Suntrust Investment Services, Inc. from 2014 to 2018. Outside of advisory work, he is involved in managing a rental cabin in Pigeon Forge, Tennessee, owned by his family. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and advanced modeling tools, and supports advisory programs with a large network of advisors.

Michele Thomas is a financial advisor with Edward Jones in Murfreesboro, TN, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Bank of New Hampshire. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Houston Sproles is a financial advisor with Ameriprise in Murfreesboro, TN, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Edward Jones and teaching positions at Middle Tennessee State University and Trevecca Nazarene University. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Felix Lemarinel is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Transamerica Financial Advisors and Galt Line Inc. Outside of advising, he is a blog writer and author for OG's Truth. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and technology solutions.

Landon Carlisle is a financial advisor with Robert Baird & Co. in Murfreesboro, TN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, Inc. and Hilliard Lyons since 1998. Outside of his advisory role, he is an owner of a rental property in Murfreesboro. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services using a variety of investment strategies, including traditional and non-traditional allocations, with options for discretionary and non-discretionary management.

Randy Barnum is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked with Primerica Advisors since 2018 and owns Barnum Enterprises, a separate business unrelated to investments. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies and discretionary management supported by third-party custodians and overlay managers.