Aaron Halterman is a financial advisor at Primerica Advisors with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica since 2008. Prior to his advisory role, he spent three years working at Westmoreland Middle School. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers a wrap-fee asset management program driven by model-delivery strategies from unaffiliated asset managers and operates a large network of advisors and offices.

Jennifer Kistner is a financial advisor at Fidelity with 24 years of industry experience. She holds the CFP®, Series 63, and Series 65 designations. Her work history includes roles at Fidelity Brokerage Services LLC and FIDELITY Personal and Workplace Advisors since 2016 and 2018, respectively. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Lesa Fletcher is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and 24 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2001. Outside of advisory services, she is involved in the sale of loan products and home-related services through Primerica affiliates. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering model-based investment strategies supported by third-party asset managers and custodial services.

Robert Blackburn Jr. is a Series 66-licensed financial advisor with 13 years of industry experience, currently serving at Thrivent Investment Management since 2018. Prior to joining Thrivent, he was involved with R & B Foodservice LLC and Millersville Church of Christ. He holds board and leadership roles in community organizations including Fellowship of Christian Athletes and BNI Give. Gain. Grow, and regularly preaches at various churches nationwide. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial analyses and planning without discretionary portfolio management, allowing clients to integrate planning with managed-account services under a consolidated billing arrangement.

George Mwai is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He previously worked at First Horizon National before joining Merrill and Bank of America in 2017. Outside of his advisory role, he serves as a General Partner and Managing Member of MFL LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Morgan is a Series 66-licensed financial advisor with 20 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience at LPL Financial and Dempsey Lord Smith, LLC. Outside of his advisory role, he operates Morgan Wealth Management. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm supports a variety of investment approaches across multiple platforms, with both proprietary and third-party strategies, and features institutional resources such as advisor transition programs and documented conflict-of-interest controls.

Travis Mcafee is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and municipal advisory services.

Timothy Hutchinson Sr. is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios, combining investment advice with brokerage and insurance products through an integrated platform.

Tammy Brown is a financial advisor with Thrivent Investment Management in Hendersonville, TN, holding Series 63 and Series 65 designations and 25 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2014. Outside of her advisory role, she serves as a trustee for the Brown Dynasty Trust, overseeing farm land rental activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across multiple financial planning topics without portfolio management for institutional clients.

Brian Smith is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones for seven years and Simmons Bank since 2024. Prior to his advisory career, he held positions in the restaurant industry. 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 offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and a range of investment strategies.

David Walden is a financial advisor with Raymond James Financial in Lebanon, Tennessee, holding a Series 63 designation and 26 years of industry experience. He has worked with Raymond James Financial Services, Inc. since 2000 and Wilson Bank & Trust and its investment services division since 2005. 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. The firm employs tailored planning and analytical tools and offers a range of advisory programs and consulting services across an extensive advisor network.

Russell Garner is a financial advisor with LPL Financial and holds a Series 66 designation. He has two years of industry experience, including prior roles at Grove Point Advisors, LLC and self-employment as a financial professional. Outside of finance, he has a background as a professional musician and is involved in entrepreneur activities, including founding Little Dog Entertainment. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, and institutions. The firm offers a wide range of advisory programs and financial planning services, utilizing model portfolios and research to support discretionary and non-discretionary management strategies.

Heidi King is a financial advisor at Raymond James Financial with 20 years of industry experience and holds a Series 66 designation. She has been with Raymond James Financialservices Advisors Inc. and related entities since 2013. King serves as a board member and committee member for the United Methodist Foundation for the Tennessee/Western KY Conferences, where she participates in investment portfolio meetings. 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, utilizing tailored non-discretionary planning and analytical tools to support client goals.

Samantha Jenkins is a financial advisor at Ameriprise with five years of industry experience. She holds the Series 66 designation and has worked at several firms including LPL Financial and Stock Yards Financial. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides annual planning advice focused on income sources and tax-aware withdrawal strategies.

Stephen Williams is a financial advisor with Edward Jones in Hendersonville, TN, holding a Series 66 credential and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Williams serves as a soccer coach at a local soccer club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans, corporate clients, and charitable organizations. The firm offers a range of managed solutions and advisory services supported by a nationwide network of over 23,000 financial advisors.

Laura Warren is a financial advisor at Edward Jones with 11 years of industry experience. She holds the CFP® and Series 66 designations and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Zachary Stahl is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. and Wilson Bank & Trust. Outside of his advisory role, he is associated with Anchored Nutrition. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored non-discretionary planning using risk profiling and analytical tools, and is notable for its municipal advisor affiliation and specialized advisory programs.

Benjamin Nieves is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Raymond James Financial, Ameriprise Financial Services, and Wells Fargo Advisors. Nieves joined Edward Jones in 2024. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Roland Keller is a financial advisor with Edward Jones in Hendersonville, TN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bryce Ruth III is a financial advisor with Edward Jones in Hendersonville, TN, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he manages Ruth North Farms LLC, overseeing the farm's income, expenses, and distributions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network along with affiliated investment capabilities.