Lesa Fletcher is a financial advisor with Primerica Advisors in Mount Juliet, TN, holding Series 65 and Series 63 licenses and having 24 years of industry experience. She has worked with Pfs Investments Inc and Primerica Financial Services since 2001. In addition to her advisory role, she is involved in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services primarily through model portfolios managed by unaffiliated asset managers and supports accounts with custodial and trade execution services from BNY Mellon Advisors and Pershing.

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 financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at LPL Financial, Dempsey Lord Smith, LLC, and several other firms over his career. He operates a separate wealth management business under the name Morgan Wealth Management. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Travis Mcafee is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His career includes roles at Morgan Keegan & Company, LLC, and Union Planters Investment Advisors, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering tailored financial planning and consulting through various specialized programs and affiliated resources.

Timothy Hutchinson Sr. is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 26 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven and emphasizes access to third-party asset managers, financial planning, and advisory services through a large network of investment adviser representatives.

Brian Smith is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and Simmons Bank prior to joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by tools such as machine learning, while overseeing more than $819 billion in discretionary assets.

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, holding a Series 66 designation and two years of industry experience. Prior to joining LPL, he was associated with Grove Point Advisors, LLC, and operated his own advisory and insurance businesses. Outside of finance, he founded Little Dog Entertainment, a business related to the entertainment industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individual investors, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of more than 22,800 advisors.

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.

Devin Forester is a Series 66-licensed financial advisor with Cetera, bringing one year of industry experience. His work history includes positions at Regions Bank, Truist Bank, and SunTrust Bank, as well as over a decade at Best Buy prior to entering financial services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform that provides access to both affiliated and third-party investment strategies.

Andrew Bolt is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 39 years of industry experience, including prior roles at Centaurus Financial Inc. and Berthel Fisher & Company Financial Services, Inc. Bolt serves as Vice President of the Hendersonville Samaritan Association. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Jeffrey Grissom Jr. is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. He is also involved as a financial advisor in a support capacity with WBT Wealth Management in Gallatin, TN. 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 offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.