Samuel Davis is a financial advisor at Cetera with 38 years of industry experience. He holds a Series 63 designation and has extensive prior experience at Avantax Advisory Services, where he worked for 35 years. Outside of his advisory role, he is involved in community organizations including serving as treasurer of the Hohenwald Arts Council and president of the Lewis County Museum Board, and he owns several businesses spanning tax preparation, accounting, cybersecurity services, and business consulting. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individual, institutional, and retirement plan clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform featuring both affiliated and third-party managers.

Regina Tucker is a Series 66-credentialed financial advisor with 12 years of industry experience, currently practicing at Ameriprise in Thompsons Station, Tennessee. She has worked at Ameriprise and its affiliated entities continuously since 2010. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

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.

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.

Darren Edwards is a financial advisor with Morgan Stanley in College Grove, Tennessee, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Outside of his advisory role, Edwards serves on the Finance Committee and board of Foster Nation, a nonprofit focused on children and youth facing hardship. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, with offerings that span both retail and institutional markets.

Grant Mowrer is a financial advisor at Fidelity with Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at Ameriprise and Mutual of Omaha. He is based in Thompson's Station, Tennessee. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegation to sub-advisers, and its advisory role to multiple registered investment companies and fund-of-funds.

Connor Shea is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and nine years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and has also been associated with JJB Hilliard W.L. Lyons LLC since 2016. Outside of his advisory work, Shea co-hosts the Co-Lab Podcast in Murfreesboro, TN, and serves as treasurer for Branches, a local organization. Shea is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, and employs a mix of manager-traded and model-traded strategies supported by internal research and technology.

Matthew Barrett is a financial advisor with J.P. Morgan Securities in Murfreesboro, Tennessee. He holds a Series 66 designation and has four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023, he worked at Bankers Life Advisory Services and related firms. Outside of finance, Barrett works as a Division 1 college baseball umpire. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, manager searches, and performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG frameworks and supported by affiliated implementation and portfolio services.

Cory Holman is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has one year of industry experience and has worked with several real estate firms, including Parks Compass Real Estate, where he is also a licensed realtor and owner. Holman’s prior work includes roles at Landmark Homes of Tennessee and Bob Parks Realty. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-based planning using firm-approved software and various event-driven planning programs.

Kyle Donahoe is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, with a centralized investment approach that incorporates quantitative and qualitative research.

Marisela Garcia is a financial advisor with Robert W. Baird & Co. in Murfreesboro, TN, holding a Series 66 designation and five years of industry experience. She has worked at Robert W. Baird & Co. since 2019, following prior roles at Hilliard Lyons and Avondale Advisers. Marisela is part of The DDK Group within Robert W. Baird & Co.'s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection, internal research, and the use of artificial intelligence in advising.

Grayson Lynch is a financial advisor at LPL Financial based in Murfreesboro, TN. He holds the Series 66 designation and has recently begun his career in the industry. Prior to joining LPL Financial, Lynch has work experience at First Horizon Bank, D.A. Davidson, and other organizations including Mississippi State University and Mission BBQ. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Bruce Schroeder is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. He has 32 years of industry experience, including eight years at Citigroup Global Markets prior to joining LPL Financial in 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Canfield is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. Prior to joining Raymond James, he worked at Key Investment Services, LLC for 17 years and Crux Wealth Advisors for 2 years. He is also president of Canfield Wealth Partners, LLC, where he provides wealth and retirement planning services. 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, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and has a notable municipal advisor affiliation that enhances its public finance offerings.

William Tenpenny is a financial advisor with Edward Jones in Spring Hill, Tennessee. He holds a Series 66 designation and has 16 years of industry experience, having worked at Edward Jones since 2009. 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 and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Ethan Davanport is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Ascend Federal Credit Union and Louisiana State University/LSU Continuing Education. Outside of his advisory role, he is also a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining extensive advisory services with a wide range of non-advisory financial activities.

David Geske is a CFP® professional with 24 years of experience in financial advising. He is currently with Raymond James Financial and has held advisory roles at Semiahmoo Financial Group, Bell & Associates, and Bayside Group. Geske is also involved as CEO and officer in two support companies related to his financial businesses in Tennessee and California. 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, pension plans, corporations, and institutional investors. The firm emphasizes non-discretionary planning tailored to client goals and integrates advanced analytical tools, supporting implementation through various advisory programs.

Casey Rainey is a CFP® professional at Raymond James & Associates with 23 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory work, he serves as a board member for Business Associates of Murfreesboro and is involved with the Stones River Country Club Golf Committee. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that oversees approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and municipal entities, offering financial planning and consulting with a range of portfolio management options supported by affiliated research and sub-advisers.

Robert Herndon is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2023, he held various roles including positions at Dryve Restoration and YMCA of Middle Tennessee's Camp Widjiwagan. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Kannan Akins is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. He previously worked at Northwestern Mutual Investment Services and has professional experience in education at Middle Tennessee State University and Watertown High School. He is currently based in Franklin, TN. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs with a collaborative, goal-focused approach.