Taylor Carter is a financial advisor with Edward Jones in White House, Tennessee, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked for AmerisourceBergen: MWI Animal Health for five years and East Tennessee State University for four years. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ann Wajler is a financial advisor with Raymond James Financial in Mount Juliet, TN, holding Series 63 and Series 65 licenses with 18 years of industry experience. She has worked at Wilson Bank & Trust and its associated investment services entities since 2008, alongside her ongoing tenure at Raymond James Financial Services Inc. Outside of her primary advisory roles, she is also employed as a financial advisor at WBT Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting and supports a wide network of advisors with tools for client risk profiling and outcome modeling.

Shawna Ruby is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked at Verizon for 27 years. She occasionally manages a timeshare rental in Breckenridge, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory strategies and maintains affiliated capabilities including a trust company and mutual funds.

Michael Mccormick is a CFP®-credentialed financial advisor with 26 years of industry experience. He has worked at Cetera and affiliated entities since 2018 and previously spent 19 years at Signator Investors, Inc. His practice is based in Goodlettsville, TN. He is affiliated with Cetera Investment Advisers LLC, an SEC-registered firm that offers a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients.

William Prestage is a CFP®-designated financial advisor at OSAIC with 16 years of industry experience. He has worked at several firms, including Triad Advisors, LLC, Key Capital Management, Inc., and Wood Financial Group, LLC. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach uses model-based asset allocation and portfolio optimization supported by various analytical tools and offers both discretionary and non-discretionary strategies.

Heather Tremaine is a financial advisor with Edward Jones in Springfield, TN, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2016. Tremaine is also a limited partner with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

David Gilbert is a financial advisor with Primerica Advisors in Lebanon, TN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997. Outside of advising, he is involved with the National Association of Mental Illness and participates in community activities related to mental health. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily with a tiered wrap fee structure.

Peter Danilaitis is a financial advisor at Fisher Investments with 19 years of industry experience. He holds a Series 66 designation and has worked at Summitview Consultants, Wells Fargo Clearing, Ameriprise, and Edward Jones. Fisher Investments serves a diverse global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative methods to construct diversified portfolios and utilizes tax-aware strategies and risk management techniques.

Justin Dorris is a CFP® with 14 years of industry experience, currently affiliated with Raymond James Financial in Mount Juliet, Tennessee. He has worked at Wilson Bank & Trust and Raymond James Financial Services Advisors, Inc. since 2012. 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 offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports various advisory programs across a large network of advisors.

Benjamin Brazier is a financial advisor with Edward Jones in Hendersonville, TN, holding a Series 66 designation and bringing four years of industry experience. Prior to joining Edward Jones in 2023, he worked at Ally Financial, Dream Builders Construction, LLC, Nick Mayer Ford Lincoln, General Motors Financial, and Cornerstone National Title. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates an SEC-registered advisory program and manages approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

Kevin Collier is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at LPL Financial since 2004 and previously spent four years at UBS Financial Services. Outside of advising, he serves as a notary for Sumner County, Tennessee. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Garrett Dickerson is a financial advisor with Thrivent Investment Management in Hendersonville, TN, holding a Series 66 license and 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, he serves on the board of Living Sent Ministries, hosts a podcast focused on faith and community service, and is president and treasurer of The Grant James Foundation, which supports families affected by infertility, miscarriage, and abortion. He is also an author and a football official for Conference USA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses without discretionary trading authority, and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Trish Scott is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds the Series 66 designation and has previously worked at firms including Wells Fargo, Morgan Stanley, and Citigroup Global Markets. In addition to her advisory role, she is a partner in an LLC related to real estate investment. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, using proprietary research and model-based asset allocations to customize financial plans. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets and custody services.

Adam Hahne is a financial advisor with Fidelity and holds a Series 66 designation. He has eight years of industry experience, including roles at Cambridge Investment Research and Fidelity Brokerage Services. Prior to his financial services career, he worked with SportsMEDIA Technology and the Jacksonville Jaguars Foundation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs with oversight of affiliated and unaffiliated sub-advisers.

Robert Vaught V is a Series 66 credentialed financial advisor with 14 years of industry experience. He has been with Cetera since 2013 and currently works in Springfield, TN. His spouse holds a minority ownership stake in a family farm partnership in Indiana. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with various program structures and custodial relationships.

Keaton Smith is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. He has worked with several Raymond James entities as well as Thrivent Financial and has a background that includes roles at REI Co-op and academic positions at Belmont University and Vanderbilt University. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools such as deterministic and probability modeling to tailor its non-discretionary planning and consulting services to client goals.

Noah Collier is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His background includes roles at the University of Tennessee Knoxville and Lipscomb University, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies.

Russell Mason is a financial advisor at Osaic with 18 years of industry experience. He holds a Series 66 designation and has held prior roles at Securities America Advisors and Securities Service Network, Inc. He is also the sole member of Master Financial Group LLC. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering comprehensive financial planning, portfolio management, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools and offers both discretionary and advisor-managed strategies.

Kelcey Cochran is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has worked at Pax Wealth Group and True North Advisors. Outside of his advisory work, he has been employed as a bartender at Westbound Honky-Tonk since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Eva Newbold is a financial advisor at Raymond James Financial with 26 years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Wells Fargo Clearing and multiple divisions within Raymond James since 2018. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.