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 at Cambridge Investment Research Advisors with 38 years of industry experience. He previously worked at Centaurus Financial Inc. and Berthel Fisher & Company Financial Services, Inc. Outside of his advisory role, Bolt serves as Vice President of the Hendersonville Samaritan Association, a volunteer position. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing proprietary and third-party model strategies tailored to client objectives.

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.

Eric Stockton is a financial advisor with LPL Financial in Hendersonville, TN, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he participates in public speaking on topics such as goal planning, self-esteem, time management, and confidence building. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Michelle Oakley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at LPL Financial since 2019, including prior roles at Sinor Marcum Group LLC and various insurance carriers as well as Waddell & Reed, Inc. based in Nashville, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, financial planning, and retirement plan consulting supported by research from internal and third-party sources.

Kevin Davis is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses. He has 20 years of industry experience, including prior roles at Cuso Financial Services and First Sentinel Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside research and model portfolios.

Jeffery Henrikson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at SunTrust Advisory Services and SunTrust Investment Services. He also serves as a co-trustee for his parents' family trust. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized reporting through a combination of advisory and brokerage capabilities.

James Powell Jr. is a financial advisor with LPL Financial in Lebanon, TN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes roles at Ftb Advisors, Inc. and First Tennessee Brokerage, where he has been active for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research and technology.

Joshua Marcum is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 license and 20 years of industry experience. His prior roles include work with Bni, Sinor Marcum Group, and Waddell & Reed, Inc. Outside of his advisory work, he has been involved with Sinor Marcum Group LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting with access to comprehensive research and model portfolios.

Jeremy Howard is a financial advisor with Edward Jones in Lebanon, Tennessee, holding the Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked as a consultant in the publishing industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and affiliated services, including trust and securities-based lending, supported by a large national network of advisors and offices.

Chad Michael is a financial advisor with Primerica Advisors in Gallatin, TN, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at PFS Investments since 2019 and Primerica Financial Services since 2018. Outside of investment advisory, he is involved as an agent with Medicare-related services through Legacy on Main and Middle Tennessee Medicare. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Elizabeth Hollington is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has worked at Merrill since 2022, with prior experience at Bank of America, CVS Pharmacy, and several other organizations. 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 for a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Buehler is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at NY Life and Summit Financial/CTB LLC. Buehler is also secretary of an executive search firm led by his wife, serving in this role as a contingency measure. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Dean Morgan is a financial advisor with LPL Financial based in Nashville, TN, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at Sinor Marcum Group LLC, America2030, and Waddell & Reed Inc. Morgan is also involved in non-variable insurance activities through Crump and Clifton Park. LPL Financial is an 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, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management options.

Jacob Mc Kissack is a financial advisor with Edward Jones, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is a manager of Southern Biltong LLC, a food services business based in Nashville. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Taylor Mcbath is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. Mcbath’s career includes roles at Merrill Lynch, SunTrust, Fifth Third Bank, and Regions Bank before joining Cetera in 2021. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Christopher Carroll Sr. is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera and Concourse Financial Group Securities. In addition to his advisory role, he serves as a Vice President and Relationship Manager at Volunteer State Bank, providing commercial lending and financial 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, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to assist clients in achieving their financial goals.

William Brabant is a financial advisor with Primerica Advisors in Gallatin, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Primerica Advisors since 2002 and Primerica Financial Services since 2001. His prior work includes roles at Bull Durham Contracting Inc. and Rutherford County Schools. Outside of advisory work, he is involved in the sale of home security and automation products through referrals with affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap-fee structure rather than fixed fees.

Stephen Yun is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 license and has worked at multiple firms including Bank of America, Merrill, and UBS Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by various model portfolios and research resources.

John Lankford is a CFP® professional with 11 years of experience in financial advising, currently serving at Edward Jones since 2014. Based in Lebanon, TN, he also performs as the lead singer and guitar player for the band DoubleTake. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and fiduciary services through a large nationwide network of advisors and branch offices.