Eric Stockton is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he participates in public speaking on goal planning, self-esteem, time management, and confidence building. 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, asset management, and institutional platforms, supported by a large network of advisors and a broad range of investment strategies.

Michelle Oakley is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Sinor Marcum Group LLC, Waddell & Reed, Inc., and various insurance carriers associated with W & R Insurance Agencies. Oakley operates Elevation Wealth Advisors, an investment-related business under 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 provides a range of offerings including financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, utilizing a broad spectrum of investment strategies supported by research and technology tools.

Kevin Davis is a CFP® professional with 21 years of industry experience. He is currently with LPL Financial and has held previous roles at Cuso Financial Services and First Sentinel Bank. Davis is based in Hendersonville, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management solutions.

Jeffery Henrikson is a financial advisor with J.P. Morgan Securities in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at SunTrust Advisory Services, Citizens Securities, PNC Wealth Management, Chase Investment Services, and Merrill. He serves as a co-trustee for his parents' family trust. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and integrates ESG eligibility frameworks, leveraging affiliates for implementation and portfolio services.

James Powell Jr. is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses, bringing 33 years of industry experience. His prior work includes roles at FTB Advisors, Inc. and First Tennessee Brokerage, where he worked for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Joshua Marcum is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has held various roles including 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 used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors and supported by extensive operational tools and platforms.

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 worked previously at firms including NY Life, Summit Financial/CTB LLC, and Buehler & Berryhill Financial Partners LLC, where he was a partner for 14 years. He serves as secretary of CTB1, an executive search firm led by his wife, to provide management continuity if needed. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Dean Morgan is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 credential and 11 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Sinor Marcum Group LLC, America2030, and held various roles at Waddell & Reed Inc. and related insurance agencies. Morgan is involved in non-variable insurance and has other business engagements related to investment and financial advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by a large network of investment adviser representatives and a diverse set of platform 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 with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Cetera and Concourse Financial Group Securities Inc., and has served as a Vice President and Relationship Manager at Volunteer State Bank since 2002. Carroll is also involved in insurance and annuity product sales through Simplicity Financial. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and advisory solutions supported by analytical tools and also engages in municipal and public finance advisory services.

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 Series 66-licensed financial advisor with LPL Financial and has four years of industry experience. He has held roles at several firms including Bank of America, Merrill, UBS Financial Services, and Capital Financial Group. He is affiliated with Ascend Federal Credit Union through a related business entity for his LPL activities. 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 and access to various investment strategies, supported by a large network of over 22,800 advisors.

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.

Thomas Sinor Jr. is a financial advisor with LPL Financial based in Nashville, TN, holding Series 63 and Series 65 licenses and over 21 years of industry experience. His career includes roles at Waddell & Reed, INC., various insurance carriers, and his own firms, Sinor Marcum Group and Thomas Sinor. He has also maintained a business entity for tax and investment purposes unrelated to advisory services. 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 diverse advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a wide network of advisors and advanced research tools.

Jasper Baptist is a financial advisor with Primerica Advisors in Madison, TN, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked with Primerica Advisors since 2013 and is also employed by Comcast Corporation and Prospecting Health Inc. Outside of his advisory role, he serves as a third key manager at Visionworks, a retail company. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers, uses a tiered wrap-fee structure, and delegates trading responsibilities to BNY Mellon Advisors.

Shannon Lashlee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and currently based in Hendersonville, TN. She began her career in the financial industry in 2026 and has prior experience in law and government relations, as well as involvement with New Moon Yoga Studio. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a broad range of clients, including individuals, corporations, and institutions. The firm uses research and analytics to guide investment decisions and offers a variety of brokerage and advisory solutions.