Grant Mowrer is a financial advisor at Fidelity with five years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at Ameriprise and Mutual of Omaha. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios and offers services such as discretionary and non-discretionary advisory work, fund advisory, and model portfolio delivery.

Connor Shea is a financial advisor at Robert Baird & Co. with eight years of industry experience. He holds the Series 66 designation and has worked at Robert Baird since 2019, previously affiliated with JJB Hilliard W.L. Lyons LLC and Applied Pressure. Outside of his advisory role, he co-hosts the Co-Lab Podcast and serves as treasurer for Branches, a local organization in Murfreesboro, TN. He is part of The DDK Group within Robert Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients using customized portfolio management and financial planning services. The firm offers a range of traditional and non-traditional investment strategies alongside municipal advisory and public finance 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.

Bruce Schroeder is a CFP® with 32 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. He is based in Arrington, TN. LPL Financial is an SEC-registered investment adviser and broker‑dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and various model portfolio strategies.

Christopher Canfield is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 36 years of industry experience. He has worked at Key Investment Services, LLC for 17 years and more recently at Crux Wealth Advisors before joining Raymond James and founding Canfield Wealth Partners, where he provides wealth and retirement planning. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, institutions, and charitable organizations. The firm utilizes risk profiling and modeling tools to tailor non-discretionary planning and investment consulting to client goals and supports specialized municipal and SIMPLE IRA advisory programs.

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 with LPL Financial in Murfreesboro, TN, holding a Series 66 designation and having one year of industry experience. Prior to joining LPL Financial, he worked at Ascend Federal Credit Union and Louisiana State University/LSU Continuing Education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

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 at LPL Financial with three years of industry experience. He holds a Series 66 designation and has previous experience working at Dryve Restoration and in roles at Middle Tennessee State University and the YMCA of Middle Tennessee’s Camp Widjiwagan. 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, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management with access to model portfolios and research from various sources.

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.

Katherine O'Bryan is a Series 66-licensed financial advisor with Robert W. Baird & Co., where she has worked since 2019. She has a total of five years of industry experience, including five years previously at Hilliard Lyons. She is part of The DDK Group within Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The firm provides customized consulting and portfolio services that integrate traditional and non-traditional investment strategies through both in-house and third-party managers.

Tammy Miller is a financial advisor with Edward Jones in Murfreesboro, TN, holding a Series 66 designation. She has been with Edward Jones since 2007 and has prior work experience at Macy’s from 2012 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Mario Cortes is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His work history includes roles at Fleetcor and Superior Communications, alongside long-term involvement with PFS Investments Inc. and Primerica Financial Services. He also engages in sales of investment-related products and receives compensation for referrals related to mortgage and home security services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and utilizes third-party asset managers overseen by an independent due-diligence consultant.

Richard Schroer is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at LPL Financial and INVEST Financial Corporation. He is currently associated with FirstBank and FirstBank Investment Partners in Murfreesboro, TN. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a tailored, non-discretionary approach supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Jared Cox is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at First Horizon, U.S. Bancorp Investments, U.S. Bank, and Fifth Third Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management supported by model portfolios and research.

Landon Neuhaus is a financial advisor at Merrill with Series 66, Series 65, and Series 63 credentials and one year of industry experience. Prior to joining Merrill and Bank of America, he worked at Dell Technologies and Fidelity Investments. He also has experience outside finance in the restaurant industry, having worked at Fiddletree Kitchen and Bar and Tony's of Lexington. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lori Mc Kellar is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 credentials and has 11 years of industry experience. Her prior roles include positions at Pinnacle Financial Partners and Security Services Network/Emico Advisory. Outside of her advisory work, she has been involved with McKellar Constructions and has provided financial consulting support through LaLance McKellar Wealth Management and Pinnacle Asset Management. 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 utilizes fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting aligned with client goals.