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 at Edward Jones in Murfreesboro, TN, holding a Series 66 designation with one year of industry experience. She previously worked at Macy’s for six years. Edward Jones is a full-service wealth management firm serving over 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.

Mario Cortes is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. His career includes roles at Fleetcor, Superior Communications, and PFS Investments Inc. In addition to his advisory work, he is involved in sales of loan products and home security and automation referrals through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, along with corporate and charitable clients. The firm offers model-based investment strategies supported by third-party asset managers and custodial services, focusing on a broad range of portfolios including recent additions such as cryptocurrency ETFs.

Richard Schroer is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 10 years of industry experience. His prior roles include positions at LPL Financial and INVEST Financial Corporation. He is also associated with FirstBank and FirstBank Investment Partners in Murfreesboro, TN. Raymond James Financial Services Advisors 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 utilizes analytical tools to support client goals, while also maintaining specialized municipal and public finance advisory capabilities.

Samuel Dueker is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. Before joining J.P. Morgan Securities in 2025, he worked at TD Ameritrade Inc/Charles Schwab & Co. from 2018 to 2022 and was involved with West End Restaurants (Bricktop's) for several years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with both quantitative and qualitative research, offering a range of eligible strategies including ESG frameworks.

Russell Hensley is a financial advisor with Edward Jones in Murfreesboro, TN, holding the Series 66 designation and beginning his industry career in 2026. Prior to joining Edward Jones, he spent several years in the home improvement and contracting businesses. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory solutions under a fiduciary standard.

Jared Cox is a financial advisor with LPL Financial in Murfreesboro, TN, holding Series 63 and Series 65 licenses and 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 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, and institutional platforms such as the Bank Wealth Program.

Landon Neuhaus is a financial advisor with Merrill in Franklin, TN, holding Series 63, Series 65, and Series 66 licenses. He has one year of industry experience and previously worked at Bank of America, Dell Technologies, Fidelity Investments, and Amazon, among others. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

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.

Jason Clowers is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Citigroup Global Markets, and Prudential Equity Group. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Cassandra Sanders is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 credentials with 19 years of industry experience. Her background includes six years with the Murfreesboro Police Department alongside over a decade in investment-related roles at PFS Investments, Inc. and Primerica Financial Services. She also acts as conservator for an individual, Maurice Price, since 2016. Primerica Advisors manages a wrap-fee asset management program serving primarily individual, corporate, and charitable clients, with investment strategies delivered mainly through model portfolios managed by unaffiliated asset managers. The firm supports its advisory services with custody and trade execution through Pershing, offering a range of model types including those incorporating cryptocurrency ETFs.

Benjamin Gentry is a financial advisor with Edward Jones in Spring Hill, TN, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked at Edward Jones and LPL Financial over his career. Gentry also provides investment advisory services through Private Advisor Group, an independent investment advisor firm. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.

Joshua Ely is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Ely is co-owner of IWM LLC and owner of 3 Man, Inc., managing advisory businesses alongside his role at Ameriprise. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering tailored recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated recommendations within a large institutional platform providing advisory, brokerage, and insurance solutions.

Whitney Heckert is a financial advisor at Robert W. Baird & Co. with three years of industry experience. Prior to joining Baird in 2022, she worked in education for several years with Murfreesboro City Schools and Rutherford County Schools. Outside of her advisory role, she is a sales consultant for Norwex. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a variety of investment strategies.

Joseph Messing is a financial advisor with Ameriprise in Murfreesboro, TN, holding Series 63 and Series 66 designations and three years of industry experience. His prior work includes roles at Hilltop Nursery, Real Source Properties, and Ave Maria University. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jeff Good is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with LPL Financial and has previously worked at Fifth Third Securities, Fifth Third Bank, Edward Jones, and Gannett. 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 financial planning and investment management services supported by advisory representatives who utilize various model portfolios, third-party subadvisors, and customized strategies across multiple asset classes.

Keith Kline is a financial advisor at Raymond James Financial Services Advisors, Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Wilson Bank & Trust, SunTrust Investment Services, BB&T Investment Services, and Morgan Stanley. Outside of advising, he is involved in managing a rental cabin property in Pigeon Forge, Tennessee. 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 institutional consulting through a large network of affiliated advisors.

Robert Rose is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding a Series 66 designation and four years of industry experience. Prior to joining the firm in 2021, he worked in healthcare and insurance roles including positions at Results Physiotherapy and State Farm. Mass Mutual Investors Services 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 seminars, focusing on collaborative, goal-oriented planning engagements without discretionary authority over client assets.

Robert Moug is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Avantax Advisory Services and Avantax Investment Services, where he spent over two decades. He is also involved in tax preparation and accounting through Moug Financial Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms.

Randell Weigel is a financial advisor with LPL Financial holding a Series 66 designation and 10 years of industry experience. He previously worked at Bank of America and Merrill from 2016 to 2018. Randell operates WR Wealth Management, LLC, an investment-related business associated with his LPL practice. 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 portfolios, third-party asset management, and institutional platforms.