Thomas Sinor Jr. is a financial advisor with LPL Financial in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at Sinor Marcum Group, his own practice Thomas Sinor, and Waddell & Reed, Inc. He has also managed an unrelated business entity, Sinor Marcum Group LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations with a wide range of financial planning and advisory services offered through a national network of investment adviser representatives.

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.

Gregory Smith is a Series 66-licensed financial advisor with 19 years of industry experience, currently with Cambridge Investment Research Advisors since 2022. He previously worked at LPL Financial for 10 years. Outside of his advisory role, he owns and operates an independent insurance agency and is involved with Storied Wealth as an owner. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers a range of implementation strategies, including proprietary and third-party models, across multiple custody platforms.

Bedford Kirkland is a financial advisor with Cetera who holds a Series 63 designation and has 37 years of industry experience. His work history includes roles at LPL Financial and several firms he has founded or managed, such as Kirkland Financial and Kirkland Acquisitions. He serves on the board of the Kirkland Foundation, a community and charitable organization. Cetera Investment Advisers LLC is a large SEC-registered advisor supporting over 10,000 independent advisors nationwide. The firm offers a multi-manager platform with a range of portfolio management and retirement services for individual, corporate, charitable, and institutional clients.

Kevin Thompson is a financial advisor with J.P. Morgan Securities in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Ross, Sinclaire & Associates, LLC, and Waddell & Reed, Inc. He has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities, LLC since 2020. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Charles Gore II is a financial advisor with Cetera and holds Series 63 and Series 65 credentials. He has 23 years of industry experience, previously working with LPL Financial, LLC from 2003 to 2026. He also operates a business under HTK Wealth Management, LLC and spends a portion of his time involved with HTK Insurance Services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement a variety of investment strategies through affiliated and third-party managers, supported by over 10,000 advisors and managing more than $256 billion in assets.

Derek Decker is a CFP® professional with five years of industry experience. He currently works at Raymond James Financial Services Advisors and has prior experience at UBS Financial Services and Captrust. Outside of his advisory role, he owns and manages a rental property in Nashville, 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 investors. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, supporting clients through its broad advisor network and specialized programs.

Todd Johnson is a CFP®-certified financial advisor at Edward Jones with 12 years of industry experience, all with the firm since 2014. He is based in Hendersonville, TN. Outside of his advisory role, he manages a rental property in Odenton, MD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Bridgit Bennett is a financial advisor with Edward Jones in Goodlettsville, TN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Edward Jones since 2017 and previously worked at SunTrust Advisory Services and SunTrust Investment Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial capabilities.

Christian Sarver is a financial advisor with LPL Financial, holding Series 66 and Series 63 credentials and eight years of industry experience. He has worked at LPL Financial since 2022 and has prior experience with firms including Edward Jones and Luken Investment Analytics. Outside of advisory work, he is a contract driver for Uber Eats. 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, retirement plan consulting, and brokerage services supported by research and model portfolios, providing both discretionary and non-discretionary management options.

Lydia Thompson is a financial advisor with LPL Financial in Hendersonville, TN, holding Series 63 and Series 66 credentials with 26 years of industry experience. She has been associated with Linsco Private Ledger since 2006. Thompson also provides tax return preparation and bookkeeping services during tax season and is a licensed notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jonathan Johnson is a Series 65-licensed financial advisor with Fisher Investments, based in Mt Juliet, TN. He has 12 years of industry experience and has been with Fisher Investments since 2013. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research, and it offers sub-advisory and retirement plan services to a diverse client base.

Barry Bresnahan is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 credential and previously worked for AstraZeneca LLP for 22 years. Outside of his advisory role, he owns Bresnahan Wealth Management, LLC, a business entity for tax and investment purposes. 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, financial planning, and retirement consulting through a national network of investment adviser representatives.

Kevin Commander is a financial advisor with Edward Jones in Gallatin, TN, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Bryan Brinks is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He previously worked at Affinaquest for 15 years and is also the owner of Optimum Wealth Group, LLC. Brinks holds a Series 66 designation and operates in Hermitage, Tennessee. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers a range of investment implementation options, including proprietary and third-party strategies, and maintains formal compliance and supervisory processes.

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 financial advisor with OSAIC, holding CFP®, Series 63, and Series 65 designations and 16 years of industry experience. He has worked at OSAIC since 2024 and has prior experience with Triad Advisors, LLC, Key Capital Management, Inc., and Wood Financial Group, LLC. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm uses asset-allocation tools, risk-tolerance questionnaires, efficient-frontier analysis, and automated rebalancing to construct portfolios across multiple asset classes, with discretionary and non-discretionary management options.

Joshua Gerik is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, Gerik works as a basketball referee for the West Wilson Basketball Association. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.