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Michele T

Series 66

Murfreesboro, TN

Edward Jones

Michele Thomas is a financial advisor with Edward Jones in Murfreesboro, TN, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Bank of New Hampshire. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Houston S

Series 66

Murfreesboro, TN

Ameriprise

Houston Sproles is a financial advisor with Ameriprise in Murfreesboro, TN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Edward Jones and experience in educational institutions such as Middle Tennessee State University and Trevecca Nazarene University. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning focused on tax-aware withdrawal strategies and dependable income sources.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Melanie S

Series 66, Series 63

Franklin, TN

Ameriprise

Melanie Suelflow is a financial advisor at Ameriprise with nine years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliate since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on retirement income, tax-aware withdrawal strategies, and Social Security options.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Felix L

Series 63, Series 65

Murfreesboro, TN

LPL Financial

Felix Lemarinel is a financial advisor with LPL Financial in Murfreesboro, TN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Transamerica Financial Advisors, Inc and Galt Line Inc. Outside of advising, he writes for the blog OG's Truth. 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 advisory services, including model portfolios and third-party asset management, supported by a large network of advisors and a broad platform that integrates advisory and non-advisory financial services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Landon C

Series 63, Series 65

Murfreesboro, TN

Robert Baird & Co.

Landon Carlisle is a financial advisor with Robert Baird & Co. based in Murfreesboro, TN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at Hilliard Lyons and J.J.B. Hilliard, W.L. Lyons, Inc. since 1998. Robert Baird & Co.’s DDK Group, where Mr. Carlisle works, is part of the firm’s Private Wealth Management department and serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, with ongoing manager selection and internal research processes.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Brad S

Series 66

Thompsons Station, TN

Fidelity

Brad Stevenson is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones and various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolios constructed through a combination of proprietary research, quantitative analysis, and systematic asset allocation methodologies.

Charitable giving & philanthropy Active portfolio management
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Randy B

Series 63, Series 65

Murfreesboro, TN

Primerica Advisors

Randy Barnum is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked with Primerica Advisors since 2018 and owns Barnum Enterprises, a separate business unrelated to investments. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies and discretionary management supported by third-party custodians and overlay managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Joshua H

Series 63, Series 66

Franklin, TN

Merrill

Joshua Hall is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, N.A. and Merrill since 2014. He is based in Franklin, Tennessee. Merrill, along 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 developed by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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