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Benjamin B
Series 66
Hendersonville, TN
Edward Jones
Benjamin Brazier is a financial advisor with Edward Jones in Hendersonville, TN, holding a Series 66 designation and bringing four years of industry experience. Prior to joining Edward Jones in 2023, he worked at Ally Financial, Dream Builders Construction, LLC, Nick Mayer Ford Lincoln, General Motors Financial, and Cornerstone National Title. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates an SEC-registered advisory program and manages approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.
Kevin C
Series 63, Series 65
Hendersonville, TN
LPL Financial
Kevin Collier is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at LPL Financial since 2004 and previously spent four years at UBS Financial Services. Outside of advising, he serves as a notary for Sumner County, Tennessee. 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, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.
Garrett D
Series 66
Hendersonville, TN
Thrivent Investment Management
Garrett Dickerson is a financial advisor with Thrivent Investment Management in Hendersonville, TN, holding a Series 66 license and 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, he serves on the board of Living Sent Ministries, hosts a podcast focused on faith and community service, and is president and treasurer of The Grant James Foundation, which supports families affected by infertility, miscarriage, and abortion. He is also an author and a football official for Conference USA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses without discretionary trading authority, and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
Trish S
Series 66
Hendersonville, TN
UBS Financial Services
Trish Scott is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds the Series 66 designation and has previously worked at firms including Wells Fargo, Morgan Stanley, and Citigroup Global Markets. In addition to her advisory role, she is a partner in an LLC related to real estate investment. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, using proprietary research and model-based asset allocations to customize financial plans. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets and custody services.
Keaton S
Series 66
Hermitage, TN
Raymond James Financial
Keaton Smith is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. He has worked with several Raymond James entities as well as Thrivent Financial and has a background that includes roles at REI Co-op and academic positions at Belmont University and Vanderbilt University. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools such as deterministic and probability modeling to tailor its non-discretionary planning and consulting services to client goals.
John F
Series 66
Nashville, TN
Cetera
John Fee is a Series 66-licensed financial advisor with Cetera in Nashville, TN, with 13 years of industry experience. He has worked with Cetera Investment Services LLC and Regions Bank since 2014. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and investment platforms.
Noah C
Series 66
Hendersonville, TN
LPL Financial
Noah Collier is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His background includes roles at the University of Tennessee Knoxville and Lipscomb University, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies.
Kelcey C
Series 66
Mount Juliet, TN
Raymond James Financial
Kelcey Cochran is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has worked at Pax Wealth Group and True North Advisors. Outside of his advisory work, he has been employed as a bartender at Westbound Honky-Tonk since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.
Dimitris L
Series 63
Hendersonville, TN
Cambridge Investment Research Advisors
Dimitris Lorandos is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2007. Outside of his advisory role, he is the owner of Financial Solutions Group, LLC, an independent insurance agent, and a member of Forevia Holdings, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by providing financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms while maintaining proprietary model strategies under the Founders Gate Capital brand.
Jared J
Series 66
Hermitage, TN
Fidelity
Jared Jones is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and G4S. Jared has been with Fidelity Investments for five years, including his current role since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and advisory roles with multiple registered investment companies.
Christopher H
Series 63
Lebanon, TN
Cetera
Christopher Hodges is a financial advisor with Cetera who holds a Series 63 designation and has 33 years of industry experience. He has worked at Cetera and its affiliate firms since 2026 and previously spent 25 years with LPL Financial. Hodges is also involved with HTK Insurance Services, where he offers non-variable insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, retirement plans, corporations, charitable organizations, and institutional accounts through a nationwide network of independent advisors. The firm provides a range of portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party investment managers.
John H
Series 66
Gallatin, TN
Edward Jones
John Hannum is a financial advisor with Edward Jones in Gallatin, Tennessee, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2020, he worked at Farmers Insurance and Windham Professionals Inc. He also co-hosts a weekly two-hour radio show, "The JT and Johnny Show," which features Nashville songwriters discussing and performing their music. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions and separately managed accounts.
Angela T
Series 63
Antioch, TN
UBS Financial Services
Angela Tostenson is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds a Series 63 designation and has worked at UBS Financial Services since 2004, with a brief period at Wells Fargo Clearing from 2016 to 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market assumptions to tailor client solutions.
Kenneth F
Series 63, Series 65
Hendersonville, TN
Raymond James Financial
Kenneth Farley is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Pinnacle Financial Partners and Raymond James Financial Services since 2018. Outside of finance, he has been involved in photography since 2010. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Anthony H
CFP®, Series 63, Series 65
Lebanon, TN
Equitable Advisors
Anthony Helton is a CFP® professional with 35 years of experience in the financial services industry. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he serves as an elder at The Greater Nashville Church, where he is involved in ecclesiastical decision-making. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm employs a range of advisory models delivered through third-party program sponsors and focuses on matching clients to appropriate investment solutions based on risk tolerance and personal or plan information.
Sharolyn W
Series 66
Lebanon, TN
LPL Financial
Sharolyn Williams is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She previously worked at Edward Jones for seven years and has experience in the corporate sector at Asurion and in academia at Lipscomb University. 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, supported by extensive operational tools and a large network of over 22,800 advisors.
Alden C
Series 65, Series 63
Hendersonville, TN
LPL Enterprise
Alden Cox Jr. is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with Prudential Insurance Company of America and PRUCO Securities, LLC. His other business activities include affiliations with Manhattan National Life Insurance Company, Mutual of Omaha, and Shenandoah Life Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, alongside brokerage and insurance product services through affiliated entities.
Terrell P
Series 63, Series 65
Nashville, TN
OSAIC
Terrell Perry is a financial advisor at Osaic Wealth with Series 63 and Series 65 credentials and eight years of industry experience. He has previously worked at Securities America, Molette Investment Services, and Prudential Insurance Company of America among others. Outside of advising, Perry owns SSP Fitness, a fitness training and consulting business, and serves as a board member of the Guardianship and Trust Corporation, which conserves and coordinates care for persons with special needs. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, and institutional clients through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization with a range of brokerage and advisory services delivered via affiliated broker-dealer and RIA relationships.
Donna N
Series 63, Series 65
Goodlettsville, TN
Cetera
Donna Negus is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has held roles at multiple firms, including True North Wealth Solutions, Central Illinois Group LLC (dba Lifewise Wealth Advisors), and Carleton Financial Inc., where she provides advisory and brokerage services. Cetera Investment Advisers LLC is an SEC-registered adviser operating a large nationwide network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through multiple program structures and third-party managers.
Jessica A
Series 66
Hendersonville, TN
Edward Jones
Jessica Ateca is a financial advisor at Edward Jones with a Series 66 designation and seven years of experience. She previously worked at Pinnacle Financial Partners and SunTrust Bank. 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 strategies, supported by a large network of advisors and branch offices across the country.
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300 advisors near
37122
within the area shown on the map
Out of 400,000+ nationwide