Barry Pittenger is a financial advisor with Cetera who holds a Series 63 designation and has 32 years of industry experience. His prior roles include positions at Concourse Financial Group Securities Inc and Lincoln Financial Securities Corp, as well as operating Pittenger Financial Consulting since 2009. He is also an independent insurance agent offering life, disability, long-term care, and annuity insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and retirement services through a multi-manager platform that includes affiliated and third-party managers, offering flexible program structures and custodial relationships.

Michael King is a financial advisor with Cambridge Investment Research Advisors in Brentwood, TN. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including prior work at Waddell & Reed. Outside of advising, King is involved as a partner in Genesis College Funding Solutions, assisting clients with financial aid strategies, and manages a website focused on the college aid process. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Leo Meany is a financial advisor at LPL Financial with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including First Tennessee and Concourse Financial Group Securities. He is based in Murfreesboro, TN. 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 wide range of advisory and brokerage services, utilizing various portfolio strategies and technology tools, supported by a large network of advisors.

Julie Mc Cormick is a financial advisor with Mass Mutual Investors Services holding CFP® and Series 66 credentials and has seven years of industry experience. She has worked at MassMutual Life Insurance Company since 2019 and has been with Mass Mutual Investors Services since 2017. MassMutual 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 seminars, focusing on collaborative, goal-oriented planning without discretionary investment authority.

Michael Davis is a financial advisor with Mass Mutual Investors Services in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at MassMutual Life Insurance Co, PRUCO Securities, LLC, The Prudential Insurance Company of America, First American National Investment Advisors, LLC, and Retirement Resources, LLC. In addition to his advisory work, he serves as an insurance broker, selling various life, disability, long-term care, fixed annuities, and health insurance products. 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 provides comprehensive financial planning and asset management services, using detailed client data and firm-approved software to develop tailored recommendations.

Jake Embry is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill in 2000 and focuses on in-depth wealth-management planning, assisting clients in developing and implementing strategies to achieve their financial objectives. He works closely with retired clients on various income strategies and has knowledge in home financing, home equity lines, and securities-based loans, helping clients determine the best use of credit through services provided by Bank of America, N.A. As a Senior Portfolio Manager, Jake manages his own Personalized or Defined Strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He holds the CERTIFIED FINANCIAL PLANNER (CFP) and Chartered Retirement Planning Counselor (CRPC) designations. Jake earned a Bachelor of Science degree in Finance from the University of Alabama and a High School Diploma from Hendersonville High School. Outside of his professional work, Jake enjoys spending time with his family on Center Hill Lake, watching college football, and reading. He was named to the Forbes "Best-in-State Wealth Advisors" list from 2019 through 2024.

Charles Montgomery is a Series 66-licensed financial advisor with 15 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include positions at Sinor Marcum Group and Waddell & Reed, Inc., along with involvement in political and community organizations such as the Davidson County Republican Party and the GOP Minority Coalition of Middle Tennessee. Montgomery has also operated Montgomery Music Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joseph Mchale is a financial advisor with Primerica Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of his advisory role, he has experience as a disc jockey. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited selection of separately managed account options primarily for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Justin Jones is a financial advisor with LPL Financial holding a ChFC® designation and Series 66 license, with 23 years of industry experience. He has held previous roles at Bankers Life Advisory Services, Bankers Life Securities, Bankers Life & Casualty, and Truist Investment Services. Jones is also involved with Westgate Insurance Group Inc in a non-variable insurance business related to investments. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies, and supports its network with advanced operational tools.

Robert Buisson is a financial advisor with Primerica Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Primerica Advisors since 2008 and has additional experience with Primerica Financial Services and his own entity, R.T Buisson Inc. Outside of his advisory role, Buisson is involved in related business activities including the sale of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Jeffery Edge is a CFP® and ChFC® who has been with Edward Jones in Murfreesboro, TN, since 2006, accumulating 19 years of industry experience. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Jae Waters is a CFP® professional with 26 years of experience in the financial services industry. He has worked at OSAIC since 2005 and previously held a position at UBS Financial Services from 2001 to 2005. Waters also serves as an owner of Waters Wealth Management, which provides life insurance and long-term care services. OSAIC Wealth serves a diverse client base, including retail and institutional clients, with a comprehensive range of advisory and brokerage services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting various managed account programs and third-party manager selections.

Robert Norman is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds a Series 63 designation and has worked at firms including First Bank Investment Partners and U.S. Bancorp Investments. Norman is also associated with FirstBank in Murfreesboro, TN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools and technology, and maintains unique municipal advisory services and specialized retirement plan offerings.

Nancy Goodloe is a financial advisor at Raymond James Financial with 33 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Pinnacle Asset Management and Pinnacle Bank since 2013. Goodloe also serves as a registered sales assistant at Pinnacle Asset Management. 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, corporations, and institutional clients. The firm offers tailored planning using risk profiling and modeling tools, supports both wrap-fee advisory programs and institutional consulting, and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Corey Garner is a CFP® professional with 14 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at LPL Financial and Northwestern Mutual Investment Management. He is involved with Miller Garner Wealth Management, a non-investment-related advisory support company based in Murfreesboro, TN. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains a focus on municipal and public finance through unique affiliations.

Lanning Whitehead is a financial advisor with LPL Enterprise in Brentwood, TN, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Principal Financial Services. Outside of his advisory work, he is a licensed notary public. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Ryan Belwood is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at FTB Advisors, Inc. and First Tennessee Brokerage, Inc. over a 14-year span. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including model portfolio programs and institutional platforms, supported by advanced operational tools.

Aaron Odom is a financial advisor with Mass Mutual Investors Services in Brentwood, TN, holding CFP® and ChFC® designations and nine years of industry experience. He previously worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he performs as a freelance cellist at weddings and special events. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools.

Sandy Chaleunsinh is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. He has worked at Raymond James since 2013 and previously spent five years at Morgan Keegan & Company, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional investors, and municipal entities—offering financial planning, investment consulting, and institutional fiduciary services with a non-discretionary advisory approach and access to a range of portfolio management styles.

Trista Calvert is a financial advisor with LPL Financial in Brentwood, TN, holding a Series 66 designation and six years of industry experience. She previously worked at First Tennessee Bank from 2013 to 2019 and has been associated with First Horizon Bank since 2019. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms while supporting a large network of over 22,800 advisors and managing more than $819 billion in discretionary assets.