Brandon Fykes is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. He also works as a stadium operations assistant for the Tennessee Titans, where he helps set up events and manage stadium logistics. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services such as financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies.

Jonathan Wickersheim is a financial advisor at Edward Jones in Hendersonville, TN, holding a Series 66 designation with 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he operates a photography business where he manages photo sessions and client communications. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

Christopher Royce is a financial advisor with Primerica Advisors in Gallatin, TN, holding Series 65 and Series 63 licenses and having 26 years of industry experience. He has been associated with Primerica Financial Services and Pfs Investments Inc. since 1999 and is also involved with You-Dad LLC. Outside of his advisory work, he co-founded and leads the Band of Brothers Bootcamp, a men's ministry nonprofit based in Oklahoma City. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party managers and operates with a broad network of financial advisors and offices.

Craig Mccomb is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with several Cetera-affiliated firms since 2016 and previously with First Allied Advisory Services and Summit Brokerage Services. Outside of his advisory work, he has experience as a landlord managing rental properties. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various program structures and investment options.

Dylan Richards is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2022. Richards also has outside employment with Cumberland Transit. 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, supported by a large network of investment adviser representatives.

Brian Homra is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of his financial advisory role, he is involved in a small business, The Anna Company DBA Memphis Magic BBQ Sauce, which he has operated since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of account types. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Chadwick Richards is a financial advisor with LPL Financial in Hendersonville, TN, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Waddell & Reed, Inc. for 26 years and operated CWMG, LLC for four years. 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 supported by extensive platforms and tools, including model portfolios, third-party asset management, and institutional programs.

Aaron Halterman is a financial advisor at Primerica Advisors with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica since 2008. Prior to his advisory role, he spent three years working at Westmoreland Middle School. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers a wrap-fee asset management program driven by model-delivery strategies from unaffiliated asset managers and operates a large network of advisors and offices.

Carolyn Fleury is a financial advisor with Merrill in Gallatin, TN, holding Series 63 and Series 65 credentials and nine years of industry experience. Her prior work includes roles at Bank of America, MassMutual Life Insurance Company, and New York Life. She is also the owner of Wemple Farm, a corn-growing sole proprietorship in Illinois. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

William Robertson IV is a financial advisor with Edward Jones in Portland, Tennessee. He holds the Series 63 and Series 66 designations and has 26 years of industry experience, all with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of advisors, managing approximately $1.01 trillion in assets.

Stephen Williams is a financial advisor with Edward Jones in Hendersonville, TN, holding a Series 66 credential and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Williams serves as a soccer coach at a local soccer club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans, corporate clients, and charitable organizations. The firm offers a range of managed solutions and advisory services supported by a nationwide network of over 23,000 financial advisors.

Bryce Ruth III is a financial advisor with Edward Jones in Hendersonville, TN, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he manages Ruth North Farms LLC, overseeing the farm's income, expenses, and distributions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network along with affiliated investment capabilities.

Jeffrey Grissom Jr. is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. He is also involved as a financial advisor in a support capacity with WBT Wealth Management in Gallatin, TN. 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 offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Regina Mancini is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She worked previously at PNC Wealth Management and Valic Financial Advisors before joining LPL Financial in 2009. Mancini serves as a poll worker in her community. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions delivered through a large network of advisors employing both model portfolios and customized strategies.

Peter Trice IV is a financial advisor at Edward Jones in Gallatin, Tennessee, holding Series 65 and Series 66 licenses with two years of industry experience. Before joining Edward Jones in 2024, he worked with US Health Group and Camarda Wealth Advisory Group. He also has a background in consumer goods and service industries, including four years at Nelson's Green Brier Distillery and Uber. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

David Clutter is a financial advisor with Primerica Advisors in Portland, TN, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Primerica Advisors since 2003 and Primerica Financial Services since 2002. Outside of his advisory work, he owns and operates a small farm. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Chad Michael is a financial advisor with Primerica Advisors in Gallatin, TN, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at PFS Investments since 2019 and Primerica Financial Services since 2018. Outside of investment advisory, he is involved as an agent with Medicare-related services through Legacy on Main and Middle Tennessee Medicare. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

William Brabant is a financial advisor with Primerica Advisors in Gallatin, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Primerica Advisors since 2002 and Primerica Financial Services since 2001. His prior work includes roles at Bull Durham Contracting Inc. and Rutherford County Schools. Outside of advisory work, he is involved in the sale of home security and automation products through referrals with affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap-fee structure rather than fixed fees.

Kelly Welker is a financial advisor with Edward Jones in Gallatin, Tennessee, holding a Series 66 designation and 12 years of industry experience. Welker has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Evan Muldoon is a Series 66 credentialed advisor with Edward Jones in Gallatin, Tennessee, bringing seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for Sumner County Schools for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is notable for its extensive retail advisor network, affiliated investment capabilities, and fiduciary standard of care.