Kyndra Chaffin is a financial advisor at Raymond James & Associates with 28 years of industry experience. She has been with Raymond James & Associates since 2006. She holds Series 63 and Series 66 designations. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services, maintaining capabilities in public financing and investment banking.

Mitzi Michaelson is a Wealth Management Advisor with over 24 years of experience in financial and wealth management. She began her career at JC Bradford as an investment advisor and sales coordinator for the Defined Asset Trust division before joining Merrill Lynch Wealth Management in 2000. In her current role, Mitzi helps clients create comprehensive, multi-generational wealth management plans based on their goals, challenges, and values. Her areas of expertise include wealth strategies, retirement income planning services, portfolio management, tax minimization, college and education planning, legacy planning, LGBT wealth planning, and women and wealth. Mitzi is a Senior Portfolio Advisor qualified to manage custom investment strategies on a discretionary basis, utilizing Merrill model portfolios and third-party investment strategies. She holds several professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Mitzi earned her bachelor's degree from Millsaps College and an MBA from Middle Tennessee State University. She is actively involved in her community, serving in leadership and support roles for organizations such as the American Heart Association, Boys and Girls Club, Charity Circle of Murfreesboro, and the Discovery Center at Murfree Springs. Mitzi lives in Murfreesboro, Tennessee with her husband, Rick, and daughter, Ellie, and is a member of St. Paul's Episcopal Church in Murfreesboro.

Patrick Sherer is a financial advisor with Edward Jones in Murfreesboro, TN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various roles including self-employment and positions at Superior Communications and Asurion. He is also co-owner of a dumpster rental business, where he helps manage back-end operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm is known for its extensive retail advisor and branch network, as well as affiliated capabilities such as a trust company and proprietary mutual funds.

James Pinson is a financial advisor with Cetera who holds a Series 66 designation and has nine years of industry experience. He has been with Cetera and its related entities since 2017 and also has a background at Regions Bank dating back to 2014. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, featuring both affiliated and third-party model portfolios across discretionary and non-discretionary program structures.

Frederick Dasso is a Financial Advisor at Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA). Frederick earned a Bachelor's Degree from the University of Kansas.

Stephen Sypek II is a CFA® charterholder and holds a Series 66 license, currently affiliated with Wells Fargo Clearing. He has one year of industry experience and has previously worked at UBS Financial Services, Hudson Independent Partnerships LLC, 7 Mile Advisors, and Wellington Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting with an emphasis on research-driven portfolio management and a broad range of brokerage and advisory solutions.

Amanda Calvert is a financial advisor with Merrill in Brentwood, TN, holding a Series 66 designation and eight years of industry experience. She has been with Merrill since 2017 and previously worked at Clarksville Academy. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Jannel Buckley is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. She previously worked at UBS Financial Services Inc. from 2016 to 2018 before joining Merrill in 2018. Buckley serves on the Town of Wake Forest Planning Board, which advises on land use and development issues. Merrill provides managed account services to Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies across diverse client segments, including individuals, high-net-worth clients, and institutional accounts.

Jennifer Baxter is a Series 66-credentialed financial advisor with Merrill in Nashville, TN, where she has worked since 2015. She has 10 years of industry experience. Merrill offers managed account services through the Select Portfolio Solutions program to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm’s investment approach involves model-based and discretionary strategies implemented by Managed Account Advisors LLC and affiliated managers, integrated within Bank of America’s broader platform.

Andrew Burd is a financial advisor with Raymond James & Associates in Nashville, TN, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a business owner involved in a small retail operation focusing on selling various consumer goods sourced from foreign manufacturers through online platforms. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

James Snellen is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor with Cambridge Investment Research Advisors since 2017. His prior experience includes roles at Mass Mutual Investors Services and MetLife Securities. Outside of advisory work, he is involved as an independent insurance agent and is employed in tax services at H&R Block. Cambridge Investment Research Advisors provides a wide range of financial planning, investment management, and retirement plan advisory services to individual and institutional clients. The firm supports a network of independent advisors and offers diverse investment implementation options, including proprietary model strategies and access to third-party managers.

Mallory House is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her work history includes roles at Bank of America, Main Event, Inc., and Pilot.com. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Suzanne Stewart is a financial advisor at Cetera with two years of industry experience. Prior to joining Cetera in 2025, she worked at Aristotle Circle for twelve years. Outside of financial advising, she owns Great Jones Events, a photography business focused on photo shoot set design. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of investment management and planning services through a large network of independent advisors, employing multiple portfolio management strategies and program options.

Adam Copp is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America N.A., Merrill, and Sculpture Hospitality. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Justin Newman is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Pinnacle Bank since 2019 and has been affiliated with Raymond James Financial Services Advisors, Inc. since 2018. Outside of his advisory role, he serves as Client Services Director at Pinnacle Asset Management in Nashville. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm focuses on non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and multiple implementation options.

David Upshaw is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 1997. He holds a Series 63 license and is based in Brentwood, Tennessee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dustin Scobey is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His prior roles include positions at LPL Enterprise and Prudential Insurance Company of America. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, relying extensively on LPL-sponsored programs and endorsed third-party managers to provide advisory and brokerage solutions.

Jacqueline Onan is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 credential and 18 years of industry experience. She previously worked at Edward Jones for 14 years and had a brief tenure at M&M Wealth Management, LLC. Outside of her advisory role, she owns Jackie Danza Enterprises, involved in non-investment-related business activities. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from LPL Research and third-party subadvisors.

Richard La Lance is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has worked at Raymond James since 2009 and has prior experience with Pinnacle Bank and the City of Murfreesboro Power Board. La Lance serves as a board member for the Community Investment Fund for Murfreesboro, overseeing investment portfolio performance and distributions to local nonprofits. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a distinctive focus on advisory and implementation support rather than discretionary management.

Jeff Fink is a financial advisor at LPL Financial based in Nashville, TN, holding a Series 66 designation with 16 years of industry experience. His work history includes roles at United Community Bank, Ameriprise Financial Services, and Investment Professionals Inc. Outside of advisory, he is involved with United Community Advisors, a business entity related to his LPL work. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.