Franklin Ballard Jr. is a Series 66-licensed financial advisor with Edward Jones, based in Nashville, TN. He has 19 years of industry experience, including 17 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lydia Thompson is a financial advisor with LPL Financial in Hendersonville, Tennessee, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Linsco Private Ledger and UBS Financial Services. She also provides tax return preparation and bookkeeping services during tax season and is a commissioned notary. 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 and access to model portfolios, third-party asset management, and institutional platforms.

Jonathan Johnson is a Series 65-licensed financial advisor with Fisher Investments, based in Mt Juliet, TN. He has 12 years of industry experience and has been with Fisher Investments since 2013. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research, and it offers sub-advisory and retirement plan services to a diverse client base.

Barry Bresnahan is a Series 66 licensed financial advisor with LPL Financial, based in Hendersonville, TN, and has four years of industry experience. Prior to joining LPL Financial, he worked for over two decades at AstraZeneca LLP. He is also the owner of Bresnahan Wealth Management, LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers various advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kevin Commander is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Edward Jones from 2016 to 2026 before joining LPL Financial in 2026. He is based in Gallatin, 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 provides advisory and brokerage services through a large network of investment adviser representatives, offering a range of financial planning and investment management solutions including model portfolios, third-party asset management, and institutional platforms.

Bryan Brinks is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds a Series 66 designation and has prior experience at Affinaquest and Larry Brinks, CHFC. He is also the owner of Optimum Wealth Group, LLC, an investment-related business. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Taylor Carter is a financial advisor with Edward Jones in White House, Tennessee, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked for AmerisourceBergen: MWI Animal Health for five years and East Tennessee State University for four years. 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 and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Blake Schmitt is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, he held positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he assists with facilitating the showcasing of high school baseball players for professional and collegiate scouting events through Tennessee Prep Baseball Report. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Ann Wajler is a financial advisor with Raymond James Financial in Mount Juliet, TN, holding Series 63 and Series 65 licenses with 18 years of industry experience. She has worked at Wilson Bank & Trust and its associated investment services entities since 2008, alongside her ongoing tenure at Raymond James Financial Services Inc. Outside of her primary advisory roles, she is also employed as a financial advisor at WBT Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting and supports a wide network of advisors with tools for client risk profiling and outcome modeling.

Alexandra Morris is a financial advisor with Ameriprise in Nashville, TN, holding a Series 66 designation and with one year of industry experience. Her prior work includes positions at Simmons Hanly Conroy and Case Works, as well as a background in internal medicine. She also manages an advisory business with Geraldine Gordon & Associates. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement income planning through a written Recommendation Report and ongoing advice, utilizing proprietary research and algorithmic tools within a defined investment framework.

Catherine Nuismer is a Series 66 licensed financial advisor with 14 years of industry experience. She has been with UBS Financial Services since 2018 and previously worked at Wiley Bros. Aintree Capital. Based in Nashville, TN, she advises clients through UBS’s comprehensive platform. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor strategies.

Shawna Ruby is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked at Verizon for 27 years. She occasionally manages a timeshare rental in Breckenridge, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory strategies and maintains affiliated capabilities including a trust company and mutual funds.

Michael M. Heard, CFP®, serves as a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, he collaborates with a team of specialists to work with a select group of families, businesses, and nonprofits, developing and implementing strategies aimed at managing their wealth. Michael takes a hands-on approach to client service, focusing on building relationships grounded in trust and providing in-depth financial recommendations to support clients across every stage of their financial life cycle. Michael’s expertise encompasses a broad range of wealth management services, including retirement planning and income distribution, investment and cash flow management, tax minimization strategies, liability management through lending solutions, asset allocation and diversification, insurance coordination, corporate cash management, and corporate retirement plans. He also works closely with family tax accountants and attorneys on trust and estate planning. His experience covers financial strategies from asset accumulation to the efficient transfer of wealth. Michael holds a Bachelor of Business Administration degree from the University of Georgia (1993) and a Master of Business Administration from Mercer University (1994). He is a CERTIFIED FINANCIAL PLANNER™ professional, as well as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). A lifelong resident of Macon, Michael’s personal interests include reading, running, and cycling. He is committed to community involvement through volunteer work with local organizations.

Michael Mccormick is a CFP®-credentialed financial advisor with 26 years of industry experience. He has worked at Cetera and affiliated entities since 2018 and previously spent 19 years at Signator Investors, Inc. His practice is based in Goodlettsville, TN. He is affiliated with Cetera Investment Advisers LLC, an SEC-registered firm that offers a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients.

Taylor Van Neste is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 and Series 63 designations and has worked previously at firms including Morgan Stanley and Ligo Financial. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory approach combines quantitative and qualitative due diligence to build model asset allocations, offering non-discretionary, written asset allocation advice and customized performance reporting.

William Prestage is a CFP®-designated financial advisor at OSAIC with 16 years of industry experience. He has worked at several firms, including Triad Advisors, LLC, Key Capital Management, Inc., and Wood Financial Group, LLC. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach uses model-based asset allocation and portfolio optimization supported by various analytical tools and offers both discretionary and non-discretionary strategies.

Linda Murphy is a financial advisor at Edward Jones with 25 years of industry experience. She holds the CFP® and ChFC® designations, as well as Series 63, 65, and 66 licenses. Prior to joining Edward Jones in 2021, she worked at TIAA from 2014 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

David Gilbert is a financial advisor with Primerica Advisors in Lebanon, TN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997. Outside of advising, he is involved with the National Association of Mental Illness and participates in community activities related to mental health. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily with a tiered wrap fee structure.

Peter Danilaitis is a financial advisor at Fisher Investments with 19 years of industry experience. He holds a Series 66 designation and has worked at Summitview Consultants, Wells Fargo Clearing, Ameriprise, and Edward Jones. Fisher Investments serves a diverse global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative methods to construct diversified portfolios and utilizes tax-aware strategies and risk management techniques.

Tamara Brentley is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at UBS Financial Services Inc for 10 years before joining Edward Jones. 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 strategies and affiliated investment products, operates under a fiduciary standard, and is noted for its extensive retail advisor and branch network.