Brandon Bourque is a CFP®-certified financial advisor with 26 years of industry experience. He is currently affiliated with OSAIC and has been with Roussel and Associates since 2001, where he also serves as Owner and President of an employee benefits and insurance agency. Additionally, Bourque holds a state notary public position in Tennessee. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.

David Krauklis is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Legacy Wealth Management Group and MassMutual Life Insurance Co. Outside of his advisory role, he owns DLA Coaching, LLC, where he provides online fitness coaching focused on workout and diet plans. Mass Mutual Investors Services is a subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using advanced analytical tools and provides various event-driven planning programs.

Richard Hamilton is a financial advisor with Mass Mutual Investors Services in Brentwood, TN. He holds CFP® and ChFC® designations, as well as a Series 66 license, and has eight years of industry experience. Prior to joining Mass Mutual Investors Services in 2018, he worked at Williamson Medical Center from 2012 to 2018. Outside of his advisory role, Hamilton is also active as a musician in the entertainment industry. Mass Mutual 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 programs, with planning engagements structured as annual collaborative relationships focused on client goals and strategies rather than specific product selections.

Thomas Medlin III is a financial advisor with LPL Financial in Brentwood, TN, holding a Series 66 designation and 18 years of industry experience. He previously worked at UBS Financial Services from 2008 to 2013 before joining LPL Financial, where he has been since 2013. 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 portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Ernie Colvin II is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2005. He has 24 years of industry experience. Outside of his advisory role, he is involved in managing rental properties through limited liability companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, supported by a large network of advisors and branch offices across the country.

Daniel Jones is a CFP® and ChFC® credentialed financial advisor with 15 years of experience at Edward Jones, where he has worked since 2011. He is based in Smyrna, TN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. 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, operating under a fiduciary standard.

Zachary Bell is a financial advisor at LPL Financial in Brentwood, TN, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at First Horizon, Forrester Research, and Jackson National Life Distributors LLC. 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 portfolio management solutions and supports its advisors with research, technology, and various financial services platforms.

Justin Oldham is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 18 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, LLC for 11 years before joining Baird in 2019. Outside of his advisory role, he is a partner in a family crop farming business and serves as a co-trustee for a family trust. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, combining manager-traded and model-traded strategies with tax management and internal research capabilities.

Walter Richardson III is a financial advisor with Osaic Wealth in College Grove, Tennessee, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. His career includes over two decades at Woodbury Financial Services and ongoing roles with Mass Mutual Life Insurance. He is also Vice President of Advisor Bridge, Inc., where he assists Osaic Wealth advisors with practice management and sales. Osaic Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process employs model-based asset allocation and portfolio optimization, supporting a range of customized strategies and third-party manager programs.

Keegan Haines is a financial advisor at Merrill with Series 66 credentials and five years of industry experience. He previously worked at Bank of America, N.A. and has a background that includes entrepreneurial experience with Green Cut Lawn. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Matthew Stalcup is a CFA® charterholder affiliated with Cambridge Investment Research Advisors. He has one year of industry experience, including roles at Aegis Capital Corp and LPL Financial prior to joining Cambridge. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians.

Craig Bernard is a financial advisor with LPL Financial in Arrington, TN, holding CFP® and ChFC® designations and industry licenses Series 63 and Series 65. He has 39 years of experience in the financial services industry and has worked with LPL Financial since 1997. 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, with advice delivered through a large network of investment adviser representatives who utilize both proprietary and third-party investment strategies.

Clyde Allen III is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes nearly a decade at Ameriprise Financial Services, Inc. and a year at LPL Financial before returning to Ameriprise in 2024. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice primarily for clients maintaining assets within Ameriprise-managed accounts.

Tyler Wadlington is a financial advisor at Edward Jones in Brentwood, TN, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Bass, Berry & Sims PLC for four years and spent one year with the United States Federal Courts. Outside of his advisory role, he is involved in residential rental property management in Nashville, TN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Patrick Blair is a financial advisor with Cambridge Investment Research Advisors, holding the Series 63 designation and bringing 31 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2006 and was previously with Waddell & Reed from 2004 to 2006. Outside of his advisory role, he works as a golf shop attendant at Old Fort Golf Course in Murfreesboro, TN. Cambridge Investment Research Advisors, Inc. serves a diverse client base that includes individual investors, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals, managing a multi-billion dollar asset base across multiple platforms and custodians.

Josh Kimbrough is an Executive Planning Consultant at Fidelity Investments, where he focuses on helping clients understand their employee benefits and maximizing the value of their relationship with the firm. He is a Certified Financial Planner and is committed to building financial plans and identifying strategies to enhance those plans for his clients. Josh has held various positions at Fidelity Investments since 2021, including Benefits & Planning Consultant and Workplace Planning Consultant in Executive Services, as well as Investment Solution Representative. Prior to his roles at Fidelity, he was the owner and agent of the Josh Kimbrough Agency from 2013 to 2021. He holds a California Insurance License. Outside of his professional work, Josh has interests in cars, fitness, food, football, pets, and traveling.

Steven Roussel is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Washington Square Securities, Inc. since 1999 before joining Osaic in 2024. Roussel is also the president and CEO of Roussel & Assoc, LLC, where he sells and services life insurance. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process focuses on model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Mark Jennings is a Series 66-licensed advisor at Merrill with one year of industry experience. His prior roles include positions at UBS and Bank of America, and he has worked in diverse fields such as education and sports management, including a position with New York Empire Baseball. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a wide range of clients including individuals, high-net-worth clients, and institutional investors.

James Reed is a financial advisor at Cetera with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including Concourse Financial Group Securities Inc, Lincoln Financial Securities Corporation, and Independent Advisers Group Corp. Reed also operates Reed Financial Group Inc, providing insurance products and financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and advisory services through a multi-manager platform that supports various investment strategies and program structures.

Kimberly Mankin is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 25 years of industry experience. Her prior experience includes roles at UBS Financial Services and JJB Hilliard, WL Lyons. Outside of financial advising, she is also a licensed real estate broker and assists friends and family with real estate transactions. 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 consulting using analytical tools and supports various advisory programs, including municipal and public finance services.