Jordan Coffey is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 65 and Series 63 designations and has been with Thrivent since 2020. Outside of his advisory role, Coffey serves as president of Overflow Mission, a nonprofit that provides community relief and outreach in Zimba, Zambia. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and planning across a broad range of topics without discretionary trading authority.

Myles Zueger is a financial advisor with Raymond James Financial Services Advisors, Inc. in Nashville, TN, holding a Series 66 designation and 11 years of industry experience. He has been associated with Adams Wealth Partners and David Adams Wealth Group since 2018, focusing on operations and financial advising. Raymond James serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary advisory services supported by comprehensive financial planning, asset-allocation analysis, and access to various investment programs and institutional consulting.

Robert Hetherington is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2010, he has focused on delivering customized strategies and advice to individuals, families, and business owners through multiple and complex market cycles. His approach begins with a disciplined, goals-based process that seeks to fully understand each client’s specific needs, concerns, and priorities. Robert and his team specialize in serving corporate executives, people transitioning into retirement, and business owners. Robert’s expertise encompasses corporate executive services, education planning, family wealth management strategies, philanthropic planning, portfolio management, socially responsible and ESG investing, tax minimization, and trust and estate planning services. His team's comprehensive offerings also include business owner retirement plans, lending strategies, home financing, and long term care planning. They aim to provide clients with answers to financial questions that they may not have considered, offering insight and customized solutions to meet stated financial concerns and goals. He earned a Bachelor of Science degree in Business Administration from Washington and Lee University and holds the Personal Investment Advisor (PIA) professional designation. Robert is a native Washingtonian and resides in Chevy Chase, Maryland with his wife, Julia, and their three children. He maintains a commitment to community involvement through volunteering with local organizations.

Luke Houck is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and seven years of industry experience. Prior to joining Wells Fargo in 2026, he worked at Morgan Stanley for eight years and has additional experience at Jackson National Life and Jackson National Life Distributors. Outside of his advisory role, he is involved in food and grocery delivery services as a contractor for companies including DoorDash, InstaCart, Spark Driver, and Uber Eats. 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 manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

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, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and the affiliated Cambridge Investment Research, Inc. since 2003. Outside of his advisory role, he partners with Genesis College Funding Solutions to assist clients in finding financial aid and maintains a website focused on college aid strategies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing multiple custodial platforms and both discretionary and non-discretionary investment strategies.

Aaron Solomon is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Aaron earned a Bachelor's Degree from Middle Tennessee State University. His credentials reflect a focus on fiduciary responsibilities, personal investment management, and retirement planning.

Darrell Woodcock Jr. is a CFP® and holds a Series 66 license, with 20 years of experience in the financial industry. He has been with LPL Financial since 2016 and is also affiliated with Private Advisor Group, LLC. Outside of advisory work, he is a business owner of Woodcock Farms and has been involved with the Lions Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing various strategies supported by in-house research and third-party subadvisors.

Roxanne Lenfert is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at UBS since 2008. Outside of her advisory role, she is a principal and member of Meagaline, LLC, a company involved in small home repairs. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

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.

Boyd Blair is a financial advisor with LPL Financial in Hendersonville, TN, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with LPL Financial since 2006. 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 provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Tammy Bowling is a financial advisor at Raymond James Financial with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has held roles at Burton Hills Investment Partners, Pinnacle Asset Management, Pinnacle Bank, and Raymond James Financial Services Advisors. Bowling also serves as an operations manager and sales assistant at Pinnacle Asset Management. Raymond James Financial Services Advisors provides financial planning and investment consulting to individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Charles Montgomery is a financial advisor with LPL Financial, holding a Series 66 credential and 14 years of industry experience. He has previously worked with Sinor Marcum Group and served on various political committees, including the Davidson County Republican Party and the GOP Minority Coalition of Middle Tennessee. Montgomery has also been involved in music management and held leadership roles in university and state executive committees. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting, supported by research and technology-driven investment strategies.

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.

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.

Rosa Berger is a financial advisor at Edward Jones in Gallatin, TN, holding a Series 66 designation with three years of industry experience. She previously worked at Fifth Third Bank Corp from 2011 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, and it manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices.

Jae Waters is a CFP® professional with 26 years of industry experience currently serving at OSAIC since 2005. He also worked at H2O Reinsurance Company Inc. beginning in 2023. Waters owns and manages a life insurance and long-term care services business, Waters Wealth Management. OSAIC provides financial advisory and brokerage services to retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations. The firm employs asset-allocation tools and risk management techniques to construct diversified portfolios and offers a wide range of advisory platforms and third-party managed account solutions.

William Bryson Jr. is a financial advisor with Equitable Advisors in Lebanon, TN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, and serves as a board member for Friendship Christian School. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a range of third-party programs and advisory services. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor investment solutions based on client goals and risk tolerance.

Bruno Bulovas III is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Services, LLC. Outside of his advisory role, he serves as Treasurer for the Nashville Chapter of the University of Alabama National Alumni Association, managing financial documentation for the nonprofit. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, and institutional entities. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs, with specialized services in public finance and municipal work.

Rebecca Cardozo Pfeiffer is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has one year of industry experience and has worked at LPL Enterprise since 2024. Prior to that, she was associated with Pruco Securities LLC, operated her own advisory business, and worked at Cornerstone Financial Strategies Group. Outside of finance, she has been involved with Great Lakes Pilates and Wellness since 2019. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, leveraging model portfolios, third-party asset managers, and integrated financial products, including insurance, through a combined platform.