Joshua Marcum is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 license and 20 years of industry experience. His prior roles include work with Bni, Sinor Marcum Group, and Waddell & Reed, Inc. Outside of his advisory work, he has been involved with Sinor Marcum Group LLC, a business entity established for tax and investment purposes. 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 diverse advisory programs, financial planning, and retirement consulting with access to comprehensive research and model portfolios.

Ralph Ruckart is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 45 years of industry experience. His prior work includes 12 years at Invest Financial Corporation and over four decades with Indianapolis Life. He is self-employed and involved in multiple investment-related business activities associated with his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

Christopher Hunt II is a financial advisor at Morgan Stanley in Murfreesboro, TN, holding a Series 66 designation. He began his career at Morgan Stanley in 2026 after ten years with Bridgestone. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Luisa Gutierrez is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with Merrill since 2019 and previously worked at David's Bridal for six years. 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, pension plans, corporations, and charitable organizations.

Holly Butler is a financial advisor with Cetera in Murfreesboro, TN, holding Series 63 and Series 65 credentials and 13 years of industry experience. Her prior roles include positions at SunTrust Advisory Services, SunTrust Bank, and Pinnacle Financial Partners. Outside of her advisory work, she is a 100% owner of a rental property business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Nicole Emrick is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Advisors LLC. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jonathan Hagan is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has prior work experience that includes roles at MassMutual Life Insurance Company, Capital Financial Group, and entrepreneurial ventures such as The Original Corner Pub. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative and software-supported planning process and offers specialized planning services, including divorce and estate settlement planning.

Brian Walsh is a CFP® certificant with 13 years of industry experience. He is currently affiliated with Cetera and previously worked at Ameriprise, LPL Financial, and Cunningham Financial Group. Outside of his advisory role, he is a passive owner of a mobile dog grooming business that his wife operates. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Tyler Finch is a financial advisor at Edward Jones in Murfreesboro, TN, holding a Series 66 license with 11 years of industry experience. He 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 manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dean Morgan is a financial advisor with LPL Financial based in Nashville, TN, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at Sinor Marcum Group LLC, America2030, and Waddell & Reed Inc. Morgan is also involved in non-variable insurance activities through Crump and Clifton Park. 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 advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management options.

Jonathan Pankow is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has been with Merrill and its affiliate Bank of America, N.A. since 2015. Outside of his advisory role, he is the owner of Hazelwood, LLC, a limited liability company. Merrill, together 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, plans, corporations, and charitable organizations.

George Forbis Jr. is a financial advisor with Ameriprise in Brentwood, TN, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

William Brown is a financial advisor with Edward Jones in Murfreesboro, TN. He holds the CFP®, ChFC®, and Series 66 designations and has 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he has occasionally engaged in selling miscellaneous items on eBay. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

Jose Gomez is a financial advisor with LPL Financial in Murfreesboro, Tennessee, holding a Series 66 designation and three years of industry experience. His work history includes roles at Ascend Federal Credit Union since 2022 and experience in various service and retail positions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Andrew Scott is a financial advisor at UBS Financial Services in Murfreesboro, TN, with 12 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015, initially working in UBS WMA Operations before becoming a financial advisor in 2019. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.

Roger Bowser is a financial advisor with Primerica Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with Primerica Advisors since 2016 and has been affiliated with Primerica Financial Services since 2013. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Christopher Thompson is a Financial Advisor with Merrill Lynch Wealth Management based in Brentwood. He focuses on assisting individuals and families with important financial decisions by understanding their goals and creating personalized investment strategies. His areas of expertise include college education planning, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income planning. He provides ongoing investment advice and adapts strategies as clients' situations evolve. Mr. Thompson holds a Bachelor's Degree from the University of Tennessee System and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Outside of his professional role, he enjoys camping, chess, football, golfing, hiking, music, and spending time with his family.

Tyrone Laws Jr. is a CFP®-designated financial advisor with Edward Jones in Brentwood, TN, where he has worked since 2007, accumulating 18 years of industry experience. He is involved as a principal in Trident Ridge Holdings II LLC, a data center business focused on AI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services supported by a nationwide network of over 23,700 advisors.

Mitch Silberman is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera since 2023. Silberman is also the president and CEO of Silberman Wealth Strategies, Inc., which he founded in 2003. Outside of his advisory roles, he is a co-founder of the Jewish Republican Alliance, where he helps lead monthly political discussion meetings. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment managers.

Gaven Peal is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and one year of industry experience. His work history includes roles at MassMutual/Continuum Planning Partners, TBH Wealth Advisors, Ameriprise, and ClearTrust Wealth Advisors. Outside of financial advising, he was involved with Tomato Head Pizza Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using firm-approved analytical tools, with a recent addition of standalone Divorce Planning and detailed event-driven planning services.