James Wheeler is a financial advisor at Edward Jones in Murfreesboro, TN, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Alpha Entertainment Booking, LLC and Crye-Leike Realtors. He serves as a director for the nonprofit Dry Ground, Inc., where he approves grant applications related to adoption provisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ashley Franklin is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 licenses and four years of industry experience. She has been with Primerica Advisors since 2021 and was previously self-employed for nine years. Franklin is the founder and CEO of a charity organization called Not Quite AA in Tullahoma, TN. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with a range of model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors.

Eddie Ard Jr. is a financial advisor with Primerica Advisors in Smyrna, TN, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has worked with PFS Investments, Inc. since 2012 and Primerica Financial Services since 2011. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed-fee billing.

Michael Whitney is a financial advisor with OSAIC based in Franklin, TN, holding a Series 66 designation and bringing 23 years of industry experience. His career includes positions at Wise Family Wealth, Commonwealth Financial Network, Royal Alliance Associates, Signator Investors Inc, UBS Financial Services, and Ameriprise. Outside of his advisory role, he is involved in fixed insurance sales. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers discretionary and non-discretionary investment strategies, third-party money manager programs, and alternative investments.

Blake Barton is a financial advisor with Mass Mutual Investors Services in Brentwood, TN. He holds a Series 66 designation and has been with Mass Mutual and its subsidiaries since 2024. Outside of advising, he works as a catching instructor providing baseball training to young players through Hit Lab LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and educational seminars to individuals, business owners, and charitable organizations. The firm uses software tools to analyze client goals and provides collaborative, annual financial planning engagements.

Christine Cash is a Wealth Management Advisor at Merrill Lynch Wealth Management who joined the firm in 2014. She works with business owners, senior executives, and affluent families, advising them across multiple facets of their financial lives. Christine specializes in family wealth management strategies, personal retirement planning, and portfolio management services. She follows a disciplined process that begins with understanding each client and their family's financial situation and goals to help them determine where they are today and what strategies can support their future objectives. Christine holds a B.B.A. in Management from Xavier University and holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification as well as the Personal Investment Advisor (PIA) designation. During her time at Xavier University, she was a four-time Academic All American for the Division 1 Women's Golf Program. She is also a member of the Xavier University Alumni Association. Christine is a member of the Thompson Turner and Cash team, which has been named to the Forbes "Best-in-State Wealth Management Teams" list in 2023, 2024, 2025, and 2026. In addition, she was named to the 2025 Forbes "Top Next-Gen Wealth Advisors Best-in-State" list. When not working, Christine enjoys playing golf, spending time with her family, traveling, and caring for her two Cavalier King Charles Spaniels, Putter and Ryder. She resides in Nashville with her husband, Brett.

Wendy Peppers is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2021 and was previously with Morgan Stanley for seven years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nathan Mosakowski is a financial advisor with Cambridge Investment Research Advisors, holding Series 65, Series 63, and Series 66 licenses and 18 years of industry experience. His prior work includes roles at Ameriprise, Allstate Insurance Company, Jackson National Life Distributors, and McMillan Analysis Corporation. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals. The firm employs multiple platforms and custodians, offers both discretionary and non-discretionary management, and develops proprietary model strategies under the Founders Gate Capital brand.

Christopher Slonecker is a financial advisor with LPL Financial in Brentwood, Tennessee, holding Series 63 and Series 65 licenses and having 29 years of industry experience. His prior firms include First Tennessee Brokerage, Inc., New England Securities, and FTB Advisors, Inc. He serves as a board member and treasurer for Welcome Home Ministries, a nonprofit aiding men in recovery. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions, utilizing both proprietary and third-party investment strategies.

Leslie Askew is a financial advisor with Ameriprise in Murfreesboro, TN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2019, Leslie worked for six years at Heritage South Community Credit Union. Leslie is also involved with MEW Practice Management LLC, managing an advisory business outside of Ameriprise. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jonathan Wilson is a financial advisor at Edward Jones in Murfreesboro, TN, holding a Series 66 credential. He has one year of experience at Edward Jones and previously worked four years at Benchmark International. His career background also includes roles at Legacy Fighting Alliance and Allied Universal. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large national network of financial advisors and branch offices.

Carrie Sykes is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 34 years of industry experience. Her career includes nearly three decades at First Tennessee Brokerage, Inc., along with a role at Ftb Advisors, Inc. She operates out of Murfreesboro, Tennessee. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to a diverse client base, including individuals and institutions, offering a range of financial planning and asset management solutions supported by technology and extensive resources.

Christina Smith is a financial advisor with Wells Fargo Clearing in Brentwood, TN, holding a Series 66 designation and 25 years of industry experience. She worked at Merrill from 2004 to 2015 before joining Wells Fargo Clearing in 2016. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Craig Miller is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 30 years of industry experience. He worked at LPL Financial for 15 years before joining Raymond James Financial Services Advisors, Inc. in 2026. Outside of his advisory role, he owns Miller Garner Wealth Management, a non-investment related business based in Murfreesboro, Tennessee. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs fact-finding, risk profiling, and analytical tools to support tailored, non-discretionary planning and recently expanded its offerings to include specialized advisory programs and institutional consulting.

Matthew Benson is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Mass Mutual and its affiliated companies since 2000. Outside of his advisory role, he is involved in insurance sales and manages residential rental properties. Mass Mutual Investors Services, LLC 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 uses firm-approved software to deliver written recommendations in annual collaborative planning engagements, with optional implementation through separate brokerage or insurance arrangements.

Nicholas Wolf is a CFP® professional with four years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has worked at several firms, including David Adams Wealth Partners and Strategic Financial Partners. Nicholas is also involved as an associate at Adams Wealth Partners, supporting investment advisory activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers customized, non-discretionary planning and employs analytical tools to support client goals, with specialized services including municipal advisory and SIMPLE IRA consulting.

Jessica Jung is a CFP®-certified financial advisor with 21 years of industry experience. She is currently with Cambridge Investment Research Advisors, having joined in 2025, and previously worked at firms including Aegis Capital Corp, LPL Financial, and Morgan Keegan & Company, LLC. Outside of her advisory role, she is involved as president of Vast Medical, a company that collects and stores medical data, and serves on the advisory board of Partners Financial. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organization clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm provides both discretionary and non-discretionary management, access to third-party advisers and sub-advisors, and proprietary model strategies under the Founders Gate Capital brand.

Matthew Miller is a financial advisor with Merrill in Brentwood, Tennessee, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has worked with Bank of America and Merrill for the past 15 years. Outside of his advisory role, Miller serves as a committee member for United Way’s Tocqueville Society fundraising cabinet. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, incorporating strategic asset allocation and tax-aware options.

Matthew Walker is a financial advisor with Raymond James Financial in Murfreesboro, TN, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at LPL Financial and Invest Financial Corporation and is also an insurance agent with FirstBank Insurance Inc. Additionally, he serves as a branch manager for FirstBank Investment Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients, offering tailored, non-discretionary planning supported by analytical tools and a broad advisor network.

Tara Gil is a financial advisor at Fisher Investments with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Fisher Investments since 2002. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment approach that combines quantitative and qualitative research to construct diversified portfolios.