Katryna Wright is a financial advisor at LPL Financial with 12 years of industry experience. She holds a Series 66 designation and has worked previously at CUNA Brokerage Services, INC and Southeast Financial Credit Union. Wright is also involved in investment-related activities connected to Southeast Financial Credit Union. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Steven Boles is a CFP® with 19 years of industry experience, currently affiliated with LPL Financial. He has previously worked at First Horizon Advisors, Truist Investment Services, and Citigroup Global Markets. Boles serves on the board of FiftyForward Endowment as Treasurer. 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 financial planning and investment services, including model portfolios and third-party asset management, supported by extensive operational and research tools.

Eric Brown is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is President of Killer Bees Inc and the Place Office Park owner's association in Smyrna, TN. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs featuring discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment options.

Christopher Klasen is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and previously served in the U.S. Navy for 22 years before joining Edward Jones in 2019. 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 through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Pamela Leclerc is a CFP® and ChFC® credentialed financial advisor with nine years of experience at Edward Jones in Murfreesboro, TN. She has worked with Edward Jones since 2015 and is also involved in math tutoring, a role she has maintained since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 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.

Thomas Sinor Jr. is a financial advisor with LPL Financial based in Nashville, TN, holding Series 63 and Series 65 licenses and over 21 years of industry experience. His career includes roles at Waddell & Reed, INC., various insurance carriers, and his own firms, Sinor Marcum Group and Thomas Sinor. He has also maintained a business entity for tax and investment purposes unrelated to advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers diverse advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a wide network of advisors and advanced research tools.

Honnie Arnold is a financial advisor with Wells Fargo Clearing, holding a CFP® designation as well as Series 63 and Series 65 licenses, and has 25 years of industry experience. Prior to joining Wells Fargo in 2016, Arnold worked at U.S. Bancorp Investments, Inc. and Emerald Spectrum Advisory, Inc. Outside of financial advising, Arnold is involved as a member in Young Living Essential Oils. 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 utilizes research and analytics to offer diversified investment options and provides both brokerage and advisory solutions at large scale.

Gunter Lugg is a CFP® professional with 13 years of industry experience, currently working at Wells Fargo Clearing since 2016. He holds the Series 66 designation and is based in Brentwood, TN. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Hunter Berry is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Cambridge, he worked at Jackson National Life Distributors for four years. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Brian Coleman is a CFP® and ChFC® professional with 21 years of experience in the financial industry, all of which have been spent at Edward Jones since 2005. He is based in Murfreesboro, TN. Brian holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offices and offers a range of advisory programs and investment solutions under a fiduciary standard.

Karley Rouse is a CFP® and holds a Series 66 license with 11 years of industry experience. She has been with Robert W. Baird & Co. since 2015. Karley is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Thomas Ferraro III is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, previously spending six years with Prudential Equity Group, LLC. Outside of his advisory role, he owns and operates Muddy Boots Livestock, where he raises, breeds, and sells Angus cattle. 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 substantial assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Dewitt Goldsby is a financial professional with 22 years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked at Cetera and its affiliated entities since 2023. Prior to that, he was associated with Shoemaker Financial Nashville and Securian Financial Services for nearly two decades. Goldsby serves as chairman of the West End United Methodist Board of Trustees, managing the church’s physical and financial assets. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that provides a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, and institutional clients. The firm operates a multi-manager platform offering various program options and oversees over $256 billion in assets under management.

Kimberly Sadler is a financial advisor with Edward Jones in Murfreesboro, TN, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, she worked for the Smyrna Police Department for five years and was involved with Thermal Vision Investments and Little Caesars for seven years each. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kevin Thompson is a financial advisor with J.P. Morgan Securities in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Ross, Sinclaire & Associates, Waddell & Reed, FIFTH THIRD SECURITIES, and Merrill prior to joining J.P. Morgan in 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence using both quantitative and qualitative research, incorporating ESG criteria and broader derivatives and commodities capabilities.

Jay Flowers is a financial advisor with LPL Financial in Murfreesboro, TN, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL Financial since 2007, with prior experience at First Horizon Advisors, Inc. and Gunnallen Financial, Inc. Flowers serves as treasurer on the board of the National Association of Insurance and Financial Advisors of Tennessee. 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 through a large network of investment adviser representatives. The firm offers various investment programs and platforms, combining advisory services with extensive non-advisory financial activities.

Gregory Sirko is a CFP® and Series 66 registered financial advisor with Mass Mutual Investors Services, where he has worked since 2007. He has 18 years of industry experience and is based in Brentwood, TN. Sirko is also the managing member of an entity that receives advisory compensation to fund business expenses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning approaches.

Matthew Shaw is a financial advisor with LPL Financial in Franklin, TN, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with LPL Financial and The Wealth Management Group since 2016. Outside of his advisory role, he is involved with The Car Stables, a business entity unrelated to investment activities. 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 investment management solutions delivered through a large network of investment adviser representatives.

Zachary Pagano is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has four years of industry experience, including previous roles at Jackson National Life Distributors and Residential Investment Advisors. Outside of his advisory work, he is involved in food and beverage service and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services through various platforms, managing a multi-billion dollar asset base.

Joseph Mc Clearn is a CFP® certificant with six years of experience in the financial services industry. He is currently with Mass Mutual Investors Services and has previously worked at SageSpring Wealth Partners, Raymond James Financial Services, CPRG, and Hilliard Lyons. He also serves as an independent contractor financial advisor and mentee with Dobyns McMillin Wealth Team. 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, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and supports implementation through brokerage and insurance arrangements.