Evin Edens is a CFP® professional with seven years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL Financial in 2025, Edens worked with FTB Advisors for eight years and First Tennessee Bank for one year. He has a background that includes six years at Belmont University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology to support diversified investment strategies.

Jeremy Smith is a financial advisor with Cetera and holds Series 63, Series 65, and Series 66 designations. He has 21 years of industry experience, including long-term roles at Shoemaker Financial Advisors and Securian Financial Services. In addition to his advisory work, he is involved in fixed insurance sales. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform, with access to various investment strategies and third-party managers.

James Fish is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Roussel and Associates, Woodbury Financial Services, and Shoemaker Financial. Fish serves on the boards of two non-profits, Tenngreen and Saddle Up!, which provides equine therapy to children and young adults with developmental issues. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party managers to construct diversified portfolios across various investment types.

Joseph Patrick is a financial advisor with UBS Financial Services in Nashville, TN. He holds a Series 66 designation and began his advisory career in 2025. His prior work experience includes roles at LP Building Solutions, N3L Capital Hedge Fund, and Title Nash. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management. The firm combines wealth management with institutional trading capabilities and offers a broad range of financial products and services.

Anna Huber is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior roles include positions at Evergreen Investment Advisors and JPMorgan Chase Bank, N.A. Outside of finance, she has worked with organizations such as the Gordon Jewish Community Center and operated a shaved ice business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework.

Dalton Boyd is a Series 66-licensed financial advisor with six years of industry experience, currently with UBS Financial Services since 2020. His prior roles include positions at Edward Jones, Reliance First Capital LLC, Commercial Bank & Trust Company, and McKenzie Banking Company/Foundation Bank. Boyd is also the sole owner of Boyd Holding Company, LLC, a business that manages mortgage note documentation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management. The firm employs model-based asset allocations and proprietary research to tailor investment plans aligned with clients’ goals and risk tolerances.

Jimmy Trotter II is a financial advisor with LPL Financial and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at Morgan Stanley Private Bank, Morgan Stanley, JPMorgan Securities, Bank of America, and Merrill. Outside of advising, he is the owner and president of Cozy Custom Homes LLC, a construction company specializing in new residential homes. 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 offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Alice Windsor is a financial advisor at Merrill with 31 years of industry experience. She has held her current position at Merrill since 1981. Windsor holds a Series 63 designation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Christopher Martinez is a financial advisor with Charles Schwab in Old Hickory, TN, holding a Series 66 designation and nine years of industry experience. He has been with Charles Schwab since 2015. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.

Steven Person is a financial advisor with LPL Enterprise, holding a Series 66 designation and over 20 years of industry experience. He has worked at Prudential Insurance Company of America since 2015 and was previously with PRUCO Securities, LLC. since 2015. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through its integrated platform.

Brian Homra is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of his financial advisory role, he is involved in a small business, The Anna Company DBA Memphis Magic BBQ Sauce, which he has operated since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of account types. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Anthony Dowlen is a financial advisor at Merrill in Nashville, TN, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Fortera Credit Union, Bank of America, and Advance Financial. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its services within Bank of America’s broader platform, providing access to a wide array of investment products and related services.

Bryan Bolton is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has previously worked at FTB Advisors, INC for 10 years. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Phillip Branch is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2016 after over four years in the wealth management department of a regional bank in Kentucky. Phillip works with corporate executives, entrepreneurs, medical professionals, and recent retirees to organize finances, mitigate tax risk, and pursue their financial goals through tailored wealth management strategies. Phillip holds a bachelor’s degree in Finance and Economics as well as an MBA from Middle Tennessee State University. He provides services including wealth forecasting, portfolio management, tax minimization strategies, insurance planning, and retirement income analysis. His approach emphasizes developing a precise and individualized financial plan, regularly tracking progress to help clients achieve their lifelong objectives. Outside of his professional work, Phillip is involved in community activities such as Habitat for Humanity, St. Jude Hero, and Susan G. Komen Team. He serves on the Nashville Children's Theatre Board of Trustees. His personal interests include fishing, football, golfing, hiking, running marathons, and skiing.

Steven Mitchell is a CFP® and holds a Series 66 designation with 17 years of experience in the financial industry. He has been with Raymond James & Associates in Nashville, TN since 2013. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a notable focus on public finance and municipal work.

Rickie Garner is a financial advisor at Edward Jones with 10 years of industry experience. He holds the ChFC® designation and Series 66 license. He has been with Edward Jones since 2015 and has been affiliated with Liberty University since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Zenker is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations using firm research and planning tools, and maintains capabilities in public finance and municipal work alongside its retail advisory services.

Spencer Provow is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors Inc. since 2015. He is based in Murfreesboro, TN. Outside of his advisory role, Provow is a partner in a real estate venture focused on property purchases in middle Tennessee. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by extensive research and a broad affiliate network.

Madeline Brunkey is a CFP® with three years of industry experience, currently serving at Cambridge Investment Research Advisors. She has been affiliated with Cambridge Investment Research Inc. since 2014. Brunkey also works as an independent contractor in healthcare for Servier Pharmaceuticals. Cambridge Investment Research Advisors is a large SEC-registered advisory firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Patrick Sims is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at ServisFirst Bank from 2015 to 2018. Outside of his advisory role, Sims is a minority owner and board member of Superior Care Home Inc., a healthcare and long-term care facility, and serves on the Board of Overseers at Bellarmine University, where he supports fundraising and alumni engagement. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.