Laura Tomlin is a financial advisor with OSAIC, holding a Series 66 designation and five years of industry experience. Prior to joining OSAIC in 2025, she worked with Williamson County Schools for nine years. She is also licensed to offer various insurance products, including accident, health, disability insurance, and fixed and indexed annuities. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage, advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisors.

Randy Von Bargen is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 63 and Series 66 designations. His prior employment includes roles at LPL Financial, Cuna Brokerage Services, SchoolsFirst FCU, JP Morgan Securities LLC, and JPMorgan Chase Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios across mutual funds, ETFs, and ETPs.

Jack Propst is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan Securities, he held roles at Penn Mutual Company and has been involved in insurance brokerage focused on life insurance products. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Charles Williams Jr. is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, Williams serves as the location pastor at People's Church of Shelbyville. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

William Hammer Jr. is a Series 66-licensed financial advisor with 18 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked for SCF Investment Advisors, Inc. and SCF Securities, Inc. from 2015 to 2024. Outside of his advisory role, he is an author. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing customized and model-driven investment strategies supported by advanced operational tools.

Wayne Cavender Jr. is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. He holds Series 63 and Series 66 licenses. Outside of advising, he owns and manages a commercial rental property in Shelbyville, TN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Thomas Brandstater is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 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 offers both brokerage and advisory solutions, relying on research and analytics to evaluate investment options.

Dalton Potts is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior roles include positions at Primerica and Republic Finance. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Joseph Lucia is a financial advisor with LPL Financial, holding a Series 66 credential and 21 years of industry experience. Prior to joining LPL Financial in 2020, he held leadership roles at Lucia Capital Management, Lucia Securities, and the Raymond J. Lucia Companies. Outside of advisory work, he serves in a fiduciary capacity for a children’s trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms, supported by advanced operational tools.

Charles Evans II is a financial advisor at Ameriprise with 44 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at CIty National Bank and RBC Capital Markets. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers these services through a centralized consulting team in partnership with its financial advisors.

Ellis Burgess is a financial advisor at LPL Financial with a Series 66 credential and one year of industry experience. Prior to joining LPL Financial and Brighton Investment Solutions in 2026, Ellis spent 12 years with The Lampo Group, Inc. DBA Ramsey Solutions. 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 institutions. The firm offers a range of investment and retirement solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor resources and technology.

Thomas Simonek is a financial advisor with LPL Financial holding Series 63 and Series 65 designations and 33 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and T. Charles Corporation. Outside of advisory work, he is involved in real estate rental activities in College Grove, Tennessee. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Christopher Rogers is a financial advisor with MassMutual Investors Services who holds a Series 66 designation and has 18 years of industry experience. He has worked at MassMutual since 2010 and has been self-employed since 1996. Outside of his advisory role, he serves as a soccer referee. MassMutual 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, and charitable organizations. The firm uses collaborative, annual planning engagements supported by firm-approved software tools and offers specialized services including divorce planning and employer-sponsored programs.

Kevin Gil is a financial advisor at Fisher Investments with 20 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2001. Outside of advising, he is the sole member of two commercial real estate ownership entities. Fisher Investments serves a global range of institutional and private clients, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to build diversified portfolios and provides sub-advisory and retirement plan services.

Leslie Smith II is a CFP® with 11 years of industry experience, currently serving as a financial advisor at LPL Financial. Prior to joining LPL Financial in 2026, Leslie worked at Edward Jones for 12 years. 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 variety of financial planning and investment programs supported by technology tools and manages over $819 billion in discretionary assets through a large network of advisors.

Rebecca Carter is a financial advisor at Raymond James Financial with five years of industry experience. She holds a Series 66 designation and has worked exclusively at Raymond James since 2019, following roles in the hospitality sector. Outside of her advisory role, she is also associated with Feldhaus Investor Services as an associate employee. 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. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through unique affiliations.

Ryan Kotarba is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2001 and holds Series 63 and Series 66 designations. Outside of his advisory role, he owns and operates Kotarba Cattle Company, a small cattle breeding business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research with model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Walter Richardson III is a financial advisor at OSAIC with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services and Mass Mutual Life Insurance. Richardson is also vice president of Advisor Bridge, Inc., where he assists OSAIC Wealth representatives with practice management and sales. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, advisory services, and access to third-party money managers and wrap programs. The firm uses various asset-allocation tools and supports discretionary and non-discretionary portfolio management, with notable complexity in its corporate structure and multiple commercial arrangements.

Clayton Mallard is a financial advisor with LPL Financial, holding a Series 66 credential and seven years of industry experience. He previously worked at Raymond James Financial Services and Edward Jones. Mallard also serves as a branch manager at Gulf Winds Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies.

Bryan Luther is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 1994, he has focused on wealth management and retirement planning, developing personalized financial strategies to help clients pursue their long-term goals. Bryan works closely with clients in areas including college education planning, divorce transition planning, liquidity management, portfolio management, tax minimization, and retirement income. He holds a Bachelor's Degree in Finance and Economics from the University of Illinois System and the Professional Investment Advisor (PIA) designation. Bryan follows Merrill's tradition of community participation and spends time volunteering with local organizations. Outside of work, he enjoys music, watching movies, and spending time with his family.