Laura Tomlin is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. She has been with OSAIC since 2025 and has a background that includes work with Williamson County Schools. In addition to her advisory role, she is licensed to offer accident, health, disability insurance, and various annuity and life insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a wide network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and third-party managed-account solutions to construct diversified portfolios.

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.

Charles Williams Jr. is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory work, he serves as a 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 across the United States.

William Hammer Jr. is a financial advisor with LPL Financial holding a Series 66 credential and 18 years of industry experience. Prior to joining LPL in 2024, he worked for SCF Investment Advisors and SCF Securities from 2015 to 2024. He is also an author outside of his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services supported by proprietary and third-party research and technology.

Wayne Cavender Jr. is a CFP® professional with 25 years of industry experience, currently serving clients at Edward Jones since 2001. He holds Series 63 and Series 66 licenses and is based in Shelbyville, TN. Outside of his advisory role, he owns and maintains a commercial rental property in Shelbyville. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of more than 23,700 financial advisors and 15,000 branch offices nationwide.

Thomas Brandstater is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo entities since 2012, including Wells Fargo Advisors, LLC, and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

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 over 21 years of industry experience. Prior to joining LPL Financial in 2020, he was involved with several entities bearing his name, including Lucia Capital Management and Lucia Securities. He is also a member of Montecito Venture Partners, LLC, an investment-related business. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

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 Series 66-credentialed financial advisor with LPL Financial, based in Thompson's Station, TN. He has one year of industry experience and previously worked for The Lampo Group, Inc. DBA Ramsey Solutions for 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, supported by model portfolios, research, and advanced technologies.

Thomas Simonek is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including H. Beck, Inc. and Grove Point Investments, LLC. His other business activities include property ownership related to real estate rental in College Grove, Tennessee. 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 a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management along with access to research and model portfolios.

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 financial advisor at LPL Financial with 11 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining LPL Financial in 2026, he worked at Edward Jones for 12 years. 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 various advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

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 at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has previously worked with Raymond James Financial Services and Edward Jones. Mallard also serves as a branch manager at Gulf Winds Wealth Management. 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 a range of financial planning, advisory programs, and retirement plan consulting services supported by research and model portfolios.

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.

James Williams III is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. He has been with Cetera and affiliated entities since 2014. Outside of his advisory role, he serves on the Board of Zoning Appeals for the City of Shelbyville, acts as Senior Warden at the Episcopal Church of Redeemer, and is a reserve deputy with the Bedford County Sheriff’s Office. Cetera Investment Advisers LLC is an SEC-registered firm providing a broad range of investment and retirement services to individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers various portfolio management strategies and program platforms, supported by extensive assets under management and multiple affiliated service providers.