Whitney Shimatsu is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 12 years of industry experience. Prior to joining Ameriprise in 2024, Whitney worked at LPL Financial LLC, CMR Financial Advisors, Inc., and Cambridge Investment Research, Inc. from 2014 through 2024. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Shantele Hoover is a financial advisor with Edward Jones in Columbia, TN, holding a Series 66 credential. She has experience working in different sectors, including seven years at FilmPac and five years at EyeCare Focus & Specialties, before rejoining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million clients with a range of strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm is notable for its large national network of advisors and branches, as well as its affiliated trust company and securities-based lending 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.

Heath Larkin is a financial advisor with Ameriprise in Columbia, TN, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Ameriprise since 2013. Outside of his advisory role, Larkin serves as Vice Chair on the Board of Directors for the Dickson County Family YMCA and is involved in real estate development through business ownership. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Cade Morgan is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked in various roles, including a position at Leisure Time Pool & Spa. Outside of his advisory work, he is involved with Grace Financial Partners, where he conducts client meetings and assists other advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools and tailored risk profiling to support client goals and offers specialized programs including municipal advisory and SIMPLE IRA consulting.

Elliott Sanderson is a financial advisor at Edward Jones in Columbia, TN, holding a Series 66 designation. He joined Edward Jones in 2026 and has previously worked at Nissan North America Motor Company and other firms, accumulating several years of professional experience outside the financial industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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.

Brian Sanderson is a financial advisor at Edward Jones in Columbia, TN, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Sandman Creative Group LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,700 financial advisors nationwide.

Kathryn Lintz is a financial advisor at Ameriprise with 10 years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial and Michael Wealth Management Group. She serves on the Board of Directors for Young Professionals of Marshall County as Secretary/Treasurer. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in net investable assets, offering tailored recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies through a centralized consulting team.

Audrey Sanderson is a financial advisor at Edward Jones with credentials including the Series 66 designation. She has experience working at Edward Jones since 2019 and has held roles outside the financial industry, including involvement with Richmond United Soccer Club and The Health Management Academy. 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, supported by a nationwide network of advisors and branch offices.

Gaye Pike is a CFP® professional with 26 years of experience in the financial services industry. She is currently affiliated with Osaic Wealth Inc and previously worked at NBC Securities, Inc. for 17 years. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, employing various tools and platforms to construct and manage portfolios on both discretionary and non-discretionary bases.

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.

Matthew Fink is a financial advisor at Edward Jones in Columbia, TN, holding a Series 66 designation. He has been with Edward Jones for one year and previously worked in custom woodworking and the automotive industry. Edward Jones serves more than four million individual and institutional clients, offering a wide range of wealth management and advisory services supported by a large national network of financial advisors and branch offices.

Brett Crouse is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked at OSAIC Wealth Inc, Caledonian Financial, Liberty University, and other organizations. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and provides access to multiple advisory platforms and third-party money managers.

Emily Henry is a financial advisor with Cambridge Investment Research Advisors in Columbia, TN. She holds Series 63 and Series 66 licenses and has two years of industry experience. Her prior work includes roles at Jackson National Life Distributors and SKC Financial Group, as well as involvement with nonprofit and entertainment organizations. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment implementation strategies through a network of independent Financial Professionals, including proprietary model portfolios and access to unaffiliated strategists.

Jesse Clayton is a financial advisor at Osaic Wealth, Inc. with 11 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Woodmont Investment Counsel, LLC for 14 years and Merrill for 9 years. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and a variety of portfolio management options that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Clay Buttrey is a financial advisor with Robert W. Baird & Co. in Columbia, Tennessee, holding a Series 66 designation and with 27 years of industry experience. He has worked at Robert W. Baird & Co. since 2020 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2020. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves high net worth individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing internal research and technology such as artificial intelligence to support its advisory approach.

Thomas Sneed is a financial advisor at Osaic Wealth Inc. with 12 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at NBC Securities, Inc. for 12 years before joining Osaic in 2025. Osaic Wealth Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, employing a variety of asset allocation tools and third-party resources to manage portfolios across multiple investment types on both discretionary and non-discretionary bases.

Berrie Coble is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked at Cambridge since 2019, following a prior role at FTB Advisors. Coble is an independent insurance agent and serves as a board member of Heritage Financial Corporation; he is also the owner of Bloom Financial Planning and acts as treasurer for the Julie C Heffington Judge 22nd Judicial District campaign. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a variety of portfolio management strategies and custody arrangements tailored to client objectives.

Andrew Parker is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2020. He previously worked at Morgan Stanley in various roles from 2009 to 2020. Parker is a board member of the Shaq Mason Foundation and serves on the advisory board of Maury Regional Health System. He is part of The DDK Group at Robert W. Baird, which provides tailored wealth management services to individuals, families, and institutional clients through a combination of consulting, portfolio management, and specialized strategies including separately managed accounts and overlay services.