Jo Wright is a financial advisor at Cetera with nine years of industry experience. She holds Series 66 and Series 63 credentials and has been associated with Cetera since 2017. Wright also serves as an adjunct instructor at Austin Peay State University and is a board member and Growth and Development Committee Chair for the Clarksville-Montgomery County Education Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and a multi-manager platform.

Timothy Bowers is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. Prior to his career in finance, he spent eight years at AT&T. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm serves a diverse client base and is notable for its regulatory registrations and use of advanced technologies in investment processes.

Trina De Soto is a financial advisor at Edward Jones with 35 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Edward Jones since 2012. Outside of her advisory work, she manages rental property in Clarksville, Tennessee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers various advisory programs, including discretionary and non-discretionary strategies, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Ross Peay Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and seven years of industry experience. He has worked at Raymond James since 2019 and was previously with Thurman Campbell Group, PLC. Outside of his advisory role, he is employed as an associate at Peay and Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools to support its recommendations, serving a broad client base through a large advisor network and affiliated advisory firms.

Robin Davis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. Prior to joining LPL, Davis worked at Wells Fargo Clearing for one year and has been with Linsco/Private Ledger Corp. since 2003. He is involved with Legends Bank in Clarksville, Tennessee. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Landon Brake is a financial advisor at Ameriprise with 43 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports based on research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with client advisors.

Sophany Wagoner is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Kovack Securities, Alliance Wealth, Charles Schwab, and Selene Finance prior to joining Raymond James in 2019. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Benjamin Smith is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 registrations. Prior to joining Raymond James, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company for 11 years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client decision-making.

William Pittman is a financial advisor at Osaic with 10 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors, Securities America, Inc., The Prudential Insurance Company of America, and PRUCO Securities, LLC. Pittman also serves in the US Navy Reserve and owns RMB Financial, PLLC, an insurance sales business. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to various managed account solutions through a large network of affiliated advisors.

Heather Mayweather is a Series 66-licensed financial advisor with Edward Jones in Clarksville, TN, bringing 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm is noted for its large retail advisor network and affiliated capabilities beyond advisory services.

Landon Hopson is a financial advisor with LPL Financial in Clarksville, TN, holding a Series 66 designation and 14 years of industry experience. He worked at Merrill from 2012 to 2013 before joining LPL Financial in 2014. He is also licensed as a non-variable insurance agent through Penn Mutual Life Insurance Company. 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, third-party asset management, and institutional platforms.

Mayra Suarez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 12 years of industry experience. Her prior work includes roles at UBS Financial Services and Matlen Silver. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jackson Bratton is a financial advisor with Primerica Advisors in Clarksville, TN, holding Series 63 and Series 65 credentials and bringing six years of industry experience. He has worked with PFS Investments Inc. since 2020 and has been associated with Primerica Financial Services since 2017. Outside of financial advising, he has served in community roles including ten years at Hilldale Baptist Church and previously at the Hilldale Family Life Center. Primerica Advisors is a large institution serving primarily individual investors, as well as corporate and charitable clients, through a wrap-fee asset management program. The firm employs model-based strategies managed by third-party asset managers and offers a range of strategic and tactical investment approaches.

Luke Baine is a financial advisor at LPL Financial with a Series 66 designation. He has been with LPL Financial since 2025 and has prior experience at Byers and Harvey, Inc., where he has worked since 2012. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Haleigh Earles is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and six years of industry experience. Her prior work includes positions at Merrill Lynch and Wells Fargo Bank, among others. Outside of finance, her background includes roles in hospitality. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and modeling tools, and supports municipal and public finance through a unique municipal advisor affiliation.

James Feckner Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior work includes roles at Woodbury Financial Services, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He is involved with the American Financial Education Alliance, a nonprofit that conducts educational workshops. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, advisory services, and financial planning through a large network of affiliated advisers. The firm utilizes various analytical tools and platforms to construct and manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Scott Wilcox is a financial advisor with Ameriprise in Clarksville, TN, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2001. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Chad Sisson is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and three years of industry experience. Prior to joining Thrivent, he worked for the Clarksville Montgomery County School System for seven years. He serves on the board of ArtLink Studio, a nonprofit community art organization, where he supports outreach, volunteering, and fundraising efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial plans without discretionary trading authority. The firm emphasizes holistic planning across various financial topics and allows clients to combine planning with managed-account services under a unified billing structure.

Justin Aldred is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has nine years of industry experience. Prior to joining Raymond James in 2024, he spent seven years at Edward Jones and one year at T-Mobile. Aldred is also the president of Aldred Wealth Management, a support company he owns in Clarksville, TN. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides non-discretionary planning tailored to client goals and supports specialized areas such as municipal and public finance.

Kayla Lawrence is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has been with UBS since 2017, following a brief tenure at Raymond James Financial Services. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial planning and portfolio management.