Tavis Mccourt is a CFA® charterholder with 27 years of industry experience, currently serving at Raymond James & Associates since 2019. He previously worked at 12th Street Asset Management LLC and has held roles at Raymond James since 2012. Mccourt is a trustee of a trust for which he is the sole beneficiary. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services.

Amanda Schween is a financial advisor at LPL Financial with 23 years of industry experience. She holds the Series 63 and Series 65 designations and has been with LPL Financial since 2008. Her other business activities include involvement with Heartwood Wealth Management, a DBA for her LPL business. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, corporations, and nonprofits, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Kimberly Mankin is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and 25 years of industry experience. Her prior roles include positions at UBS Financial Services and JJB Hilliard, WL Lyons, LLC. Outside of her advisory work, she is active as a licensed real estate broker, assisting friends and family with property transactions. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, and municipal entities. The firm offers customized, non-discretionary solutions supported by risk-based reviews and maintains specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Frederick Brown is a financial advisor with Raymond James Financial in Murfreesboro, TN, holding Series 63 and Series 65 credentials and 47 years of industry experience. He has been with Raymond James Financial since 2009 and has worked at Raymond James Financial Services, Inc. since 1991. Brown is involved in a private investment business unrelated to his advisory role. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and a distinctive advisory approach that frequently supports clients without discretionary management.

Daniel Honeycutt Jr. is a financial advisor at Edelman Financial Engines with three years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Edelman Financial Engines in 2026, he worked at Empower Financial Services and Fidelity Investments, and he has experience outside the financial industry with Covenant Transport. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary management and online advice with an emphasis on diversified portfolios and long-term investing.

Meshan Smith is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has previously worked at Regions Bank, Independent Financial Group, Royal Alliance Associates, and Fifth Third Securities. Smith serves as a board member of the Urban League of Middle Tennessee, a nonprofit focused on community and civic involvement for underserved populations in the region. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing various program structures and affiliated and third-party managers.

Brittany Thomas is a financial advisor with Merrill in Nashville, TN. She holds a Series 66 designation and has been with Merrill since 2022. Prior to joining Merrill, she worked at Bank of America Private Bank and Elwood & Goetz. 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.

Robert Hebert Jr. is a CFP®-credentialed financial advisor with 17 years of industry experience, currently with Raymond James Financial Services Advisors in Nashville, TN. His prior roles include positions at Pinnacle Bank, US Bank, First Horizon Advisors, and JPMorgan Chase. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth investors, pension plans, and municipal entities. The firm offers tailored, primarily non-discretionary advisory services and features specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Joe Rowland is a financial advisor at Raymond James & Associates with 37 years of industry experience. He has been with Raymond James since 2007 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves as President of New Brighton Townhouses, LLC, a nonprofit homeowners association in Nashville, TN. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and emphasizes public finance and municipal work alongside its retail advisory services.

Jelecia Beverley is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and three years of experience. Prior to joining LPL Financial in 2026, she worked at Edward Jones, Believe&Bless Emporium, Built Technologies, and spent 15 years with Murfreesboro City Schools. She is also a business owner of two ventures, RedBubble and Believe&Bless Emporium. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management supported by research from LPL and third-party subadvisors.

Jeffrey Brown is a financial advisor with LPL Financial in Murfreesboro, TN, holding a Series 63 designation and 27 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he spends time selling life, long-term care, fixed annuities, and disability insurance through affiliated agencies and is involved in tax preparation and consulting through a CPA firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing research, model portfolios, and technology-driven strategies.

Ginger Moore is a Senior Financial Advisor with Merrill Lynch Wealth Management. She joined Merrill in 2017 following over two decades of experience managing her familys chiropractic practice. In her current role, Ginger employs a holistic approach to help clients align their personal and financial goals, utilizing the resources of Merrill and Bank of America to support retirement planning for individuals, families, and small business owners. Ginger holds Series 7 and 66 FINRA registrations, is licensed as a Life and Health Insurance Producer, and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's Degree from Delta State University. Her client focus areas include college education planning, divorce transition planning, employee financial health, managing new wealth, personal retirement planning, women and wealth, and retirement income. Residing in Franklin, Tennessee, Ginger lives with her husband Woodie. Outside of her professional work, she serves as a team manager for a youth soccer team and enjoys reading, soccer, spending time with her family, and traveling.

Jessica Bryan is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has been with Primerica Advisors since 2003 and affiliated with Primerica Financial Services since 2002. In addition to her advisory role, she serves as a group coach for Spearhead Consulting Group. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed account options to individual and high-net-worth clients. The firm manages third-party asset managers and employs a tiered wrap fee structure while delivering custody and trade execution services through Pershing and Primerica Brokerage Services.

Elizabeth Gearhardt is a financial advisor with J.P. Morgan Securities in Nashville, TN, holding Series 63 and Series 65 licenses and eight years of industry experience. Her background includes roles within J.P. Morgan Chase Bank NA and JPMorgan Securities LLC dating back to 2018. She has also been involved with Highland Park High School Girls Lacrosse for three years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through a combination of quantitative modeling and centralized due diligence.

Christopher Boyd is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63, Series 66, and Series 65 licenses. He has 18 years of industry experience, including 12 years with Raymond James & Associates. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm serves a diverse client base, including individuals, pension plans, corporations, and government entities, providing non-discretionary wealth advisory planning and investment consulting through various programs and institutional services.

Michael Whittaker is a financial advisor at Merrill based in Brentwood, TN. He holds a Series 66 designation and has one year of industry experience. Prior to joining Merrill and Bank of America, he worked in the automotive sales industry and at Purdue University Global. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, pension plans, and charitable organizations.

Scott Pantuso Jr. is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes multiple roles at Wells Fargo Clearing Services and Wells Fargo Bank NA, as well as positions at PNC Capital Markets, PNC Bank, LPL Financial, and California Bank and Trust. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jonathan Golczynski Jr. is a financial advisor at Primerica Advisors holding Series 65 and Series 63 designations. He has less than one year of industry experience and has worked with Primerica Advisors and related firms since 2025. Outside of finance, he has held various roles in educational institutions and the hospitality sector. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports accounts through BNY Mellon Advisors and Pershing.

Aairiona Green is a financial advisor at Merrill with a Series 66 license and four years of industry experience. She has worked at Merrill since 2021 and previously held positions at Western Kentucky University, Hoff Bujnoch and Associates, and Natural Investments. Outside of her advisory role, she is a general partner and managing member of Carnation Investments LLC and Nevi Supplies, operating in areas such as concert venue work and an Amazon drop-shipping business, and she creates lifestyle content on social media platforms including Instagram, YouTube, and TikTok. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Thomas Atkinson is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients in the Middle Tennessee area. With over 15 years of experience in the financial services industry, he has worked in various roles supporting a diverse group of clients in achieving their specific financial goals. Thomas focuses on educating clients about the recommendations and options available to them, ensuring a clear understanding of each personalized financial plan. His areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Thomas holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Auburn University. He emphasizes building strong client relationships and collaborates one-on-one to develop financial strategies tailored to clients' long-term goals. In addition to his professional work, Thomas is committed to community involvement and volunteers with local organizations. His personal interests include adventure sports, camping, fishing, golfing, hiking, photography, running, soccer, and spending time with his family.