Dewitt Goldsby is a financial professional with 22 years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked at Cetera and its affiliated entities since 2023. Prior to that, he was associated with Shoemaker Financial Nashville and Securian Financial Services for nearly two decades. Goldsby serves as chairman of the West End United Methodist Board of Trustees, managing the church’s physical and financial assets. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that provides a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, and institutional clients. The firm operates a multi-manager platform offering various program options and oversees over $256 billion in assets under management.

Kimberly Sadler is a financial advisor with Edward Jones in Murfreesboro, TN, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, she worked for the Smyrna Police Department for five years and was involved with Thermal Vision Investments and Little Caesars for seven years each. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kevin Thompson is a financial advisor with J.P. Morgan Securities in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Ross, Sinclaire & Associates, LLC, and Waddell & Reed, Inc. He has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities, LLC since 2020. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Jay Flowers is a Series 66-credentialed financial advisor with LPL Financial, based in Murfreesboro, Tennessee. He has 22 years of industry experience and has been with LPL Financial since 2007. Flowers serves as treasurer on the board of the National Association of Insurance and Financial Advisors of Tennessee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and retirement consulting through a national network of investment adviser representatives.

Gregory Sirko is a CFP® and Series 66 registered financial advisor with Mass Mutual Investors Services, where he has worked since 2007. He has 18 years of industry experience and is based in Brentwood, TN. Sirko is also the managing member of an entity that receives advisory compensation to fund business expenses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning approaches.

Matthew Shaw is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has been with LPL Financial and The Wealth Management Group since 2016. Outside of his advisory role, he is involved with The Car Stables, a non-investment-related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning and various advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios.

Zachary Pagano is a financial advisor with Cambridge Investment Research Advisors in Brentwood, TN, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Cambridge Investment Research, Jackson National Life Distributors, and Residential Investment Advisors. Outside of his advisory work, he is involved in food and beverage service and acts as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers various portfolio management options and employs both proprietary and third-party strategies, with a range of custody arrangements and business features designed to support advisors and clients.

Robert Levy is a financial advisor with Mass Mutual Investors Services in Brentwood, TN, holding a Series 63 designation and bringing 40 years of industry experience. He has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1997. Outside of advisory services, he is also involved in life, health, and fixed index annuity insurance sales. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Suzanne Nelson is a CFP®-certified financial advisor with 33 years of industry experience. She joined LPL Financial in 2024 after 27 years with Royal Alliance Associates, Inc. She is also a notary public in Tennessee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisor representatives. The firm offers a range of advisory programs, financial planning, and consulting services with access to model portfolios, third-party research, and various investment strategies.

Ryan Snover is a financial advisor at LPL Financial with 21 years of industry experience and holds a Series 66 designation. He previously worked at Caldwell Advisors, LLC for eight years before joining LPL Financial in 2016. Snover is also involved with Aristia Wealth Management, a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, featuring both discretionary and non-discretionary management alongside model portfolios and research support.

Ashli Wheaton is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at OSAIC since 2018 and previously spent two years at Signator Investors, Inc. Wheaton is also a partner in Choice Companies, LLC, which among other activities includes a life and property insurance division. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated financial advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and automated portfolio rebalancing across a range of investment products.

Cara Rhodes is a financial advisor with LPL Financial and holds the Series 66 designation. She has 16 years of industry experience, with prior roles at First Horizon Advisors, Wells Fargo Clearing, Wells Fargo Bank, Infinex Investments, and Gibraltar Private Bank & Trust. Rhodes also serves as a notary in relation to her investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Claire Jarrett is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 66 licenses and 12 years of industry experience. She has worked at Dempsey Lord Smith, LLC for 11 years before joining Cambridge Investment Research Advisors in 2025. 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 plan advisory services through a network of independent professionals, providing a range of portfolio management options and access to both proprietary and third-party investment strategies.

Tomas Czernek is a financial advisor with Primerica Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2012. Outside of advisory work, he owns Czernek Financial, LLC and CZ Global, LLC, entities related to his Primerica business activities. Primerica Advisors primarily serves individual investors, including high-net-worth clients, as well as corporate and charitable clients through a wrap-fee asset management program that utilizes model-driven strategies managed by unaffiliated asset managers.

Clinton Allen is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His previous roles include positions at Ameriprise Financial Services, Inc., First Citizens Investor Services, and United Community Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Bryce Snyder is a financial advisor with Raymond James Financial in Nashville, TN, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles in education and the hospitality industry. He is also involved with Adams Wealth Partners, a non-investment-related support company based in Nashville. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Douglas Brown is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at DaVita Kidney Care for seven years and has experience with Little Caesars and the Tennessee Army National Guard. He serves on the Town of Smyrna Packaged Liquor Board, where he participates in decisions regarding packaged liquor licenses. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm offers a range of investment advisory programs and managed solutions, supported by a large network of financial advisors and branch offices across the United States.

Jason Jacobs Jr. is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. He has worked at Merrill and Bank of America since 2023 and has prior experience in various roles including a position at 12th Man Sports Pub. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mattias Sebsbie is a financial advisor at Merrill with Series 65 and Series 63 credentials and one year of industry experience. He has held prior roles with Bank of America, Trinity Wealth Securities, and Florida Financial Advisors. Outside of his advisory work, he has experience in fixed insurance sales. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Retzlaff is a CFP®-certified financial advisor with seven years of industry experience, currently working at Edward Jones since 2019. Prior to joining Edward Jones, he worked at HTI Technology, Inc. from 2016 to 2019. He holds a Series 66 license and is based in Murfreesboro, TN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.