Bruce Shahan is a CFP® with 28 years of industry experience, currently affiliated with Ameriprise in Brentwood, TN. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in business ownership through Overlook Business Partners, LLC. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research-driven modeling and tax-efficiency analysis to provide tailored recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Ethan Davanport is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Ascend Federal Credit Union and Louisiana State University/LSU Continuing Education. Outside of his advisory role, he is also a notary. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining extensive advisory services with a wide range of non-advisory financial activities.

Casey Rainey is a CFP® professional at Raymond James & Associates with 23 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory work, he serves as a board member for Business Associates of Murfreesboro and is involved with the Stones River Country Club Golf Committee. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that oversees approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and municipal entities, offering financial planning and consulting with a range of portfolio management options supported by affiliated research and sub-advisers.

William Phillips is a financial advisor with LPL Financial in Brentwood, Tennessee. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Wiley Bros Aintree Capital for 19 years and Morgan Stanley for four years. Outside of his advisory work, he is an owner-trustee of Triple 7 Farm Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and technology tools.

Robert Herndon is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2023, he held various roles including positions at Dryve Restoration and YMCA of Middle Tennessee's Camp Widjiwagan. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Edward Hood III is a Series 66 credentialed financial advisor with seven years of industry experience, currently practicing at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Verizon Wireless for three years. He is the founding member and current Membership Host of the Nolensville BNI Chapter and has previously served as its President. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Chris Mitchell is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads The Mitchell Group, a team that provides a holistic approach to addressing the complex financial needs of individuals, families, and business owners. The group develops personalized financial strategies tailored to each client's unique situation, focusing on areas such as retirement planning, education planning, legacy planning, investments, and insurance. Chris has more than two decades of experience in the financial services industry, having started his career in 1998. His areas of expertise include college education planning, corporate executive services, executive compensation, institutional and corporate benefit services, legacy planning, philanthropic planning, portfolio management services, small business strategies, individual and corporate investment strategy, and tax minimization. The Mitchell Group utilizes Merrill's research and specialists to provide comprehensive service, working collaboratively with clients' CPAs and attorneys to integrate estate planning and tax considerations into wealth management strategies. Chris holds a Bachelor's Degree from Belmont University and has earned several professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is involved in community service through organizations such as the Commodore Yacht Club and Second Harvest Food Bank. Outside of work, Chris enjoys boating, gardening, golfing, tennis, and spending time with his family.

Eric Stanley is a financial advisor with Primerica Advisors in Nashville, TN, holding Series 65 and Series 63 licenses. He has over a decade of experience in the financial services industry and has worked at various companies including Spectrum Brands, Insight Global, and Cook Medical. Stanley has been with Primerica Financial Services since 2013. Primerica Advisors is a large-scale firm that provides wrap-fee asset management programs primarily for individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-driven investment strategies managed by third-party asset managers and supports clients through an extensive network of advisors.

Katherine O'Bryan is a Series 66-licensed financial advisor with Robert W. Baird & Co., where she has worked since 2019. She has a total of five years of industry experience, including five years previously at Hilliard Lyons. She is part of The DDK Group within Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The firm provides customized consulting and portfolio services that integrate traditional and non-traditional investment strategies through both in-house and third-party managers.

Michael Sandifer is a financial advisor with LPL Financial in Brentwood, TN, holding a Series 63 designation and 28 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2001. Outside of his advisory work, Sandifer is also involved as a musician with Little Cur Music. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including third-party asset management and institutional platforms, supported by a large network of investment adviser representatives.

Tammy Miller is a financial advisor at Edward Jones in Murfreesboro, TN, holding a Series 66 designation with one year of industry experience. She previously worked at Macy’s for six years. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Mario Cortes is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. His career includes roles at Fleetcor, Superior Communications, and PFS Investments Inc. In addition to his advisory work, he is involved in sales of loan products and home security and automation referrals through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, along with corporate and charitable clients. The firm offers model-based investment strategies supported by third-party asset managers and custodial services, focusing on a broad range of portfolios including recent additions such as cryptocurrency ETFs.

Richard Schroer is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 10 years of industry experience. His prior roles include positions at LPL Financial and INVEST Financial Corporation. He is also associated with FirstBank and FirstBank Investment Partners in Murfreesboro, TN. Raymond James Financial Services Advisors 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 and utilizes analytical tools to support client goals, while also maintaining specialized municipal and public finance advisory capabilities.

L Scott Thompson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2007 and has over two decades of experience developing customized wealth management, retirement planning, and tax minimization strategies for individuals and institutions. Scott focuses on supporting corporate retirement plans and business owners, aiming to address every detail so clients can focus on their lives and careers. He holds a Bachelor of Science degree in Finance from the University of Tennessee in Knoxville and has earned professional designations including Certified Private Wealth Advisor® (CPWA®), Chartered Retirement Planning Counselor™ (CRPC), and Certified 401(k) Professional (CKP). Scott has been recognized by Forbes on the "Best-in-State Wealth Advisors" list for multiple consecutive years and as part of the Forbes "Best-in-State Wealth Management Teams." Scott resides in Brentwood with his wife, Paige, and their two children. Outside of work, he volunteers for Habitat for Humanity and enjoys spending time with his family, including golfing and boating.

Elizabeth Knight is a CFP® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial and First Horizon Bank. Her prior experience includes roles at Ftb Advisors, Inc., First Tennessee Brokerage, and Morgan Keegan & Company, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, utilizing both proprietary and third-party strategies with operational support tools for its network of over 22,800 advisors.

Russell Hensley is a financial advisor with Edward Jones in Murfreesboro, TN, holding the Series 66 designation and beginning his industry career in 2026. Prior to joining Edward Jones, he spent several years in the home improvement and contracting businesses. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory solutions under a fiduciary standard.

Jared Cox is a financial advisor with LPL Financial in Murfreesboro, TN, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at First Horizon, U.S. Bancorp Investments, U.S. Bank, and Fifth Third Securities. 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 portfolio programs, and institutional platforms such as the Bank Wealth Program.

Angela Tostenson is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds a Series 63 designation and has worked at UBS Financial Services since 2004, with a brief period at Wells Fargo Clearing from 2016 to 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market assumptions to tailor client solutions.

Stuart Goss is a CFP® professional with 19 years of industry experience, currently serving at LPL Financial. His prior experience includes roles at First Tennessee and New York Life Investment Management LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and institutional platforms.

Sean Mc Mahan is a Series 66 licensed financial advisor with Edward Jones, based in Nolensville, TN, where he has worked since 2017. He has nine years of industry experience. Outside of his advisory role, Mc Mahan serves as a First Lieutenant in the Tennessee State Guard, involved in leadership and training activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.