Jonathan Dixon is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He has also been involved with Shoemaker Financial since 2023, providing financial planning services. His prior work includes entrepreneurial activities and roles outside the financial sector. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Ryen Maitland is a financial advisor with Thrivent Investment Management based in Murfreesboro, TN. He holds Series 63 and Series 65 licenses and has recently entered the industry, beginning his career in 2025. His prior experience includes roles at DoorDash and American Family Insurance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based planning across various financial topics, with ongoing reviews and the option to combine planning with managed accounts under a consolidated billing system called “WealthPlan.”

Benjamin Yancey is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to his current role, he worked at Universal Lighting Technologies for fifteen years. He is also involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program that serves individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by third parties and supports accounts through BNY Mellon Advisors and Pershing, focusing primarily on individual investors rather than institutional clients.

Shane Dempster is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Bank of America, Merrill, and Morgan Stanley Private Bank. 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 and analytics.

Kristine Feil is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has worked at Merrill in two separate periods totaling over 11 years, with a one-year tenure at Nilsine Partners. Outside of her advisory role, she is also employed as a server at a sole proprietorship called Beyond Details in Nashville. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Keith Davis is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial since 2009. Outside of his advisory role, he serves as a board member and committee member for the Hard Bargain Association, a nonprofit focused on affordable housing in the Hard Bargain Community. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and public entities. The firm offers financial planning and non-discretionary investment consulting through its Wealth Advisory Services and institutional consulting, emphasizing tailored financial plans based on documented risk profiles.

Thomas Hall is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2005, he has held various roles, including portfolio strategist and wealth management specialist. Currently, he uses his background in investment management to design investment portfolios and is part of a select group of Merrill advisors designated as Retirement Benefits Consultants. He serves as a lead advisor to healthcare executives, business owners, medical and dental practitioners, and other professionals, delivering strategies that integrate their business and personal financial lives. Thomas holds a bachelor's degree from Lafayette College and several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His client focus areas include divorce transition planning, family wealth management strategies, employee financial health, legacy planning, liquidity management, personal retirement planning, portfolio management services, individual and corporate investment strategy, and tax minimization. Thomas and his wife, Miriam, live in Brentwood with their four children. He is involved with the Charley Foundation, INC, and in his personal time enjoys football, golfing, and spending time with his family.

James Landers is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds the Series 66 designation and has worked at Pinnacle Financial Partners and Royalty Wealth Group since 2019, among other prior roles. Landers serves as CEO of Royalty Wealth Group and is actively involved with Pinnacle Asset Management in Nashville, TN. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and a broad range of implementation options supported by firm research and extensive affiliate resources.

James Wheeler is a financial advisor at Edward Jones in Murfreesboro, TN, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Alpha Entertainment Booking, LLC and Crye-Leike Realtors. He serves as a director for the nonprofit Dry Ground, Inc., where he approves grant applications related to adoption provisions. 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, operating under a fiduciary standard.

Brandon Muehl is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and business owners to help them make informed financial decisions aligned with their unique goals and priorities. Brandon provides personalized guidance and ongoing support by leveraging the resources of Merrill and the banking capabilities of Bank of America. Brandon has expertise in areas including general investing, retirement planning, and saving for unexpected events. He served five years in the United States Army before beginning his financial advisory career. He holds a Bachelor's degree in Finance from The Ohio State University and holds the Personal Investment Advisor (PIA) designation. He is involved in community organizations such as Honor Flight, the Ohio State Alumni Association - Middle Tennessee, and Operation Stand Down.

Heath Bartlett is a financial advisor with Ameriprise in Nashville, TN, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Calmwater Financial. Outside of his advisory work, he has a personal investment interest in AI technology through blackICEdata, a company focused on advancing data storage efficiencies using Heat-Assisted Magnetic Recording (HAMR). Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies delivered through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kate Lunn is a CFP® professional with 22 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Outside of her advisory role, she co-owns a mini storage business with her spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Ashley Franklin is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 licenses and four years of industry experience. She has been with Primerica Advisors since 2021 and was previously self-employed for nine years. Franklin is the founder and CEO of a charity organization called Not Quite AA in Tullahoma, TN. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with a range of model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors.

Eddie Ard Jr. is a financial advisor with Primerica Advisors in Smyrna, TN, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has worked with PFS Investments, Inc. since 2012 and Primerica Financial Services since 2011. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed-fee billing.

Benjamin Bowers is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior experience includes roles at Vanderbilt University, ChatTCL, PDG Realty, the University of Reading, and Robert W. Baird. He is also involved with Rainmaker Inc., where he develops new business relationships and conducts client service meetings. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

James Stern is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers structured planning processes supported by specialized tools and serves a broad client base through both direct and corporate financial planning arrangements.

Patrick Bahan is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 25 years of experience in the financial services industry. He began his career in 1998 and joined Merrill in 2000. Patrick serves as the lead portfolio manager for his team, overseeing investment policy and risk management for client portfolios. He works closely with families, corporate clients, and nonprofit organizations to develop long-term financial strategies. Patrick holds a Bachelor's degree in Managerial Finance from the University of Mississippi and is a qualified Personal Investment Advisor (PIA). His expertise includes portfolio management services, family wealth management strategies, philanthropic planning, and individual and corporate investment strategy, among other areas. He is actively involved in his community, having served as past president of the Green Hills Civitan Club and as a board member for the Margaret Maddox YMCA and Friends of Shelby Park. Patrick currently supports the Margaret Maddox YMCA and Second Harvest Food Bank of Middle Tennessee. He resides in Nashville, Tennessee, with his wife, Jeri, and their two daughters.

Christine Cash is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she joined in 2014 and serves as an integral member of the team. She works with prospects and new clients to assess their current financial situation, envision their future goals, and develop strategies to help attain those goals. Christine advises business owners, senior executives, and affluent families across various aspects of their financial lives. Christine holds the CERTIFIED FINANCIAL PLANNER® certification and a B.B.A. in Management from Xavier University. She follows a disciplined process that starts with getting to know each client and their family, understanding their financial circumstances and priorities. Christine has been recognized in the Forbes "Best-in-State Wealth Management Teams" list for multiple years and the Forbes "Top Next-Gen Wealth Advisors Best-in-State" list in 2025 as part of the Thompson Turner and Cash team. During her time at Xavier University, Christine was a four-time Academic All American for the Division 1 Women's Golf Program. She resides in Nashville with her husband and enjoys playing golf, traveling, and spending time with her family and two Cavalier King Charles Spaniels.

Wendy Peppers is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2021 and was previously with Morgan Stanley for seven years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nathan Mosakowski is a financial advisor with Cambridge Investment Research Advisors in Brentwood, TN. He holds Series 65, Series 63, and Series 66 licenses and has 18 years of industry experience. His prior work includes positions at Ameriprise, NBM Consulting LLC, Allstate Insurance Company, and Jackson National Life Distributors. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, employing a variety of investment strategies across multiple custody and platform arrangements.