Joshua Dyer is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked with LifePoint Church from 2014 to 2017. Outside of his advisory role, he is a joint owner of a rental property in Smyrna, TN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Whitney Heckert is a financial advisor at Robert W. Baird & Co. with three years of industry experience. Prior to joining Baird in 2022, she worked in education for several years with Murfreesboro City Schools and Rutherford County Schools. Outside of her advisory role, she is a sales consultant for Norwex. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a variety of investment strategies.

Joseph Messing is a financial advisor with Ameriprise, holding Series 66 and Series 63 certifications and three years of industry experience. Prior to his current role, he has worked in various positions across several organizations including Hilltop Nursery, Real Source Properties, and Ave Maria University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service which provides tailored retirement income planning and recommendations based on in-depth investment research and tax-aware strategies.

Brandon Brager is a financial advisor at Raymond James Financial with Series 63 and Series 66 licenses and one year of industry experience. He previously worked at Northwestern Mutual in various capacities from 2024 to 2026 and was employed by Sound City Realty and Metro Nashville Public Schools before entering the financial industry. Raymond James Financial Services Advisors, Inc. 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 consulting through comprehensive analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Riley Fair is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and no prior industry experience. Outside of financial services, Riley is involved in the fitness industry through ownership of two Pilates businesses. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

James Woods Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has worked with several firms, including LPL Financial and Fortress Wealth Management, and owns Wealth Legacy Planners. Outside of financial advising, he is involved in real estate operations through Woods Properties. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across multiple custodial relationships.

Drew Powell is a financial advisor with LPL Financial in Brentwood, TN. He holds a Series 66 credential and has been in the industry since 2025, with prior experience at First Horizon Bank. Before entering the financial sector, he worked in education at Wake Forest University and Montgomery Bell Academy. 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Keith Kline is a Series 66 licensed financial advisor with 13 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisor, Inc. and Wilson Bank & Trust, both since 2018, and previously worked at Suntrust Investment Services, Inc. from 2014 to 2018. Outside of advisory work, he is involved in managing a rental cabin in Pigeon Forge, Tennessee, owned by his family. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and advanced modeling tools, and supports advisory programs with a large network of advisors.

James Smith is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 11 years of industry experience. He has worked with Cetera and its affiliated entities since 2015, based in Nashville, TN. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and program structures, supported by a nationwide network of over 10,000 advisors.

Thomas Beasley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides financial guidance tailored to clients' individual needs, focusing on a comprehensive approach to asset and liability management. Thomas specializes in areas including college education planning, corporate executive services, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. He holds professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Thomas earned his bachelor's degree from Auburn University. He has been involved with professional organizations including serving as a former Downtown YMCA Board Member and as an active member of the Franklin Breakfast Rotary. Outside of his professional work, Thomas enjoys biking, boating, cooking, gardening, hiking, reading, running, spending time with his family, traveling, and woodworking.

Michele Thomas is a financial advisor with Edward Jones in Murfreesboro, TN, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Bank of New Hampshire. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Jon Ladd is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Raymond James and its affiliated firms since 2013. Outside of his advisory role, he is involved in lending personal loans and collecting loan payments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a range of advisory programs, including municipal and public-finance services.

Houston Sproles is a financial advisor with Ameriprise in Murfreesboro, TN, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Edward Jones and teaching positions at Middle Tennessee State University and Trevecca Nazarene University. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Anthony Breen is a CFA® charterholder and holds Series 65 and Series 63 licenses. He has nine years of industry experience, including nine years at Alphamont Funds LLC and one year with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. He serves as a board member for the Richmeade Place Homeowners Association in Nashville, TN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored non-discretionary planning and investment consulting using analytical tools and supports its recommendations through advisory programs and other providers.

Lisa Grenvicz is a financial advisor at Merrill with Series 66 and Series 63 licenses and two years of industry experience. Her prior work includes roles at Bank of America, N.A., JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Vision Realty Partners, LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Felix Lemarinel is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Transamerica Financial Advisors and Galt Line Inc. Outside of advising, he is a blog writer and author for OG's Truth. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and technology solutions.

Landon Carlisle is a financial advisor with Robert Baird & Co. in Murfreesboro, TN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, Inc. and Hilliard Lyons since 1998. Outside of his advisory role, he is an owner of a rental property in Murfreesboro. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services using a variety of investment strategies, including traditional and non-traditional allocations, with options for discretionary and non-discretionary management.

Michael Brown is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform.

Randy Barnum is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked with Primerica Advisors since 2018 and owns Barnum Enterprises, a separate business unrelated to investments. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies and discretionary management supported by third-party custodians and overlay managers.