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 at Edward Jones in Murfreesboro, TN, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, 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 over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

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.

Joshua Wood is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides investment management services along with access to customized credit and lending, commercial banking, and philanthropy support through Bank of America, N.A. Joshua assists clients in managing complexity in their financial lives by offering support and careful planning across various areas such as investment management, liquidity event strategies, trust and estate planning services, and more. Before joining Merrill, Joshua served as an intelligence analyst in the United States Army, completing three deployments to Afghanistan and receiving two Bronze Stars. His military experience instilled discipline and dedication, qualities he applies to his work as a financial advisor. Joshua holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Austin Peay State University. Outside of his professional role, Joshua enjoys spending time with his wife Veronica and their two children in Nolensville, Tennessee. His personal interests include chess, gardening, hunting, music, reading, and soccer.

Julie Sandberg is a Wealth Management Advisor at Merrill Lynch Wealth Management. She is in her 21st year with Merrill and brings extensive experience in wealth management strategies. Prior to joining Merrill, Julie worked for a regional public accounting firm in the Washington, D.C. area and is a Certified Public Accountant by background. Julie received her Bachelor's degree in Accounting from The American University and holds a Master's degree from the University of Denver. She holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her areas of focus include college education planning, corporate executive services, divorce transition planning, executive compensation, equity compensation services, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, and personal retirement planning. Julie is a member of professional organizations such as Financial Executives International and Merrill Women's Exchange. Outside of her professional role, she enjoys cooking, music, reading, spending time with her family, traveling, and watching movies. Due to her role as a financial advisor, she does not provide tax or accounting advice.

Joshua Travis is a financial advisor at Fisher Investments with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Lincoln Financial Distributors, Silver Oak Securities, Inc., and Jackson National Life Distributors. Outside of his financial career, he has been involved with Stretch Zone since 2018. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended strategies. The firm employs a centralized investment process combining quantitative and qualitative analysis to construct diversified portfolios while employing tax-aware techniques and risk management strategies.

William Woody is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He previously worked at UBS for 13 years before joining J.P. Morgan in 2024. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

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.

Bradley Gallimore is a financial advisor with LPL Financial based in Nashville, TN, holding a Series 66 designation and 23 years of industry experience. His work history includes roles at Simmons Bank, FTB Advisors, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Gallimore is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

David Demars is a Series 66-licensed financial advisor with 28 years of industry experience. He is currently with OSAIC, where he has worked since 2025. Prior to that, he spent over two decades at Lincoln Financial Advisors. Outside of his advisory role, he serves as a trustee for a family trust and is involved in offering certain insurance products. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to various third-party investment platforms.

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.

John Nanni is a financial advisor at OSAIC with 38 years of industry experience. He holds a Series 63 designation and has worked at OSAIC since 2024. Prior to that, he was affiliated with Securities America Advisors, Inc. and Securities Service Network. He also operates Nanni Financial, a life insurance sales and servicing business. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios with a variety of investment options.

Larry Jensen is a financial advisor with Ameriprise in Nashville, TN, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked with Ameriprise and its affiliated entities since 1990. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jesse Cofty is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding a Series 66 designation and three years of industry experience. Prior to his current role, he has worked at Wells Fargo Bank, Progressive Health, Auburn University of Montgomery, and Firebirds. Outside of finance, he owns and operates an online electronics and tools sales business and is active as a traveling musician, selling merchandise and streaming music online. 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 based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

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.

Lauren Ladd is a financial advisor with Merrill in Nashville, TN, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. She has been with Merrill since 2012 and concurrently associated with Bank of America, N.A. since 2015. 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 diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm operates within Bank of America’s broader platform, providing access to a wide set of products and services.