David Harper is a financial advisor with LPL Financial in Clarksville, TN, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He previously worked at Edward Jones before joining LPL Financial in 2008. Harper serves as a county commissioner and holds multiple nonprofit board positions within Montgomery County, Tennessee. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management programs, utilizing both proprietary and third-party strategies on discretionary and non-discretionary bases.

David Kautz is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Merrill from 2004 to 2009. Outside of his advisory role, he is involved with Cates Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services supported by technology tools and oversees over $819 billion in discretionary assets across more than 22,800 advisors.

Jane Swartz is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. She has worked with Struble Financial Group since 2017 and has previously been associated with Dowdy Financial Group and Ellis & Struble Retirement Strategists. Outside of advisory work, she serves as a branch manager for Struble and Company Financial Life Planners. 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 entities. The firm offers tailored, non-discretionary planning using analytical tools and supports various advisory programs and institutional consulting services.

Collier Nussbaumer is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Cetera since 2013 and is also involved in insurance sales, offering life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and access to third-party money managers. The firm supports a large network of advisors and manages over $256 billion in assets.

Bobby Emmett is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Thrivent Investment Management, Charles Schwab & Co., Inc., and Devoted Health. His background also includes experience outside finance at the Art Of Living Foundation and operating a Jimmy John's franchise. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment management options.

Sean Johnson is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He has worked at Fidelity Brokerage Services since 2023 and Fidelity Investments since 2025, following prior roles at Thrivent Financial and Frito Lay. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Clark Nicholson is a financial advisor with Raymond James Financial in Clarksville, TN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Raymond James Financial and its affiliate entities since 2003 and is a minority partner in the Clarksville Country Club. Additionally, he serves on the finance and investment committee of Madison Street United Methodist Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools and is known for its municipal advisory affiliation and specialized employer IRA advisory programs.

Jeff Cates is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 38 years of industry experience. He has worked with LPL Financial since 1999. Outside of his advisory role, he is involved with Cates Financial Group, which offers non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, with a wide network of investment adviser representatives.

Tyler Guy is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds a Series 66 designation and has worked at Baird since 2022. Prior to his advisory role, he was employed at the Clarksville Department of Electricity and Hospital Corporation of America. Outside of his advisory work, Guy serves as Treasurer of the Clarksville Golf Association. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a 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 across various investment strategies.

Amy Zimmerman is a financial advisor with Raymond James Financial in Clarksville, TN, holding a Series 63 designation and 22 years of industry experience. She has been with Raymond James Financial and its affiliated entities since 2003 and also serves as Vice President at F&M Wealth Management. 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 employs a tailored, non-discretionary approach using analytical tools and risk profiling to support client goals and offers specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory services.

Wesley Adams is a financial advisor at Edward Jones in Clarksville, TN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he served in the United States Army from 2004 to 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Leslie Allen is a financial advisor at Raymond James Financial with 26 years of industry experience and holds the Series 66 designation. Allen has worked at Raymond James Financial since 2009 and has been associated with Lawrence Bank and Raymond James Financial Services since 2005. Outside of these roles, Allen serves as a financial advisor at F&M Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients, offering tailored planning and consulting supported by analytical tools and institutional resources.

Hampton Bourne is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services since 2022, following prior roles at Ameriprise and LPL Financial. Outside of finance, he does freelance writing for outdoor publications focused on hunting and fishing. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary advice using analytical tools and supports wrap-fee advisory programs and municipal advisory services.

Michael Biggs is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC®, Series 63, and Series 65 designations. His prior work includes roles at Equitable Advisors, Axa Advisors, Llc, LPL Financial, and Wells Fargo Clearing. He serves as president and board member of a homeowners association. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and multiple investment platforms with access to third-party managers and unified managed accounts.

Lawrence Yingling Jr. is a financial advisor with Mass Mutual Investors Services holding the ChFC® designation and a Series 63 license, with 25 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 17 years with METLIFE Securities Inc. 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 offers financial planning, asset management, and educational seminars, using firm-approved tools and structured engagements to provide written recommendations without discretionary authority.

Alicia Struble is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds a Series 66 designation and has worked with Raymond James Financial and its affiliated entities since 2005, including a four-year period at S&E Inc. Outside of advising, she serves on the advisory board of the nonprofit Going Global and owns two support companies, Struble and Company Financial Life Planners and Struble Financial Group LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, using tailored, non-discretionary planning supported by analytical tools and risk profiling. The firm also offers specialized services such as municipal and public-finance advisory and a SIMPLE IRA Employer Advisory & Consulting Services program.

John Gannon is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has worked at Robert W. Baird since 2019 and has over three decades of experience with J.J.B. Hilliard, W.L. Lyons, Inc. In addition to his advisory role, he serves as a county commissioner for Montgomery County, Tennessee, participating in the Budget and Investment Committees. He is part of The DDK Group at Robert W. Baird, which provides tailored wealth management services to individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio management solutions, including discretionary and non-discretionary management, utilizing both in-house and third-party managers across traditional and complex investment strategies.

George Martin is a financial advisor at Cetera with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Cetera and its affiliated entities since 2013. In addition to his advisory role, Martin is an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a national network of independent advisors, utilizing multiple program structures and both affiliated and third-party investment managers.

Phillip Christie is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked for the Clarksville Montgomery County School System and has been a part-time instructor of undergraduate history courses at Austin Peay State University since 2019. 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 and investment strategies through a large network of financial advisors and branch offices nationwide.

Steve Ferre is a financial advisor with LPL Financial in Clarksville, TN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with LPL Financial since 1991. Outside of his advisory role, he is the owner of a non-variable insurance business operating under the name Cadence Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with investment management supported by proprietary research and third-party strategies.