Rachel Amos is an advisor at Fifth Third Securities, Inc. with Series 65 and Series 63 credentials and no prior industry experience. Her work history includes roles at Fifth Third Bank, Macon Bank & Trust, Capstar Bank, Volunteer State Bank, and US Bank. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through advisory and brokerage services. The firm offers multiple investment programs and portfolio management options via its Passageway Managed Account Platform, combining various strategies such as mutual funds, separate managed accounts, and direct indexing.

Colin Cross is a financial advisor at Commonwealth Financial Network with a Series 66 credential and experience spanning positions at LPL Financial, Engineered Wealth Solutions, Planet Fitness, Lyft, and Uber. He has been working in financial services since 2024 and is also self-employed. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Chrissoula White is a Series 66-licensed financial advisor at Empower Advisory Group with five years of industry experience. She previously worked at Bank of America and Merrill from 2019 to 2025. Outside of her advisory role, she assists with communication and administrative tasks for Sippin' Mobile Bar LLC, a mobile beverage cart business operated by her spouse. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to select retail account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans alongside optional managed account solutions.

Clifford Goodwin is a financial advisor with TLG Advisors, Inc. in Hendersonville, TN, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been associated with The Leaders Group, Inc. since 2013 and has worked as a self-employed independent advisor since 1997. Outside of his advisory role, he owns Focus Retirement Solutions, where he provides life, long-term care, and disability insurance services. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

William Jontz Jr. is a financial advisor with Cambridge Investment Research Advisors holding a Series 63 designation and 43 years of industry experience. His prior work includes long-term tenures at Centaurus Financial, Inc. and Center Street Advisors. In addition to his advisory role, he has maintained ownership of Estate Management & Planning Co., where he is involved as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable clients, providing financial planning, investment management, and retirement-plan advisory services. The firm supports multiple management platforms and offers proprietary model strategies through its Founders Gate Capital brand.

Brandon Di Simone is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Arete Wealth Management and Center Street Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning that addresses various topics such as retirement, income tax, estate, and special needs planning, with an option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Matthew Gallowitz is a financial advisor with Edward Jones in Springfield, TN, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Thrivent Financial, Enfield Management, Robertson County School System, and UBS. Outside of his advisory work, he participates in his community by playing Santa Claus at a local apartment complex. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of investment strategies and advisory programs. The firm is notable for its extensive nationwide network of advisors and branch offices, as well as its affiliated mutual funds, trust company, and securities-based lending services.

Jerry Jarrett Jr. is a financial advisor with Cetera who holds the Series 63 and Series 66 designations and has 16 years of industry experience. His prior work includes roles at Regions Bank, Edward Jones, and The Prudential Insurance Company of America. Outside of advising, he serves as the registered agent for his son’s criminal justice business, handling mail forwarding. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large nationwide network of independent advisors, utilizing multiple program structures and investment strategies.

Dean Jacobs is a financial advisor with LPL Financial, holding Series 65 and Series 63 designations and 12 years of industry experience. He previously worked at Park Avenue Securities and Guardian Life Insurance Company for 13 years. Outside of his advisory role, Jacobs is a licensed property and casualty insurance agent in Tennessee and is involved in real estate sales and property management activities. 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, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of investment adviser representatives.

Jordan Coffey is a financial advisor with Thrivent Investment Management in Hendersonville, TN, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2020. Outside of his advisory work, Coffey serves as President of Overflow Mission, a nonprofit providing community relief and outreach in Zimba, Zambia. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority, often combining planning with managed-account programs under a consolidated billing option.

Jamie Singleton is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Cambridge since 2016 and previously spent seven years with Avantax Advisory Services. Outside of his advisory role, Singleton is president of a financial services firm providing tax preparation and accounting services. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through multiple platforms and third-party advisers.

Boyd Blair is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he is also an agent for a non-variable insurance business. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Sundi Puckett is a CFP® professional with four years of experience in the financial industry, currently working at Edward Jones since 2022. Prior to Edward Jones, Puckett held roles at David Patton Homes, Serpro Industries, PC&D, and the Center For Restorative Medicine. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering 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 a large nationwide network of financial advisors and branch offices.

Jenna Hokanson is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. Prior to joining LPL, she spent nine years at UBS FS. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

James Wilkins is a financial advisor at LPL Financial with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James Financial, Banc of America Investment Services, Morgan Keegan & Company, and Life Credit Union. He has been with LPL Financial since 2013. 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, third-party asset management, and institutional platforms.

Jonathan Wickersheim is a financial advisor at Edward Jones in Hendersonville, TN, holding a Series 66 designation with 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he operates a photography business where he manages photo sessions and client communications. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

Ralph Ruby III is a Series 66–licensed financial advisor with Edward Jones in Hendersonville, TN, where he has worked since 2009. He has 17 years of industry experience. Outside of his advisory role, he is an owner of a timeshare rental business in Breckenridge, CO. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

James Gibbs Jr. is a financial advisor with Raymond James Financial in Hendersonville, TN, holding the ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience and has worked with Raymond James since 2015, alongside a role at Lawrence Bank since 2020. Gibbs is also associated with F&M Wealth Management as an investment-related financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Dylan Richards is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2022. Richards also has outside employment with Cumberland Transit. 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, supported by a large network of investment adviser representatives.

Christopher Martinez is a financial advisor with Charles Schwab in Old Hickory, TN, holding a Series 66 designation and nine years of industry experience. He has been with Charles Schwab since 2015. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.