Matthew Barnes is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services and has prior experience with the Tennessee Department of Transportation and Johnson Barnes Government Relations. Barnes also engages in the sale of home security, automation products, and loan products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies from unaffiliated asset managers and offers a range of investment models supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Christina Anderson is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior work includes roles at JP Morgan Securities LLC, Thrivent Financial, and Morgan Stanley. Outside of finance, she co-owns and instructs at Da Capo Studios, a music and art studio where she teaches voice, piano, violin, and viola lessons. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, 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.

Mark Hanson is a ChFC® with 35 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience at Principal Life Insurance Company and Principal Securities Inc. Hanson owns Hanson Financial Services LLC and is involved in selling various insurance products, including fixed life, annuities, disability, and long-term care insurance. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through a network of financial professionals and provides access to multiple platforms and third-party advisers.

David Reynolds is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Ameriprise in Mount Juliet, TN. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, including tax-aware withdrawal strategies and Social Security claiming options, supported by proprietary research and a centralized service team.

John Long is a Series 66-credentialed financial advisor with Edward Jones in Mt Juliet, TN, where he has worked since 2010, totaling 15 years of industry experience. He is a partner in KDG Enterprises LLC, a real estate business based in Mt Juliet. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of households and organizations. The firm offers a variety of advisory programs, including discretionary and non-discretionary managed strategies, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Hutch Huskey is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at Petter Supply for one year and spent five years in education at the middle and high school levels. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices across the United States.

Chester Waggoner is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked at Cetera and affiliated entities since 2019 and previously held roles at Fifth Third Securities and SunTrust Advisory Services. Outside of advising, he is a part-owner of a local farming business where he sells products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and custom strategies, supported by a nationwide network of over 10,000 advisors.

James Whatley Jr. is a financial advisor with Raymond James Financial in Mount Juliet, TN, holding a Series 63 designation and 37 years of industry experience. He has worked at Raymond James Financial since 1999 and also has experience with Wilson Bank & Trust. Outside of his advisory work, he is involved as an independent contractor with a local music group that performs live, mostly for charitable events, where he serves as booking agent, organizer, and lead singer. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and advisory services using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Rosa Moore is a financial advisor at Merrill with Series 66 credentials and two years of industry experience. She has worked at Bank of America, N.A. since 2024 and has held roles at Merrill since 2018. Moore has also been involved in academic positions at Middle Tennessee State University and Volunteer State Community College. Merrill, along 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Darrell Woodcock Jr. is a CFP® professional with 20 years of industry experience, currently serving at LPL Financial since 2016. He previously worked at Waddell & Reed for 10 years and has been involved with Woodcock Farms and the Sumner Business Exchange. He has served as an alderman since 2012 and is active in the Lions Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, leveraging a large network of advisors and various technological tools to support client investment decisions.

Rosa Berger is a financial advisor at Edward Jones in Gallatin, TN, holding a Series 66 designation with three years of industry experience. She previously worked at Fifth Third Bank Corp from 2011 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, and it manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices.

William Bryson Jr. is a financial advisor with Equitable Advisors in Lebanon, TN, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Equitable Advisors since 1999, following his tenure at Axa Advisors, LLC. Bryson serves as a board member of Friendship Christian School and is involved with the Wilson County Sportsman Club as a board member and officer. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutions. The firm utilizes a variety of advisory models and third-party asset managers to deliver personalized investment solutions.

Alexander Thackston is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he was employed at Herc Rentals and Claytongage Inc. for one year each. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Fykes is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. He also works as a stadium operations assistant for the Tennessee Titans, where he helps set up events and manage stadium logistics. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services such as financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies.

James Below is a Wealth Management Advisor specializing in helping individuals and small businesses manage their wealth, with a particular focus on assisting plan sponsors in the management and administration of retirement plans such as 401(k), Profit Sharing, and Defined Benefit plans. He holds multiple professional designations including Chartered Retirement Planning Counselor™, Chartered Retirement Plan Specialist™, Certified Plan Fiduciary Advisor®, Retirement Benefit Consultant, and Portfolio Manager. Prior to his current role, Mr. Below founded Senergy Incorporated, a consulting firm focused on procuring financing and developing energy-saving projects for commercial buildings. He attended the University of California at Berkeley and Humboldt State University, concentrating on economics and accounting. He is based in Santa Rosa, where he lives with his wife and two sons. Mr. Below's client focus areas include corporate benefits, divorce transition planning, employee benefits planning, individual and corporate investment strategy, tax minimization, and retirement income. He is affiliated with Merrill Lynch Wealth Management and actively participates in his community through volunteer work.

Christopher Royce is a financial advisor with Primerica Advisors in Gallatin, TN, holding Series 65 and Series 63 licenses and having 26 years of industry experience. He has been associated with Primerica Financial Services and Pfs Investments Inc. since 1999 and is also involved with You-Dad LLC. Outside of his advisory work, he co-founded and leads the Band of Brothers Bootcamp, a men's ministry nonprofit based in Oklahoma City. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party managers and operates with a broad network of financial advisors and offices.

Tracey Hay is a financial advisor with Equitable Advisors in Lebanon, TN, holding Series 63 and Series 65 credentials and 33 years of industry experience. She has worked at Equitable Advisors and its predecessor AXA Advisors, LLC since 1999. Outside of her advisory role, she is a 33 percent owner and partner in a commercial property business. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of investment programs and third-party managers to tailor advice to client risk profiles, serving both non‑high-net-worth and high-net-worth clients.

Craig Mccomb is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with several Cetera-affiliated firms since 2016 and previously with First Allied Advisory Services and Summit Brokerage Services. Outside of his advisory work, he has experience as a landlord managing rental properties. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various program structures and investment options.

Charles Wick II is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 66 designation and has worked at several firms, including TD Ameritrade and Scottrade, prior to joining J.P. Morgan Securities in 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes broader derivatives and commodities capabilities.

James Powell III is a CFP® and holds a Series 66 license with six years of industry experience. He is currently affiliated with Raymond James Financial and Wilson Bank & Trust, having previously worked at First Horizon Bank and UBS. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisory services and specialized SIMPLE IRA Employer Advisory & Consulting program.