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 financial advisor with Cambridge Investment Research Advisors in Gallatin, TN, holding the ChFC® and Series 63 designations and bringing 35 years of industry experience. His career includes long-term roles at Principal Life Insurance Company and Principal Securities Inc., alongside ownership of Hanson Financial Services LLC since 2000. Outside of investment advisory, he is involved in insurance brokerage and the sale of fixed life, disability, long-term care, and health insurance products. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm features multiple investment platforms and proprietary models, emphasizing flexibility in portfolio management approaches.

David Reynolds is a CFP® with 14 years of experience in the financial industry, currently serving as an advisor at Ameriprise in Lebanon, TN since 2020. He previously worked with Ameriprise Financial Services, Inc. from 2011 to 2020. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for assets held within Ameriprise-managed accounts.

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.

Fernando Mechereffe is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and has been with Raymond James and its affiliated entities since 2021. Outside of his advisory role, Mechereffe serves as Secretary and Treasurer for SafeMed Anesthesia Inc., assisting with retirement plan management and tax coordination. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutions. The firm offers tailored, non-discretionary advice supported by analytical tools and sponsors wrap-fee advisory programs and institutional services.

Chester Waggoner is a financial advisor at Cetera with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Cetera and affiliated firms since 2019, with prior roles at Fifth Third Securities and SunTrust Advisory Services. Outside of advising, he is involved in farming as a 50% owner, selling products locally, and serves as executor for multiple estates. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

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 a Series 66 designation and one year of industry experience. Her work history includes positions at Bank of America, Middle Tennessee State University, Volunteer State Community College, and Impact Outsourcing. 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.

Darrell Woodcock Jr. is a CFP® and holds a Series 66 license, with 20 years of experience in the financial industry. He has been with LPL Financial since 2016 and is also affiliated with Private Advisor Group, LLC. Outside of advisory work, he is a business owner of Woodcock Farms and has been involved with the Lions Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing various strategies supported by in-house research and third-party subadvisors.

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 licenses and bringing 42 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, and serves as a board member for Friendship Christian School. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a range of third-party programs and advisory services. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor investment solutions based on client goals and risk tolerance.

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 with OSAIC in Gallatin, TN, holding a Series 66 designation and having two years of industry experience. He has worked with the Tennessee Titans since 2022 as a stadium operations assistant, assisting with event setup and stadium logistics. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

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 63 and Series 65 licenses and over 26 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1999 and is co-founder and leader of Band of Brothers Bootcamp, a men's ministry nonprofit. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors using model-based strategies managed by third parties.

Tracey Hay is a financial advisor with Equitable Advisors in Lebanon, TN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Equitable Advisors since 1999, including time at AXA Advisors, LLC. Outside of advising, she is a 33 percent owner and partner in a commercial property leasing business. Equitable Advisors serves a broad range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm combines SEC-registered investment adviser and broker-dealer services, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

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 with J.P. Morgan Securities in Mount Juliet, TN. He holds a Series 66 designation and has 20 years of industry experience. His prior roles include positions at TD Ameritrade, Scottrade, and JP Morgan Chase Bank. 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.

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.