Laura Tomlin is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. She has been with OSAIC since 2025 and has a background that includes work with Williamson County Schools. In addition to her advisory role, she is licensed to offer accident, health, disability insurance, and various annuity and life insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a wide network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and third-party managed-account solutions to construct diversified portfolios.

Randy Von Bargen is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 63 and Series 66 designations. His prior employment includes roles at LPL Financial, Cuna Brokerage Services, SchoolsFirst FCU, JP Morgan Securities LLC, and JPMorgan Chase Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios across mutual funds, ETFs, and ETPs.

Eric Wellons is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 designation and previously worked at George Wealth Group, Commonwealth Financial Network, Southwestern Investment Advisory Services, and Raymond James Financial Services Advisors. Outside of advising, he is involved with J & E Partners PLLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Victor Taylor is a CFP® professional with 43 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. His prior experience includes roles at Wells Fargo Clearing and WELLS FARGO Advisors from 2013 to 2023. Outside of his advisory work, he holds trustee and board positions at several educational and religious organizations and is active as a group fitness instructor. Ameriprise provides a retirement-income planning service focused on clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

David Ferraro Jr. is a financial advisor with Ameriprise in Brentwood, TN, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Benjamin Davidson is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He previously worked at Ramsey Solutions for eight years and Ascential Care Partners for two years. Davidson holds a Series 65 designation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals and provides both proprietary and third-party model strategies with various custody and platform options.

William Hammer Jr. is a financial advisor with LPL Financial holding a Series 66 credential and 18 years of industry experience. Prior to joining LPL in 2024, he worked for SCF Investment Advisors and SCF Securities from 2015 to 2024. He is also an author outside of his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services supported by proprietary and third-party research and technology.

Jeremy George is a Certified Financial Planner® with 23 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at George Wealth Group, Commonwealth Financial Network, and Raymond James Financial. He is also involved in a business entity established for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Stewart Parker is a financial advisor at Robert W. Baird & Co. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley in various capacities from 2009 to 2020 before joining Baird in 2020. Outside of his advisory role, he is involved in family-owned real estate and automotive businesses and serves on the Industrial Development Board of Maury County. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional allocations with both discretionary and non-discretionary management options.

Scott Hill is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at PricewaterhouseCoopers LLP and Vanderbilt University's Graduate School of Management. Hill has also been involved in business development activities outside his advisory role. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice that incorporates investment research and tax-aware withdrawal strategies.

Whitney Shimatsu is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 12 years of industry experience. Prior to joining Ameriprise in 2024, Whitney worked at LPL Financial LLC, CMR Financial Advisors, Inc., and Cambridge Investment Research, Inc. from 2014 through 2024. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Thomas Brandstater is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo entities since 2012, including Wells Fargo Advisors, LLC, and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Shantele Hoover is a financial advisor with Edward Jones in Columbia, TN, holding a Series 66 credential. She has experience working in different sectors, including seven years at FilmPac and five years at EyeCare Focus & Specialties, before rejoining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million clients with a range of strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm is notable for its large national network of advisors and branches, as well as its affiliated trust company and securities-based lending options.

Dalton Potts is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior roles include positions at Primerica and Republic Finance. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Heath Larkin is a financial advisor with Ameriprise in Columbia, TN, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Ameriprise since 2013. Outside of his advisory role, Larkin serves as Vice Chair on the Board of Directors for the Dickson County Family YMCA and is involved in real estate development through business ownership. 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 retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Joseph Lucia is a financial advisor with LPL Financial, holding a Series 66 credential and over 21 years of industry experience. Prior to joining LPL Financial in 2020, he was involved with several entities bearing his name, including Lucia Capital Management and Lucia Securities. He is also a member of Montecito Venture Partners, LLC, an investment-related business. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Cade Morgan is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked in various roles, including a position at Leisure Time Pool & Spa. Outside of his advisory work, he is involved with Grace Financial Partners, where he conducts client meetings and assists other advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools and tailored risk profiling to support client goals and offers specialized programs including municipal advisory and SIMPLE IRA consulting.

Charles Evans II is a financial advisor at Ameriprise with 44 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at CIty National Bank and RBC Capital Markets. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers these services through a centralized consulting team in partnership with its financial advisors.

Ellis Burgess is a Series 66-credentialed financial advisor with LPL Financial, based in Thompson's Station, TN. He has one year of industry experience and previously worked for The Lampo Group, Inc. DBA Ramsey Solutions for 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, supported by model portfolios, research, and advanced technologies.

Thomas Simonek is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including H. Beck, Inc. and Grove Point Investments, LLC. His other business activities include property ownership related to real estate rental in College Grove, Tennessee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management along with access to research and model portfolios.