Brian Moore is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 licenses and bringing one year of industry experience. He has been with Primerica Advisors since 2024 and has prior experience at Primerica Financial Services and G&C Foods. Outside of investment advisory, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers while delegating trading to BNY Mellon Advisors.

Adam Ezell is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cetera since 2017. Ezell also has a long tenure at Regions Bank dating back to 2003. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services to individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform allowing advisors to implement a variety of investment strategies and serves over 800,000 clients through a nationwide network of more than 10,000 advisors.

Dorris Jernigan Jr. is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Jernigan’s work history includes roles at FirstBank, Franklin Synergy Bank, and Raymond James Financial Services, and he has served on the Murfreesboro Parks and Recreation Commission since 2005. Additionally, he is involved with FB Investment Partners as an associate and backup OSJ. 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, pension and profit-sharing plans, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting using various analytical tools, supporting clients through its advisory programs and partnerships.

Ashley Apanowicz is a financial advisor at Robert W. Baird & Co. with four years of industry experience. She holds the Series 66 designation and has worked at Robert W. Baird & Co. since 2019, following four years at Hilliard Lyons. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of strategies including discretionary management, separately managed accounts, and overlay services.

Leo Meany is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has held positions at Ftb Advisors, Inc., First Tennessee, and Concourse Financial Group Securities, Inc. His current role includes offering investment products and services through LPL Financial under the First Horizon Advisors name. 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 provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a network of investment adviser representatives.

Jeffery Edge is a CFP® and ChFC® who has been with Edward Jones in Murfreesboro, TN, since 2006, accumulating 19 years of industry experience. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Nancy Goodloe is a financial advisor at Raymond James Financial with 33 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Pinnacle Asset Management and Pinnacle Bank since 2013. Goodloe also serves as a registered sales assistant at Pinnacle Asset 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 offers tailored planning using risk profiling and modeling tools, supports both wrap-fee advisory programs and institutional consulting, and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Corey Garner is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at LPL Financial for 11 years and spent one year at Northwestern Mutual Investment Management. Outside of his advisory role, he is involved with Miller Garner Wealth Management, a support company based in Murfreesboro, TN. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, and institutions. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Sandy Chaleunsinh is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional advisory services.

Megan Bynum is a CFP® and Series 66-registered financial advisor with 14 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2018 and previously at LPL Financial from 2011 to 2017. Bynum serves on advisory boards for Middle Tennessee State University’s Chair of Insurance and the Discovery Center. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing a range of portfolio management options and access to both proprietary and third-party investment strategies.

Teresa Clements is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with LPL Financial, with 16 years of experience in the financial services industry. She has held positions at several firms including U.S. Bancorp Investments, Bank of America, Merrill, and Invest Financial Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, supported by technology tools and a large network of investment adviser representatives.

Patrick Sherer is a financial advisor with Edward Jones in Murfreesboro, TN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various roles including self-employment and positions at Superior Communications and Asurion. He is also co-owner of a dumpster rental business, where he helps manage back-end operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm is known for its extensive retail advisor and branch network, as well as affiliated capabilities such as a trust company and proprietary mutual funds.

James Pinson is a financial advisor with Cetera who holds a Series 66 designation and has nine years of industry experience. He has been with Cetera and its related entities since 2017 and also has a background at Regions Bank dating back to 2014. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, featuring both affiliated and third-party model portfolios across discretionary and non-discretionary program structures.

Rodney Wright is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. and Wilson Bank & Trust since 2016. Outside of finance, he is an active musician and performs as a guitarist and singer with two local bands, Memory Train and The Pilots. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains unique affiliations such as a municipal advisor and specialized retirement plan consulting programs.

Richard La Lance is a financial advisor with Raymond James Financial in Murfreesboro, TN, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes roles at Pinnacle Bank since 2006 and the City of Murfreesboro Power Board from 2018 to 2020. He serves as a board member for the Community Investment Fund for Murfreesboro, overseeing the fund’s investment portfolio and distributions to the city and local nonprofits. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm specializes in non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Donald Steely II is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000 and worked for Marshall Co. School from 2019 to 2020. Outside of his advisory role, he is involved in the sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,948 advisors and $15.5 billion in assets under management. The firm uses model-driven investment strategies provided by third-party asset managers and offers limited discretionary separately managed accounts.

Nicholas Mitchell is a financial advisor with Edward Jones in Murfreesboro, TN, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is a rental property owner. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over one trillion dollars in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large retail advisor and branch network.

Todd Matherly is a financial advisor with Edward Jones in Murfreesboro, TN, holding CFP® and Series 66 credentials and having six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Ciena Communications from 2013 to 2019. He is also a property owner managing rental property operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm is notable for its extensive nationwide network of advisors and branches, offering discretionary and non-discretionary strategies alongside tax-efficient and overlay services.

James Yarbrough is a financial advisor at Raymond James & Associates with 27 years of industry experience. He has been with Raymond James since 2013 and previously worked at St. Rose Of Lima Catholic School for seven years. Yarbrough serves as a director on the board of the Tops'l Beach Manor Condominium Owners' Association. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services.

Connie Staggs is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Primerica Advisors since 1999 and also has roles affiliated with Primerica Financial Services. Outside of her advisory work, she owns an e-commerce business and operates a YouTube channel focused on small business consulting topics. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap fee structure for its services.