Joshua Gerik is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. Prior to joining LPL Financial in 2011, he worked at Edward Jones for four years. Outside of his advisory role, he serves as a basketball referee for the West Wilson Basketball Association. 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.

Linda Murphy is a financial advisor at Edward Jones with 25 years of industry experience. She holds the CFP® and ChFC® designations, as well as Series 63, 65, and 66 licenses. Prior to joining Edward Jones in 2021, she worked at TIAA from 2014 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

David Gilbert is a financial advisor with Primerica Advisors in Lebanon, TN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997. Outside of advising, he is involved with the National Association of Mental Illness and participates in community activities related to mental health. 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 curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily with a tiered wrap fee structure.

Peter Danilaitis is a Series 66 licensed financial advisor at Fisher Investments with 19 years of industry experience. His prior roles include positions at Summitview Consultants, Wells Fargo Clearing, Wells Fargo Advisors LLC, Ameriprise, and Edward Jones. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management across equities, fixed income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and applies tax-aware and risk management strategies.

Tamara Brentley is a financial advisor at Edward Jones in Nashville, TN, holding Series 63 and Series 66 registrations with 11 years of industry experience. She previously worked at UBS Financial Services Inc for 10 years before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Jordan Wilde is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various entities within JPMorgan, including JPMorgan Chase Bank and BDI Automation. Wilde also has experience with DNA Nutricoach and the University of Miami. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in their investment process.

Jennifer Miller is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at OSAIC. She has previously worked with Waters Wealth/Royal Alliance and has been self-employed since 1995, providing bookkeeping and tax-related services. In addition to her advisory role, she serves as a poll worker for the Wilson County Election Commission and acts as Power of Attorney for her parents. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of advisors. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Holly Adams is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has worked previously at UBS Financial Services Inc. and Morgan Stanley. Adams is based in Nashville, TN. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Glenn Bradley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at First Tennessee Brokerage, Inc., Truist Investment Services, Inc., and Ftb Advisors, Inc. based in Nashville, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by a large network of investment adviser representatives.

Swati Smith is a financial advisor with Merrill in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at Merrill since 2011. 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, offering a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Frederick Congdon is a financial advisor at Cetera with 13 years of industry experience. He holds Series 65 and Series 66 licenses. His prior roles include positions at Foundation Investment Management, TrustCore Financial Services, and Valic Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including 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 that includes affiliated and third-party managers.

George Lifsey is a financial advisor at Raymond James & Associates with 34 years of industry experience. He has been with Raymond James & Associates since 2007. Lifsey holds the Series 63 and Series 65 designations and is based in Nashville, TN. 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, offering financial planning, investment consulting, and municipal advisory services.

Benjamin Lifsey is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016. 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, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various advisory programs.

Thomas Fuller is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cetera Advisors LLC since 2013. In addition to his advisory role, Fuller is also a fixed insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and more than $256 billion in assets under management.

Nathan Kurita is a financial advisor with Raymond James Financial in Nashville, TN, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior experience includes roles at Pinnacle Wealth Advisors and Merrill. He also works with Pinnacle Asset Management in a financial advisory capacity, building relationships with partners and managing client investment accounts. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporate and institutional clients, and nonprofit organizations. The firm offers tailored, non-discretionary planning and uses various analytical tools to support client goals, with specialized services in municipal and public finance as well as simplified employer advisory programs.

Adrian Davis is a financial advisor with Osaic Wealth, Inc. based in Nashville, TN, holding Series 63, 65, and 66 licenses and having 17 years of industry experience. His prior roles include multiple positions at FSC Securities Corporation and managing his own practice, Frank Davis, from 2006 to 2018. Outside of advisory work, he acts as an independent contractor assembling living trusts and has been involved in the fixed insurance business since 2009. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, providing integrated brokerage and advisory services through a broad network of affiliated advisors. The firm employs a variety of tools and platforms to offer customized portfolio management and access to third-party investment solutions.

Justin Dorris is a CFP® with 14 years of industry experience, currently affiliated with Raymond James Financial in Mount Juliet, Tennessee. He has worked at Wilson Bank & Trust and Raymond James Financial Services Advisors, Inc. since 2012. 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, non-discretionary planning and consulting using advanced analytical tools and supports various advisory programs across a large network of advisors.

Benjamin Brazier is a financial advisor with Edward Jones in Hendersonville, TN, holding a Series 66 designation and bringing four years of industry experience. Prior to joining Edward Jones in 2023, he worked at Ally Financial, Dream Builders Construction, LLC, Nick Mayer Ford Lincoln, General Motors Financial, and Cornerstone National Title. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates an SEC-registered advisory program and manages approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

Kevin Collier is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at LPL Financial since 2004 and previously spent four years at UBS Financial Services. Outside of advising, he serves as a notary for Sumner County, Tennessee. 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 a network of over 22,800 advisors.

Allen Kuhn is a financial advisor with Merrill in Nashville, TN, holding Series 65 and Series 66 credentials and three years of industry experience. Prior to joining Merrill in 2022, he worked at UBS from 2018 to 2022. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.