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.

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.

Dean Jacobs is a financial advisor with LPL Financial, holding Series 65 and Series 63 designations and 12 years of industry experience. He previously worked at Park Avenue Securities and Guardian Life Insurance Company for 13 years. Outside of his advisory role, Jacobs is a licensed property and casualty insurance agent in Tennessee and is involved in real estate sales and property management activities. 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 advanced operational tools and a large network of investment adviser representatives.

Jordan Coffey is a financial advisor with Thrivent Investment Management in Hendersonville, TN, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2020. Outside of his advisory work, Coffey serves as President of Overflow Mission, a nonprofit providing community relief and outreach in Zimba, Zambia. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority, often combining planning with managed-account programs under a consolidated billing option.

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.

Boyd Blair is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he is also an agent for a non-variable insurance business. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Sundi Puckett is a CFP® professional with four years of experience in the financial industry, currently working at Edward Jones since 2022. Prior to Edward Jones, Puckett held roles at David Patton Homes, Serpro Industries, PC&D, and the Center For Restorative Medicine. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

James Wilkins is a financial advisor at LPL Financial with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James Financial, Banc of America Investment Services, Morgan Keegan & Company, and Life Credit Union. He has been with LPL Financial since 2013. 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.

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.

Jonathan Wickersheim is a financial advisor at Edward Jones in Hendersonville, TN, holding a Series 66 designation with 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he operates a photography business where he manages photo sessions and client communications. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

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.

Ralph Ruby III is a Series 66–licensed financial advisor with Edward Jones in Hendersonville, TN, where he has worked since 2009. He has 17 years of industry experience. Outside of his advisory role, he is an owner of a timeshare rental business in Breckenridge, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

James Gibbs Jr. is a financial advisor with Raymond James Financial in Hendersonville, TN, holding the ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience and has worked with Raymond James since 2015, alongside a role at Lawrence Bank since 2020. Gibbs is also associated with F&M Wealth Management as an investment-related financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Dylan Richards is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2022. Richards also has outside employment with Cumberland Transit. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Christopher Martinez is a financial advisor with Charles Schwab in Old Hickory, TN, holding a Series 66 designation and nine years of industry experience. He has been with Charles Schwab since 2015. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.

Brian Homra is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of his financial advisory role, he is involved in a small business, The Anna Company DBA Memphis Magic BBQ Sauce, which he has operated since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of account types. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.