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.

Bethany Garner is a CFP® and ChFC®-designated financial advisor with Edward Jones, bringing five years of industry experience. She has held roles at Edward Jones since 2019 with a brief tenure at Thrivent Financial and Thrivent Investment Management Inc. from 2020 to 2021, and previously worked in healthcare-related business positions. Bethany also serves as an adjunct professor teaching an undergraduate finance course at the University of Mobile. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors. The firm is notable for its extensive retail presence and affiliated capabilities including trust services, mutual funds, and securities-based lending.

Jacob Collier is a financial advisor with LPL Financial in Hendersonville, TN, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he operated Collier Wealth Insurance Services, where he remains a 50% owner and insurance agent. His background includes roles outside finance such as driving for Uber and DoorDash. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a wide range of investment strategies.

Carly Durard is a financial advisor with Edward Jones in Hendersonville, TN, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Edward Jones in 2023, she worked at Fifth Third Securities, Fifth Third Bank, Lendmark Financial, and SunTrust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. 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.

Daniela Locke is a financial advisor at Raymond James Financial with seven years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Raymond James, Locke worked at Merrill and UBS Securities LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

Trenton Sipes is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he serves as an Infantry Officer and state level operations officer in the Tennessee Army National Guard. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Elizabeth Lo Grande is a financial advisor at OSAIC with 33 years of industry experience. She holds a Series 66 designation and has worked at firms including Lincoln Financial Advisors and Lincoln Financial Securities Corporation. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment process focuses on model-based asset allocation and portfolio optimization supported by various tools, with options for discretionary and advisor-managed strategies.

Elisabeth Ervin is a financial advisor at Osaic with six years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Osaic in 2024, she worked at Woodbury Financial Services Inc. from 2018 to 2024 and has been associated with Doug O'Rear & Associates since 2016. Outside of her advisory role, Ervin serves as chairperson of the Cheatham County Democratic Party. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, consolidation activity, and complex affiliate network.

Matthew Mc Culley is a financial advisor at LPL Financial with 13 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Edward Jones for nine years. He is also involved with Good Life Insurance Associates in a non-variable insurance agent role. 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 portfolios, third-party asset management, and institutional platforms.

Gregory Leifel is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked multiple roles within J.P. Morgan Securities and JPMorgan Chase Bank, as well as prior positions at Pulte Homes, Inc. and Sears. Outside of financial services, he has been involved with Telecom Power and Installation Trainers for eight years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and supports a range of strategies, including those incorporating ESG criteria.

Chadwick Richards is a financial advisor with LPL Financial in Hendersonville, TN, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Waddell & Reed, Inc. for 26 years and operated CWMG, LLC for four years. 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 supported by extensive platforms and tools, including model portfolios, third-party asset management, and institutional programs.

Kevin Macwilliams is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Securities America Advisors, Inc. and Brecek & Young Advisors, Inc. Macwilliams is involved with Clearview Financial Group, an affiliated entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services and platforms, including financial planning, model portfolios, third-party asset management, and retirement advice.

Michael Neal is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 29 years of industry experience, including prior roles at Woodbury Financial Services and Raymond James Financial Services. Neal is involved with Digital Benefit Advisors as a referral partner and operates Scotty Neal Wealth for tax and investment purposes. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advisory services through a large network of investment adviser representatives.

Jennifer Kistner is a CFP®-credentialed financial advisor at Fidelity with 24 years of industry experience. Her career includes roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, Niemann Capital Management, Ameriprise Advisor Services, and UBS Financial Services. She is based in Old Hickory, Tennessee. Fidelity’s Strategic Advisers LLC, where she is affiliated, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct algorithm-driven model portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Robert Blackburn Jr. is a Series 66-licensed financial advisor with 13 years of industry experience, currently serving at Thrivent Investment Management since 2018. Prior to joining Thrivent, he was involved with R & B Foodservice LLC and Millersville Church of Christ. He holds board and leadership roles in community organizations including Fellowship of Christian Athletes and BNI Give. Gain. Grow, and regularly preaches at various churches nationwide. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial analyses and planning without discretionary portfolio management, allowing clients to integrate planning with managed-account services under a consolidated billing arrangement.

George Mwai is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He previously worked at First Horizon National before joining Merrill and Bank of America in 2017. Outside of his advisory role, he serves as a General Partner and Managing Member of MFL LLC. 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 and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Morgan is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at LPL Financial, Dempsey Lord Smith, LLC, and several other firms over his career. He operates a separate wealth management business under the name Morgan Wealth Management. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Travis Mcafee is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His career includes roles at Morgan Keegan & Company, LLC, and Union Planters Investment Advisors, Inc. 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 wide range of clients, including individuals, institutional investors, and charitable organizations, offering tailored financial planning and consulting through various specialized programs and affiliated resources.

Timothy Hutchinson Sr. is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 26 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven and emphasizes access to third-party asset managers, financial planning, and advisory services through a large network of investment adviser representatives.

Brian Smith is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and Simmons Bank prior to joining LPL Financial. 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 and third-party asset management, supported by tools such as machine learning, while overseeing more than $819 billion in discretionary assets.