Thomas Wade Jr. is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has previously worked at Wells Fargo Advisors and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers to meet diverse client needs.

Kaleb Dickerson is a financial advisor at Raymond James Financial with four years of industry experience. He holds the Series 66 designation and has worked with multiple firms including Regions Bank and Pennington Stone. In addition to his advisory role, he is employed as a financial advisor at Wilson Bank & Trust. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm uses analytical tools and tailored planning to support client goals and offers specialized programs such as municipal and public finance advisory services.

Charles Watson is a financial advisor at LPL Financial with 24 years of industry experience. He holds the CFP® and CFA® designations as well as the Series 63 license. His prior work includes roles at FTB Advisors, Inc., First Tennessee Brokerage, and First Tennessee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Tonya Brimer is a financial advisor at Edward Jones with a Series 66 designation and 16 years of experience at the firm. She also engages in real estate activities as a salesperson with Macon Realty Co. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Patrick Sims is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at ServisFirst Bank from 2015 to 2018. Outside of his advisory role, Sims is a minority owner and board member of Superior Care Home Inc., a healthcare and long-term care facility, and serves on the Board of Overseers at Bellarmine University, where he supports fundraising and alumni engagement. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Garrett Kaumeyer is a Series 66 licensed financial advisor at LPL Financial with three years of industry experience. He has previously worked at UBS Financial Services and First Horizon Bank. His background includes diverse roles spanning financial services and other sectors such as food service and education. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a wide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Christopher Mendoza is a financial advisor with Raymond James Financial, holding a Series 66 designation and three years of industry experience. His career includes roles at J.P. Morgan Securities LLC and First Command Advisory Services, and he served in the United States Marine Corps for 13 years. Mendoza has also been affiliated with the University of Maryland Global Campus. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides non-discretionary planning and consulting tailored to client goals, employing analytical tools such as risk profiling and probability modeling.

Binu Ittycheriah is a financial advisor with Primerica Advisors in Hermitage, 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. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, providing portfolio management primarily for individual investors rather than institutional pension or profit-sharing plans.

Aaron Halterman is a financial advisor at Primerica Advisors with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica since 2008. Prior to his advisory role, he spent three years working at Westmoreland Middle School. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers a wrap-fee asset management program driven by model-delivery strategies from unaffiliated asset managers and operates a large network of advisors and offices.

Lesa Fletcher is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and 24 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2001. Outside of advisory services, she is involved in the sale of loan products and home-related services through Primerica affiliates. Primerica Advisors sponsors and manages 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 operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering model-based investment strategies supported by third-party asset managers and custodial services.

Carolyn Fleury is a financial advisor with Merrill in Gallatin, TN, holding Series 63 and Series 65 credentials and nine years of industry experience. Her prior work includes roles at Bank of America, MassMutual Life Insurance Company, and New York Life. She is also the owner of Wemple Farm, a corn-growing sole proprietorship in Illinois. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

David Walden is a financial advisor with Raymond James Financial in Lebanon, Tennessee, holding a Series 63 designation and 26 years of industry experience. He has worked with Raymond James Financial Services, Inc. since 2000 and Wilson Bank & Trust and its investment services division since 2005. 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 employs tailored planning and analytical tools and offers a range of advisory programs and consulting services across an extensive advisor network.

Heidi King is a financial advisor at Raymond James Financial with 20 years of industry experience and holds a Series 66 designation. She has been with Raymond James Financialservices Advisors Inc. and related entities since 2013. King serves as a board member and committee member for the United Methodist Foundation for the Tennessee/Western KY Conferences, where she participates in investment portfolio meetings. 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, utilizing tailored non-discretionary planning and analytical tools to support client goals.

Laura Warren is a financial advisor at Edward Jones with 11 years of industry experience. She holds the CFP® and Series 66 designations and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Zachary Stahl is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. and Wilson Bank & Trust. Outside of his advisory role, he is associated with Anchored Nutrition. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored non-discretionary planning using risk profiling and analytical tools, and is notable for its municipal advisor affiliation and specialized advisory programs.

Benjamin Nieves is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Raymond James Financial, Ameriprise Financial Services, and Wells Fargo Advisors. Nieves joined Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Devin Forester is a Series 66-licensed financial advisor with Cetera, bringing one year of industry experience. His work history includes positions at Regions Bank, Truist Bank, and SunTrust Bank, as well as over a decade at Best Buy prior to entering financial services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform that provides access to both affiliated and third-party investment strategies.

Jeffrey Grissom Jr. is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. He is also involved as a financial advisor in a support capacity with WBT Wealth Management in Gallatin, TN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Regina Mancini is a financial advisor with LPL Financial in Wilmington, DE, holding Series 63 and Series 65 credentials and with 29 years of industry experience. She has been with LPL Financial since 2009. Outside of her advisory role, Mancini serves as a poll worker, contributing a small amount of time to this community activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services through a national network of investment adviser representatives, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Peter Trice IV is a financial advisor at Edward Jones in Gallatin, TN, holding Series 65 and Series 66 registrations with two years of industry experience. His prior roles include positions at US Health Group, Camarda Wealth Advisory Group, and Nelson's Green Brier Distillery. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.