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Dorris J

ChFC®, Series 63, Series 65

Murfreesboro, TN

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Ashley A

Series 66

Murfreesboro, TN

Robert Baird & Co.

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.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Eric W

Series 66

Nolensville, TN

Edward Jones

Eric Williams is a financial advisor at Edward Jones in Nolensville, TN, holding a Series 66 designation with 15 years of industry experience. He has worked at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, access to managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy Divorce financial planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Intergenerational Families
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Leo M

Series 63, Series 65

Murfreesboro, TN

LPL Financial

Leo Meany is a financial advisor at LPL Financial with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including First Tennessee and Concourse Financial Group Securities. He is based in Murfreesboro, TN. 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 wide range of advisory and brokerage services, utilizing various portfolio strategies and technology tools, supported by a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jeffery E

CFP®, ChFC®, Series 63, Series 66

Murfreesboro, TN

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Robert N

Series 63

Murfreesboro, TN

Raymond James Financial

Robert Norman is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds a Series 63 designation and has worked at firms including First Bank Investment Partners and U.S. Bancorp Investments. Norman is also associated with FirstBank in Murfreesboro, TN. 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 investors. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools and technology, and maintains unique municipal advisory services and specialized retirement plan offerings.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Nancy G

Series 63, Series 66

Murfreesboro, TN

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Corey G

CFP®, Series 66, Series 63

Murfreesboro, TN

Raymond James Financial

Corey Garner is a CFP® professional with 14 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at LPL Financial and Northwestern Mutual Investment Management. He is involved with Miller Garner Wealth Management, a non-investment-related advisory 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, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains a focus on municipal and public finance through unique affiliations.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Sandy C

Series 66

Murfreesboro, TN

Raymond James & Associates

Sandy Chaleunsinh is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. He has worked at Raymond James since 2013 and previously spent five years at Morgan Keegan & Company, LLC. 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, institutional investors, and municipal entities—offering financial planning, investment consulting, and institutional fiduciary services with a non-discretionary advisory approach and access to a range of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Aaron M

Series 66

Smyrna, TN

Edward Jones

Aaron Meier is a financial advisor with Edward Jones, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. 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.

General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Eric R

Series 63, Series 65

Smyrna, TN

Raymond James Financial

Eric Rodell is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 31 years of industry experience. Prior to joining Raymond James in 2021, he worked at LPL Financial and INVEST Financial Corporation. Rodell is also an associate at FirstBank and FirstBank Investment Partners in Smyrna, TN. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm emphasizes tailored non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Megan B

CFP®, Series 66

Murfreesboro, TN

Cambridge Investment Research Advisors

Megan Bynum is a CFP® professional with 14 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2018. Her prior experience includes six years at LPL Financial. She serves on advisory boards for Middle Tennessee State University and the Discovery Center and operates as an independent insurance agent through Harvest Wealth Group, LLC. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers a range of account implementation platforms.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Teresa C

CFP®, Series 65, Series 63

Murfreesboro, TN

LPL Financial

Teresa Clements is a CFP®-credentialed financial advisor with 16 years of industry experience, currently with LPL Financial since 2019. She has previously worked at U.S. Bancorp Investments, Bank of America, Merrill, and other firms. Teresa maintains a non-variable insurance business activity outside of her advisory role. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Victor T

CFP®, Series 63, Series 65

Arrington, TN

Ameriprise

Victor Taylor is a CFP®-certified financial advisor with 43 years of industry experience. He is currently with Ameriprise Financial Services, having previously worked at Wells Fargo Clearing, UBS Financial Services, Credit Suisse Securities, and Pershing LLC. Taylor serves on the boards of Breeding Montgomery Bible College and Paine College, is involved in church leadership roles, and works as a group fitness instructor. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides detailed recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Patrick S

Series 66

Murfreesboro, TN

Edward Jones

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.

Business ownership considerations Business succession planning Multi-generational wealth transfer Wealth management Real estate investing Founder/Business Owner Newlywed/Engaged Young Families Intergenerational Families
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James P

Series 66

Murfreesboro, TN

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Rodney W

Series 63, Series 66

Murfreesboro, TN

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Adam C

Series 66

Smyrna, TN

J.P. Morgan Securities

Adam Copp is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Bank of America and Merrill. Prior to his career in finance, he spent six years at Sculpture Hospitality. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research supported by a centralized due diligence team.

Founder/Business Owner
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William H

Series 66

College Grove, TN

LPL Financial

William Hammer Jr. is a Series 66-licensed financial advisor with 18 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked for SCF Investment Advisors, Inc. and SCF Securities, Inc. from 2015 to 2024. Outside of his advisory role, he is an author. 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, providing customized and model-driven investment strategies supported by advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Dustin S

Series 63, Series 66

Nolensville, TN

Equitable Advisors

Dustin Scobey is a financial advisor with Equitable Advisors holding Series 63 and Series 66 designations and 20 years of industry experience. His prior roles include positions at LPL Enterprise, Prudential Insurance Company of America, and Pruco Securities, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm relies on a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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