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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Richard La Lance is a financial advisor with Raymond James Financial in Murfreesboro, TN, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes roles at Pinnacle Bank since 2006 and the City of Murfreesboro Power Board from 2018 to 2020. He serves as a board member for the Community Investment Fund for Murfreesboro, overseeing the fund’s investment portfolio and distributions to the city and local nonprofits. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm specializes in non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.