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® and Series 66-registered financial advisor with 14 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2018 and previously at LPL Financial from 2011 to 2017. Bynum serves on advisory boards for Middle Tennessee State University’s Chair of Insurance and the Discovery Center. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing a range of portfolio management options and access to both proprietary and third-party investment strategies.

Teresa Clements is a CFP®-certified financial advisor with 16 years of industry experience. She currently practices at LPL Financial in Murfreesboro, TN, where she has worked since 2021. Her prior experience includes roles at U.S. Bancorp Investments, Bank of America, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and various portfolio management technologies.

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 previously worked at Bank of America N.A., Merrill, and Sculpture Hospitality. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

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.

Richard Dutrisac is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. His prior firms include Securities America Advisors, LPL Financial, and National Planning Corporation. He is also active as an insurance agent, selling term, universal, whole life, long-term care, and health insurance. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using systematic asset-allocation tools and managed-account solutions across various investment products.

Donald Steely II is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000 and worked for Marshall Co. School from 2019 to 2020. Outside of his advisory role, he is involved in the sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,948 advisors and $15.5 billion in assets under management. The firm uses model-driven investment strategies provided by third-party asset managers and offers limited discretionary separately managed accounts.

Nicholas Mitchell is a financial advisor with Edward Jones in Murfreesboro, TN, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is involved as a rental property owner. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets across a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Todd Matherly is a financial advisor with Edward Jones in Murfreesboro, TN, holding CFP® and Series 66 credentials and having six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Ciena Communications from 2013 to 2019. He is also a property owner managing rental property operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm is notable for its extensive nationwide network of advisors and branches, offering discretionary and non-discretionary strategies alongside tax-efficient and overlay services.

James Yarbrough is a financial advisor at Raymond James & Associates with 27 years of industry experience. He has been with Raymond James since 2013 and previously worked at St. Rose Of Lima Catholic School for seven years. Yarbrough serves as a director on the board of the Tops'l Beach Manor Condominium Owners' Association. 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, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services.

Connie Staggs is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Primerica Advisors since 1999 and also has roles affiliated with Primerica Financial Services. Outside of her advisory work, she owns an e-commerce business and operates a YouTube channel focused on small business consulting topics. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap fee structure for its services.

Brennan Mc Gaughy is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Wilson Bank & Trust, and Chipotle Mexican Grill. Outside of his advisor role, he is involved with Miller Garner Wealth Management as a non-owner advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutions. The firm utilizes detailed risk profiling and analytical tools to tailor non-discretionary investment consulting to client goals.

Jeremy Mc Lean is a financial advisor with Edward Jones in Murfreesboro, TN, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he served in the United States Marine Corps for 20 years. 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 with a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Nichole Elizabeth Adams is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of services supported by proprietary research and capital market resources.

Nathan Owen is a financial advisor with Thrivent Investment Management in Murfreesboro, TN, holding a Series 66 credential and three years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2022 and has prior experience with 4Top Hospitality and JHS Holdings. Outside of advising, he participates in community and business networking activities, including serving as a Director Coordinator for BNI Middle Tennessee and a Diplomat for the Rutherford County Chamber of Commerce. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based planning focused on a broad range of topics but does not include implementation or discretionary portfolio management as part of these services.

Jeffrey Von Behren is a financial advisor with Edward Jones in Murfreesboro, Tennessee, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns a commercial rental property in Maryville, Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm offers a wide range of advisory solutions, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.