Elliott Sanderson is a financial advisor at Edward Jones in Columbia, TN, holding a Series 66 designation. He joined Edward Jones in 2026 and has previously worked at Nissan North America Motor Company and other firms, accumulating several years of professional experience outside the financial industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Christopher Rogers is a financial advisor with MassMutual Investors Services who holds a Series 66 designation and has 18 years of industry experience. He has worked at MassMutual since 2010 and has been self-employed since 1996. Outside of his advisory role, he serves as a soccer referee. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses collaborative, annual planning engagements supported by firm-approved software tools and offers specialized services including divorce planning and employer-sponsored programs.

Kevin Gil is a financial advisor at Fisher Investments with 20 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2001. Outside of advising, he is the sole member of two commercial real estate ownership entities. Fisher Investments serves a global range of institutional and private clients, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to build diversified portfolios and provides sub-advisory and retirement plan services.

Leslie Smith II is a financial advisor at LPL Financial with 11 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining LPL Financial in 2026, he worked at Edward Jones for 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Brian Sanderson is a financial advisor at Edward Jones in Columbia, TN, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Sandman Creative Group LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,700 financial advisors nationwide.

Ryan Kotarba is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2001 and holds Series 63 and Series 66 designations. Outside of his advisory role, he owns and operates Kotarba Cattle Company, a small cattle breeding business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research with model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Audrey Sanderson is a financial advisor at Edward Jones with credentials including the Series 66 designation. She has experience working at Edward Jones since 2019 and has held roles outside the financial industry, including involvement with Richmond United Soccer Club and The Health Management Academy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of advisors and branch offices.

Walter Richardson III is a financial advisor at OSAIC with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services and Mass Mutual Life Insurance. Richardson is also vice president of Advisor Bridge, Inc., where he assists OSAIC Wealth representatives with practice management and sales. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, advisory services, and access to third-party money managers and wrap programs. The firm uses various asset-allocation tools and supports discretionary and non-discretionary portfolio management, with notable complexity in its corporate structure and multiple commercial arrangements.

Craig Bernard is a financial advisor with LPL Financial in Arrington, TN, holding CFP® and ChFC® designations and possessing 39 years of industry experience. He has been with LPL Financial since 1997. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory and brokerage services, including financial planning, advisory programs, retirement plan consulting, and offers both discretionary and non-discretionary management options supported by in-house and third-party research.

Gaye Pike is a CFP® professional with 26 years of experience in the financial services industry. She is currently affiliated with Osaic Wealth Inc and previously worked at NBC Securities, Inc. for 17 years. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, employing various tools and platforms to construct and manage portfolios on both discretionary and non-discretionary bases.

Clayton Mallard is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has previously worked with Raymond James Financial Services and Edward Jones. Mallard also serves as a branch manager at Gulf Winds Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services supported by research and model portfolios.

Matthew Fink is a financial advisor at Edward Jones in Columbia, TN, holding a Series 66 designation. He has been with Edward Jones for one year and previously worked in custom woodworking and the automotive industry. Edward Jones serves more than four million individual and institutional clients, offering a wide range of wealth management and advisory services supported by a large national network of financial advisors and branch offices.

Steve Holt is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. In addition to his work at the firm, Holt operates Steve Holt Consulting, which he founded in 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a network of over 23,000 financial advisors and more than 15,000 branch offices nationwide.

Brett Crouse is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked at OSAIC Wealth Inc, Caledonian Financial, Liberty University, and other organizations. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and provides access to multiple advisory platforms and third-party money managers.

Emily Henry is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Cambridge, she worked at Jackson National Life Distributors and SKC Financial Group. Outside of finance, she has experience with B9 Models and Opry Entertainment. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment implementations, including proprietary models and third-party strategies, with options for discretionary or non-discretionary management tailored to client objectives.

Jesse Clayton is a financial advisor at Osaic with 11 years of industry experience. He holds the Series 66, Series 63, and Series 65 designations. Prior to joining Osaic Wealth Inc., he worked at Woodmont Investment Counsel, LLC for 14 years. 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 plan consulting, and access to third-party money managers, utilizing various asset-allocation tools and investment options to construct portfolios managed on a discretionary or non-discretionary basis.

Clay Buttrey is a financial advisor with Robert W. Baird & Co. in Columbia, Tennessee, holding a Series 66 designation and with 27 years of industry experience. He has worked at Robert W. Baird & Co. since 2020 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2020. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves high net worth individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing internal research and technology such as artificial intelligence to support its advisory approach.

Thomas Sneed is a financial advisor at OSAIC Wealth Inc. with 12 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at NBC Securities, Inc. for 12 years before joining OSAIC in 2025. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and uses firm-provided tools for portfolio construction and management.

Berrie Coble is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked at Cambridge since 2019, following a prior role at FTB Advisors. Coble is an independent insurance agent and serves as a board member of Heritage Financial Corporation; he is also the owner of Bloom Financial Planning and acts as treasurer for the Julie C Heffington Judge 22nd Judicial District campaign. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a variety of portfolio management strategies and custody arrangements tailored to client objectives.

Timothy Ledman is a financial advisor with Edward Jones in Franklin, TN, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked for over two decades at Nashville Chemical & Equipment Co. He serves as a board member of the National Guard Association of Tennessee, overseeing the insurance program for Tennessee National Guard members in a volunteer capacity. 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 manages over $1 trillion in assets and maintains a large network of advisors and branch offices across the United States.