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.

Jon Jaques is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Cetera since 2025. He has prior experience with Avantax Investment Services and owns a CPA practice, Jon D Jaques CPA, which he has operated since 1991. Jaques is also involved in business consulting and publishing, and serves as a board member for the United States Submarine Veterans Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through multiple program structures and manager options.

Micah Pruitt is a financial advisor at Robert W. Baird & Co., holding a Series 66 designation and beginning his advisory career in 2025. His prior work experience includes roles at Deloitte, Pure Barre, and Middle Tennessee State University. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations through a variety of financial planning and portfolio management services. Baird manages approximately $394 billion in assets and utilizes a combination of manager-traded and model-traded strategies, internal research, and technology in client advice.

Jennifer Sexton is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she co-owns MEW Practice Management LLC, a business involved in managing her Ameriprise advisory practice, and serves as an executor in fiduciary activities. Ameriprise offers comprehensive retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, utilizing a centralized consulting team to deliver customized, tax-efficient recommendations that integrate research and algorithmic modeling.

Lee Baker is a financial advisor with LPL Financial holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial since 2022 and has also been associated with CUNA Brokerage Services, Inc. and CUNA Mutual Group since 2019. Prior to his financial services career, he worked in customer service roles at Chick-fil-A Murfreesboro and Farmers Insurance. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Chad Molitor is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 12 years with Invest Financial Corporation. He also maintains a long-term relationship with Ruckert Associates Inc., a business he has been involved with for over 35 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

James Leyhew is a financial advisor with LPL Financial in Murfreesboro, TN, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL Financial since 2007, with prior experience at Kestra Investment Services and Gunnallen Financial. In addition to advisory services, he offers life, health, long-term care, and disability insurance to clients. 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 provides financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Brennan Shea is a financial advisor with Robert W. Baird & Co. in Murfreesboro, TN, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Baird, he worked at Jackson National Life Distributors, Exit Realty Bob Lamb & Associates, and Applied Pressure. Baird’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm employs a combination of manager-traded and model-traded strategies, internal research including AI tools, and provides municipal advisory services alongside its broad wealth management offerings.

Michael Shea is a financial advisor with Robert Baird & Co. in Franklin, TN, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Robert Baird & Co. since 2019 and was previously with J.J.B. Hilliard, W.L. Lyons, Inc. from 1997 to 2018. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Elias Hassan is a financial advisor at Robert Baird & Co. with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert Baird since 2019, previously serving at J.J.B. Hilliard, W.L. Lyons, Inc. since 2002. Outside of his advisory role, he is a member of a start-up restaurant, Gusto Wood Fire Grill LLC, and is an investor in companies focused on medical testing and technology based in Nashville. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The team offers tailored financial planning and portfolio management using a combination of in-house and third-party managers, covering a broad range of investment strategies from traditional to complex alternatives.

James Gattis is a financial advisor with Merrill in Murfreesboro, TN, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Merrill since 2009 and concurrently associated with Bank of America, N.A. since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ernie Colvin II is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2005. He has 24 years of industry experience. Outside of his advisory role, he is involved in managing rental properties through limited liability companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, supported by a large network of advisors and branch offices across the country.

Justin Oldham is a financial advisor with Robert Baird & Co. and holds a Series 66 designation. He has 17 years of industry experience, including roles at J.J.B. Hilliard, W.L. Lyons, LLC since 2008. Outside of his advisory work, he is a partner in a family crop farming business and serves as co-trustee for a family trust. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers and a variety of investment strategies.

Patrick Blair is a Series 63-registered financial advisor with Cambridge Investment Research Advisors, where he has worked since 2006. He has 31 years of industry experience. Outside of his advisory role, Blair is an independent insurance agent and also works as a golf shop attendant at the Old Fort Golf Course in Murfreesboro, TN. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals and provides a range of portfolio management options across various custody platforms.

Kimberly Mankin is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 25 years of industry experience. Her prior experience includes roles at UBS Financial Services and JJB Hilliard, WL Lyons. Outside of financial advising, she is also a licensed real estate broker and assists friends and family with real estate transactions. 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 consulting using analytical tools and supports various advisory programs, including municipal and public finance services.

Jelecia Beverley is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining LPL Financial in 2026, she worked at Edward Jones and has a background that includes education with Murfreesboro City Schools and entrepreneurial ventures such as Believe&Bless Emporium and RedBubble. 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 range of financial planning and investment management services supported by a large network of advisers and a variety of advisory and non-advisory financial products.