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Thomas W

Series 63, Series 65

Murfreesboro, TN

Truist Advisory Services

Thomas Wellborn is a financial advisor at Truist Advisory Services with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Truist Investment Services since 1997 and at Truist Advisory Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program. The firm combines discretionary and non-discretionary approaches and utilizes AI-enabled research tools alongside inter-affiliate integration within the Truist network.

Founder/Business Owner Executive
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Thaddeus W

Series 63, Series 65

Thompsons Station, TN

Empower Advisory Group

Thaddeus Wells is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 65 licenses. Wells has worked at several firms, including GWFS Equities, Inc., Money Concepts Capital Corp, and The Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Joe H

Series 63, Series 66

Thompsons Station, TN

Wealth Enhancement Advisory Services, LLC

Joe Hollingsworth is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Fisher Investments, Edward Jones, and Nationwide Investment Advisors. Outside of his advisory work, he is also involved as a real estate broker with Luxury Homes International. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, emphasizing strategic allocation with a combination of passive and active management guided by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Melody P

Series 65

Murfreesboro, TN

Brookstone Capital Management LLC

Melody Pinkston is a financial advisor at Brookstone Capital Management LLC with five years of industry experience. She holds a Series 65 designation and has worked at Brookstone Capital Management and Hornor, Townsend & Kent LLC. She is also the Chief Operating Officer at Senior Financial Advisors, Inc., where she manages business operations and client services. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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Randall W

Series 66

Murfreesboro, TN

Edward Jones

Randall Wilson is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, manages approximately $1.01 trillion in assets, and operates a nationwide network of more than 23,700 financial advisors.

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

Series 63, Series 65

Franklin, TN

Merrill

Andrew Walling is a financial advisor at Merrill with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Merrill, he worked at Wells Fargo Clearing and Wells Fargo Bank. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Clifton B

CFP®, Series 63, Series 65, Series 66

Murfreesboro, TN

Edward Jones

Clifton Bradley is a financial advisor with Edward Jones in Murfreesboro, TN, holding CFP® and ChFC® designations along with Series 63, 65, and 66 licenses. He has 25 years of industry experience, including prior roles at American General Life Insurance and AIG Capital Services. He has been with Edward Jones since 2017. 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 and offers a range of advisory and investment solutions through a nationwide network of financial advisors and branch offices.

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

Series 66

Murfreesboro, TN

Ameriprise

David Sproles is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years before joining Ameriprise in 2023. He is also the owner of Sproles Wealth Management, PLLC, where he dedicates significant time to managing investment-related activities. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income recommendations are produced by a centralized team and utilize proprietary research and third-party data within a structured investment framework.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Melissa C

Series 63, Series 65

Murfreesboro, TN

Raymond James Financial

Melissa Chipman is a financial advisor with Raymond James Financial in Murfreesboro, Tennessee, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at firms including Woodbury Financial Services and FB Wealth Partners. Chipman also holds a Certified Divorce Financial Analyst designation and is employed by FirstBank, where she serves as a financial advisor. 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 plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning using risk profiling and modeling tools and supports its clients through various advisory programs and institutional consulting services.

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

Series 63, Series 65

Murfreesboro, TN

Primerica Advisors

Brian Moore is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 licenses and bringing one year of industry experience. He has been with Primerica Advisors since 2024 and has prior experience at Primerica Financial Services and G&C Foods. Outside of investment advisory, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers while delegating trading to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Adam E

Series 63, Series 66

Murfreesboro, TN

Cetera

Adam Ezell is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cetera since 2017. Ezell also has a long tenure at Regions Bank dating back to 2003. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services to individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform allowing advisors to implement a variety of investment strategies and serves over 800,000 clients through a nationwide network of more than 10,000 advisors.

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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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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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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Jack P

Series 66

Spring Hill, TN

J.P. Morgan Securities

Jack Propst is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. Prior to this, he held various roles including positions at Penn Mutual Company and Tennessee Orthopedic Alliance. Outside of advising, he has experience in insurance brokerage, specifically in life insurance sales and service. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative screens and qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Founder/Business Owner
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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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