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. His background includes roles at CUNA Brokerage Services, Inc. and CUNA Mutual Group, as well as prior experience outside finance at Chick-fil-A and Farmers Insurance. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various technology tools in both discretionary and non-discretionary management.

Chad Molitor is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 12 years at Invest Financial Corporation. Molitor is also associated with Ruckert Associates Inc., a business he has been involved with since 1991. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

James Leyhew is a financial advisor with LPL Financial who holds the Series 66 designation and has 22 years of industry experience. He has been with LPL Financial since 2007. He also offers life, health, long-term care, and disability insurance to clients, spending part of his time conducting needs analyses and comparing carriers for competitive premiums. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting, supported by proprietary and third-party research, as well as advanced portfolio management technologies.

John Williams is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America, Merrill, Truist, and U.S. Bank. Merrill, along 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.

Brennan Shea is a financial advisor with Robert W. Baird & Co. who holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining Baird in 2025, he worked at Jackson National Life Distributors and has experience in real estate and pressure equipment industries. Baird’s DDK Group operates within the Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of financial planning, portfolio management, and custody services, utilizing a mix of manager-traded and model-traded strategies supported by internal research and tools.

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 Knott is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at various firms including Avantax and currently operates his own tax preparation and accounting business as president of James L Knott CPA PC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, utilizing a multi-manager platform with both discretionary and non-discretionary options.

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® professional with 23 years of industry experience, currently advising at Edward Jones since 2005. He holds Series 63 and Series 66 licenses and is based in Murfreesboro, TN. Outside of his advisory role, he owns and manages rental properties in Tennessee. Edward Jones is a full-service wealth management firm serving more than four million clients across individual and institutional sectors. The firm manages approximately $1.01 trillion in assets and provides a range of advisory programs, including both discretionary and non-discretionary strategies, with a nationwide network of over 23,000 financial advisors.

Daniel Jones is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2011. 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 under management through a nationwide network of over 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Frederick Brown is a financial advisor at Raymond James Financial with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services since 1991. Brown is involved in a private investment business outside his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Daniel Honeycutt Jr. is a financial advisor at Edelman Financial Engines with three years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Edelman Financial Engines in 2026, he worked at Empower Financial Services and Fidelity Investments, and he has experience outside the financial industry with Covenant Transport. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary management and online advice with an emphasis on diversified portfolios and long-term investing.

Jelecia Beverley is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and three years of experience. Prior to joining LPL Financial in 2026, she worked at Edward Jones, Believe&Bless Emporium, Built Technologies, and spent 15 years with Murfreesboro City Schools. She is also a business owner of two ventures, RedBubble and Believe&Bless Emporium. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management supported by research from LPL and third-party subadvisors.