Daniel Jones is a CFP® and ChFC® credentialed financial advisor with 15 years of experience at Edward Jones, where he has worked since 2011. He is based in Smyrna, TN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Oldham is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 18 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, LLC for 11 years before joining Baird in 2019. Outside of his advisory role, he is a partner in a family crop farming business and serves as a co-trustee for a family trust. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, combining manager-traded and model-traded strategies with tax management and internal research capabilities.

Patrick Blair is a financial advisor with Cambridge Investment Research Advisors, holding the Series 63 designation and bringing 31 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2006 and was previously with Waddell & Reed from 2004 to 2006. Outside of his advisory role, he works as a golf shop attendant at Old Fort Golf Course in Murfreesboro, TN. Cambridge Investment Research Advisors, Inc. serves a diverse client base that includes individual investors, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals, managing a multi-billion dollar asset base across multiple platforms and custodians.

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.

Daniel Honeycutt Jr. is a financial advisor at Edelman Financial Engines with Series 63 and Series 66 designations and three years of industry experience. His prior roles include positions at Fidelity Investments and Empower Financial Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, offering diversified model portfolios, planner-led wealth management, and online advice channels.

Jelecia Beverley is a financial advisor with LPL Financial based in Murfreesboro, TN. She holds Series 63 and Series 66 licenses and has four years of industry experience. Her prior roles include positions at Edward Jones and Built Technologies, as well as 15 years with Murfreesboro City Schools. She is also a business owner of Believe&Bless Emporium and operates a RedBubble venture. 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 a range of financial planning and portfolio management services through a large network of advisors, offering both discretionary and non-discretionary investment strategies.

Jeffrey Brown is a financial advisor with LPL Financial in Murfreesboro, TN, holding a Series 63 designation and 27 years of industry experience. He has worked at LPL Financial since 2007 and previously at Kestra Investment Services from 2004 to 2007. In addition to his advisory role, he is involved in selling life long term care, fixed annuities, and disability insurance through the Birdwell Agency and First Protective, and provides tax consulting services with Dempsey Vantrease & Follis PLLC. 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 broad range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily by investment adviser representatives using various portfolio strategies.

Jessica Bryan is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has been with Primerica Advisors since 2003 and affiliated with Primerica Financial Services since 2002. In addition to her advisory role, she serves as a group coach for Spearhead Consulting Group. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed account options to individual and high-net-worth clients. The firm manages third-party asset managers and employs a tiered wrap fee structure while delivering custody and trade execution services through Pershing and Primerica Brokerage Services.

Jonathan Golczynski Jr. is a financial advisor with Primerica Advisors in Murfreesboro, TN. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he worked at Ray Steely and Primerica Financial Services, and has also held various positions in education and hospitality. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates on a large scale and delivers advisory services through model-based strategies managed by unaffiliated asset managers.

James Reed is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000 and serves as the executor of his parent's will since 2003. In addition to his advisory role, he is involved in the sale of loan products and home-related 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 curates third-party asset managers and utilizes a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

Caitlyn Parkhurst is a financial advisor with LPL Financial holding a Series 66 designation and 1 year of industry experience. Her prior work includes roles at 21st Mortgage, Durham Fitness, the U.S. Senate, Liberty Bank, and Patrick Henry College. 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.

David Nahm is a financial advisor with Morgan Stanley in Murfreesboro, Tennessee, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Bank of America and Merrill. Nahm is also associated with a separate investment-related business based in Florida. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by proprietary tools and a systematic planning process. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs and strategies across retail and institutional markets.

Ryan Moffitt is a financial advisor at LPL Financial with Series 65 and Series 63 credentials and one year of industry experience. His previous work includes four years at All Things Financial and nine years with Walser Automotive Group. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across discretionary and non-discretionary accounts.

Kevin Smith is a financial advisor with Edward Jones in Murfreesboro, TN, holding Series 63 and Series 66 credentials and 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Smith serves as a board member of the Les Cheneaux Islands Association in Cedareville, MI. 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 and offers a range of advisory programs and affiliated investment products through a large network of financial advisors and branch offices.

Brandon Hesselink is a financial advisor with OSAIC holding Series 63 and Series 65 licenses and 18 years of industry experience. He has previously worked at The O.N. Equity Sales Company and Ohio National Life Insurance Co. He is also involved in insurance sales through his roles with Encore Financial Group, Inc. and Savage and Associates. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment process with various portfolio management options and supports multiple custodial and legacy program arrangements.

Steven Glaeser is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 licenses and with 42 years of industry experience. He has worked with Kaplan Professional Education and PFS Investments Inc., and has been a freelance writer since 2005. Glaeser is involved in educational activities as a content writer and instructor for life and securities exam preparation. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services facilitated by BNY Mellon Advisors and Pershing.

J Whitmore is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leads The Gattis Whitmore Group, focusing on providing personalized financial advice to individuals, families, and businesses. His approach centers on building strong client relationships to better understand and address their unique financial objectives. J Whitmore has expertise in managing new wealth, personal retirement planning, portfolio management services, and retirement income strategies. His team offers a wide range of solutions tailored to clients' risk tolerance, time horizon, liquidity needs, and investment goals, including income management and equity and fixed income strategies. They also provide cash management and borrowing strategies through the Bank of America platform. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. J Whitmore earned a bachelor's degree in Business Administration from Middle Tennessee State University.

Parker Molitor is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has worked at LPL Financial since 2018 and previously was affiliated with INVEST Financial Corporation and Mass Mutual Investors Services. Outside of advisory work, he has been involved in life insurance sales and service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary platforms.

Ralph Ruckart is a financial advisor with LPL Financial and holds a Series 63 designation. He has 45 years of industry experience, including prior roles at Invest Financial Corporation and Indianapolis Life, and has been self-employed since 1982. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning and access to third-party asset management, utilizing various investment strategies and operational tools.

Christopher Hunt II is a financial advisor at Morgan Stanley in Murfreesboro, TN, holding a Series 66 designation. He began his career at Morgan Stanley in 2026 after ten years with Bridgestone. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.