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 who holds a Series 66 designation and has 23 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Kestra Investment Services and Gunnallen Financial. Leyhew also offers life, health, long-term care, and disability insurance, dedicating a portion of his time to analyzing coverage needs and securing competitive premiums for 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 a range of advisory and brokerage services, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Shawn Valukas is a financial advisor with UBS Financial Services, holding a Series 66 designation and 20 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he is the proprietor and owner of Mr Buddy's Happy Farm, an animal sanctuary caring for abused or neglected animals. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

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. 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 with Robert W. Baird & Co. in Murfreesboro, TN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 17 years before joining Baird in 2019. Outside of his advisory role, he is involved as a member in a startup restaurant, Gusto Wood Fire Grill LLC, and holds interests in several investment and business ventures, including a family investment partnership and a small investment in a Nashville-based tech firm. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services featuring discretionary and non-discretionary strategies, manager selection, and tax management, supported by internal research and investment technology.

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.

Lindsey Naeyaert is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and three years of industry experience. Her prior work history includes roles at J.P. Morgan Chase Bank and Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process incorporates both quantitative and qualitative research supported by centralized due diligence.

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.

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.