Elizabeth Lo Grande is a financial advisor at OSAIC with 32 years of industry experience. She holds a Series 66 designation and previously worked for Lincoln Financial Securities Corporation and Lincoln Financial Advisors for 15 years. OSAIC serves a wide range of retail and institutional clients through an extensive network of affiliated advisors and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.

Matthew Mc Culley is a CFP® with 12 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2022, and previously spent nine years at Edward Jones. Mc Culley is also involved in a separate investment-related business, Good Life Insurance Associates, where he works as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management backed by research and model portfolio options.

Chadwick Richards is a financial advisor with LPL Financial in Hendersonville, TN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and various insurance carriers for W & R Insurance Agencies. Outside of his advisory work, Richards is involved in non-variable insurance and has maintained real estate rental activities through CWMG, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.

Kevin Macwilliams is a financial advisor with LPL Financial, holding the Series 63 and Series 66 designations and bringing 26 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for 11 years each prior to joining LPL Financial in 2020. 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, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Michael Neal is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with LPL Financial since 2014. Neal is involved as a referral partner with Digital Benefit Advisors and operates a separate business entity, Scotty Neal Wealth. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Aaron Halterman is a financial advisor at Primerica Advisors with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica since 2008. Prior to his advisory role, he spent three years working at Westmoreland Middle School. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers a wrap-fee asset management program driven by model-delivery strategies from unaffiliated asset managers and operates a large network of advisors and offices.

Robert Blackburn Jr. is a Series 66-licensed financial advisor with 13 years of industry experience, currently serving at Thrivent Investment Management since 2018. Prior to joining Thrivent, he was involved with R & B Foodservice LLC and Millersville Church of Christ. He holds board and leadership roles in community organizations including Fellowship of Christian Athletes and BNI Give. Gain. Grow, and regularly preaches at various churches nationwide. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial analyses and planning without discretionary portfolio management, allowing clients to integrate planning with managed-account services under a consolidated billing arrangement.

Carolyn Fleury is a financial advisor with Merrill in Gallatin, TN, holding Series 63 and Series 65 credentials and nine years of industry experience. Her prior work includes roles at Bank of America, MassMutual Life Insurance Company, and New York Life. She is also the owner of Wemple Farm, a corn-growing sole proprietorship in Illinois. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

George Mwai is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He previously worked at First Horizon National before joining Merrill and Bank of America in 2017. Outside of his advisory role, he serves as a General Partner and Managing Member of MFL LLC. 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Morgan is a Series 66-licensed financial advisor with 20 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience at LPL Financial and Dempsey Lord Smith, LLC. Outside of his advisory role, he operates Morgan Wealth Management. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm supports a variety of investment approaches across multiple platforms, with both proprietary and third-party strategies, and features institutional resources such as advisor transition programs and documented conflict-of-interest controls.

Travis Mcafee is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and municipal advisory services.

Timothy Hutchinson Sr. is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios, combining investment advice with brokerage and insurance products through an integrated platform.

Tammy Brown is a financial advisor with Thrivent Investment Management in Hendersonville, TN, holding Series 63 and Series 65 designations and 25 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2014. Outside of her advisory role, she serves as a trustee for the Brown Dynasty Trust, overseeing farm land rental activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across multiple financial planning topics without portfolio management for institutional clients.

Brian Smith is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones for seven years and Simmons Bank since 2024. Prior to his advisory career, he held positions in the restaurant industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and a range of investment strategies.

William Robertson IV is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Samantha Jenkins is a financial advisor at Ameriprise with five years of industry experience. She holds the Series 66 designation and has worked at several firms including LPL Financial and Stock Yards Financial. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides annual planning advice focused on income sources and tax-aware withdrawal strategies.

Stephen Williams is a financial advisor with Edward Jones in Hendersonville, TN, holding a Series 66 credential and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Williams serves as a soccer coach at a local soccer club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans, corporate clients, and charitable organizations. The firm offers a range of managed solutions and advisory services supported by a nationwide network of over 23,000 financial advisors.

Roland Keller is a financial advisor with Edward Jones in Hendersonville, TN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bryce Ruth III is a financial advisor with Edward Jones in Hendersonville, TN, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he manages Ruth North Farms LLC, overseeing the farm's income, expenses, and distributions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network along with affiliated investment capabilities.

Andrew Bolt is a financial advisor at Cambridge Investment Research Advisors with 38 years of industry experience. He previously worked at Centaurus Financial Inc. and Berthel Fisher & Company Financial Services, Inc. Outside of his advisory role, Bolt serves as Vice President of the Hendersonville Samaritan Association, a volunteer position. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing proprietary and third-party model strategies tailored to client objectives.