Timothy Hutchinson Sr. is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 26 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven and emphasizes access to third-party asset managers, financial planning, and advisory services through a large network of investment adviser representatives.

Brian Smith is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and Simmons Bank prior to joining LPL Financial. 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 third-party asset management, supported by tools such as machine learning, while overseeing more than $819 billion in discretionary assets.

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.

Laura Warren is a financial advisor at Edward Jones with 11 years of industry experience. She holds the CFP® and Series 66 designations and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. 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.

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.

Devin Forester is a Series 66-licensed financial advisor with Cetera, bringing one year of industry experience. His work history includes positions at Regions Bank, Truist Bank, and SunTrust Bank, as well as over a decade at Best Buy prior to entering financial services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform that provides access to both affiliated and third-party investment strategies.

Andrew Bolt is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 39 years of industry experience, including prior roles at Centaurus Financial Inc. and Berthel Fisher & Company Financial Services, Inc. Bolt serves as Vice President of the Hendersonville Samaritan Association. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Jeffrey Grissom Jr. is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. He is also involved as a financial advisor in a support capacity with WBT Wealth Management in Gallatin, TN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Regina Mancini is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She worked previously at PNC Wealth Management and Valic Financial Advisors before joining LPL Financial in 2009. Mancini serves as a poll worker in her community. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions delivered through a large network of advisors employing both model portfolios and customized strategies.

Peter Trice IV is a financial advisor at Edward Jones in Gallatin, Tennessee, holding Series 65 and Series 66 licenses with two years of industry experience. Before joining Edward Jones in 2024, he worked with US Health Group and Camarda Wealth Advisory Group. He also has a background in consumer goods and service industries, including four years at Nelson's Green Brier Distillery and Uber. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Eric Stockton is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he participates in public speaking on goal planning, self-esteem, time management, and confidence building. 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 financial planning, asset management, and institutional platforms, supported by a large network of advisors and a broad range of investment strategies.

Kevin Davis is a CFP® professional with 21 years of industry experience. He is currently with LPL Financial and has held previous roles at Cuso Financial Services and First Sentinel Bank. Davis is based in Hendersonville, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management solutions.

James Powell Jr. is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses, bringing 33 years of industry experience. His prior work includes roles at FTB Advisors, Inc. and First Tennessee Brokerage, where he worked for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Chad Michael is a financial advisor with Primerica Advisors in Gallatin, TN, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at PFS Investments since 2019 and Primerica Financial Services since 2018. Outside of investment advisory, he is involved as an agent with Medicare-related services through Legacy on Main and Middle Tennessee Medicare. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Elizabeth Hollington is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has worked at Merrill since 2022, with prior experience at Bank of America, CVS Pharmacy, and several other organizations. 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 for a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Carroll Sr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Cetera and Concourse Financial Group Securities Inc., and has served as a Vice President and Relationship Manager at Volunteer State Bank since 2002. Carroll is also involved in insurance and annuity product sales through Simplicity Financial. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and advisory solutions supported by analytical tools and also engages in municipal and public finance advisory services.

William Brabant is a financial advisor with Primerica Advisors in Gallatin, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Primerica Advisors since 2002 and Primerica Financial Services since 2001. His prior work includes roles at Bull Durham Contracting Inc. and Rutherford County Schools. Outside of advisory work, he is involved in the sale of home security and automation products through referrals with affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap-fee structure rather than fixed fees.

Kelly Welker is a financial advisor with Edward Jones in Gallatin, Tennessee, holding a Series 66 designation and 12 years of industry experience. Welker has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.