Linda Murphy is a financial advisor at Edward Jones with 25 years of industry experience. She holds the CFP® and ChFC® designations, as well as Series 63, 65, and 66 licenses. Prior to joining Edward Jones in 2021, she worked at TIAA from 2014 to 2020. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

David Gilbert is a financial advisor with Primerica Advisors in Lebanon, TN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997. Outside of advising, he is involved with the National Association of Mental Illness and participates in community activities related to mental health. 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 delegates trading responsibilities to BNY Mellon Advisors, operating primarily with a tiered wrap fee structure.

Justin Dorris is a CFP® with 14 years of industry experience, currently affiliated with Raymond James Financial in Mount Juliet, Tennessee. He has worked at Wilson Bank & Trust and Raymond James Financial Services Advisors, Inc. since 2012. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports various advisory programs across a large network of advisors.

Scott Wettengel is a financial advisor with LPL Financial based in Gallatin, Tennessee, holding a Series 63 designation and bringing 27 years of industry experience. He has held positions at First Tennessee Brokerage, Inc. and First Tennessee Bank since the mid-1990s. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a variety of investment strategies supported by research and technology tools.

Kelcey Cochran is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has worked at Pax Wealth Group and True North Advisors. Outside of his advisory work, he has been employed as a bartender at Westbound Honky-Tonk since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Christopher Hodges is a financial advisor with Cetera who holds a Series 63 designation and has 33 years of industry experience. He has worked at Cetera and its affiliate firms since 2026 and previously spent 25 years with LPL Financial. Hodges is also involved with HTK Insurance Services, where he offers non-variable insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, retirement plans, corporations, charitable organizations, and institutional accounts through a nationwide network of independent advisors. The firm provides a range of portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party investment managers.

John Hannum is a financial advisor with Edward Jones in Gallatin, Tennessee, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2020, he worked at Farmers Insurance and Windham Professionals Inc. He also co-hosts a weekly two-hour radio show, "The JT and Johnny Show," which features Nashville songwriters discussing and performing their music. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions and separately managed accounts.

Anthony Helton is a CFP® professional with 35 years of experience in the financial services industry. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he serves as an elder at The Greater Nashville Church, where he is involved in ecclesiastical decision-making. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm employs a range of advisory models delivered through third-party program sponsors and focuses on matching clients to appropriate investment solutions based on risk tolerance and personal or plan information.

Sharolyn Williams is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She previously worked at Edward Jones for seven years and has experience in the corporate sector at Asurion and in academia at Lipscomb University. 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, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

Charles Porter is a financial advisor at OSAIC with 26 years of industry experience. He holds the PFS™ designation and Series 66 license. His prior roles include positions at Securities America Advisors, Inc., SSN Advisory, Inc., and Strategic Wealth Management Group, LLC. Outside of advising, he serves as Assistant Treasurer at Victory Missionary Baptist Church. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supporting discretionary and third-party managed strategies across multiple custodial platforms.

Michael Caron is a financial advisor with Edward Jones in Gallatin, TN. He holds a Series 66 designation and has one year of industry experience, including prior work at Deep Insight Solutions Inc. from 2024 to 2025 and a period of full-time education. Edward Jones is a wealth management firm serving individual and institutional clients through a nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.

Robert Miller II is a financial advisor with LPL Financial in Mount Juliet, TN, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with LPL Financial or its predecessor entities since 1995. 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, supported by a large network of investment adviser representatives.

Charles Ward is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. He has worked in roles at HTK Wealth Management and LPL Financial prior to his current position. Outside of his advisory work, he has been involved with YMCA Camp Seagull for nine years. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and uses a multi-manager platform incorporating both affiliated and third-party investment options.

Kyle Setelin is a Series 66-credentialed financial advisor at Equitable Advisors with three years of industry experience. Before joining Equitable Advisors in 2022, he worked in sales and service roles, including positions at Crye-Leike and Cracker Barrel. Outside of his advisory work, he has continued to work as a grill cook and has been involved in sales related to a tax account program through Realty Benefits Services. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through various advisory programs and third-party managers, employing a risk-based, model-driven approach without sponsoring its own wrap fee program.

Terry Freeman is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2021. Prior to his current roles, he held various positions including at First Command and Belmont University. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alan Creech is a financial advisor with Raymond James Financial in Gallatin, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at First National Bank of Omaha, Wells Fargo Clearing, Cedar Creek Securities, M&I Investment Management, and J.P. Morgan Asset Management. He also serves as an associate at First Investments and Planning. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical modeling and supports a broad advisor network with specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Abigail Vinson is a Series 66-licensed financial advisor with Edward Jones in Mount Juliet, TN. She has eight years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated products.

A'donte Mallard is a Series 66-credentialed advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan, he held various positions in the food service industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.