Connie Staggs is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Primerica Advisors since 1999 and also has roles affiliated with Primerica Financial Services. Outside of her advisory work, she owns an e-commerce business and operates a YouTube channel focused on small business consulting topics. Primerica Advisors provides discretionary asset management primarily 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 offers a tiered wrap fee structure for its services.

Brennan Mc Gaughy is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Wilson Bank & Trust, and Chipotle Mexican Grill. Outside of his advisor role, he is involved with Miller Garner Wealth Management as a non-owner advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutions. The firm utilizes detailed risk profiling and analytical tools to tailor non-discretionary investment consulting to client goals.

Jeremy Mc Lean is a financial advisor with Edward Jones in Murfreesboro, TN, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he served in the United States Marine Corps for 20 years. 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 with a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Nichole Elizabeth Adams is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of services supported by proprietary research and capital market resources.

Nathan Owen is a financial advisor with Thrivent Investment Management in Murfreesboro, TN, holding a Series 66 credential and three years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2022 and has prior experience with 4Top Hospitality and JHS Holdings. Outside of advising, he participates in community and business networking activities, including serving as a Director Coordinator for BNI Middle Tennessee and a Diplomat for the Rutherford County Chamber of Commerce. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based planning focused on a broad range of topics but does not include implementation or discretionary portfolio management as part of these services.

Joseph Lucia is a financial advisor with LPL Financial, holding a Series 66 credential and over 21 years of industry experience. Prior to joining LPL Financial in 2020, he was involved with several entities bearing his name, including Lucia Capital Management and Lucia Securities. He is also a member of Montecito Venture Partners, LLC, an investment-related business. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Jeffrey Von Behren is a financial advisor with Edward Jones in Murfreesboro, Tennessee, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns a commercial rental property in Maryville, Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm offers a wide range of advisory solutions, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Jon Jaques is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Cetera since 2025. He has prior experience with Avantax Investment Services and owns a CPA practice, Jon D Jaques CPA, which he has operated since 1991. Jaques is also involved in business consulting and publishing, and serves as a board member for the United States Submarine Veterans Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through multiple program structures and manager options.

Micah Pruitt is a financial advisor at Robert W. Baird & Co., holding a Series 66 designation and beginning his advisory career in 2025. His prior work experience includes roles at Deloitte, Pure Barre, and Middle Tennessee State University. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations through a variety of financial planning and portfolio management services. Baird manages approximately $394 billion in assets and utilizes a combination of manager-traded and model-traded strategies, internal research, and technology in client advice.

Jennifer Sexton is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she co-owns MEW Practice Management LLC, a business involved in managing her Ameriprise advisory practice, and serves as an executor in fiduciary activities. Ameriprise offers comprehensive retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, utilizing a centralized consulting team to deliver customized, tax-efficient recommendations that integrate research and algorithmic modeling.

Lee Baker is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His background includes roles at CUNA Brokerage Services, Inc. and CUNA Mutual Group, as well as prior experience outside finance at Chick-fil-A and Farmers Insurance. 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, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various technology tools in both discretionary and non-discretionary management.

Charles Evans II is a financial advisor at Ameriprise with 44 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at CIty National Bank and RBC Capital Markets. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers these services through a centralized consulting team in partnership with its financial advisors.

Thomas Simonek is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including H. Beck, Inc. and Grove Point Investments, LLC. His other business activities include property ownership related to real estate rental in College Grove, Tennessee. 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, and brokerage services, providing both discretionary and non-discretionary management along with access to research and model portfolios.

Chad Molitor is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 12 years at Invest Financial Corporation. Molitor is also associated with Ruckert Associates Inc., a business he has been involved with since 1991. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Kevin Gil is a financial advisor at Fisher Investments with 20 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2001. Outside of advising, he is the sole member of two commercial real estate ownership entities. Fisher Investments serves a global range of institutional and private clients, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to build diversified portfolios and provides sub-advisory and retirement plan services.

James Leyhew is a financial advisor with LPL Financial who holds the Series 66 designation and has 22 years of industry experience. He has been with LPL Financial since 2007. He also offers life, health, long-term care, and disability insurance to clients, spending part of his time conducting needs analyses and comparing carriers for competitive premiums. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting, supported by proprietary and third-party research, as well as advanced portfolio management technologies.

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.

Brennan Shea is a financial advisor with Robert W. Baird & Co. who holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining Baird in 2025, he worked at Jackson National Life Distributors and has experience in real estate and pressure equipment industries. Baird’s DDK Group operates within the Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of financial planning, portfolio management, and custody services, utilizing a mix of manager-traded and model-traded strategies supported by internal research and tools.

Ryan Kotarba is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2001 and holds Series 63 and Series 66 designations. Outside of his advisory role, he owns and operates Kotarba Cattle Company, a small cattle breeding business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research with model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

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.