Luisa Gutierrez is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with Merrill since 2019 and previously worked at David's Bridal for six years. 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 plans, corporations, and charitable organizations.

Holly Butler is a financial advisor with Cetera in Murfreesboro, TN, holding Series 63 and Series 65 credentials and 13 years of industry experience. Her prior roles include positions at SunTrust Advisory Services, SunTrust Bank, and Pinnacle Financial Partners. Outside of her advisory work, she is a 100% owner of a rental property business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Nicole Emrick is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC, TIAA-CREF, and Bancwest Investment Services, among others. She is based in Murfreesboro, Tennessee. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Walsh is a CFP® certificant with 13 years of industry experience. He is currently affiliated with Cetera and previously worked at Ameriprise, LPL Financial, and Cunningham Financial Group. Outside of his advisory role, he is a passive owner of a mobile dog grooming business that his wife operates. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Tyler Finch is a financial advisor at Edward Jones in Murfreesboro, TN, holding a Series 66 license with 11 years of industry experience. He 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 manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Brown is a financial advisor with Edward Jones in Murfreesboro, TN. He holds the CFP®, ChFC®, and Series 66 designations and has 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he has occasionally engaged in selling miscellaneous items on eBay. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

Jose Gomez is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Ascend Federal Credit Union and various positions outside finance, such as at Middle Tennessee State University and in the food service sector. 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 services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a broad non-advisory financial services network.

Andrew Scott is a financial advisor at UBS Financial Services in Murfreesboro, TN, with 12 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015, initially working in UBS WMA Operations before becoming a financial advisor in 2019. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.

Benjamin Yancey is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Superior Traffic Control, Mid South Wire, Universal Lighting Technologies, and Primerica Financial Services. Outside of advisory activities, he is involved in the sale of investment-related products and receives compensation for referrals of home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs a model-driven investment approach supported by third-party asset managers and custodians, managing approximately $15.5 billion in assets through a large network of financial advisors.

James Wheeler is a financial advisor at Edward Jones in Murfreesboro, TN, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Alpha Entertainment Booking, LLC and Crye-Leike Realtors. He serves as a director for the nonprofit Dry Ground, Inc., where he approves grant applications related to adoption provisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ashley Franklin is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 licenses and four years of industry experience. She has been with Primerica Advisors since 2021 and was previously self-employed for nine years. Franklin is the founder and CEO of a charity organization called Not Quite AA in Tullahoma, TN. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with a range of model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors.

Leslie Askew is a financial advisor with Ameriprise in Murfreesboro, TN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2019, Leslie worked for six years at Heritage South Community Credit Union. Leslie is also involved with MEW Practice Management LLC, managing an advisory business outside of Ameriprise. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jonathan Wilson is a financial advisor at Edward Jones in Murfreesboro, TN, holding a Series 66 credential. He has one year of experience at Edward Jones and previously worked four years at Benchmark International. His career background also includes roles at Legacy Fighting Alliance and Allied Universal. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large national network of financial advisors and branch offices.

Carrie Sykes is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 34 years of industry experience. Her career includes nearly three decades at First Tennessee Brokerage, Inc., along with a role at Ftb Advisors, Inc. She operates out of Murfreesboro, Tennessee. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to a diverse client base, including individuals and institutions, offering a range of financial planning and asset management solutions supported by technology and extensive resources.

Craig Miller is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 30 years of industry experience. He worked at LPL Financial for 15 years before joining Raymond James Financial Services Advisors, Inc. in 2026. Outside of his advisory role, he owns Miller Garner Wealth Management, a non-investment related business based in Murfreesboro, Tennessee. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs fact-finding, risk profiling, and analytical tools to support tailored, non-discretionary planning and recently expanded its offerings to include specialized advisory programs and institutional consulting.

Matthew Walker is a financial advisor with Raymond James Financial in Murfreesboro, TN, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at LPL Financial and Invest Financial Corporation and is also an insurance agent with FirstBank Insurance Inc. Additionally, he serves as a branch manager for FirstBank Investment Partners. 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, offering tailored, non-discretionary planning supported by analytical tools and a broad advisor network.

Eric Brown is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is President of Killer Bees Inc and the Place Office Park owner's association in Smyrna, TN. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs featuring discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment options.

Christopher Klasen is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and previously served in the U.S. Navy for 22 years before joining Edward Jones in 2019. 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 through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Pamela Leclerc is a CFP® and ChFC® credentialed financial advisor with nine years of experience at Edward Jones in Murfreesboro, TN. She has worked with Edward Jones since 2015 and is also involved in math tutoring, a role she has maintained since 2008. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Coleman is a CFP® and ChFC® professional with 21 years of experience in the financial industry, all of which have been spent at Edward Jones since 2005. He is based in Murfreesboro, TN. Brian holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offices and offers a range of advisory programs and investment solutions under a fiduciary standard.