Jeffrey Brown is a financial advisor with LPL Financial in Murfreesboro, TN, holding a Series 63 designation and 27 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he spends time selling life, long-term care, fixed annuities, and disability insurance through affiliated agencies and is involved in tax preparation and consulting through a CPA firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing research, model portfolios, and technology-driven strategies.

Jessica Bryan is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has been with Primerica Advisors since 2003 and affiliated with Primerica Financial Services since 2002. In addition to her advisory role, she serves as a group coach for Spearhead Consulting Group. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed account options to individual and high-net-worth clients. The firm manages third-party asset managers and employs a tiered wrap fee structure while delivering custody and trade execution services through Pershing and Primerica Brokerage Services.

Jonathan Golczynski Jr. is a financial advisor at Primerica Advisors holding Series 65 and Series 63 designations. He has less than one year of industry experience and has worked with Primerica Advisors and related firms since 2025. Outside of finance, he has held various roles in educational institutions and the hospitality sector. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports accounts through BNY Mellon Advisors and Pershing.

James Reed is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000 and serves as the executor of his parent's will since 2003. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. 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 utilizes a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

Connie Best is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Merrill since 2009. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Caitlyn Parkhurst is a financial advisor with LPL Financial, holding a Series 66 designation and beginning her advising career in 2024. Her prior experience includes roles at 21st Mortgage, Durham Fitness, and the U.S. Senate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

John Slonecker is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and First Horizon Bank. His background also includes roles outside the financial industry, such as positions at DoorDash and Lone Oak Day Camp, as well as a teaching role in primary education. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, offering non-discretionary advisory services tailored to client goals. The firm supports a large advisor network and offers specialized municipal and SIMPLE IRA advisory programs.

Kevin Smith is a financial advisor with Edward Jones in Murfreesboro, TN, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he serves as a board member of the Les Cheneaux Islands Association in Cedareville, MI. 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 national network of advisors and branch offices.

Brandon Hesselink is a financial advisor at Osaic Wealth, Inc. with 18 years of industry experience. His background includes positions at The O.N. Equity Sales Company and Ohio National Life Insurance Co. He holds Series 63 and Series 65 credentials and is also involved in insurance product sales and services through his agency roles. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party managers. The firm employs a range of asset-allocation tools and supports both discretionary and non-discretionary account management with a variety of investment options.

Steven Glaeser is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 licenses and with 42 years of industry experience. He has worked with Kaplan Professional Education and PFS Investments Inc., and has been a freelance writer since 2005. Glaeser is involved in educational activities as a content writer and instructor for life and securities exam preparation. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services facilitated by BNY Mellon Advisors and Pershing.

J Whitmore is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on delivering personalized financial strategies and advice to individuals, families, and businesses. His approach emphasizes understanding clients' short- and long-term financial objectives to tailor solutions that address managing new wealth, personal retirement planning, portfolio management services, and retirement income. Since entering the financial services industry in 2011 and joining Merrill in 2014, J Whitmore has developed expertise in building strong client-advisor relationships that foster confidence and empowerment in wealth management. He holds the Chartered Retirement Planning Counselor™ and Personal Investment Advisor designations and earned a bachelor's degree in Business Administration from Middle Tennessee State University. Outside of his professional role, J Whitmore enjoys football, golfing, soccer, softball, and spending time with his family. He lives in Murfreesboro with his wife and three daughters.

Parker Molitor is a Series 66-licensed financial advisor with 15 years of industry experience. He has been with LPL Financial since 2018 and previously worked at INVEST Financial Corporation for six years. Molitor is also a licensed agent involved in life insurance sales and service. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Ralph Ruckart is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 45 years of industry experience. His prior work includes 12 years at Invest Financial Corporation and over four decades with Indianapolis Life. He is self-employed and involved in multiple investment-related business activities associated with his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

Christopher Hunt II is a financial advisor at Morgan Stanley in Murfreesboro, TN, holding a Series 66 designation. He began his career at Morgan Stanley in 2026 after ten years with Bridgestone. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

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 the Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Advisors LLC. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.