Caitlyn Parkhurst is a financial advisor with LPL Financial holding a Series 66 designation and 1 year of industry experience. Her prior work includes roles at 21st Mortgage, Durham Fitness, the U.S. Senate, Liberty Bank, and Patrick Henry College. 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.

David Nahm is a financial advisor with Morgan Stanley in Murfreesboro, Tennessee, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Bank of America and Merrill. Nahm is also associated with a separate investment-related business based in Florida. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by proprietary tools and a systematic planning process. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs and strategies across retail and institutional markets.

Ryan Moffitt is a financial advisor at LPL Financial with Series 65 and Series 63 credentials and one year of industry experience. His previous work includes four years at All Things Financial and nine years with Walser Automotive Group. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across discretionary and non-discretionary accounts.

Kevin Smith is a financial advisor with Edward Jones in Murfreesboro, TN, holding Series 63 and Series 66 credentials and 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Smith serves as a board member of the Les Cheneaux Islands Association in Cedareville, MI. 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 and affiliated investment products through a large network of financial advisors and branch offices.

Brandon Hesselink is a financial advisor with OSAIC holding Series 63 and Series 65 licenses and 18 years of industry experience. He has previously worked at The O.N. Equity Sales Company and Ohio National Life Insurance Co. He is also involved in insurance sales through his roles with Encore Financial Group, Inc. and Savage and Associates. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment process with various portfolio management options and supports multiple custodial and legacy program arrangements.

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 with Merrill Lynch Wealth Management. He leads The Gattis Whitmore Group, focusing on providing personalized financial advice to individuals, families, and businesses. His approach centers on building strong client relationships to better understand and address their unique financial objectives. J Whitmore has expertise in managing new wealth, personal retirement planning, portfolio management services, and retirement income strategies. His team offers a wide range of solutions tailored to clients' risk tolerance, time horizon, liquidity needs, and investment goals, including income management and equity and fixed income strategies. They also provide cash management and borrowing strategies through the Bank of America platform. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. J Whitmore earned a bachelor's degree in Business Administration from Middle Tennessee State University.

Parker Molitor is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has worked at LPL Financial since 2018 and previously was affiliated with INVEST Financial Corporation and Mass Mutual Investors Services. Outside of advisory work, he has been involved in life insurance sales and service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary platforms.

Ralph Ruckart is a financial advisor with LPL Financial and holds a Series 63 designation. He has 45 years of industry experience, including prior roles at Invest Financial Corporation and Indianapolis Life, and has been self-employed since 1982. 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 access to third-party asset management, utilizing various investment strategies and operational tools.

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 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.