Bruce Schroeder is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. He has 32 years of industry experience, including eight years at Citigroup Global Markets prior to joining LPL Financial in 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

William Tenpenny is a financial advisor with Edward Jones in Spring Hill, Tennessee. He holds a Series 66 designation and has 16 years of industry experience, having worked at Edward Jones since 2009. 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 and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Weisley Frazier Jr. is a CFP®-certified financial advisor with Raymond James Financial, bringing 22 years of industry experience. He has been with various divisions of Raymond James since 2013. Outside of his advisory role, he is an officer and secretary of Grace Financial Partners Inc., a support company related to his business activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, utilizing tailored, non-discretionary strategies that incorporate advanced risk profiling and modeling tools. The firm supports a broad network of advisors and offers specialized services, including municipal finance and SIMPLE IRA Employer Advisory programs.

Kelly Chris is a financial advisor at Edward Jones in Columbia, Tennessee, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and worked at Trine University prior to that. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

Jason Clowers is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Citigroup Global Markets, and Prudential Equity Group. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Benjamin Gentry is a financial advisor with Edward Jones in Spring Hill, TN, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked at Edward Jones and LPL Financial over his career. Gentry also provides investment advisory services through Private Advisor Group, an independent investment advisor firm. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.

Joshua Ely is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Ely is co-owner of IWM LLC and owner of 3 Man, Inc., managing advisory businesses alongside his role at Ameriprise. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering tailored recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated recommendations within a large institutional platform providing advisory, brokerage, and insurance solutions.

Nicholas Beck is a CFP® professional with 17 years of experience in the financial industry, all spent at Edward Jones. He holds the Series 66 designation and is based in Columbia, Tennessee. Outside of his advisory work, he is involved in youth baseball officiating with Columbia American Little League. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Randell Weigel is a financial advisor with LPL Financial holding a Series 66 designation and 10 years of industry experience. He previously worked at Bank of America and Merrill from 2016 to 2018. Randell operates WR Wealth Management, LLC, an investment-related business associated with his LPL practice. 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.

Nicole Drejerwski is a financial advisor at Edward Jones with 14 years of industry experience. She holds Series 66 and Series 63 designations and has previously worked at Nationwide Investment Services Corporation and Prudential Annuities Distributors, Inc. She is based in Columbia, Tennessee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds.

Elizabeth Moore is a financial advisor at Robert Baird & Co. in Columbia, TN, holding a Series 66 designation with 11 years of industry experience. She has worked at Baird since 2020 and previously spent seven years at NBC Securities, Inc. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies through both in-house and third-party managers.

Timothy Mc Donald is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has served in the US Army since 2011. 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, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 advisors.

Melanie Suelflow is a financial advisor at Ameriprise with nine years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliate since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on retirement income, tax-aware withdrawal strategies, and Social Security options.

Brad Stevenson is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones and various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolios constructed through a combination of proprietary research, quantitative analysis, and systematic asset allocation methodologies.

Montee Sneed is a CFP® professional with 40 years of experience in the financial industry. He is currently with OSAIC and has previously worked at Caledonian Financial, NBC Securities, Inc., and Merrill. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process featuring asset allocation, portfolio optimization, and access to third-party managers and proprietary models.

Robert Morgan Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Raymond James and its related entities since 2013 and previously worked at Grace Financial Partners, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools to model potential outcomes and supports a range of advisory programs and institutional consulting services.