Jerry Nix is a financial advisor with LPL Financial in Brentwood, TN, holding a Series 66 license and 10 years of industry experience. His prior roles include work with Waddell & Reed Inc and various insurance carriers, as well as involvement with Williamson County Young Republicans. He also serves as a notary public outside of his advisory duties. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Michael Brown is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Sterling Crenshaw is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He helps clients create financial plans that adapt to their evolving life circumstances, focusing on understanding their unique goals and planning for what matters most to them. Prior to this, he served as a Relationship Manager and Financial Representative at Fidelity Investments between 2022 and 2023. Sterling also worked as a Financial Professional at The Prudential Insurance Company of America from 2021 to 2022. His experience spans various positions within the financial services industry, emphasizing client-focused financial planning and relationship management.

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.

Terrence Wittman is a Series 66 licensed financial advisor with LPL Financial, based in Franklin, TN, where he has worked since 2003. He has 26 years of industry experience, including prior work at Equitable Advisors from 2000 to 2003. Wittman is also an outside agent for non-variable insurance products with several firms. 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, supported by technology tools and oversight of substantial discretionary assets.

David Mitchell Jr. is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds the Series 66 designation and has worked with Raymond James Financial Services Advisors since 2013. His career also includes roles at FB Investment Partners, FB Wealth Partners, and FirstBank since 2020. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides non-discretionary planning tailored to client goals, supported by analytical tools and risk profiling, and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Joshua Hall is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, N.A. and Merrill since 2014. He is based in Franklin, Tennessee. 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. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bryce Vanderwoude is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, he held various roles including positions at the University of Montana’s Campus Recreation Facilities and Pine Tree Lumber Co. Fidelity’s Strategic Advisers LLC, where Bryce works, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and also serves as an advisor to multiple registered investment companies.

Jason Franklin is a financial advisor with Osaic Wealth Inc., holding Series 63, 65, and 66 credentials and bringing 30 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC for 14 years before joining Osaic in 2023. Outside of his advisory role, he is a co-owner of ICG Real Estate LLC and owns JCF RE LLC, which manages real estate properties. Osaic Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to provide customizable portfolio management options.

George Sawyer is a financial advisor at Mass Mutual Investors Services with 19 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017. Prior to that, he was with MetLife Securities and MassMutual Life Insurance Company. He is also involved in outside insurance business activities focused on group life and health benefits. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to provide detailed analyses and written recommendations.