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John L

CFP®, Series 66

Lebanon, TN

Edward Jones

John Lankford is a CFP® professional with 11 years of experience in financial advising, currently serving at Edward Jones since 2014. Based in Lebanon, TN, he also performs as the lead singer and guitar player for the band DoubleTake. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and fiduciary services through a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management Retirement income strategy Founder/Business Owner
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Evan M

Series 66

Gallatin, TN

Edward Jones

Evan Muldoon is a Series 66 credentialed advisor with Edward Jones in Gallatin, Tennessee, bringing seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for Sumner County Schools for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is notable for its extensive retail advisor network, affiliated investment capabilities, and fiduciary standard of care.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner LGBTQIA
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Jasper B

Series 63, Series 65

Madison, TN

Primerica Advisors

Jasper Baptist is a financial advisor with Primerica Advisors in Madison, TN, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked with Primerica Advisors since 2013 and is also employed by Comcast Corporation and Prospecting Health Inc. Outside of his advisory role, he serves as a third key manager at Visionworks, a retail company. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers, uses a tiered wrap-fee structure, and delegates trading responsibilities to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Shannon L

Series 63, Series 65

Hendersonville, TN

Wells Fargo Clearing

Shannon Lashlee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and currently based in Hendersonville, TN. She began her career in the financial industry in 2026 and has prior experience in law and government relations, as well as involvement with New Moon Yoga Studio. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a broad range of clients, including individuals, corporations, and institutions. The firm uses research and analytics to guide investment decisions and offers a variety of brokerage and advisory solutions.

Retired Founder/Business Owner
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Brittany G

CFP®, Series 66

Gallatin, TN

Edward Jones

Brittany Greenwood is a CFP® and holds the Series 66 designation, with 10 years of experience in the financial industry. She has been with Edward Jones in Gallatin, TN since 2015. 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 nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Crystal B

ChFC®, Series 66

Gallatin, TN

Edward Jones

Crystal Banning is a financial advisor at Edward Jones in Gallatin, TN, holding the ChFC® designation and Series 66 license with six years of industry experience. Prior to joining Edward Jones in 2019, she worked for 24 years at King's Court Builders, Inc. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm manages approximately $1.01 trillion in assets across a broad network of advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts.

Retirement income strategy General retirement planning Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner
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Todd J

CFP®, Series 66

Hendersonville, TN

Edward Jones

Todd Johnson is a CFP®-certified financial advisor at Edward Jones with 12 years of industry experience, all with the firm since 2014. He is based in Hendersonville, TN. Outside of his advisory role, he manages a rental property in Odenton, MD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Business ownership considerations Business succession planning Multi-generational wealth transfer General estate planning guidance General retirement planning Military & Veterans Founder/Business Owner
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Bridgit B

Series 63, Series 66

Goodlettsville, TN

Edward Jones

Bridgit Bennett is a financial advisor with Edward Jones in Goodlettsville, TN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Edward Jones since 2017 and previously worked at SunTrust Advisory Services and SunTrust Investment Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial capabilities.

General retirement planning Wealth management Retired Founder/Business Owner Executive
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Lydia T

Series 63, Series 66

Hendersonville, TN

LPL Financial

Lydia Thompson is a financial advisor with LPL Financial in Hendersonville, Tennessee, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Linsco Private Ledger and UBS Financial Services. She also provides tax return preparation and bookkeeping services during tax season and is a commissioned notary. 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 model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Barry B

Series 66

Hendersonville, TN

LPL Financial

Barry Bresnahan is a Series 66 licensed financial advisor with LPL Financial, based in Hendersonville, TN, and has four years of industry experience. Prior to joining LPL Financial, he worked for over two decades at AstraZeneca LLP. He is also the owner of Bresnahan Wealth Management, LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers various advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kevin C

Series 66

Gallatin, TN

LPL Financial

Kevin Commander is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Edward Jones from 2016 to 2026 before joining LPL Financial in 2026. He is based in Gallatin, Tennessee. 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 provides advisory and brokerage services through a large network of investment adviser representatives, offering a range of financial planning and investment management solutions including model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Bryan B

Series 66

Hermitage, TN

Cambridge Investment Research Advisors

Bryan Brinks is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds a Series 66 designation and has prior experience at Affinaquest and Larry Brinks, CHFC. He is also the owner of Optimum Wealth Group, LLC, an investment-related business. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Taylor C

Series 66

White House, TN

Edward Jones

Taylor Carter is a financial advisor with Edward Jones in White House, Tennessee, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked for AmerisourceBergen: MWI Animal Health for five years and East Tennessee State University for four years. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Shawna R

Series 66

Hendersonville, TN

Edward Jones

Shawna Ruby is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked at Verizon for 27 years. She occasionally manages a timeshare rental in Breckenridge, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory strategies and maintains affiliated capabilities including a trust company and mutual funds.

College savings (529s, UTMA, etc.) General retirement planning Wealth management Executive Dentist Doctor or Medical Professional
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Michael M

CFP®, Series 63, Series 65

Goodlettsville, TN

Cetera

Michael Mccormick is a CFP®-credentialed financial advisor with 26 years of industry experience. He has worked at Cetera and affiliated entities since 2018 and previously spent 19 years at Signator Investors, Inc. His practice is based in Goodlettsville, TN. He is affiliated with Cetera Investment Advisers LLC, an SEC-registered firm that offers a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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William P

CFP®, Series 63, Series 65

Gallatin, TN

OSAIC

William Prestage is a CFP®-designated financial advisor at OSAIC with 16 years of industry experience. He has worked at several firms, including Triad Advisors, LLC, Key Capital Management, Inc., and Wood Financial Group, LLC. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach uses model-based asset allocation and portfolio optimization supported by various analytical tools and offers both discretionary and non-discretionary strategies.

Annuities Private / alternative investments
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Linda M

CFP®, ChFC®, Series 63, Series 65, Series 66

Gallatin, TN

Edward Jones

Linda Murphy is a financial advisor at Edward Jones with 25 years of industry experience. She holds the CFP® and ChFC® designations, as well as Series 63, 65, and 66 licenses. Prior to joining Edward Jones in 2021, she worked at TIAA from 2014 to 2020. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business succession planning Planning for children with special needs Military & Veterans Founder/Business Owner
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Peter D

Series 66

Old Hickory, TN

Fisher Investments

Peter Danilaitis is a financial advisor at Fisher Investments with 19 years of industry experience. He holds a Series 66 designation and has worked at Summitview Consultants, Wells Fargo Clearing, Ameriprise, and Edward Jones. Fisher Investments serves a diverse global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative methods to construct diversified portfolios and utilizes tax-aware strategies and risk management techniques.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Benjamin B

Series 66

Hendersonville, TN

Edward Jones

Benjamin Brazier is a financial advisor with Edward Jones in Hendersonville, TN, holding a Series 66 designation and bringing four years of industry experience. Prior to joining Edward Jones in 2023, he worked at Ally Financial, Dream Builders Construction, LLC, Nick Mayer Ford Lincoln, General Motors Financial, and Cornerstone National Title. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates an SEC-registered advisory program and manages approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kevin C

Series 63, Series 65

Hendersonville, TN

LPL Financial

Kevin Collier is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at LPL Financial since 2004 and previously spent four years at UBS Financial Services. Outside of advising, he serves as a notary for Sumner County, Tennessee. 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 a network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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