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Matthew R

Series 63, Series 66

Ashland City, TN

OSAIC

Matthew Ribble is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services and Victory Capital. Outside of advising, he serves as president, coach, and administrator of a nonprofit youth wrestling club. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Annuities Private / alternative investments
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David C

Series 63, Series 65

Madison, TN

Primerica Advisors

David Cannon is a financial advisor with Primerica Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2001 and has worked at Primerica Financial Services since 1998. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm focuses on curated third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Eric B

Series 66

Hendersonville, TN

LPL Financial

Eric Berner is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Before joining LPL Financial in 2021, he worked with several organizations including Whiskey University, where he taught bourbon tasting classes, and has been involved in various business activities such as acting and owning Picking Nashville. 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 financial planning and asset management services through a large network of investment adviser representatives.

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

Series 66, Series 63

Hendersonville, TN

Edward Jones

Jenny Farrell is a financial advisor with Edward Jones in Hendersonville, TN, holding Series 66 and Series 63 licenses. She has one year of experience in the industry, including prior roles at Nashville Bone and Joint and United Surgical Partners, International. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

Business ownership considerations Business succession planning General estate planning guidance Wealth management Retirement income strategy Founder/Business Owner Doctor or Medical Professional
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Garrett A

Series 66

Springfield, TN

Merrill

Garrett Anderson is a financial advisor with Merrill holding a Series 66 designation. He has one year of experience in the industry, including roles at Bank of America, Merrill, and previous positions across various sectors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Tax-loss harvesting Active portfolio management Wealth management
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Lesley N

Series 66

Hendersonville, TN

LPL Financial

Lesley Norton is a financial advisor with LPL Financial in Hendersonville, TN, holding a Series 66 credential and four years of industry experience. Prior to joining LPL Financial, she worked in education at Belmont University, Volunteer State Community College, and Hendersonville High School. Norton is a co-owner of Collier Wealth Insurance Services, an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, and institutional platforms, supported by extensive operational and research tools.

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

CFP®, Series 63, Series 66

Springfield, TN

Edward Jones

Joseph Tucker is a CFP® professional with 21 years of industry experience, currently serving at Edward Jones in Springfield, TN since 2005. He is co-owner of boutique clothing and decor business Flourish Co. and an e-commerce reselling venture, Aces & Arbitrage, which sells vintage electronics. He is also the owner of Joe Tucker Photography, a photography sales business. Edward Jones is a wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory and investment services, 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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Nena H

Series 63, Series 66

Goodlettsville, TN

Raymond James & Associates

Nena Howden is a financial advisor with Raymond James & Associates in Goodlettsville, TN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Gerald C

Series 66

Hendersonville, TN

Edward Jones

Gerald Conner Jr. is a financial advisor at Edward Jones with a Series 66 designation and 10 years of industry experience. He has worked at Edward Jones since 2017 and previously worked at Almo Corporation from 2014 to 2017. Outside of his advisory role, he works part-time as a customer service associate in retail. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

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