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Ashley F

Series 63, Series 65

Murfreesboro, TN

Primerica Advisors

Ashley Franklin is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 licenses and four years of industry experience. She has been with Primerica Advisors since 2021 and was previously self-employed for nine years. Franklin is the founder and CEO of a charity organization called Not Quite AA in Tullahoma, TN. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with a range of model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Leslie A

Series 66

Murfreesboro, TN

Ameriprise

Leslie Askew is a financial advisor with Ameriprise in Murfreesboro, TN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2019, Leslie worked for six years at Heritage South Community Credit Union. Leslie is also involved with MEW Practice Management LLC, managing an advisory business outside of Ameriprise. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jonathan W

Series 66

Murfreesboro, TN

Edward Jones

Jonathan Wilson is a financial advisor at Edward Jones in Murfreesboro, TN, holding a Series 66 credential. He has one year of experience at Edward Jones and previously worked four years at Benchmark International. His career background also includes roles at Legacy Fighting Alliance and Allied Universal. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large national network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management ESG / Sustainable investing Founder/Business Owner Military & Veterans Values-based investing Religious/faith focused
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Carrie S

Series 63

Murfreesboro, TN

LPL Financial

Carrie Sykes is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 34 years of industry experience. Her career includes nearly three decades at First Tennessee Brokerage, Inc., along with a role at Ftb Advisors, Inc. She operates out of Murfreesboro, Tennessee. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to a diverse client base, including individuals and institutions, offering a range of financial planning and asset management solutions supported by technology and extensive resources.

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

Series 63, Series 66

Murfreesboro, TN

Raymond James Financial

Craig Miller is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 30 years of industry experience. He worked at LPL Financial for 15 years before joining Raymond James Financial Services Advisors, Inc. in 2026. Outside of his advisory role, he owns Miller Garner Wealth Management, a non-investment related business based in Murfreesboro, Tennessee. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs fact-finding, risk profiling, and analytical tools to support tailored, non-discretionary planning and recently expanded its offerings to include specialized advisory programs and institutional consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Matthew W

Series 63, Series 66

Murfreesboro, TN

Raymond James Financial

Matthew Walker is a financial advisor with Raymond James Financial in Murfreesboro, TN, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at LPL Financial and Invest Financial Corporation and is also an insurance agent with FirstBank Insurance Inc. Additionally, he serves as a branch manager for FirstBank Investment Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients, offering tailored, non-discretionary planning supported by analytical tools and a broad advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Eric B

CFP®, Series 63, Series 66

Smyrna, TN

Edward Jones

Eric Brown is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is President of Killer Bees Inc and the Place Office Park owner's association in Smyrna, TN. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs featuring discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment options.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Wealth management Active portfolio management Founder/Business Owner
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Christopher K

Series 66

Smyrna, TN

Edward Jones

Christopher Klasen is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and previously served in the U.S. Navy for 22 years before joining Edward Jones in 2019. 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 large network of financial advisors and branch offices, offering 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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Pamela L

CFP®, ChFC®, Series 66

Murfreesboro, TN

Edward Jones

Pamela Leclerc is a CFP® and ChFC® credentialed financial advisor with nine years of experience at Edward Jones in Murfreesboro, TN. She has worked with Edward Jones since 2015 and is also involved in math tutoring, a role she has maintained since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 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.

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

CFP®, ChFC®, Series 63, Series 66

Murfreesboro, TN

Edward Jones

Brian Coleman is a CFP® and ChFC® professional with 21 years of experience in the financial industry, all of which have been spent at Edward Jones since 2005. He is based in Murfreesboro, TN. Brian holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offices and offers a range of advisory programs and investment solutions under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Karley R

CFP®, Series 66

Murfreesboro, TN

Robert Baird & Co.

Karley Rouse is a CFP® and holds a Series 66 license with 11 years of industry experience. She has been with Robert W. Baird & Co. since 2015. Karley is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Kimberly S

Series 66

Murfreesboro, TN

Edward Jones

Kimberly Sadler is a financial advisor with Edward Jones in Murfreesboro, TN, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, she worked for the Smyrna Police Department for five years and was involved with Thermal Vision Investments and Little Caesars for seven years each. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Murfreesboro, TN

LPL Financial

Jay Flowers is a financial advisor with LPL Financial in Murfreesboro, TN, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL Financial since 2007, with prior experience at First Horizon Advisors, Inc. and Gunnallen Financial, Inc. Flowers serves as treasurer on the board of the National Association of Insurance and Financial Advisors of Tennessee. 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 through a large network of investment adviser representatives. The firm offers various investment programs and platforms, combining advisory services with extensive non-advisory financial activities.

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

Series 66

Murfreesboro, TN

LPL Financial

Ryan Snover is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. His career includes positions at Caldwell Advisors, Fifth Third Securities, and Morgan Stanley. He is also involved with Aristia Wealth Management, a business related to his activities at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, managing over $819 billion in discretionary assets through a network of more than 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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Ashli W

Series 63, Series 65

Murfreesboro, TN

OSAIC

Ashli Wheaton is a financial advisor at OSAIC with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at OSAIC since 2018, following prior roles at Signator Investors, Inc. and Transamerica Financial Advisors. Wheaton is also a partner in several local businesses in Murfreesboro, TN, including Choice Companies, LLC. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services supported by a model-based investment process that includes asset allocation, portfolio optimization, and access to third-party managers and alternative investments.

Annuities Private / alternative investments
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Claire J

Series 63, Series 66

Murfreesboro, TN

Cambridge Investment Research Advisors

Claire Jarrett is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and possessing 12 years of industry experience. Her prior experience includes 11 years at Dempsey Lord Smith, LLC. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals. The firm offers both discretionary and non-discretionary management across multiple platforms, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Clinton A

Series 66

Murfreesboro, TN

LPL Financial

Clinton Allen is a financial advisor with LPL Financial in Murfreesboro, TN, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at United Community Bank, Ameriprise Financial Services, FIRST Citizens Investor Services, Morgan Stanley, and Edward Jones. He is also involved with United Community Advisors, a related business entity. 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 investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research assistance.

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

Series 66

Smyrna, TN

Edward Jones

Douglas Brown is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at DaVita Kidney Care for seven years and has experience with Little Caesars and the Tennessee Army National Guard. He serves on the Town of Smyrna Packaged Liquor Board, where he participates in decisions regarding packaged liquor licenses. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm offers a range of investment advisory programs and managed solutions, supported by a large network of financial advisors and branch offices across the United States.

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

Series 65, Series 63

Smyrna, TN

Merrill

Mattias Sebsbie is a financial advisor at Merrill with Series 65 and Series 63 designations and one year of industry experience. His prior work includes roles at Florida Financial Advisors DBA Tristate Financial Advisors and Bank of America. Outside of advising, he has been involved in fixed insurance sales. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, and institutions. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers.

Tax-loss harvesting Active portfolio management Wealth management
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Jason R

CFP®, Series 66

Murfreesboro, TN

Edward Jones

Jason Retzlaff is a CFP®-certified financial advisor with seven years of industry experience, currently working at Edward Jones since 2019. Prior to joining Edward Jones, he worked at HTI Technology, Inc. from 2016 to 2019. He holds a Series 66 license and is based in Murfreesboro, TN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 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, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business succession planning General estate planning guidance Wealth management Founder/Business Owner
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