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Parker M

Series 66

Murfreesboro, TN

LPL Financial

Parker Molitor is a Series 66-licensed financial advisor with 15 years of industry experience. He has been with LPL Financial since 2018 and previously worked at INVEST Financial Corporation for six years. Molitor is also a licensed agent involved in life insurance sales and service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Ralph R

Series 63

Murfreesboro, TN

LPL Financial

Ralph Ruckart is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 45 years of industry experience. His prior work includes 12 years at Invest Financial Corporation and over four decades with Indianapolis Life. He is self-employed and involved in multiple investment-related business activities associated with his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Christopher H

Series 66

Murfreesboro, TN

Morgan Stanley

Christopher Hunt II is a financial advisor at Morgan Stanley in Murfreesboro, TN, holding a Series 66 designation. He began his career at Morgan Stanley in 2026 after ten years with Bridgestone. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

General estate planning guidance
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Luisa G

Series 66

Murfreesboro, TN

Merrill

Luisa Gutierrez is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with Merrill since 2019 and previously worked at David's Bridal for six years. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Holly B

Series 63, Series 65

Murfressboro, TN

Cetera

Holly Butler is a financial advisor with Cetera in Murfreesboro, TN, holding Series 63 and Series 65 credentials and 13 years of industry experience. Her prior roles include positions at SunTrust Advisory Services, SunTrust Bank, and Pinnacle Financial Partners. Outside of her advisory work, she is a 100% owner of a rental property business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

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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Nicole E

Series 66

Murfreesboro, TN

Edward Jones

Nicole Emrick is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Advisors LLC. 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 under management 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 Wealth management Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Educators, Teachers, and Academics
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Brian W

CFP®, Series 63, Series 65

Murfreesboro, TN

Cetera

Brian Walsh is a CFP® certificant with 13 years of industry experience. He is currently affiliated with Cetera and previously worked at Ameriprise, LPL Financial, and Cunningham Financial Group. Outside of his advisory role, he is a passive owner of a mobile dog grooming business that his wife operates. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

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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Tyler F

Series 66

Murfreesboro, TN

Edward Jones

Tyler Finch is a financial advisor at Edward Jones in Murfreesboro, TN, holding a Series 66 license with 11 years of industry experience. He has been with Edward Jones since 2014. 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 and 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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William B

CFP®, ChFC®, Series 66

Murfreesboro, TN

Edward Jones

William Brown is a financial advisor with Edward Jones in Murfreesboro, TN. He holds the CFP®, ChFC®, and Series 66 designations and has 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he has occasionally engaged in selling miscellaneous items on eBay. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

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

Series 66

Murfreesboro, TN

LPL Financial

Jose Gomez is a financial advisor with LPL Financial in Murfreesboro, Tennessee, holding a Series 66 designation and three years of industry experience. His work history includes roles at Ascend Federal Credit Union since 2022 and experience in various service and retail positions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Andrew S

Series 66

Murfreesboro, TN

UBS Financial Services

Andrew Scott is a financial advisor at UBS Financial Services in Murfreesboro, TN, with 12 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015, initially working in UBS WMA Operations before becoming a financial advisor in 2019. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Ryen M

Series 63, Series 65

Murfreesboro, TN

Thrivent Investment Management

Ryen Maitland is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, Maitland worked at DoorDash and spent eight years with American Family Insurance in various agency roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary portfolio management. The firm’s planning services can be accessed on a one-time or ongoing basis and may be combined with managed-account programs under a consolidated billing option called WealthPlan.

Business ownership considerations
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Benjamin Y

Series 63, Series 65

Murfreesboro, TN

Primerica Advisors

Benjamin Yancey is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to his current role, he worked at Universal Lighting Technologies for fifteen years. He is also involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program that serves individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by third parties and supports accounts through BNY Mellon Advisors and Pershing, focusing primarily on individual investors rather than institutional clients.

ESG / Sustainable investing Tax-loss harvesting Income planning
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James W

Series 66

Murfreesboro, TN

Edward Jones

James Wheeler is a financial advisor at Edward Jones in Murfreesboro, TN, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Alpha Entertainment Booking, LLC and Crye-Leike Realtors. He serves as a director for the nonprofit Dry Ground, Inc., where he approves grant applications related to adoption provisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 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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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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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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 34 years of industry experience. She has worked at First Tennessee Brokerage, Inc. for 29 years and Ftb Advisors, Inc. for 13 years prior to joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary portfolio management with access to model portfolios and third-party research.

College savings (529s, UTMA, etc.)
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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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