Austin Waag is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and one year of industry experience. Prior to his current role, he worked at the U.S. Geological Survey and was involved with Bat Conservation International. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and custody arrangements.

Marisela Garcia is a financial advisor with Robert W. Baird & Co. in Murfreesboro, TN, holding a Series 66 designation and five years of industry experience. She has worked at Robert W. Baird & Co. since 2019, following prior roles at Hilliard Lyons and Avondale Advisers. Marisela is part of The DDK Group within Robert W. Baird & Co.'s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection, internal research, and the use of artificial intelligence in advising.

Christopher Canfield is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. Prior to joining Raymond James, he worked at Key Investment Services, LLC for 17 years and Crux Wealth Advisors for 2 years. He is also president of Canfield Wealth Partners, LLC, where he provides wealth and retirement planning services. 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, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and has a notable municipal advisor affiliation that enhances its public finance offerings.

Jessica Wheeler is a financial advisor at Edward Jones in Murfreesboro, TN, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she serves as a director of Dry Ground, Inc., a non-profit organization in Rockvale, TN focused on adoption provisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of segments. The firm manages over $1 trillion in assets through a large network of advisors and offers a variety of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Ethan Davanport is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Ascend Federal Credit Union and Louisiana State University/LSU Continuing Education. Outside of his advisory role, he is also a notary. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining extensive advisory services with a wide range of non-advisory financial activities.

Casey Rainey is a CFP® professional at Raymond James & Associates with 23 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory work, he serves as a board member for Business Associates of Murfreesboro and is involved with the Stones River Country Club Golf Committee. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that oversees approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and municipal entities, offering financial planning and consulting with a range of portfolio management options supported by affiliated research and sub-advisers.

Robert Herndon is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2023, he held various roles including positions at Dryve Restoration and YMCA of Middle Tennessee's Camp Widjiwagan. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Katherine O'Bryan is a Series 66-licensed financial advisor with Robert W. Baird & Co., where she has worked since 2019. She has a total of five years of industry experience, including five years previously at Hilliard Lyons. She is part of The DDK Group within Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The firm provides customized consulting and portfolio services that integrate traditional and non-traditional investment strategies through both in-house and third-party managers.

Tammy Miller is a financial advisor with Edward Jones in Murfreesboro, TN, holding a Series 66 designation. She has been with Edward Jones since 2007 and has prior work experience at Macy’s from 2012 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Mario Cortes is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His work history includes roles at Fleetcor and Superior Communications, alongside long-term involvement with PFS Investments Inc. and Primerica Financial Services. He also engages in sales of investment-related products and receives compensation for referrals related to mortgage and home security services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and utilizes third-party asset managers overseen by an independent due-diligence consultant.

Russell Hensley is a financial advisor with Edward Jones in Murfreesboro, TN, holding the Series 66 designation and beginning his industry career in 2026. Prior to joining Edward Jones, he spent several years in the home improvement and contracting businesses. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory solutions under a fiduciary standard.

Jared Cox is a financial advisor with LPL Financial in Murfreesboro, TN, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at First Horizon, U.S. Bancorp Investments, U.S. Bank, and Fifth Third Securities. 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, and institutional platforms such as the Bank Wealth Program.

Lori Mc Kellar is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 credentials and has 11 years of industry experience. Her prior roles include positions at Pinnacle Financial Partners and Security Services Network/Emico Advisory. Outside of her advisory work, she has been involved with McKellar Constructions and has provided financial consulting support through LaLance McKellar Wealth Management and Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting aligned with client goals.

Cassandra Scott is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Her background includes service with the Murfreesboro Police Department from 2011 to 2017 and a long tenure with PFS Investments, Inc. She is also a conservator for an individual, a role she has held since 2016. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a tiered wrap-fee structure.

Whitney Heckert is a financial advisor at Robert W. Baird & Co. with three years of industry experience. Prior to joining Baird in 2022, she worked in education for several years with Murfreesboro City Schools and Rutherford County Schools. Outside of her advisory role, she is a sales consultant for Norwex. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a variety of investment strategies.

Joseph Messing is a financial advisor with Ameriprise in Murfreesboro, TN, holding Series 63 and Series 66 designations and three years of industry experience. His prior work includes roles at Hilltop Nursery, Real Source Properties, and Ave Maria University. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michele Thomas is a financial advisor with Edward Jones in Murfreesboro, TN, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Bank of New Hampshire. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Houston Sproles is a financial advisor with Ameriprise in Murfreesboro, TN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Edward Jones and experience in educational institutions such as Middle Tennessee State University and Trevecca Nazarene University. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning focused on tax-aware withdrawal strategies and dependable income sources.

Felix Lemarinel is a financial advisor with LPL Financial in Murfreesboro, TN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Transamerica Financial Advisors, Inc and Galt Line Inc. Outside of advising, he writes for the blog OG's Truth. 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 financial planning and advisory services, including model portfolios and third-party asset management, supported by a large network of advisors and a broad platform that integrates advisory and non-advisory financial services.

Landon Carlisle is a financial advisor with Robert Baird & Co. in Murfreesboro, TN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, Inc. and Hilliard Lyons since 1998. Outside of his advisory role, he is an owner of a rental property in Murfreesboro. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services using a variety of investment strategies, including traditional and non-traditional allocations, with options for discretionary and non-discretionary management.