Michael Shea is a financial advisor with Robert Baird & Co. in Franklin, TN, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Robert Baird & Co. since 2019 and was previously with J.J.B. Hilliard, W.L. Lyons, Inc. from 1997 to 2018. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Elias Hassan is a financial advisor with Robert W. Baird & Co. in Murfreesboro, TN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 17 years before joining Baird in 2019. Outside of his advisory role, he is involved as a member in a startup restaurant, Gusto Wood Fire Grill LLC, and holds interests in several investment and business ventures, including a family investment partnership and a small investment in a Nashville-based tech firm. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services featuring discretionary and non-discretionary strategies, manager selection, and tax management, supported by internal research and investment technology.

Ernie Colvin II is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2005. He has 24 years of industry experience. Outside of his advisory role, he is involved in managing rental properties through limited liability companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, supported by a large network of advisors and branch offices across the country.

Justin Oldham is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 18 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, LLC for 11 years before joining Baird in 2019. Outside of his advisory role, he is a partner in a family crop farming business and serves as a co-trustee for a family trust. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, combining manager-traded and model-traded strategies with tax management and internal research capabilities.

Walter Richardson III is a financial advisor with Osaic Wealth in College Grove, Tennessee, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. His career includes over two decades at Woodbury Financial Services and ongoing roles with Mass Mutual Life Insurance. He is also Vice President of Advisor Bridge, Inc., where he assists Osaic Wealth advisors with practice management and sales. Osaic Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process employs model-based asset allocation and portfolio optimization, supporting a range of customized strategies and third-party manager programs.

Craig Bernard is a financial advisor with LPL Financial in Arrington, TN, holding CFP® and ChFC® designations and industry licenses Series 63 and Series 65. He has 39 years of experience in the financial services industry and has worked with LPL Financial since 1997. 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, with advice delivered through a large network of investment adviser representatives who utilize both proprietary and third-party investment strategies.

Patrick Blair is a financial advisor with Cambridge Investment Research Advisors, holding the Series 63 designation and bringing 31 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2006 and was previously with Waddell & Reed from 2004 to 2006. Outside of his advisory role, he works as a golf shop attendant at Old Fort Golf Course in Murfreesboro, TN. Cambridge Investment Research Advisors, Inc. serves a diverse client base that includes individual investors, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals, managing a multi-billion dollar asset base across multiple platforms and custodians.

Kimberly Mankin is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 25 years of industry experience. Her prior experience includes roles at UBS Financial Services and JJB Hilliard, WL Lyons. Outside of financial advising, she is also a licensed real estate broker and assists friends and family with real estate transactions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary consulting using analytical tools and supports various advisory programs, including municipal and public finance services.

Steve Holt is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. In addition to his work at the firm, Holt operates Steve Holt Consulting, which he founded in 1998. 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 strategies, supported by a network of over 23,000 financial advisors and more than 15,000 branch offices nationwide.

Daniel Honeycutt Jr. is a financial advisor at Edelman Financial Engines with Series 63 and Series 66 designations and three years of industry experience. His prior roles include positions at Fidelity Investments and Empower Financial Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, offering diversified model portfolios, planner-led wealth management, and online advice channels.

Jesse Holman is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding the CFP® designation and Series 63 license. He has 23 years of industry experience, having worked at Mass Mutual Investors Services since 2003 and at MassMutual Life Insurance Company since 2002. Outside of his advisory role, he is involved in various real estate and business ventures, including ownership positions in multiple LLCs related to real estate investment and financial consulting. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of services including investment programs and educational seminars, with financial planning engagements structured as annual, collaborative relationships that utilize firm-approved analytical tools.

Christopher Russell is a CFP® and ChFC® with 20 years of industry experience. He is currently with OSAIC and previously worked at Lincoln Financial Securities Corporation, ProEquities, Inc., and First Protective. Outside of his advisory role, Russell is an author focused on helping business owners understand buy-sell agreements and long-term care planning, and he owns a hyperbaric oxygen chamber rental business. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services featuring model-based asset allocation and portfolio optimization with discretionary and third-party manager options.

Jelecia Beverley is a financial advisor with LPL Financial based in Murfreesboro, TN. She holds Series 63 and Series 66 licenses and has four years of industry experience. Her prior roles include positions at Edward Jones and Built Technologies, as well as 15 years with Murfreesboro City Schools. She is also a business owner of Believe&Bless Emporium and operates a RedBubble venture. 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 a range of financial planning and portfolio management services through a large network of advisors, offering both discretionary and non-discretionary investment strategies.

William Conroy is a CFP®-designated financial advisor with MassMutual Investors Services, where he has worked since 2017. He has six years of industry experience and previously attended the Catholic University of America. Conroy is a managing partner of Weller Brothers, LLC, providing financial consulting and advisory services. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a collaborative, goals-based investment approach.

Jeffrey Brown is a financial advisor with LPL Financial in Murfreesboro, TN, holding a Series 63 designation and 27 years of industry experience. He has worked at LPL Financial since 2007 and previously at Kestra Investment Services from 2004 to 2007. In addition to his advisory role, he is involved in selling life long term care, fixed annuities, and disability insurance through the Birdwell Agency and First Protective, and provides tax consulting services with Dempsey Vantrease & Follis PLLC. 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 broad range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily by investment adviser representatives using various portfolio strategies.

Jessica Bryan is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has been with Primerica Advisors since 2003 and affiliated with Primerica Financial Services since 2002. In addition to her advisory role, she serves as a group coach for Spearhead Consulting Group. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed account options to individual and high-net-worth clients. The firm manages third-party asset managers and employs a tiered wrap fee structure while delivering custody and trade execution services through Pershing and Primerica Brokerage Services.

Jonathan Golczynski Jr. is a financial advisor with Primerica Advisors in Murfreesboro, TN. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he worked at Ray Steely and Primerica Financial Services, and has also held various positions in education and hospitality. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates on a large scale and delivers advisory services through model-based strategies managed by unaffiliated asset managers.

James Reed is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000 and serves as the executor of his parent's will since 2003. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

Caitlyn Parkhurst is a financial advisor with LPL Financial holding a Series 66 designation and 1 year of industry experience. Her prior work includes roles at 21st Mortgage, Durham Fitness, the U.S. Senate, Liberty Bank, and Patrick Henry College. 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.

Kendrick Coulthard is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2022. Prior to this, he spent over three decades at CUNA Brokerage Services, Inc. and has been involved with Southeast Financial Credit Union since 2007. 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 both internal and third-party strategies across various account types and platforms.