William Bryson Jr. is a financial advisor with Equitable Advisors in Lebanon, TN, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Equitable Advisors since 1999, following his tenure at Axa Advisors, LLC. Bryson serves as a board member of Friendship Christian School and is involved with the Wilson County Sportsman Club as a board member and officer. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutions. The firm utilizes a variety of advisory models and third-party asset managers to deliver personalized investment solutions.

Alexander Thackston is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he was employed at Herc Rentals and Claytongage Inc. for one year each. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Holly Lockley is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 22 years of industry experience. She has worked at Pinnacle Financial Partners and SUNTRUST INVESTMENT SERVICES, INC. In addition to her advisory role, she is an associate at Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients, utilizing a range of analytical tools and tailored advisory programs.

James Wilkins is a financial advisor at LPL Financial with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James Financial, Banc of America Investment Services, Morgan Keegan & Company, and Life Credit Union. He has been with LPL Financial since 2013. 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, third-party asset management, and institutional platforms.

Brandon Fykes is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. He also works as a stadium operations assistant for the Tennessee Titans, where he helps set up events and manage stadium logistics. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services such as financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies.

Jonathan Wickersheim is a financial advisor at Edward Jones in Hendersonville, TN, holding a Series 66 designation with 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he operates a photography business where he manages photo sessions and client communications. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

Luz Taveras is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. since 2022. Outside of her advisory role, she is the sole owner of a rental property business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

James Below is a Wealth Management Advisor specializing in helping individuals and small businesses manage their wealth, with a particular focus on assisting plan sponsors in the management and administration of retirement plans such as 401(k), Profit Sharing, and Defined Benefit plans. He holds multiple professional designations including Chartered Retirement Planning Counselor™, Chartered Retirement Plan Specialist™, Certified Plan Fiduciary Advisor®, Retirement Benefit Consultant, and Portfolio Manager. Prior to his current role, Mr. Below founded Senergy Incorporated, a consulting firm focused on procuring financing and developing energy-saving projects for commercial buildings. He attended the University of California at Berkeley and Humboldt State University, concentrating on economics and accounting. He is based in Santa Rosa, where he lives with his wife and two sons. Mr. Below's client focus areas include corporate benefits, divorce transition planning, employee benefits planning, individual and corporate investment strategy, tax minimization, and retirement income. He is affiliated with Merrill Lynch Wealth Management and actively participates in his community through volunteer work.

Christopher Royce is a financial advisor with Primerica Advisors in Gallatin, TN, holding Series 65 and Series 63 licenses and having 26 years of industry experience. He has been associated with Primerica Financial Services and Pfs Investments Inc. since 1999 and is also involved with You-Dad LLC. Outside of his advisory work, he co-founded and leads the Band of Brothers Bootcamp, a men's ministry nonprofit based in Oklahoma City. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party managers and operates with a broad network of financial advisors and offices.

Tracey Hay is a financial advisor with Equitable Advisors in Lebanon, TN, holding Series 63 and Series 65 credentials and 33 years of industry experience. She has worked at Equitable Advisors and its predecessor AXA Advisors, LLC since 1999. Outside of her advisory role, she is a 33 percent owner and partner in a commercial property business. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of investment programs and third-party managers to tailor advice to client risk profiles, serving both non‑high-net-worth and high-net-worth clients.

Charles Wick II is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 66 designation and has worked at several firms, including TD Ameritrade and Scottrade, prior to joining J.P. Morgan Securities in 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes broader derivatives and commodities capabilities.

Ralph Ruby III is a Series 66–licensed financial advisor with Edward Jones in Hendersonville, TN, where he has worked since 2009. He has 17 years of industry experience. Outside of his advisory role, he is an owner of a timeshare rental business in Breckenridge, CO. Edward Jones is a full-service 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 nationwide.

Joseph Reedy is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms including Cetera, Regions Bank, Axa Advisors, and Fifth Third Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to develop customized asset allocation advice, investment manager searches, and performance reporting, with clients retaining final decision-making authority.

James Powell III is a CFP® and holds a Series 66 license with six years of industry experience. He is currently affiliated with Raymond James Financial and Wilson Bank & Trust, having previously worked at First Horizon Bank and UBS. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisory services and specialized SIMPLE IRA Employer Advisory & Consulting program.

Kaleb Dickerson is a financial advisor at Raymond James Financial with four years of industry experience. He holds the Series 66 designation and has worked with multiple firms including Regions Bank and Pennington Stone. In addition to his advisory role, he is employed as a financial advisor at Wilson Bank & Trust. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm uses analytical tools and tailored planning to support client goals and offers specialized programs such as municipal and public finance advisory services.

James Gibbs Jr. is a financial advisor with Raymond James Financial in Hendersonville, TN, holding the ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience and has worked with Raymond James since 2015, alongside a role at Lawrence Bank since 2020. Gibbs is also associated with F&M Wealth Management as an investment-related financial advisor. 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 entities. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Charles Watson is a financial advisor at LPL Financial with 24 years of industry experience. He holds the CFP® and CFA® designations and has a longstanding career including roles at First Tennessee and Ftb Advisors, Inc. Watson is based in Mt. Juliet, TN. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Tonya Brimer is a financial advisor at Edward Jones with a Series 66 designation and 16 years of experience at the firm. She also engages in real estate activities as a salesperson with Macon Realty Co. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Timothy Healy is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has worked at Cetera Investment Advisors LLC, Region Sbank, and Cetera Investment Services LLC since 2014. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting various program structures and custodial relationships.

Dylan Richards is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2022. Richards also has outside employment with Cumberland Transit. 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, supported by a large network of investment adviser representatives.