Kevin Smith is a financial advisor with Edward Jones in Murfreesboro, TN, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he serves as a board member of the Les Cheneaux Islands Association in Cedareville, MI. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Brandon Hesselink is a financial advisor at Osaic Wealth, Inc. with 18 years of industry experience. His background includes positions at The O.N. Equity Sales Company and Ohio National Life Insurance Co. He holds Series 63 and Series 65 credentials and is also involved in insurance product sales and services through his agency roles. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party managers. The firm employs a range of asset-allocation tools and supports both discretionary and non-discretionary account management with a variety of investment options.

Steven Glaeser is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 licenses and with 42 years of industry experience. He has worked with Kaplan Professional Education and PFS Investments Inc., and has been a freelance writer since 2005. Glaeser is involved in educational activities as a content writer and instructor for life and securities exam preparation. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services facilitated by BNY Mellon Advisors and Pershing.

Daniel Fleming is a CFP®-designated financial advisor with 17 years of industry experience. He has worked at Cetera and affiliated entities since 2019 and previously held positions at Foresters Financial Services and Foresters Advisory Services LLC. Outside of financial advisory, he is involved with the North American Versatile Hunting Dog Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including 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.

J Whitmore is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on delivering personalized financial strategies and advice to individuals, families, and businesses. His approach emphasizes understanding clients' short- and long-term financial objectives to tailor solutions that address managing new wealth, personal retirement planning, portfolio management services, and retirement income. Since entering the financial services industry in 2011 and joining Merrill in 2014, J Whitmore has developed expertise in building strong client-advisor relationships that foster confidence and empowerment in wealth management. He holds the Chartered Retirement Planning Counselor™ and Personal Investment Advisor designations and earned a bachelor's degree in Business Administration from Middle Tennessee State University. Outside of his professional role, J Whitmore enjoys football, golfing, soccer, softball, and spending time with his family. He lives in Murfreesboro with his wife and three daughters.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.