Claire Jarrett is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 66 licenses and 12 years of industry experience. She has worked at Dempsey Lord Smith, LLC for 11 years before joining Cambridge Investment Research Advisors in 2025. 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 professionals, providing a range of portfolio management options and access to both proprietary and third-party investment strategies.

Clinton Allen is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His previous roles include positions at Ameriprise Financial Services, Inc., First Citizens Investor Services, and United Community Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Douglas Brown is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at DaVita Kidney Care for seven years and has experience with Little Caesars and the Tennessee Army National Guard. He serves on the Town of Smyrna Packaged Liquor Board, where he participates in decisions regarding packaged liquor licenses. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm offers a range of investment advisory programs and managed solutions, supported by a large network of financial advisors and branch offices across the United States.

Mattias Sebsbie is a financial advisor at Merrill with Series 65 and Series 63 credentials and one year of industry experience. He has held prior roles with Bank of America, Trinity Wealth Securities, and Florida Financial Advisors. Outside of his advisory work, he has experience in fixed insurance sales. Merrill, alongside 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.

Jason Retzlaff is a CFP®-certified financial advisor with seven years of industry experience, currently working at Edward Jones since 2019. Prior to joining Edward Jones, he worked at HTI Technology, Inc. from 2016 to 2019. He holds a Series 66 license and is based in Murfreesboro, TN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacqueline Harris is a financial advisor with Thrivent Investment Management and holds the Series 66 designation. She has been with Thrivent and its related entities since 2026, previously working at Baird in 2025. Her background includes multiple roles in education prior to entering the financial industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers flexible engagement options and integrates planning with managed-account programs while maintaining separation between these services.

Ariel Bernard is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. Prior to joining Merrill in 2020, Bernard worked at Advance Financial and Thomas and Company. 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 offers model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Connor Shea is a financial advisor at Robert Baird & Co. with eight years of industry experience. He holds the Series 66 designation and has worked at Robert Baird since 2019, previously affiliated with JJB Hilliard W.L. Lyons LLC and Applied Pressure. Outside of his advisory role, he co-hosts the Co-Lab Podcast and serves as treasurer for Branches, a local organization in Murfreesboro, TN. He is part of The DDK Group within Robert Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients using customized portfolio management and financial planning services. The firm offers a range of traditional and non-traditional investment strategies alongside municipal advisory and public finance services.

Matthew Barrett is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at several firms including Bankers Life Advisory Services and JPMorgan Chase Bank. Outside of his advisory role, he works as a Division 1 baseball umpire for NCAA baseball. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.

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 credentials and 36 years of industry experience. He has worked at Key Investment Services, LLC for 17 years and more recently at Crux Wealth Advisors before joining Raymond James and founding Canfield Wealth Partners, where he provides wealth and retirement planning. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, institutions, and charitable organizations. The firm utilizes risk profiling and modeling tools to tailor non-discretionary planning and investment consulting to client goals and supports specialized municipal and SIMPLE IRA advisory programs.

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 with LPL Financial in Murfreesboro, TN, holding a Series 66 designation and having one year of industry experience. Prior to joining LPL Financial, he worked at Ascend Federal Credit Union and Louisiana State University/LSU Continuing Education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

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 at LPL Financial with three years of industry experience. He holds a Series 66 designation and has previous experience working at Dryve Restoration and in roles at Middle Tennessee State University and the YMCA of Middle Tennessee’s Camp Widjiwagan. 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 a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management with access to model portfolios and research from various sources.

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.

Richard Schroer is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at LPL Financial and INVEST Financial Corporation. He is currently associated with FirstBank and FirstBank Investment Partners in Murfreesboro, TN. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a tailored, non-discretionary approach supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

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.