Eric Brown is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is President of Killer Bees Inc and the Place Office Park owner's association in Smyrna, TN. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs featuring discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment options.

Christopher Klasen is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and previously served in the U.S. Navy for 22 years before joining Edward Jones in 2019. 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 through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Pamela Leclerc is a financial advisor with Edward Jones in Murfreesboro, TN, holding the CFP®, ChFC®, and Series 66 designations, with eight years of industry experience. She has worked at Edward Jones since 2015 and also provides math tutoring outside of her advisory role. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large network of advisors and branch offices nationwide.

Brian Coleman is a financial advisor at Edward Jones in Murfreesboro, TN, holding CFP® and ChFC® designations with 20 years of industry experience. He has been with Edward Jones since 2005. 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 strategies supported by a large nationwide network of financial advisors. The firm operates under a fiduciary standard and provides capabilities including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.

Karley Rouse is a CFP® and holds a Series 66 license with 11 years of industry experience. She has been with Robert W. Baird & Co. since 2015. Karley is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Kimberly Sadler is a financial advisor with Edward Jones in Murfreesboro, TN, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, she worked for the Smyrna Police Department for five years and was involved with Thermal Vision Investments and Little Caesars for seven years each. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jay Flowers is a Series 66-credentialed financial advisor with LPL Financial, based in Murfreesboro, Tennessee. He has 22 years of industry experience and has been with LPL Financial since 2007. Flowers serves as treasurer on the board of the National Association of Insurance and Financial Advisors of Tennessee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and retirement consulting through a national network of investment adviser representatives.

Ryan Snover is a financial advisor at LPL Financial with 21 years of industry experience and holds a Series 66 designation. He previously worked at Caldwell Advisors, LLC for eight years before joining LPL Financial in 2016. Snover is also involved with Aristia Wealth Management, a DBA for his LPL business. 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 advisory programs, financial planning, and consulting services, featuring both discretionary and non-discretionary management alongside model portfolios and research support.

Ashli Wheaton is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at OSAIC since 2018 and previously spent two years at Signator Investors, Inc. Wheaton is also a partner in Choice Companies, LLC, which among other activities includes a life and property insurance division. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated financial advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and automated portfolio rebalancing across a range of investment products.

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.