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John H

Series 66

Gallatin, TN

Edward Jones

John Hannum is a financial advisor with Edward Jones in Gallatin, Tennessee, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2020, he worked at Farmers Insurance and Windham Professionals Inc. He also co-hosts a weekly two-hour radio show, "The JT and Johnny Show," which features Nashville songwriters discussing and performing their music. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions and separately managed accounts.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Kenneth F

Series 63, Series 65

Hendersonville, TN

Raymond James Financial

Kenneth Farley is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Pinnacle Financial Partners and Raymond James Financial Services since 2018. Outside of finance, he has been involved in photography since 2010. 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 supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Alden C

Series 65, Series 63

Hendersonville, TN

LPL Enterprise

Alden Cox Jr. is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with Prudential Insurance Company of America and PRUCO Securities, LLC. His other business activities include affiliations with Manhattan National Life Insurance Company, Mutual of Omaha, and Shenandoah Life Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, alongside brokerage and insurance product services through affiliated entities.

Tax-loss harvesting
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Ryland S

Series 66

Springfield, TN

Ameriprise

Ryland Smith is a financial advisor at Ameriprise with a Series 66 designation. He joined Ameriprise in 2024 and has held various positions across industries including consulting and education since 2016. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income and tax-aware withdrawal strategies through its Premier Retirement Income service.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Charles P

PFS™, Series 66

Gallatin, TN

OSAIC

Charles Porter is a financial advisor at OSAIC with 26 years of industry experience. He holds the PFS™ designation and Series 66 license. His prior roles include positions at Securities America Advisors, Inc., SSN Advisory, Inc., and Strategic Wealth Management Group, LLC. Outside of advising, he serves as Assistant Treasurer at Victory Missionary Baptist Church. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supporting discretionary and third-party managed strategies across multiple custodial platforms.

Annuities Private / alternative investments
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Michael C

Series 66

Gallatin, TN

Edward Jones

Michael Caron is a financial advisor with Edward Jones in Gallatin, TN. He holds a Series 66 designation and has one year of industry experience, including prior work at Deep Insight Solutions Inc. from 2024 to 2025 and a period of full-time education. Edward Jones is a wealth management firm serving individual and institutional clients through a nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Donna N

Series 63, Series 65

Goodlettsville, TN

Cetera

Donna Negus is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has held roles at multiple firms, including True North Wealth Solutions, Central Illinois Group LLC (dba Lifewise Wealth Advisors), and Carleton Financial Inc., where she provides advisory and brokerage services. Cetera Investment Advisers LLC is an SEC-registered adviser operating a large nationwide network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through multiple program structures and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jessica A

Series 66

Hendersonville, TN

Edward Jones

Jessica Ateca is a financial advisor at Edward Jones with a Series 66 designation and seven years of experience. She previously worked at Pinnacle Financial Partners and SunTrust Bank. 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 advisors and branch offices across the country.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Aaron S

Series 66

Greenbrier, TN

Edward Jones

Aaron Slate is a Series 66-licensed financial advisor with Edward Jones in Greenbrier, TN, with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Lipscomb University. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Inheritance planning Wealth management Retirement income strategy Business ownership considerations Founder/Business Owner Widow/Widower
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Alan C

Series 65, Series 63

Gallatin, TN

Raymond James Financial

Alan Creech is a financial advisor with Raymond James Financial in Gallatin, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at First National Bank of Omaha, Wells Fargo Clearing, Cedar Creek Securities, M&I Investment Management, and J.P. Morgan Asset Management. He also serves as an associate at First Investments and Planning. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical modeling and supports a broad advisor network with specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jennifer S

Series 66

Hendersonville, TN

Merrill

Jennifer Sellers is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and HealthStream Inc. In addition to her advisory role, she owns Scattered Words LLC, a business that creates wearable and artistic items from vintage dictionaries and books. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Eric B

Series 66

Hendersonville, TN

LPL Financial

Eric Berner is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Before joining LPL Financial in 2021, he worked with several organizations including Whiskey University, where he taught bourbon tasting classes, and has been involved in various business activities such as acting and owning Picking Nashville. 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 asset management services through a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jenny F

Series 66, Series 63

Hendersonville, TN

Edward Jones

Jenny Farrell is a financial advisor with Edward Jones in Hendersonville, TN, holding Series 66 and Series 63 licenses. She has one year of experience in the industry, including prior roles at Nashville Bone and Joint and United Surgical Partners, International. Edward Jones is a 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 across the country.

Business ownership considerations Business succession planning General estate planning guidance Wealth management Retirement income strategy Founder/Business Owner Doctor or Medical Professional
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Garrett A

Series 66

Springfield, TN

Merrill

Garrett Anderson is a financial advisor with Merrill holding a Series 66 designation. He has one year of experience in the industry, including roles at Bank of America, Merrill, and previous positions across various sectors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Tax-loss harvesting Active portfolio management Wealth management
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Lesley N

Series 66

Hendersonville, TN

LPL Financial

Lesley Norton is a financial advisor with LPL Financial in Hendersonville, TN, holding a Series 66 credential and four years of industry experience. Prior to joining LPL Financial, she worked in education at Belmont University, Volunteer State Community College, and Hendersonville High School. Norton is a co-owner of Collier Wealth Insurance Services, an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, and institutional platforms, supported by extensive operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Joseph T

CFP®, Series 63, Series 66

Springfield, TN

Edward Jones

Joseph Tucker is a CFP® professional with 21 years of industry experience, currently serving at Edward Jones in Springfield, TN since 2005. He is co-owner of boutique clothing and decor business Flourish Co. and an e-commerce reselling venture, Aces & Arbitrage, which sells vintage electronics. He is also the owner of Joe Tucker Photography, a photography sales business. Edward Jones is a wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory and investment services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Nena H

Series 63, Series 66

Goodlettsville, TN

Raymond James & Associates

Nena Howden is a financial advisor with Raymond James & Associates in Goodlettsville, TN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Gerald C

Series 66

Hendersonville, TN

Edward Jones

Gerald Conner Jr. is a financial advisor at Edward Jones with a Series 66 designation and 10 years of industry experience. He has worked at Edward Jones since 2017 and previously worked at Almo Corporation from 2014 to 2017. Outside of his advisory role, he works part-time as a customer service associate in retail. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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