Patrick Blair is a Series 63-registered financial advisor with Cambridge Investment Research Advisors, where he has worked since 2006. He has 31 years of industry experience. Outside of his advisory role, Blair is an independent insurance agent and also works as a golf shop attendant at the Old Fort Golf Course in Murfreesboro, TN. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals and provides a range of portfolio management options across various custody platforms.

Kimberly Mankin is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 25 years of industry experience. Her prior experience includes roles at UBS Financial Services and JJB Hilliard, WL Lyons. Outside of financial advising, she is also a licensed real estate broker and assists friends and family with real estate transactions. 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 investors. The firm offers tailored, non-discretionary consulting using analytical tools and supports various advisory programs, including municipal and public finance services.

Frederick Brown is a financial advisor at Raymond James Financial with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services since 1991. Brown is involved in a private investment business outside his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Steve Holt is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. In addition to his work at the firm, Holt operates Steve Holt Consulting, which he founded in 1998. 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 and investment strategies, supported by a network of over 23,000 financial advisors and more than 15,000 branch offices nationwide.

Jesse Holman is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding the CFP® designation and Series 63 license. He has 23 years of industry experience, having worked at Mass Mutual Investors Services since 2003 and at MassMutual Life Insurance Company since 2002. Outside of his advisory role, he is involved in various real estate and business ventures, including ownership positions in multiple LLCs related to real estate investment and financial consulting. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of services including investment programs and educational seminars, with financial planning engagements structured as annual, collaborative relationships that utilize firm-approved analytical tools.

Christopher Russell is a financial advisor with OSAIC in Franklin, TN, holding CFP® and ChFC® designations and over 20 years of industry experience. His prior experience includes roles at Lincoln Financial Securities Corporation, ProEquities, Inc., and First Protective. He is an author of educational booklets on buy-sell agreements and operates an educational website focused on long-term care planning. Additionally, he owns a hyperbaric oxygen chamber rental business. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and nonprofit organizations. The firm provides integrated brokerage and advisory services, utilizing a variety of investment platforms and third-party managers to construct portfolios tailored to client preferences and risk tolerances.

Jelecia Beverley is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and three years of experience. Prior to joining LPL Financial in 2026, she worked at Edward Jones, Believe&Bless Emporium, Built Technologies, and spent 15 years with Murfreesboro City Schools. She is also a business owner of two ventures, RedBubble and Believe&Bless Emporium. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management supported by research from LPL and third-party subadvisors.

William Conroy is a CFP®-designated financial advisor with MassMutual Investors Services, where he has worked since 2017. He has six years of industry experience and previously attended the Catholic University of America. Conroy is a managing partner of Weller Brothers, LLC, providing financial consulting and advisory services. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a collaborative, goals-based investment approach.

Jeffrey Brown is a financial advisor with LPL Financial in Murfreesboro, TN, holding a Series 63 designation and 27 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he spends time selling life, long-term care, fixed annuities, and disability insurance through affiliated agencies and is involved in tax preparation and consulting through a CPA firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing research, model portfolios, and technology-driven strategies.

Jessica Bryan is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has been with Primerica Advisors since 2003 and affiliated with Primerica Financial Services since 2002. In addition to her advisory role, she serves as a group coach for Spearhead Consulting Group. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed account options to individual and high-net-worth clients. The firm manages third-party asset managers and employs a tiered wrap fee structure while delivering custody and trade execution services through Pershing and Primerica Brokerage Services.

Jonathan Golczynski Jr. is a financial advisor at Primerica Advisors holding Series 65 and Series 63 designations. He has less than one year of industry experience and has worked with Primerica Advisors and related firms since 2025. Outside of finance, he has held various roles in educational institutions and the hospitality sector. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports accounts through BNY Mellon Advisors and Pershing.

James Reed is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000 and serves as the executor of his parent's will since 2003. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

Connie Best is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Merrill since 2009. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Caitlyn Parkhurst is a financial advisor with LPL Financial, holding a Series 66 designation and beginning her advising career in 2024. Her prior experience includes roles at 21st Mortgage, Durham Fitness, and the U.S. Senate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

John Slonecker is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and First Horizon Bank. His background also includes roles outside the financial industry, such as positions at DoorDash and Lone Oak Day Camp, as well as a teaching role in primary education. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, offering non-discretionary advisory services tailored to client goals. The firm supports a large advisor network and offers specialized municipal and SIMPLE IRA advisory programs.

Kendrick Coulthard is a financial advisor with LPL Financial based in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior experience includes roles at Southeast Financial Credit Union and CUNA Brokerage Services, Inc. He has managerial responsibilities at Southeast Financial Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering diverse advisory programs, financial planning services, and access to model portfolios and research.

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.

Timothy Ledman is a financial advisor with Edward Jones in Franklin, TN, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked for over two decades at Nashville Chemical & Equipment Co. He serves as a board member of the National Guard Association of Tennessee, overseeing the insurance program for Tennessee National Guard members in a volunteer capacity. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages over $1 trillion in assets and maintains a large network of advisors and branch offices across the United States.

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.