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.

Darren Edwards is a financial advisor with Morgan Stanley in College Grove, Tennessee, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Outside of his advisory role, Edwards serves on the Finance Committee and board of Foster Nation, a nonprofit focused on children and youth facing hardship. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, with offerings that span both retail and institutional markets.

Connor Shea is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and nine years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and has also been associated with JJB Hilliard W.L. Lyons LLC since 2016. Outside of his advisory work, Shea co-hosts the Co-Lab Podcast in Murfreesboro, TN, and serves as treasurer for Branches, a local organization. Shea is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, and employs a mix of manager-traded and model-traded strategies supported by internal research and technology.

Matthew Barrett is a financial advisor with J.P. Morgan Securities in Murfreesboro, TN, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at Bankers Life Advisory Services and Bankers Life Securities. Outside of finance, Barrett umpires Division 1 college baseball games. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.

Grayson Lynch is a financial advisor at LPL Financial based in Murfreesboro, TN. He holds the Series 66 designation and has recently begun his career in the industry. Prior to joining LPL Financial, Lynch has work experience at First Horizon Bank, D.A. Davidson, and other organizations including Mississippi State University and Mission BBQ. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Bruce Schroeder is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. He has 32 years of industry experience, including eight years at Citigroup Global Markets prior to joining LPL Financial in 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Canfield is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. Prior to joining Raymond James, he worked at Key Investment Services, LLC for 17 years and Crux Wealth Advisors for 2 years. He is also president of Canfield Wealth Partners, LLC, where he provides wealth and retirement planning services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and has a notable municipal advisor affiliation that enhances its public finance offerings.

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 at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Ascend Federal Credit Union and Louisiana State University/LSU Continuing Education. Outside of his advisory role, he is also a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining extensive advisory services with a wide range of non-advisory financial activities.

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 with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2023, he held various roles including positions at Dryve Restoration and YMCA of Middle Tennessee's Camp Widjiwagan. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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 at Edward Jones in Murfreesboro, TN, holding a Series 66 designation with one year of industry experience. She previously worked at Macy’s for six years. 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 solutions supported by a large nationwide 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. He holds the Series 66 designation and has 10 years of industry experience. His prior roles include positions at LPL Financial and INVEST Financial Corporation. He is also associated with FirstBank and FirstBank Investment Partners in Murfreesboro, TN. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, while also maintaining specialized municipal and public finance advisory capabilities.

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.

Jared Cox is a financial advisor with LPL Financial in Murfreesboro, TN, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at First Horizon, U.S. Bancorp Investments, U.S. Bank, and Fifth Third Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms such as the Bank Wealth Program.

Lori Mc Kellar is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 credentials and has 11 years of industry experience. Her prior roles include positions at Pinnacle Financial Partners and Security Services Network/Emico Advisory. Outside of her advisory work, she has been involved with McKellar Constructions and has provided financial consulting support through LaLance McKellar Wealth Management and Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting aligned with client goals.