Leah Jenkins is a financial advisor at Sterling Wealth Advisors, Inc. in Columbia, TN. She holds a Series 65 designation and has been with Sterling Wealth Advisors since 2008. Prior to that, she worked at Nashville Turf in 2017. Sterling Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fee-only structure and uses a combination of fundamental and technical analysis to tailor portfolios primarily with no-load mutual funds, ETFs, bond funds, U.S. government securities, and cash equivalents.

Joshua Loveall is a CFP® with 15 years of experience in the financial industry. He has been with KB Financial Advisors LLC since 2014. KB Financial Advisors serves individuals, high-net-worth clients, trusts, and estates by providing investment advisory services, financial planning, and related consulting. The firm offers discretionary portfolio management using fundamental analysis and includes annual tax-return preparation as part of its service packages.

James Garrison is a financial advisor with Silver Oak Securities, Inc., holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Before joining Silver Oak Securities in 2020, he worked at Thurston Springer Miller Herd & Titak, Inc. and Grove Point Investments, LLC. Outside of his advisory role, Garrison serves as Treasurer of the Tennessee Beekeepers Association, owns and operates a beekeeping business, and is the Minister of Music at Highland Baptist Church. Silver Oak Securities serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and trusts, managing approximately $2.4 billion in discretionary assets through a network of over 100 financial professionals. The firm primarily offers discretionary, customized investment management with a variety of advisory programs and emphasizes ongoing model monitoring and automated investment processes.

Hannah Colbert is a financial advisor at SageSpring Wealth Partners with five years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services and Montgomery & Associates. SageSpring Wealth Partners serves a diverse client base, including individual households and various institutional clients. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party manager relationships.

George Swatzell is a financial advisor and partner at SageSpring Wealth Partners with 16 years of industry experience. He has worked at Raymond James Financial Services from 2014 to 2024 and has been with SageSpring Wealth Partners since 2014. Outside of advising, he is also licensed as an insurance agent, assisting clients with life, long-term care, and disability insurance. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors. The firm offers discretionary investment management and financial planning with customized portfolios that utilize a variety of asset types and leverage both fundamental and technical analysis.

Andrew Varnedoe is a CFP® and Series 66-licensed advisor at EverSource Wealth Advisors, LLC with six years of industry experience. Prior to joining EverSource in 2024, he worked at Thrivent Financial and Thrivent Investment Management from 2020 to 2024. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a national network of advisors.

Matthew Storey is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked extensively within Navy Federal Financial Group and Navy Federal Investment Services since 2019, with prior experience at Edward Jones and Wells Fargo. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs that utilize third-party portfolio managers and supports a range of layered solutions including unified managed accounts and automated ETF portfolios.

Thomas Young is a CFP® professional with six years of industry experience, currently serving at Independent Financial Partners. His prior roles include positions at Tennessee Valley Asset Management Partners, LPL Financial, Edward Jones, First Citizens Bank, and Regions Bank. Outside of his advisory work, he is involved with Grow Live Give, a wealth management and financial planning venture. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisors. The firm offers a decentralized advisory model with options for individualized strategies, centralized asset management, and formal retirement-plan advisory and pension consulting capabilities.

Peter John Brownrigg is a financial advisor with Empower Advisory Group in Columbia, TN, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, LPL Financial, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is involved in agricultural sales, coordinating the private sale of hay grown on his land. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, utilizing an integrated model aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning approach and serves a large participant base relative to its advisor headcount.

James Davis Jr. is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has previously worked with LPL Financial and IFP Securities, and maintains roles outside of advising, including serving on the finance committee for Zion Presbyterian Church and teaching geometry at Zion Christina Academy. He is also involved as an owner of Grow Live Give, a firm providing financial education, advice, and investment management. Independent Financial Partners is a nationwide enterprise serving individual, charitable, corporate, and high-net-worth clients through a decentralized advisory model. The firm offers a range of investment, financial planning, trust, and retirement-plan services, with notable capabilities in retirement-plan advisory and pension consulting.

Bradden Kimes is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including prior roles at Harvest Wealth Management, LPL Financial, Next Financial Group, and Edward Jones. In addition to his advisory work, he is a licensed notary public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model combining client goal assessment with a range of investment strategies and technology platforms, often implementing advice through third-party managers and turnkey asset management programs.

Gregory Hood is a financial advisor with Private Advisor Group, LLC in Columbia, Tennessee. He holds a Series 66 designation and has nine years of industry experience. Prior to joining Private Advisor Group and LPL Financial in 2021, he worked at Edward Jones and Polyguard Products, Inc. He is also a commissioned Notary Public for the state of Tennessee. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers a range of managed account solutions and employs a fiduciary advisory model that incorporates multiple investment strategies and third-party managers.

Andrew Hill is a financial advisor with Eagle Strategies (New York Life) in Lewisburg, Tennessee, holding the ChFC® and Series 63 designations. He has 26 years of experience in the industry, including roles with New York Life Insurance Company and NyLife Securities LLC since 2000. Hill also operates Pickens Hollow Financial Group LLC, through which he has established a local scholarship program for area high schools. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Julia Mc Cray is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. She holds a Series 66 designation and has previously worked with NYLIFE Securities LLC, Pickens Hollow Financial Group, and New York Life insurance company, where she spent 28 years. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement advisory services. The firm provides tailored advice across multiple program types and manages a substantial portion of assets on a non-discretionary basis.

Jessica Smith is a financial advisor with Integrated Wealth Concepts LLC in Chapel Hill, TN, holding a Series 66 designation and 13 years of industry experience. She has previously worked at Bankers Life and its affiliated entities from 2009 to 2025. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach using mutual funds, ETFs, equities, and fixed income while sponsoring wrap-fee programs and custom portfolio solutions.

Teddy Choate is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gwfs Equities, Inc., Principal Securities INC, PRINCIPAL LIFE INSURANCE COMPANY, and Vanderbilt Legends Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Rafal Fidowicz is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and 66 licenses and has worked at Morgan Stanley since 2018, following two years at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Steve Lewis is a financial advisor at Edward Jones with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1993. Outside of advising, he owns a condo timeshare in Destin, Florida. Edward Jones is a full-service wealth management firm serving a diverse client base, including individuals and institutions. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,000 advisors.

Eric Wellons is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked with George Wealth Group, Commonwealth Financial Network, and Raymond James Financial Services. Outside of his advisory role, he is involved in a tax and investment business entity, J & E Partners PLLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning, model portfolio programs, and institutional platforms to individuals, retirement plan participants, and various institutions. The firm supports advisors with research-driven model portfolios and third-party subadvisors while offering a broad range of financial and credit-related services.

Benjamin Davidson is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He previously worked at Ramsey Solutions for eight years and Ascential Care Partners for two years. Davidson holds a Series 65 designation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals and provides both proprietary and third-party model strategies with various custody and platform options.

Jeremy George is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at LPL Financial in Columbia, TN. His prior experience includes roles at George Wealth Group, Commonwealth Financial Network, Raymond James Financial, and Southwestern Investment Advisory Services. Outside of his advisory work, he is involved with J&E Partners PLLC, a business entity for tax and investment purposes. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with a range of strategies implemented through investment adviser representatives.

Shantele Hoover is a financial advisor with Edward Jones in Columbia, TN, holding a Series 66 credential. She has experience working in different sectors, including seven years at FilmPac and five years at EyeCare Focus & Specialties, before rejoining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million clients with a range of strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm is notable for its large national network of advisors and branches, as well as its affiliated trust company and securities-based lending options.

Cade Morgan is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked in various roles, including a position at Leisure Time Pool & Spa. Outside of his advisory work, he is involved with Grace Financial Partners, where he conducts client meetings and assists other advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools and tailored risk profiling to support client goals and offers specialized programs including municipal advisory and SIMPLE IRA consulting.

Elliott Sanderson is a financial advisor at Edward Jones in Columbia, TN, holding a Series 66 designation. He joined Edward Jones in 2026 and has previously worked at Nissan North America Motor Company and other firms, accumulating several years of professional experience outside the financial industry. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Brian Sanderson is a Series 66-credentialed financial advisor with Edward Jones, based in Columbia, TN. He has nine years of industry experience, all of which he has spent with Edward Jones since 2016. 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 wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kathryn Lintz is a financial advisor at Ameriprise with 10 years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial and Michael Wealth Management Group. She serves on the Board of Directors for Young Professionals of Marshall County as Secretary/Treasurer. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in net investable assets, offering tailored recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies through a centralized consulting team.

Audrey Sanderson is a financial advisor at Edward Jones with credentials including the Series 66 designation. She has experience working at Edward Jones since 2019 and has held roles outside the financial industry, including involvement with Richmond United Soccer Club and The Health Management Academy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of advisors and branch offices.

Gaye Pike is a CFP® professional with 26 years of experience in the financial services industry. She is currently affiliated with Osaic Wealth Inc and previously worked at NBC Securities, Inc. for 17 years. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, employing various tools and platforms to construct and manage portfolios on both discretionary and non-discretionary bases.

Brett Crouse is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked at OSAIC Wealth Inc, Caledonian Financial, Liberty University, and other organizations. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and provides access to multiple advisory platforms and third-party money managers.

Emily Henry is a financial advisor with Cambridge Investment Research Advisors in Columbia, TN. She holds Series 63 and Series 66 licenses and has two years of industry experience. Her prior work includes roles at Jackson National Life Distributors and SKC Financial Group, as well as involvement with nonprofit and entertainment organizations. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment implementation strategies through a network of independent Financial Professionals, including proprietary model portfolios and access to unaffiliated strategists.

Jesse Clayton is a financial advisor at Osaic Wealth, Inc. with 11 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Woodmont Investment Counsel, LLC for 14 years and Merrill for 9 years. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and a variety of portfolio management options that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Thomas Sneed is a financial advisor at Osaic Wealth Inc. with 12 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at NBC Securities, Inc. for 12 years before joining Osaic in 2025. Osaic Wealth Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, employing a variety of asset allocation tools and third-party resources to manage portfolios across multiple investment types on both discretionary and non-discretionary bases.

Thomas Snyder is a CFA® charterholder affiliated with LPL Financial and has four years of industry experience. Prior to joining LPL Financial in 2022, he worked with Eight Oaks Financial and served in the U.S. Air Force under the Department of Defense. 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 through a large network of investment adviser representatives. The firm offers a range of investment and financial planning solutions, including model portfolio programs and institutional platforms, supported by operational tools such as machine learning to assist advisors.

Michael Wickberg is a financial advisor at Ameriprise Financial Services with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial for 16 years and Edward Jones for one year. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Glenn Campbell is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise in Columbia, TN. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for clients nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to tailor recommendations, primarily for assets held in Ameriprise-managed accounts, while also offering a broad range of advisory, brokerage, and insurance solutions.

Jeret Crouse is a financial advisor at OSAIC with a Series 66 credential and one year of industry experience. He is also affiliated with Horrell Company, a commercial real estate firm, where he maintains a real estate license and provides occasional consultation and referrals. Jeret’s background includes roles at Caledonian Financial and experience in educational settings. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated financial services and employs tools such as asset-allocation models, risk assessment, and automated rebalancing to construct portfolios across various asset classes.

Lee Hooks is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Ameriprise in Columbia, TN since 2024. His prior experience includes roles at LPL Financial, Private Advisor Group, HWM LLC, and Harvest Wealth Management. He is also a co-owner of Highland Wealth Management, which manages his Ameriprise business. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Mark Meyer is a Series 66-credentialed financial advisor at Ameriprise with 28 years of industry experience. His prior roles include positions at Fifth Third Securities, First Farmers & Merchants Bank, and Investment Professionals, Inc. Outside of finance, he serves as a football official for middle, junior, and high school games through the Middle Tennessee Football Officials Association. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Weisley Frazier Jr. is a CFP®-certified financial advisor with Raymond James Financial, bringing 22 years of industry experience. He has been with various divisions of Raymond James since 2013. Outside of his advisory role, he is an officer and secretary of Grace Financial Partners Inc., a support company related to his business activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, utilizing tailored, non-discretionary strategies that incorporate advanced risk profiling and modeling tools. The firm supports a broad network of advisors and offers specialized services, including municipal finance and SIMPLE IRA Employer Advisory programs.

Nicholas Beck is a CFP® professional with 17 years of experience in the financial industry, all spent at Edward Jones. He holds the Series 66 designation and is based in Columbia, Tennessee. Outside of his advisory work, he is involved in youth baseball officiating with Columbia American Little League. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Nicole Drejerwski is a financial advisor at Edward Jones with 14 years of industry experience. She holds Series 66 and Series 63 designations and has previously worked at Nationwide Investment Services Corporation and Prudential Annuities Distributors, Inc. She is based in Columbia, Tennessee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds.

Montee Sneed is a CFP® with 40 years of industry experience, currently serving with Osaic Wealth Inc. since 2025. He has worked at Caledonian Financial since 2005 and was previously at NBC Securities, Inc. for 20 years. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with access to multiple advisory platforms and third-party money managers. The firm employs a variety of asset-allocation tools and portfolio construction methods, supporting both discretionary and non-discretionary accounts.

Robert Morgan Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Raymond James and its related entities since 2013 and previously worked at Grace Financial Partners, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools to model potential outcomes and supports a range of advisory programs and institutional consulting services.