CFP®-certified, multi-generational wealth transfer financial advisors in Franklin, TN

Laura Stevens is a Series 66-licensed financial advisor with Fifth Third Securities, Inc., where she has worked since 2013. She has 15 years of industry experience. Outside of her advisory role, she is involved in music through her ownership and operation of Laura Kaczor Music Ministries, where she writes, records, performs, and sells original music. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program, offering multiple managed-account options and features such as direct indexing and tax-overlay services.

Philip Watson is a CFP® professional with 21 years of experience in financial advising. He has operated Philip M. Watson Financial Advisors in Franklin, TN since 2001. The firm serves middle-income individuals and families by providing holistic financial planning and investment advisory services focused on tax, estate, retirement, risk management, and small business needs. Philip M. Watson Financial Advisors operates as a fee-only independent firm that does not sell insurance or accept commissions on product recommendations.

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.

Matthew Sell is a financial advisor with Edward Jones in Franklin, TN, holding CFP® and Series 66 designations and having seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company for one year, and at Advantage One Insurance Agency for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products, supported by a large nationwide network of advisors and branches.

Joshua Levine is a financial advisor with Money Concepts Capital Corp in Franklin, TN, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been affiliated with Palms Casino Resort since 2005. Outside of his advisory role, Levine serves on the board of directors for a travel baseball organization and acts as a pitching coordinator for a related charity. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages assets through a combination of model portfolios, advisor-designed strategies, and third-party sub-advisers, employing fundamental and technical analysis alongside modern portfolio theory.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

Deborah Etherton is a financial advisor at Edward Jones in Cape Girardeau, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Edward Jones since 2005. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

George Bonikos is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping clients build, manage, and optimize their wealth through clear and disciplined strategies tailored to their goals. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. George's approach is rooted in curiosity, discipline, and a drive for continuous improvement. He aims to be a trusted partner for clients navigating complex financial decisions and planning for their financial futures. George holds a Bachelor of Science degree in Economics from Hunter College and is a Personal Investment Advisor (PIA). Outside of his professional work, he enjoys adventure sports, camping, chess, cooking, fishing, hiking, music, reading, rock climbing, and spending time with his family.

Carson Leydecker is a CFP® professional with two years of industry experience, currently affiliated with Kintra Wealth, LLC. He has held positions at Kintra Wealth and Mutual Securities, Inc. since 2026 and previously worked at Loring Advisory Group and Commonwealth Financial Network. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to implement tax-efficient investment strategies on a household basis.

Taylor Stanfill is a CFP® professional with 15 years of industry experience. He has been with Veritas Planning Group since 2014 and is currently part of the Verisail Partners, LLC team in Chamblee, GA. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach, emphasizing a factor-based framework informed by the Fama-French three-factor model, and manages portfolios primarily on a discretionary basis.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.