Joseph Modica is a CFP® professional with 7 years of experience in financial advising. He has operated Modica Financial Services since 2008 and also manages tax and insurance-related businesses dating back to 1989. In addition to advisory services, he prepares income tax returns and provides audit representation. Modica Financial Services offers asset management and financial planning primarily to individual and high-net-worth clients, integrating tax planning, audit representation, and insurance solutions. The firm employs a long-term, buy-and-hold investment strategy with periodic rebalancing and manages client portfolios on a primarily non-discretionary basis.

David Madden is the principal of Resilient Financial Solutions and holds a Series 65 designation with one year of experience in the financial industry. He has a 34-year career with the Department of the Air Force and currently serves as a Senior Program Manager at a defense subcontractor. Madden is also the Founder and CEO of Truly Found LLC, an online reseller of collectibles and toys. Resilient Financial Solutions is a fee-only registered investment adviser that provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a combination of fundamental and cyclical analysis alongside modern portfolio theory, utilizing both passive and active strategies tailored to client objectives and risk tolerances.

Byron Ford is a CFP® with 29 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2016. He also has a role at Keith Ford and Associates, where he provides investment advice, insurance, and financial planning. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and ERISA plan consulting through a combination of independent advisors and an in-house Private Client Group. The firm uses multiple account structures and model-based solutions implemented via proprietary and third-party platforms.

Jorie Pitt is a CFP® and holds a Series 65 license with 14 years of industry experience. She has worked at Mission Wealth Management, LP since 2020 and previously spent nine years at AHC Advisors, Inc. in Lebanon, Tennessee. Mission Wealth Management, LP is an SEC-registered fiduciary serving high-net-worth individuals and families, nonprofit organizations, pension and retirement-plan sponsors, trusts, and brokerage customers. The firm offers customized wealth management and financial planning services, including portfolio management, tax planning, estate coordination, and pension consulting, managing portfolios with a long-term orientation across various service tiers.

William Brantley is a financial advisor with Level Four Advisory Services holding a Series 66 designation and six years of industry experience. Prior to joining Level Four in 2024, he worked at Wells Fargo Advisors for five years. He also serves in the Tennessee Army National Guard. Level Four Advisory Services is an enterprise investment adviser managing over $5 billion across more than 13,000 client relationships. The firm serves a diverse client base with tailored financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a combination of affiliated and third-party managers.

Scott Pries is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with Principal Securities since 2016 and with Principal Life Insurance Company since 2006. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

William Bryson Jr. is a financial advisor with Equitable Advisors in Lebanon, TN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, and serves as a board member for Friendship Christian School. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a range of third-party programs and advisory services. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor investment solutions based on client goals and risk tolerance.

James Below is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working in the financial advisory field since 1985, focusing on assisting individuals and small businesses with wealth management. His expertise includes helping plan sponsors manage and administer retirement plans such as 401(k), Profit Sharing, and Defined Benefit plans. Mr. Below holds several professional designations, including Chartered Retirement Planning Counselor™, Chartered Retirement Plan Specialist™, Certified Plan Fiduciary Advisor®, Certified 401(k) Professional (CkP), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Before his current role, he founded Senergy Incorporated, a consulting firm specializing in financing and developing energy-saving projects for commercial buildings. He attended the University of California at Berkeley and Humboldt State University, concentrating on economics and accounting. He is married and lives in Santa Rosa with his wife and two sons. Mr. Below is engaged in community activities and volunteers with local organizations. His personal interests include football, hiking, reading, and watching movies. As a Portfolio Manager, he manages personalized investment strategies incorporating individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.

Tracey Hay is a financial advisor with Equitable Advisors in Lebanon, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of her advisory role, she is a part-owner and partner in a commercial property leasing business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through various third-party managers and LPL programs. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Thomas Wade Jr. is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has previously worked at Wells Fargo Advisors and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers to meet diverse client needs.

Tonya Brimer is a financial advisor at Edward Jones with a Series 66 designation and 16 years of experience at the firm. She also engages in real estate activities as a salesperson with Macon Realty Co. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Jeffrey Mark is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and bringing 23 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he owns Jeffrey Mark Motorsports, an Indy race car ownership venture. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo research and tools, with advisory services integrated alongside other financial products and referral channels.

Denise Barrows is a CFP®-certified financial advisor with 31 years of industry experience. She is currently with Cetera and BSV CPAs and Wealth Advisors LLC, having previously worked at Avantax Investment Services, Inc. and 1st Global Advisors, Inc. Barrows also serves as president of The Barrows Sollenberger Group, a CPA firm providing tax preparation, consulting, and accounting services, and holds a board position with the Financial Services Institute. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining retirement and institutional services with multiple program structures and third-party managed solutions.

Daniel Foutch is a financial advisor with Robert W. Baird & Co. who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and was previously with J.J.B. Hilliard, W.L. Lyons, Inc. for 36 years. Outside of his advisory role, he is involved in managing a family farm through Foutch Farms, LLC. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers, including traditional and complex investment strategies.

Stephen Russell is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Raymond James since 2009 and also has experience with Wilson Bank & Trust and First Baptist Church Carthage. Outside of advising, Russell is a partner in a local excavating business and a real estate development firm, and he manages a small hobby farm with beef cattle and honey bees. Raymond James Financial Services Advisors serves a wide range of clients, including individuals, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to create tailored financial plans.

Brandon Harris is a financial advisor with Raymond James Financial in Carthage, TN, holding a Series 66 designation and two years of industry experience. His work history includes roles at Raymond James Financial Services, Wilson Bank & Trust, and Citizens Bank of Carthage. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by proprietary research and a broad affiliate network.

Angelina Jong is a financial advisor with UBS Financial Services who holds a Series 66 designation and has 19 years of industry experience. Her prior work includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Anthony Helton is a CFP® professional with 34 years of industry experience, currently serving at Equitable Advisors since 1999. Prior to that, he was affiliated with AXA Advisors, LLC for 21 years. He is involved in community leadership as an elder at The Greater Nashville Church, where he participates in ecclesiastical decision-making. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Sharolyn Williams is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, she worked at Asurion and Lipscomb University. 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 approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Kyle Setelin is a financial advisor with Equitable Advisors in Lebanon, TN, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, he held various roles including sales associate and grill cook. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, using a hybrid referral and implementation model.

Amanda Rae Brigham is a financial advisor with UBS Financial Services in Lebanon, TN, holding a Series 66 designation and 17 years of industry experience. She has been with UBS since 2007. Outside of her advisory role, she operates a mobile barista stand called Cool Beans Coffee that serves coffee at weddings and event venues. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans.

Aaron Mishoe is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and 83rd Street Wealth Management. Outside of advising, he operates a small IT support business providing after-hours assistance to past clients. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, supported by a large network of advisors and branch offices nationwide.

Kevin Jones is a financial advisor at MWA Financial Services Inc. with 15 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Penn Mutual Life Insurance Company, Hornor Townsend & Kent LLC, and Modern Woodmen of America. Outside of finance, he serves as an armed security guard for professional sporting events through Specialized Security Consultants. MWA Financial Services Inc. serves individuals, trusts, corporations, charitable organizations, and employer-sponsored retirement plans through a network of 134 advisors. The firm offers tiered financial planning and both adviser-managed and third-party managed accounts, providing most services on a non-discretionary basis while combining advisory and broker-dealer activities.