Matthew Van Pelt is a Series 66 credentialed financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, he held various roles including ownership of a sports card sales business where he sells cards through eBay and livestreams on WhatNot. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based planning covering retirement, tax, estate, and other financial topics without portfolio management or discretionary trading authority.

Jackson Story is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. His background includes roles at Cetera Wealth Services, Jack B. Turner and Associates, and Benefits, Inc., where he works as a benefits consultant specializing in employee benefits such as group health and disability insurance. He also has experience as a graduate assistant at the University of Tennessee at Martin. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing multiple program structures and a variety of third-party and affiliated investment managers.

Katherine Burgess is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. Her prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, Inc., and The Huntington Investment Company. She is also involved with FORA in a capacity outside of investment-related activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory, brokerage, and institutional platforms with various investment strategies supported by advisor-facing tools.

James Dyes is a CFP® and Series 66-registered financial advisor with Edward Jones in Nashville, TN, where he has worked since 2016. He has nine years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Daniel Kramer is a CFP® with 30 years of experience in financial advising, currently affiliated with LPL Financial since 1998. He also operates Kramer Financial Group, LLC, established in 1996. 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, supported by a network of over 22,000 advisors and advanced research tools.

Matthew Rouillier is a CFP® professional based in Nashville, TN, with six years of experience in financial advisory roles. He is currently with Cetera and has previously worked at Concourse Financial Group Securities Inc, Price Waterhouse, and Frazier & Deeter. In addition to his advisory work, Rouillier provides accounting services as a CPA and is involved in the sales and service of insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual clients, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and unaffiliated managers, providing flexible investment strategies and comprehensive client reviews.

Alice Mach is a CFP®-designated financial advisor with 29 years of industry experience, currently affiliated with Ameriprise in Franklin, TN. She has held positions at Ameriprise Financial Services since 2012, with roles also at LPL Financial and a brief period of unemployment. Outside of her primary role, she assists as an Associate Financial Advisor at MEW Practice Management, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and a centralized service team to provide ongoing advice within a structured investment framework.

Robert Rocha is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Scott Hill is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at PricewaterhouseCoopers LLP and has been involved with Vanderbilt University’s Graduate School of Management. Outside of his advisory role, he develops new business relationships and manages an advisory business through Rainmaker Inc. Ameriprise Financial Services serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with a detailed Recommendation Report and ongoing advice that incorporates tax-aware withdrawal strategies and Social Security options.

Jim Durham is a financial advisor at Cetera with 29 years of industry experience and holds a Series 63 designation. He operates Jim Durham CPA and is involved in accounting and tax preparation services through Winchell CPA & Advisory Services PLLC. Durham has a long career spanning various roles in advisory and insurance services since 1982. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, overseeing more than $256 billion in assets.

Lee Ficken is a financial advisor with Thrivent Investment Management in Fairview, Tennessee, holding a Series 66 designation and 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Ficken serves as a board member for One Vision International, a nonprofit organization providing aid in underserved regions globally. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm’s services include ongoing or one-time planning engagements addressing various financial topics and integrate with managed-account programs through a consolidated billing option called “WealthPlan.”

Brian Lombardo is a CFP® professional with 17 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge since 2012. In addition to his advisory role, he is a certified public accountant providing tax preparation and accounting services and owns a sports and fitness business focused on pickleball. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing various portfolio management strategies and platform arrangements tailored to client objectives.

Luke Ficken is a Series 66-registered financial advisor with Thrivent Investment Management, where he has worked since 2009. He has 16 years of industry experience. Outside of his advisory role, he owns a hobby farm involved in minimal seasonal operations and serves as an advisory board member for the Maguire Center for Ethics in Financial Services. Additionally, he is a director at One Church Home, a local non-denominational church, and a partner in Full Send Aviation, LLC, which manages aircraft ownership and related activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics without offering discretionary portfolio management or institutional advisory services.

Robert Seda is a financial advisor with Thrivent Investment Management in Nashville, TN, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Thrivent Financial and its investment management arm since 2016. Outside of his advisory role, he serves as a board member for The Grant James Foundation, which supports families facing challenges related to conception, adoption, or child loss, and he is a deacon overseeing the young professional’s ministry at Bellevue Church of Christ. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based planning across a variety of financial topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority within its Dedicated Planning Service.

Ryan Vollero is a financial advisor at Morgan Stanley based in Franklin, TN. He holds the Series 66 designation and began his career with Morgan Stanley in 2025. Prior to joining the firm, he worked at the University of Tennessee and Hillwood Country Club, as well as Christ Presbyterian Academy and the Gordon Jewish Community Center. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Ryan Guth is a CFP®-designated financial advisor with nine years of industry experience. He is currently with LPL Financial and previously worked at SCF Investment Advisors, SCF Securities, and Edward Jones. Guth is also the author of the book "Permission to Exit: Prepare to sell your business without regret." 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering customizable investment strategies supported by research and technology tools.

Lonnie Liston is a financial advisor with LPL Financial, holding a Series 63 designation and over 34 years of industry experience. He has previously worked at First Tennessee Brokerage, Inc. for 30 years and at Ftb Advisors, Inc. for one year. Lonnie is based in Franklin, TN. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advisor-facing tools.

Brian Kuefler is a financial advisor at LPL Financial with 27 years of industry experience. He holds the CFP® and ChFC® designations and has a background that includes over two decades with First Tennessee and its affiliated entities before joining LPL Financial and First Horizon Bank in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of representatives to individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

Elijah Kramer is a financial advisor with LPL Financial and holds a Series 66 designation. He has one year of industry experience and has worked at firms including Third Bridge Group Limited and NorthernCross Partners, LLC. He is also a member of the United States Army Reserves. 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 and a range of advisory platforms, including model portfolios and third-party asset management, supported by technology tools and oversight of substantial discretionary assets.

Alona Brandon is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Raymond James in 2024, she worked at Alliance Bernstein from 2019 to 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional solutions.