Samuel Davis is a financial advisor at Cetera with 38 years of industry experience. He holds a Series 63 designation and has extensive prior experience at Avantax Advisory Services, where he worked for 35 years. Outside of his advisory role, he is involved in community organizations including serving as treasurer of the Hohenwald Arts Council and president of the Lewis County Museum Board, and he owns several businesses spanning tax preparation, accounting, cybersecurity services, and business consulting. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individual, institutional, and retirement plan clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform featuring both affiliated and third-party managers.

Garrett Daniel is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Securian Financial Services Inc, and Minnesota Life Insurance Co. Daniel is also involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management, supported by research and model portfolios.

Nicole Mcleod is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

William Parrott is a CFA® charterholder with four years of experience in the financial industry. He is currently an advisor at Raymond James Financial Services Advisors Inc. and also contributes as a Finance and Investment Committee member for Belle Meade United Methodist Church. Parrott’s prior experience includes roles at Merrill Lynch and Bank of America. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a broad client base, including individual investors, pension plans, charitable organizations, and municipal entities. The firm offers tailored, non-discretionary advisory solutions supported by a network that includes public finance capabilities and institutional fiduciary services.

Bryce Snyder is a financial advisor with Raymond James Financial in Nashville, TN. He holds a Series 66 designation and has recently started his career in the industry. Prior to joining Raymond James, he worked in various roles including positions at WestPac Wealth Partners and Park Avenue Securities LLC, as well as non-financial roles at educational and recreational institutions. He is also involved with Adams Wealth Partners, a non-investment-related business. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and institutional clients, including high-net-worth investors and public entities. The firm offers tailored, non-discretionary advisory services and supports small business retirement plans through its SIMPLE IRA Employer Advisory & Consulting Services program.

Jonathan Johnson is a Series 65-licensed financial advisor with Fisher Investments, based in Mt Juliet, TN. He has 12 years of industry experience and has been with Fisher Investments since 2013. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research, and it offers sub-advisory and retirement plan services to a diverse client base.

Kenneth Ford is a CFP® professional with 18 years of industry experience, currently affiliated with Raymond James Financial in Nashville, TN. He previously worked at LPL Financial for nine years and is associated with Pinnacle Asset Management as an associate. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities, providing financial planning and non-discretionary investment consulting supported by firm research and an extensive affiliate network.

Mitchell Nini is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2014. Prior to his current role, he has worked at Bank of America, N.A. since 2022. Merrill provides managed account services through the Select Portfolio Solutions program to Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm operates within Bank of America’s broader platform, providing access to a wide array of products and services.

Ross Von Minden is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2020. Prior to this, he worked at Personal Capital Advisors Corporation for three years and Raymond James & Associates for two years. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management with a centralized investment approach that integrates quantitative and qualitative research.

Douglas Brown is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at DaVita Kidney Care for seven years and has experience with Little Caesars and the Tennessee Army National Guard. He serves on the Town of Smyrna Packaged Liquor Board, where he participates in decisions regarding packaged liquor licenses. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm offers a range of investment advisory programs and managed solutions, supported by a large network of financial advisors and branch offices across the United States.

Gary Rzucidlo is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66, Series 63, and Series 65 licenses. Prior to joining J.P. Morgan Securities and J.P. Morgan Chase Bank in 2019, he worked at Bank of New York Mellon for nine years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework to its investment recommendations.

Nicholas Highberger is a financial advisor with Morgan Stanley in Franklin, TN, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015, with a period of full-time education from 2014 to 2017. Outside of his advisory role, he owns Ohana GTR, an online shop selling car-themed apparel and goods. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Jason Jacobs Jr. is a Series 66-registered financial advisor at Merrill with two years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated, as well as a period in the hospitality sector at 12th Man Sports Pub. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies for a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Susan Biederstedt is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Her career includes roles at JPMorgan Chase Bank and Meridian Hills, as well as involvement with educational institutions and nonprofit programs such as Culver Academies, Denison University, and the Washington Township Tennis Program. She also worked with Sweet Things Chocolate, reflecting a diverse range of professional experiences outside finance. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, emphasizing asset-allocation advice and manager searches. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Chase Mehaffey is a financial advisor with Raymond James & Associates based in Nashville, TN. He holds Series 63 and Series 65 designations and has two years of industry experience. His prior work includes roles at Trinity Wealth Securities, Florida Financial Advisors DBA Tristate Financial Advisors, and involvement with the Cocktail Collection. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a diverse client base—including individuals, institutions, and public entities—offering wealth advisory planning, investment consulting, and specialized municipal and public finance services.

Ashley Chavarria is a financial advisor at UBS Financial Services in Nashville, TN, with two years of industry experience. She holds the Series 66 designation and has previous experience at Morgan Stanley and Strickler and Prieto CPA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services.

Crystal Beastrom is a financial advisor at Merrill with a Series 66 credential and five years at the firm, following nine years at Truist. She serves as the secretary on the board of the Chickering Homeowners Association in Atlanta, where she participates in governance and meeting documentation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad range of individual and institutional clients.

Steve Webster is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2001, holding various roles including Financial Consultant and Financial Representative. Prior to Fidelity, he worked as an Investment Consultant at TD Ameritrade and as an Internal Wholesaler at Curian Capital. Steve's professional experience spans over two decades in the financial services industry, where he focuses on helping clients develop tailored financial plans that align with their specific goals. He emphasizes consistent monitoring and adjustment of these plans to support clients' progress toward their objectives. Outside of his professional work, Steve enjoys biking, fishing, fitness activities, golf, hiking, and kayaking.

Mattias Sebsbie is a financial advisor at Merrill with Series 65 and Series 63 credentials and one year of industry experience. He has held prior roles at Bank of America, Trinity Wealth Securities, and Florida Financial Advisors, where he also worked as a financial consultant. Sebsbie has experience in fixed insurance sales alongside his advisory duties. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm’s integration with Bank of America’s broader platform allows access to a wide set of products and services.

Benjamin Fordham is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Raymond James Financial Services and Pinnacle Bank. Outside of his advisory role, he is a co-owner of Hotworx, a fitness franchise. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory services, including model portfolios, retirement plan consulting, and participant advice programs.