Daniel Tedesco is a CFP®-certified financial advisor with Morgan Stanley in Nashville, TN, with 29 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2014. Outside of his advisory role, he serves on the project committee of Hillsboro Elementary/Middle School's PTO in Franklin, Tennessee. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools.

Freda Evans is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Raymond James since 2017, following prior roles at SunTrust Advisory Services and SunTrust Investment Services. Evans serves as a board member of Recovery Community Inc., a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and nonprofit entities, providing financial planning and non-discretionary investment consulting supported by a broad network of research and portfolio management resources.

Kevin Harris is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Cetera and has a background that includes nearly two decades with Avantax in various advisory and insurance roles. Harris also operates his own tax preparation and accounting practice as a sole proprietor. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party money managers.

Ronnie Mccoy is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 credential and has worked at various Morgan Stanley entities since 2009, including Morgan Stanley Private Bank since 2015. 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 and financial planning services using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

David Geske is a CFP® professional with 24 years of experience in financial advising. He is currently with Raymond James Financial and has held advisory roles at Semiahmoo Financial Group, Bell & Associates, and Bayside Group. Geske is also involved as CEO and officer in two support companies related to his financial businesses in Tennessee and California. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm emphasizes non-discretionary planning tailored to client goals and integrates advanced analytical tools, supporting implementation through various advisory programs.

Elizabeth Grandy is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 40 years of industry experience. She has been affiliated with Primerica Advisors since 1984 and has operated as a self-employed financial professional since 1989. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm focuses on curating third-party asset managers and uses a tiered percentage-based fee model.

Michael Eckholdt is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at LPL Financial and Edward Jones. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Stephanie Depriest is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 credentials, and previously worked at UBS Financial Services and Morgan Stanley. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm provides a broad range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

William Phillips is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 40 years of industry experience. He worked at Wiley Bros Aintree Capital LLC for 19 years before joining LPL Financial in 2025. Outside of his advisory role, he is the owner-trustee of Triple 7 Farm Trust in Nashville, Tennessee. 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 range of financial planning, advisory programs, retirement plan consulting, and brokerage services with various discretionary and non-discretionary management options and access to proprietary and third-party research.

Boone Lancaster is a Series 66-credentialed financial advisor with 18 years of industry experience. He has worked at OSAIC since 2018 and previously at Jhfn Sii from 2011 to 2018. Lancaster serves as a board member and finance chair for Calvary Young Children's School in Nashville, where he participates in budget reviews and project approvals. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios across various asset classes.

Mary Robertson is a financial advisor with Wells Fargo Clearing in Madison, TN, holding a Series 63 designation and bringing 36 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of her advisory role, she is an independent consultant selling health and wellness products. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach is grounded in modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Julie Hippe is a financial advisor at LPL Financial with 16 years of industry experience. She previously worked at Raymond James & Associates for 12 years and was involved with Kaia Woodkrafts for five years. Hippe holds Series 63 and Series 66 designations. 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 provides a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Donald Bruce is a financial advisor with Cambridge Investment Research Advisors in Nashville, TN, holding a Series 66 designation and 14 years of industry experience. His career includes multiple roles at Cambridge Investment Research and its affiliates since 2013, as well as positions at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, he serves as a director of an LLC involved in real estate purchasing. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors—by providing financial planning, investment management, and retirement advisory services. The firm offers both proprietary and third-party investment strategies through a network of independent financial professionals, with flexible implementation options tailored to client objectives.

Edward Hood III is a financial advisor with Edward Jones in Nolensville, TN. He holds a Series 66 designation and has six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Verizon Wireless and The Global Swap Shop. Outside of his advisory role, he is the starting founder and past president of the Nolensville BNI Chapter and currently serves as its Membership Host. 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 manages over $1 trillion in assets with a large nationwide network and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Chris Mitchell is a Wealth Management Advisor with The Mitchell Group at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to develop personalized financial strategies that address their complex financial needs. His approach involves a thorough discovery process to understand clients' long-term financial goals and create customized plans that include retirement planning, education planning, legacy planning, investments, and insurance. Chris collaborates with clients' CPAs and attorneys to integrate estate planning and tax considerations into wealth management strategies. Chris holds several professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Belmont University. With experience since beginning his career in 1998, Chris guides clients in areas such as portfolio management, executive compensation, philanthropic planning, tax minimization, and legacy planning. In addition to his professional role, Chris is involved in his community, serving with organizations such as the Commodore Yacht Club and Second Harvest Food Bank. His personal interests include boating, gardening, golfing, tennis, and spending time with his family. Chris's philosophy centers on working closely with clients to develop financial strategies that support their long-term goals.

Darryl Thompson Jr. is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Thompson serves as CEO and an officer on the board of Amazima Ministries, a nonprofit organization focused on financial oversight and governance. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving individuals, institutional clients, pension plans, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.

Joe McCranie is a Financial Consultant at Fidelity Investments, where he has been working since 2024. In this role, he focuses on creating an educative and collaborative environment tailored to the unique needs of his clients, aiming to help them build personalized financial plans. His experience at Fidelity Investments includes roles as an Investment Consultant (2023-2024), Investment Solutions Representative (2022-2023), and Customer Relationship Advocate (2021-2022). Prior to joining Fidelity, Joe worked as a Personal Banker at Ameris Bank from 2018 to 2021.

Jackson Tucker is a financial advisor at Raymond James & Associates with two years of industry experience. He holds Series 65 and Series 63 licenses. His prior work history includes roles at Northwestern Mutual Investment Services, LLC, NMA Inc, and H. McKinley Wiggins. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Kannan Akins is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. He previously worked at Northwestern Mutual Investment Services and has professional experience in education at Middle Tennessee State University and Watertown High School. He is currently based in Franklin, TN. 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 offers financial planning, asset management, and educational programs with a collaborative, goal-focused approach.

Eric Stanley is a financial advisor at Primerica Advisors in Nashville, TN, holding Series 65 and Series 63 licenses. He has been with Primerica Financial Services since 2013 and has work experience at several companies including Spectrum Brands, PFS Investments Inc., and Insight Global. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based investment strategies and discretionary separately managed accounts.