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.

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.

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.

William Fuson is a CFP® professional with 15 years of experience in the financial services industry. He has worked at LPL Financial since 2018 and previously spent seven years at Invest Financial Corporation. Outside of his advisory role, he is involved in the sale of life, health, disability, and long-term care insurance, as well as fixed annuities through Ruckart Associates, Inc. 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 advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research from various sources.

Hubert Redden is a ChFC® with 55 years of industry experience, currently with Mass Mutual Investors Services since 2017. He previously worked at Metlife Securities Inc. for over five decades. Outside of his advisory role, he serves as a board member for the charitable organization The Renaissance Center. MassMutual 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 seminars with a focus on collaborative, goal-oriented planning.

Tiffany Greer is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Avantax Insurance Services and Avantax Investment Services for over two decades before joining Cetera in 2025. Greer also has a long-standing association with Jim Durham since 2003. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party investment strategies.

Garrett Culwell is a financial professional with 13 years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked previously at Minnesota Life Insurance Company and Securian Financial Services. In addition to his advisory role, he is involved with North Star Consultants, where he serves as an agent/broker and financial professional in related financial services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures and provides access to affiliated and third-party managers.

Susan Why is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 credential and has been with Edward Jones since 2024. Outside of her advisory role, she manages Gregory's Maintenance Service, a handyman business based in Nunnelly, Tennessee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

David Patterson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Primerica Advisors since 1999 and has worked with Primerica Financial Services since 1991. Outside of his advisory role, he serves as a partner and vice president of Promised Land 2.0 Inc., a non-investment-related business in Bon Aqua, Tennessee. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure distinct from fixed-fee billing options.

Jennifer Winchell is a CFP® professional with 20 years of industry experience, currently affiliated with Cetera in Nashville, TN. She also owns and manages Winchell CPA & Advisory Services PLLC, a certified public accounting firm providing accounting, tax, and financial consulting services. Her background includes roles at Avantax Advisory Services and long-term involvement with Jim R Durham CPA firms, where she also provides bookkeeping and bill payment services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operates a multi-manager platform, and manages over $256 billion in assets.

M. Brandon Hall is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with various Fidelity entities since 2000 and currently serves in Franklin, TN. Outside of his advisory role, he owns a family horse business focused on rescue, training, and racing, and serves as Vice President of Fundraising for the Franklin High School Band Boosters. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios through intermediary platforms.

James Mayes is a financial advisor with LPL Financial in Nashville, TN, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has worked at LPL Financial since 2025 and previously was affiliated with Ftb Advisors, Inc. and First Tennessee Brokerage, Inc. He operates under the trade name First Horizon Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse financial planning and advisory programs, including discretionary and non-discretionary management, backed by research, model portfolios, and advanced technologies.

John Holliday is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Stifel since 2015. He is a board member of the 4-H Club Foundation of Mississippi, where he supports and advises state 4-H programs. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach employs proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation, retirement, insurance, and estate planning.

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.

Matthew Wright is a financial advisor at Edward Jones in Dickson, TN, holding CFP® and Series 66 credentials with five years of industry experience. Prior to joining Edward Jones in 2021, he was with Radeas LLC for seven years. Outside of his advisory role, he owns and operates Grainger Solutions LLC, an IT consulting business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of advisory programs, 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 a large network of financial advisors and branch offices nationwide.

David Deans is a financial advisor with Raymond James & Associates in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Raymond James & Associates since 2018 and also maintains roles with Producers Choice LLC and FTB Advisors, Inc. 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 public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Collin James is a financial professional with 10 years of industry experience, currently affiliated with Cetera Investment Advisors. He holds Series 63 and Series 65 credentials and has worked at Cetera and Jack B. Turner and Associates, Inc., alongside prior service in the United States Air Force. In addition to his advisory roles, he is engaged as an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisors serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, supported by a nationwide network of over 10,000 advisors and more than $256 billion in assets under management.

Steve Abramowicz is a financial advisor with Ameriprise in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2022. Outside of advising, he owns the Heartland Journal podcast. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Robert Waechter Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. 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, institutional clients, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships.

John Ellett is a CFP® with 10 years of experience in financial advising, currently affiliated with Raymond James Financial. His prior roles include positions at UBS Financial Services Inc. and Pinnacle Financial Partners. He is also a principal at Sturgeon & Ellett Wealth Management in Nashville, TN. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary advice using analytical tools and supports its recommendations through a variety of advisory programs and partnerships.