Patrick Mc Farland is a Series 66–licensed financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2009. 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 solutions supported by a large national network of financial advisors and branch offices.

Travis Curatolo is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and one year of industry experience. His prior experience includes roles at SageSpring Wealth Partners and LeTourmeau University, as well as service in the U.S. Air Force. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment solutions across multiple platforms, including proprietary models and access to third-party managers, with both discretionary and non-discretionary implementations.

William Yawn is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera and related affiliates since 2019, following prior roles at Summit Financial Group Inc. He is also licensed to sell life insurance and annuities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies, financial planning, and consulting services, overseeing more than $256 billion in assets through a network of over 10,000 advisors.

Michael McNicholas is a financial advisor with LPL Financial in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Securities America, Inc., as well as operating his own advisory practice. Outside of finance, he is involved in a film and photography business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research, with capabilities including discretionary management, model portfolios, and retirement plan consulting.

Ray DeNeefe is a Planning Consultant at Fidelity Investments, a position he has held since 2022. He focuses on understanding clients' personal and financial needs and collaborates with both clients and advisors to develop customized financial plans. Ray is motivated by relationship-based work and aims to help clients gain confidence in their financial goals. His professional experience includes roles as a Relationship Manager at Fidelity Investments from 2021 to 2022, a Paraplanner at Southwestern Investment Group from 2020 to 2021, and a Financial Representative at Fidelity Investments from 2018 to 2020. Earlier in his career, Ray worked in Wealth Management Services at Union Bank of Switzerland (UBS) in 2016 and in Client Services at Securities Service Network in 2015.

Ryan Tracy is a financial advisor with Cetera in Nashville, TN, holding a Series 66 designation and 12 years of industry experience. He has been with Cetera and Cetera Investment Services LLC since 2015 and has a concurrent role at Regions Bank since 2014. In addition to his advisory work, he engages in fixed insurance sales through the bank and refers clients to the mortgage department for loan services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, combining affiliated and third-party managers with various program structures and custodial relationships.

Jason Betts is a financial advisor with Edward Jones in Dickson, TN, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked in various roles including at the Water Authority of Dickson County and Johnson, Mirmiran & Thompson. He serves as Lead Pastor at Calvary Baptist Church, where he preaches and teaches weekly. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm supports over 23,700 advisors nationwide and manages approximately $1.01 trillion in assets under management.

Albie Vollero is a financial advisor with Morgan Stanley in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Morgan Stanley and its affiliated Private Bank since 2009. Outside of his advisory role, he is involved in residential real estate investment and management in the Tennessee area. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies.

Matthew Ribble is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services Inc and Victory Capital Advisers. Outside of financial advising, Ribble serves as president, coach, and administrator of a youth wrestling club. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios that include a variety of investment types.

Corey Holland is a financial advisor at Fisher Investments with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, Wells Fargo Clearing, Merrill, and Bank of America. Outside of his advisory work, he owns and manages a vacation rental business in Scottsdale, Arizona. 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 policy committee and combines quantitative and qualitative research to manage globally diversified portfolios with various risk management and tax-aware strategies.

Andrew Wilson is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has prior work experience in the banking and hospitality sectors, including roles at Regions Bank, Cool Springs Wine and Spirits, Gerards 1907 Tavern, and Papa Johns. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to affiliated and third-party money managers and various program structures.

Terrence Wittman is a Series 66-licensed financial advisor with LPL Financial, based in Franklin, TN, where he has worked since 2003, accumulating 25 years of industry experience. He holds roles as an outside agent for several non-variable insurance providers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research and model portfolios.

David Mitchell Jr. is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds the Series 66 designation and has worked with Raymond James Financial Services Advisors since 2013. His career also includes roles at FB Investment Partners, FB Wealth Partners, and FirstBank since 2020. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides non-discretionary planning tailored to client goals, supported by analytical tools and risk profiling, and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.