William Pearson is a financial advisor at Ameriprise with five years of industry experience. He previously worked at U.S. Bancorp Investments and U.S. Bank. He is also involved with Rainmaker Inc., where he develops new business relationships and manages advisory business activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, with recommendations based on proprietary research, third-party data, and algorithmic analysis.

Scott Swander is a financial advisor with LPL Financial based in Franklin, TN. He holds the Series 66 designation and has 24 years of industry experience, including prior roles at Synergy Wealth Management, Raymond James Financial Services, Securities America Advisors, and Merrill. Swander is also a notary and insurance agent associated with Synergy Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and various technological and financial tools.

Scott Milford is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He also works as a part-time music director at Skyline Community Church, where he has been involved since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Terry Wheeler is a financial advisor with Merrill in Nashville, TN, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Middle Tennessee State University and Farmers Insurance. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Peggy Rouillier is a CFP®-designated financial advisor with 34 years of industry experience, currently affiliated with Cetera. She previously worked at Concourse Financial Group Securities Inc. for nine years before joining Cetera and Cetera Wealth Services, LLC. Outside of her advisory role, she is involved in insurance product sales and serves as a trustee of her living trust. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a diverse range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party model portfolios.

Renee Hitchcock is a financial advisor with Osaic Wealth, Inc. in Nashville, TN, holding a Series 66 designation and three years of industry experience. She has worked at Osaic Wealth since 2022 and has prior experience with Innovative Financial Group/Beyond Asset Management dating back to 2018. Outside of advisory roles, she is a licensed notary public. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage, advisory, and financial planning services, employing asset-allocation tools and various portfolio management options that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Eric White is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at Ftb Advisors, Inc. and First Tennessee Brokerage. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Caitlin Olson is a financial advisor at Raymond James Financial Services Advisors, Inc. with seven years of industry experience. She holds a Series 66 designation and has previously worked at Ascent Wealth Advisory, LLC and Franklin Synergy Bank. 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 clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and institutional portfolio management.

Walter Keith IV is a financial advisor with Raymond James Financial based in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Raymond James Financial since 2009 and previously at several firms including Ellis & Company Retirement Strategists and Curtis Stokes & Associates. Keith is the owner of Walter Keith & Co., a support company based in Brentwood, TN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations such as a municipal advisor arrangement to support its public finance work.

William Greene is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves on the finance and investment committee of a local religious organization, Free Range Pastor, where he participates in governance and financial oversight. 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 charitable organizations, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Robert Lord is a financial advisor with Morgan Stanley in Franklin, TN, holding a Series 66 designation and bringing 43 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a participating member of KLT LLC, a technology-focused company, and serves on the finance committee of the Jonathan Club in Los Angeles, where he is currently being considered to lead the committee. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and models to assist clients, offering a wide range of investment and financial services without providing individual security recommendations through standalone plans.

William Hickey is a Series 66-licensed financial advisor at Thrivent Investment Management in Nashville, TN, with one year of industry experience. Prior to joining Thrivent, he held various roles mainly in the music and education fields, including freelance musician and educator. He provides general freelance music services such as performing and teaching drum lessons outside of his advisory role. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning covering topics like retirement, income tax, estate, and special needs planning, with the option to combine planning with managed accounts under a consolidated billing program.

Mark Puryear IV is a CFP® with six years of industry experience, currently affiliated with Raymond James & Associates. His prior experience includes roles at Hightower Advisors, The Bahnsen Group, Janney Montgomery Scott, and FirstBank. 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, institutional and pension plans, charitable organizations, and government entities—offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Jean Jackson is a CFP® certificant with 25 years of industry experience, currently associated with OSAIC in Franklin, TN. She previously worked at Royal Alliance Associates, Inc. and AdvisorNet Wealth Management. Jackson is the owner of Eagle Creek Financial Advisors, LLC, where she acts as a life and long-term care insurance agent. OSAIC serves a wide range of retail and institutional clients through an extensive network of affiliated financial advisers, offering integrated brokerage and advisory services along with access to third-party money managers and wrap programs. The firm uses advanced asset-allocation tools and supports both discretionary and non-discretionary account management across diverse investment vehicles.

Bethany Todzia is a financial advisor at Cetera with four years of industry experience and holds a Series 65 designation. She has previously worked at firms including Kraft Asset Management, Avantax Advisory Services, and Anchor Financial Group, where she also serves as a senior accountant providing tax preparation and financial planning services. Cetera Investment Advisers LLC is a large national advisory platform serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Charles Collins is a financial advisor at MassMutual Investors Services with 38 years of industry experience. He holds the ChFC® designation and Series 63 license. He has worked with MML Investors Services since 1988 and Massachusetts Mutual Life Insurance Company since 1987. Outside of advising, he is a life coach and an author working on a book. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, delivering structured, collaborative planning relationships using firm-approved analytical tools.

Winston Minter is a financial advisor at LPL Financial with 26 years of industry experience. He has held positions at Morgan Stanley and its affiliated entities from 2004 to 2018 before joining LPL Financial in 2018. Minter holds the Series 63 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and various operational tools.

Jackson Dugger is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Fidelity Investments, Guardian Life Insurance Company, and Park Avenue Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses on a broad range of financial topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning engagements.

Craig Brown is a financial advisor with Fidelity Investments in Franklin, TN, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes roles at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and MissionSquare Retirement. Outside of his advisory work, he is a partner in a real estate venture focused on purchasing, rehabilitating, and selling properties. Craig is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research and quantitative analysis to manage model portfolios and serves multiple registered investment companies with a distinctive focus on algorithmic methods and formal governance procedures.

Charles Goldman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at several firms including OSAIC, Fsc Securities Corp, and Next Financial Group Inc. Since 1990, he has also been involved with Goldman Wealth Management, Inc., a non-variable insurance and investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.