Dimitris Lorandos is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2007. Outside of his advisory role, he is the owner of Financial Solutions Group, LLC, an independent insurance agent, and a member of Forevia Holdings, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by providing financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms while maintaining proprietary model strategies under the Founders Gate Capital brand.

Jared Jones is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and G4S. Jared has been with Fidelity Investments for five years, including his current role since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and advisory roles with multiple registered investment companies.

John Hannum is a financial advisor with Edward Jones in Gallatin, Tennessee, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2020, he worked at Farmers Insurance and Windham Professionals Inc. He also co-hosts a weekly two-hour radio show, "The JT and Johnny Show," which features Nashville songwriters discussing and performing their music. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions and separately managed accounts.

Scott Pimentel is a financial advisor with LPL Financial in Nashville, Tennessee, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Quell Financial Group and Waddell and Reed, Inc. He has also maintained other business activities related to insurance and investment services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a broad network of representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of clients including individuals, retirement plans, banks, and trust companies.

Kenneth Farley is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Pinnacle Financial Partners and Raymond James Financial Services since 2018. Outside of finance, he has been involved in photography since 2010. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Alden Cox Jr. is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with Prudential Insurance Company of America and PRUCO Securities, LLC. His other business activities include affiliations with Manhattan National Life Insurance Company, Mutual of Omaha, and Shenandoah Life Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, alongside brokerage and insurance product services through affiliated entities.

Ryland Smith is a financial advisor at Ameriprise with a Series 66 designation. He joined Ameriprise in 2024 and has held various positions across industries including consulting and education since 2016. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income and tax-aware withdrawal strategies through its Premier Retirement Income service.

Donna Negus is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has held roles at multiple firms, including True North Wealth Solutions, Central Illinois Group LLC (dba Lifewise Wealth Advisors), and Carleton Financial Inc., where she provides advisory and brokerage services. Cetera Investment Advisers LLC is an SEC-registered adviser operating a large nationwide network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through multiple program structures and third-party managers.

Jessica Ateca is a financial advisor at Edward Jones with a Series 66 designation and seven years of experience. She previously worked at Pinnacle Financial Partners and SunTrust Bank. 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 advisors and branch offices across the country.

Robert Miller II is a financial advisor with LPL Financial in Mount Juliet, TN, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with LPL Financial or its predecessor entities since 1995. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Aaron Slate is a Series 66-licensed financial advisor with Edward Jones in Greenbrier, TN, with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Lipscomb University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jennifer Sellers is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and HealthStream Inc. In addition to her advisory role, she owns Scattered Words LLC, a business that creates wearable and artistic items from vintage dictionaries and books. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Abigail Vinson is a Series 66-licensed financial advisor with Edward Jones in Mount Juliet, TN. She has eight years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated products.

David Cannon is a financial advisor with Primerica Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2001 and has worked at Primerica Financial Services since 1998. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm focuses on curated third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Eric Berner is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Before joining LPL Financial in 2021, he worked with several organizations including Whiskey University, where he taught bourbon tasting classes, and has been involved in various business activities such as acting and owning Picking Nashville. 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 financial planning and asset management services through a large network of investment adviser representatives.

Scott Stone is a financial advisor with Cetera who holds a Series 63 designation and has 28 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, and he oversees the daily operations of Advanced Tax & Income Services, a tax preparation and accounting business he has been involved with since 1992. Outside of his advisory work, Stone serves as chairman of the Teller Ministry at Shiloh Baptist Church, responsible for managing the counting and accountability of charitable contributions. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, with multiple program structures and investment strategies available.

Jenny Farrell is a financial advisor with Edward Jones in Hendersonville, TN, holding Series 66 and Series 63 licenses. She has one year of experience in the industry, including prior roles at Nashville Bone and Joint and United Surgical Partners, International. Edward Jones is a 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 across the country.

Garrett Anderson is a financial advisor with Merrill holding a Series 66 designation. He has one year of experience in the industry, including roles at Bank of America, Merrill, and previous positions across various sectors. 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 plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Lesley Norton is a financial advisor with LPL Financial in Hendersonville, TN, holding a Series 66 credential and four years of industry experience. Prior to joining LPL Financial, she worked in education at Belmont University, Volunteer State Community College, and Hendersonville High School. Norton is a co-owner of Collier Wealth Insurance Services, an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, and institutional platforms, supported by extensive operational and research tools.

Joseph Tucker is a CFP® professional with 21 years of industry experience, currently serving at Edward Jones in Springfield, TN since 2005. He is co-owner of boutique clothing and decor business Flourish Co. and an e-commerce reselling venture, Aces & Arbitrage, which sells vintage electronics. He is also the owner of Joe Tucker Photography, a photography sales business. Edward Jones is a wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory and investment services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.