Jeffrey Miller is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at OneNine, Ramsey Solutions, JeremyKingsley.com, and the Center for Marketing Solutions. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Charles Gillen is a financial advisor at Ameriprise in Franklin, TN, holding the CFP® and Series 63 designations with 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 1986. Outside of his advisory role, he is involved with Rainmaker Inc., where he develops new business relationships, leads local staff, and recruits advisors. Ameriprise serves individuals approaching or in retirement, typically with significant investable assets, offering a retirement-income planning service that includes written Recommendation Reports and combines research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Taylor Kramer is a financial advisor with LPL Financial, holding a Series 66 license and one year of industry experience. Prior to his advisory role, he served two years in the United States Army after attending the United States Military Academy at West Point. 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 institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Samuel Lechleiter is a financial advisor with Cetera, holding a Series 63 designation and over 32 years of industry experience. His prior roles include positions at Concourse Financial Group Securities Inc, Lincoln Financial Securities Corp, and LPL Financial. In addition to his advisory work, he serves as co-executor of his mother’s estate and acts as her power of attorney. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies across various program structures.

Loren Hansen is a financial advisor with Thrivent Investment Management in Nashville, TN, holding Series 63 and Series 65 credentials. He has 37 years of industry experience and has been with Thrivent and its affiliates since 2002. Outside of his advisory role, he is a secretary of H & L Farms LLC, an inherited family-owned farmland entity in Nebraska. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across various areas such as retirement, tax, and estate planning. The firm offers planning without discretionary trading authority and allows clients to combine planning with managed account services under a consolidated billing option.

Brent Highberger is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. 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 including tailored financial planning and manages approximately $2.74 trillion in client assets.

Kevin Smith is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Cetera and Cetera Wealth Services since 2014. Outside of his advisory role, Smith serves on several nonprofit boards, including Developmental Services of Dickson County and the Goodlark Educational Foundation, and holds leadership roles in multiple benefits and insurance companies. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, corporate, and institutional clients through a network of over 10,000 advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform with access to affiliated and unaffiliated third-party managers across various program structures.

Robert Soerens is a CFP® with 11 years of industry experience currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Bank of America, Merrill, Wells Fargo, and Sagespring Wealth Partners. He is also involved as an independent insurance agent and directs Clifton Street Wealth Management in Franklin, TN. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing both proprietary and third-party investment strategies tailored to client objectives.

Scott Pandillo is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Liberty Wealth Management, LLC and Next Financial Group, each for over a decade. 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, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

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 with LPL Financial in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Raymond James Financial Services and Pinnacle Bank, as well as Fifth Third Securities. Outside of finance, he is co-owner of Hotworx, a fitness franchise. LPL Financial is a national broker-dealer and 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 portfolios, third-party asset management, and institutional platforms.

William Fuson is a CFP® professional with 15 years of experience in the financial services industry. He has worked with LPL Financial since 2018 and spent seven years at Invest Financial Corporation prior to that. Fuson is also involved in the sales of life, health, disability, and long-term care insurance, as well as fixed annuities through Ruckart Associates, Inc. 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, third-party asset management access, and institutional platforms, supported by a network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Matthew Clark is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones in Nashville, TN. He has been with Edward Jones since 1999. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 Series 66-registered financial advisor with Edward Jones in Dickson, TN, with three years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she is involved in managing office administration for Gregory's Maintenance Service, a handyman business in Nunnelly, TN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is notable for its extensive advisor network and affiliated capabilities including trust services, mutual funds, and securities-based lending.

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 at Fidelity with 25 years of industry experience and holds Series 63 and Series 66 licenses. He has been with Fidelity Investments since 2000, including seven years at Fidelity Personal and Workplace Advisors. Outside of his financial career, he owns and manages a family horse business involved in rescue, training, and racing, and serves as Vice President of Fundraising for the Franklin High School Band Boosters. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company providing investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it is noted for its use of systematic methodologies and AI-driven research.

James Mayes is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including First Tennessee Brokerage and Northwestern Mutual Investment Management. Mayes is based in Nashville, TN. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.