Erik Larson is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Focus Partners Wealth, LLC since 2024. Prior to this, he worked at InterOcean Capital Group, LLC and InterOcean Capital, LLC from 2014 to 2024. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Antwun Fleming is a Series 66-licensed financial advisor with UBS Financial Services in Nashville, TN, with one year of industry experience. Before joining UBS, he worked at Amazon and Target. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating as a futures commission merchant and providing underwriting and principal trading activities.

Christopher Rittenberry is a Series 66-licensed financial advisor with Edward Jones and has three years of industry experience. Prior to joining Edward Jones, he worked at First Freedom Bank and has entrepreneurial experience as the owner and CEO of Ritt's Woodworking, a carpentry business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Albert Rush is a financial advisor at Edward Jones in Nashville, TN, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016 and also maintains an ongoing role at SIB Development & Consulting, Inc. since 2011. Edward Jones is a full-service wealth management firm serving more than 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.

Matthew Barnes is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services and has prior experience with the Tennessee Department of Transportation and Johnson Barnes Government Relations. Barnes also engages in the sale of home security, automation products, and loan products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies from unaffiliated asset managers and offers a range of investment models supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Hunter Dodd is a Series 66-licensed financial advisor with Thrivent Investment Management and has been with the firm since 2025. He previously worked at Red Mountain Group and Descansando Partners, and has a background that includes education roles at the University of Mississippi and various schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and written recommendations across multiple planning areas. The firm offers these services as either one-time or ongoing engagements, separate from portfolio management.

William Jontz Jr. is a financial advisor with Cambridge Investment Research Advisors holding a Series 63 designation and 43 years of industry experience. His prior work includes long-term tenures at Centaurus Financial, Inc. and Center Street Advisors. In addition to his advisory role, he has maintained ownership of Estate Management & Planning Co., where he is involved as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable clients, providing financial planning, investment management, and retirement-plan advisory services. The firm supports multiple management platforms and offers proprietary model strategies through its Founders Gate Capital brand.

Christina Anderson is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior work includes roles at JP Morgan Securities LLC, Thrivent Financial, and Morgan Stanley. Outside of finance, she co-owns and instructs at Da Capo Studios, a music and art studio where she teaches voice, piano, violin, and viola lessons. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Michael Burke is a CFP® with 30 years of industry experience, currently serving at LPL Financial in Nashville, TN. His prior roles include positions at Old National, Capstar Wealth Management, SunTrust Advisory Services, and several other firms in the financial services sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a broad range of investment approaches through a large network of advisors and offers access to proprietary and third-party resources along with various financial and institutional platforms.

Kevin Wilson is a financial advisor at LPL Enterprise with 10 years of industry experience and holds a Series 66 designation. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Bank of Luxemburg Raymond James. Wilson serves as a board member of the Walk on Arts Foundation, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, as well as institutional clients such as retirement plans and charitable entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, insurance products, and affiliated trust and lending services.

Mark Hanson is a ChFC® with 35 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience at Principal Life Insurance Company and Principal Securities Inc. Hanson owns Hanson Financial Services LLC and is involved in selling various insurance products, including fixed life, annuities, disability, and long-term care insurance. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through a network of financial professionals and provides access to multiple platforms and third-party advisers.

Jeffrey Williams is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Brandon Di Simone is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Arete Wealth Management and Center Street Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning that addresses various topics such as retirement, income tax, estate, and special needs planning, with an option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Jacob Stoney is a Series 66 licensed financial advisor at Merrill with three years of industry experience. His prior work includes roles at Bank of America and a position at Granite City Food and Brewery. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

David Reynolds is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Ameriprise in Mount Juliet, TN. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, including tax-aware withdrawal strategies and Social Security claiming options, supported by proprietary research and a centralized service team.

John Long is a Series 66-credentialed financial advisor with Edward Jones in Mt Juliet, TN, where he has worked since 2010, totaling 15 years of industry experience. He is a partner in KDG Enterprises LLC, a real estate business based in Mt Juliet. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of households and organizations. The firm offers a variety of advisory programs, including discretionary and non-discretionary managed strategies, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Michael Bennett Jr. is a financial advisor at Raymond James & Associates in Nashville, TN. He holds a Series 66 designation and has recently begun his advisory career, having joined the firm in 2025. His prior experience includes roles at Barings and Monogram Health, as well as completing an MBA at Vanderbilt University. 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 that includes individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Hutch Huskey is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at Petter Supply for one year and spent five years in education at the middle and high school levels. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices across the United States.

Jacqueline Denton is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked with UBS Business Solutions and UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and investment products.

Wayne Lampley is a financial advisor with LPL Financial in Nashville, TN. He holds the ChFC® and Series 63 designations and has 40 years of industry experience, including 22 years at NEXT Financial Group prior to joining LPL Financial in 2025. 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 supported by model portfolios, third-party asset managers, and institutional platforms.