John Holliday is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Stifel since 2015. He is a board member of the 4-H Club Foundation of Mississippi, where he supports and advises state 4-H programs. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach employs proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation, retirement, insurance, and estate planning.

Boone Lancaster is a financial advisor with Osaic Wealth, Inc. based in Nashville, TN. He holds a Series 66 designation and has 19 years of industry experience, including prior roles at Jhfn Sii and Securian Financial Services. Lancaster serves as a board member and finance chair for Calvary Young Children's School, participating in budget review and school project approvals. OSAIC Wealth, Inc. serves a diverse client base ranging from individual and high-net-worth investors to pension plans and charitable organizations, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers through multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Julie Hippe is a financial advisor at LPL Financial with 17 years of industry experience. She previously worked at Raymond James & Associates for 12 years and operated Kaia Woodkrafts for five years. Hippe holds Series 63 and Series 66 licenses. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and $819 billion in discretionary assets.

Matthew Wright is a financial advisor at Edward Jones in Dickson, TN, holding CFP® and Series 66 credentials with five years of industry experience. Prior to joining Edward Jones in 2021, he was with Radeas LLC for seven years. Outside of his advisory role, he owns and operates Grainger Solutions LLC, an IT consulting business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

David Deans is a financial advisor with Raymond James & Associates in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Raymond James & Associates since 2018 and also maintains roles with Producers Choice LLC and FTB Advisors, Inc. 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 public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Collin James is a financial professional at Cetera Investment Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Jack B. Turner and Associates, Inc. and Cetera Wealth Services, LLC. James also serves as an insurance agent selling life, health, disability, annuities, and long-term care products, and has prior service as an enlisted airman in the United States Air Force. Cetera Investment Advisors is an SEC-registered firm that supports a large nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a variety of investment management and retirement services through multiple program platforms and a multi-manager approach, with over 10,000 advisors managing more than $256 billion in assets.

Steve Abramowicz is a financial advisor with Ameriprise in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2022. Outside of advising, he owns the Heartland Journal podcast. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Robert Waechter Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships.

John Ellett is a CFP® with 10 years of experience in financial advising, currently affiliated with Raymond James Financial. His prior roles include positions at UBS Financial Services Inc. and Pinnacle Financial Partners. He is also a principal at Sturgeon & Ellett Wealth Management in Nashville, TN. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary advice using analytical tools and supports its recommendations through a variety of advisory programs and partnerships.

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.

John Burt is a financial advisor with Thrivent Investment Management in Nashville, TN. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, he worked at Deloitte and One Source, Inc., and has experience in both financial services and other business sectors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers planning on a one-time or ongoing basis and integrates planning with managed-account programs through a consolidated billing option called “WealthPlan.”

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 based in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior experience includes roles at Securities America Advisors and his own business under his name. Outside of finance, he is involved in a film and photography business. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 with OSAIC who holds Series 63 and Series 66 licenses and has 30 years of industry experience. His prior roles include positions at Woodbury Financial Services, Victory Capital Advisers, and Compass Efficient Model Portfolios. Outside of advising, he serves as president, coach, and administrator of a not-for-profit youth wrestling club. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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.