Alexander Thackston is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he was employed at Herc Rentals and Claytongage Inc. for one year each. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Abigail Scott is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. Prior to joining Thrivent, she worked at Southern Energy Credit Union and has been involved in social media promotion and resale of clothing as side activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on comprehensive, goal-based financial planning without discretionary portfolio management.

James Wilkins is a financial advisor at LPL Financial with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James Financial, Banc of America Investment Services, Morgan Keegan & Company, and Life Credit Union. He has been with LPL Financial since 2013. 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, third-party asset management, and institutional platforms.

Brandon Fykes is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. He also works as a stadium operations assistant for the Tennessee Titans, where he helps set up events and manage stadium logistics. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services such as financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies.

Chirag Delwadia is a CFP® with 18 years of industry experience, currently with Wells Fargo Clearing since 2021. He previously worked at Bank of America and Merrill from 2009 to 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers.

Jonathan Wickersheim is a financial advisor at Edward Jones in Hendersonville, TN, holding a Series 66 designation with 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he operates a photography business where he manages photo sessions and client communications. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

Shelly Pearson is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She previously worked for Morgan Stanley Smith Barney LLC for 13 years before joining Wells Fargo in 2022. 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 offers both brokerage and advisory solutions.

Daniel Smith is a CFP® professional with 28 years of industry experience, currently serving at LPL Financial since 1998. He holds the Series 63 designation and operates out of Nashville, TN. In addition to his advisory role, he is involved in independent insurance brokerage activities, focusing on non-variable life insurance, fixed annuities, and long-term care insurance. 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 a range of financial planning and investment solutions, utilizing both proprietary and third-party model portfolios, and supports advisors with advanced operational and research tools.

Luz Taveras is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. since 2022. Outside of her advisory role, she is the sole owner of a rental property business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Christopher Royce is a financial advisor with Primerica Advisors in Gallatin, TN, holding Series 65 and Series 63 licenses and having 26 years of industry experience. He has been associated with Primerica Financial Services and Pfs Investments Inc. since 1999 and is also involved with You-Dad LLC. Outside of his advisory work, he co-founded and leads the Band of Brothers Bootcamp, a men's ministry nonprofit based in Oklahoma City. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party managers and operates with a broad network of financial advisors and offices.

Craig Mccomb is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with several Cetera-affiliated firms since 2016 and previously with First Allied Advisory Services and Summit Brokerage Services. Outside of his advisory work, he has experience as a landlord managing rental properties. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various program structures and investment options.

Stephen Sypek II is a CFA® charterholder and holds a Series 66 license, currently affiliated with Wells Fargo Clearing. He has one year of industry experience and has previously worked at UBS Financial Services, Hudson Independent Partnerships LLC, 7 Mile Advisors, and Wellington Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting with an emphasis on research-driven portfolio management and a broad range of brokerage and advisory solutions.

Charles Wick II is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 66 designation and has worked at several firms, including TD Ameritrade and Scottrade, prior to joining J.P. Morgan Securities in 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes broader derivatives and commodities capabilities.

James Snellen is a CFP® professional with 16 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors, where he has worked since 2017. Previously, he was employed by Mass Mutual Investors Services and METLIFE SECURITIES Inc. In addition to his advisory role, he works as a tax services employee at H&R Block. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Ethan Dycus is a financial advisor at UBS Financial Services with a Series 66 designation and experience beginning in 2024. His background includes multiple roles at Harding University and various other organizations prior to joining UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to develop tailored financial plans.

Jeremy Hansen is a Series 66-registered financial advisor with Thrivent Investment Management in Nashville, TN. He has been with Thrivent and its affiliates since 2025. Prior to his current role, he held positions at Tennessee Tech University and Cumberland University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses without discretionary trading authority. The firm allows clients to combine planning with managed accounts through a consolidated billing option called WealthPlan, while keeping planning and asset management separate.

Ralph Ruby III is a Series 66–licensed financial advisor with Edward Jones in Hendersonville, TN, where he has worked since 2009. He has 17 years of industry experience. Outside of his advisory role, he is an owner of a timeshare rental business in Breckenridge, CO. 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 financial advisors and branch offices nationwide.

Joseph Reedy is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms including Cetera, Regions Bank, Axa Advisors, and Fifth Third Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to develop customized asset allocation advice, investment manager searches, and performance reporting, with clients retaining final decision-making authority.

Matthew Van Pelt is a financial advisor at Thrivent Investment Management in Nashville, TN, with one year of industry experience. He holds the Series 66 designation and has prior work experience across several companies, including Fox's Pizza Den and Fourteen Foods. Outside of his advisory role, he owns and operates a sports card business, selling cards on eBay and through livestreams. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority. The firm’s approach includes comprehensive analyses and options to combine planning with managed accounts under consolidated billing.

Jacqueline Wolosek is a financial advisor with LPL Financial holding a Series 66 credential and 18 years of industry experience. Her prior work includes 14 years at Edward Jones and a year at M&M Wealth Management, LLC. Outside of her advisory role, she owns Jackie Danza Enterprises and Jackie Danza Entertainment, LLC, which are not investment related. 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 broad range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by various investment strategies and operational tools.