Bethany Garner is a CFP® and ChFC®-designated financial advisor with Edward Jones, bringing five years of industry experience. She has held roles at Edward Jones since 2019 with a brief tenure at Thrivent Financial and Thrivent Investment Management Inc. from 2020 to 2021, and previously worked in healthcare-related business positions. Bethany also serves as an adjunct professor teaching an undergraduate finance course at the University of Mobile. 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 strategies supported by a nationwide network of more than 23,000 financial advisors. The firm is notable for its extensive retail presence and affiliated capabilities including trust services, mutual funds, and securities-based lending.

Jonathan Stone is a Series 65-licensed financial advisor with Fisher Investments, based in Nashville, TN. He has nine years of industry experience, all of which he has spent with Fisher Investments since 2016. Fisher Investments provides discretionary portfolio management for a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment decision process combining quantitative and qualitative analysis to construct diversified portfolios and employs various risk management and tax-aware strategies.

Jacob Collier is a financial advisor with LPL Financial in Hendersonville, TN, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he operated Collier Wealth Insurance Services, where he remains a 50% owner and insurance agent. His background includes roles outside finance such as driving for Uber and DoorDash. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a wide range of investment strategies.

Carly Durard is a financial advisor with Edward Jones in Hendersonville, TN, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Edward Jones in 2023, she worked at Fifth Third Securities, Fifth Third Bank, Lendmark Financial, and SunTrust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Daniela Locke is a financial advisor at Raymond James Financial with seven years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Raymond James, Locke worked at Merrill and UBS Securities LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

Mark Summers is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its process.

Jeremy Stephens is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 credential and has previously worked at Bank of America and Merrill. Outside of his advisory role, he serves as a trustee for irrevocable trusts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Trenton Sipes is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he serves as an Infantry Officer and state level operations officer in the Tennessee Army National Guard. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Garrett Kaumeyer is a financial advisor with LPL Financial in Lebanon, TN, holding a Series 66 designation and three years of industry experience. His prior roles include positions at UBS Financial Services and First Horizon Bank. Outside of finance, he has worked with several local businesses and held multiple roles connected to the University of Tennessee. 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 portfolios, third-party asset management, and participant-level retirement advice, supported by a large network of investment adviser representatives and advanced operational tools.

Elizabeth Lo Grande is a financial advisor at OSAIC with 33 years of industry experience. She holds a Series 66 designation and has worked at firms including Lincoln Financial Advisors and Lincoln Financial Securities Corporation. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment process focuses on model-based asset allocation and portfolio optimization supported by various tools, with options for discretionary and advisor-managed strategies.

James Wilford III is a Series 63-registered financial advisor with UBS Financial Services, where he has worked since 2002. He has 31 years of industry experience and is based in Nashville, Tennessee. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a wide range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and diversified financial products.

Kelly Ruoff is a financial advisor with Robert Baird & Co. in Nashville, TN, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at Robert W. Baird since 2019, with prior roles at American Enterprise Investment Services Inc and Thrivent Financial. Robert Baird & Co. is an institution with approximately 2,600 advisors, offering private wealth management services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of investment strategies, including discretionary and non-discretionary portfolio management, separately managed accounts, and tax-managed and direct-indexing capabilities, supported by ongoing manager selection and internal research.

David Doll is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its private bank since 2017, following prior roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory role, he serves as a director of Pinch, Inc. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and combines its advisory services with financial planning and estate strategies.

Matthew Mc Culley is a financial advisor at LPL Financial with 13 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Edward Jones for nine years. He is also involved with Good Life Insurance Associates in a non-variable insurance agent role. 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 portfolios, third-party asset management, and institutional platforms.

Gregory Leifel is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked multiple roles within J.P. Morgan Securities and JPMorgan Chase Bank, as well as prior positions at Pulte Homes, Inc. and Sears. Outside of financial services, he has been involved with Telecom Power and Installation Trainers for eight years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and supports a range of strategies, including those incorporating ESG criteria.

Chadwick Richards is a financial advisor with LPL Financial in Hendersonville, TN, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Waddell & Reed, Inc. for 26 years and operated CWMG, LLC for four years. 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 supported by extensive platforms and tools, including model portfolios, third-party asset management, and institutional programs.

Kevin Macwilliams is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Securities America Advisors, Inc. and Brecek & Young Advisors, Inc. Macwilliams is involved with Clearview Financial Group, an affiliated entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services and platforms, including financial planning, model portfolios, third-party asset management, and retirement advice.

Michael Neal is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 29 years of industry experience, including prior roles at Woodbury Financial Services and Raymond James Financial Services. Neal is involved with Digital Benefit Advisors as a referral partner and operates Scotty Neal Wealth for tax and investment purposes. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advisory services through a large network of investment adviser representatives.

Binu Ittycheriah is a financial advisor with Primerica Advisors in Hermitage, TN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, providing portfolio management primarily for individual investors rather than institutional pension or profit-sharing plans.

Aaron Halterman is a financial advisor at Primerica Advisors with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica since 2008. Prior to his advisory role, he spent three years working at Westmoreland Middle School. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers a wrap-fee asset management program driven by model-delivery strategies from unaffiliated asset managers and operates a large network of advisors and offices.