Steven Mathews is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with MAI Capital Management, LLC and previously worked at Bolan Capital Management, LLC and Fidelity Brokerage Services LLC. Outside of his advisory work, he also works as an independent contractor driver for a ridesharing service. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and integrates financial planning and tax services, serving both advisory and product-sponsor roles, including managing a registered mutual fund and multiple private funds.

James Davis Jr. is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has previously worked with LPL Financial and IFP Securities, and maintains roles outside of advising, including serving on the finance committee for Zion Presbyterian Church and teaching geometry at Zion Christina Academy. He is also involved as an owner of Grow Live Give, a firm providing financial education, advice, and investment management. Independent Financial Partners is a nationwide enterprise serving individual, charitable, corporate, and high-net-worth clients through a decentralized advisory model. The firm offers a range of investment, financial planning, trust, and retirement-plan services, with notable capabilities in retirement-plan advisory and pension consulting.

Bradden Kimes is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including prior roles at Harvest Wealth Management, LPL Financial, Next Financial Group, and Edward Jones. In addition to his advisory work, he is a licensed notary public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model combining client goal assessment with a range of investment strategies and technology platforms, often implementing advice through third-party managers and turnkey asset management programs.

Gregory Hood is a financial advisor with Private Advisor Group, LLC in Columbia, Tennessee. He holds a Series 66 designation and has nine years of industry experience. Prior to joining Private Advisor Group and LPL Financial in 2021, he worked at Edward Jones and Polyguard Products, Inc. He is also a commissioned Notary Public for the state of Tennessee. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers a range of managed account solutions and employs a fiduciary advisory model that incorporates multiple investment strategies and third-party managers.

Andrew Hill is a financial advisor with Eagle Strategies (New York Life) in Lewisburg, Tennessee, holding the ChFC® and Series 63 designations. He has 26 years of experience in the industry, including roles with New York Life Insurance Company and NyLife Securities LLC since 2000. Hill also operates Pickens Hollow Financial Group LLC, through which he has established a local scholarship program for area high schools. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

James Griffin is a financial advisor with Fifth Third Securities, Inc. in Spring Hill, Tennessee. He holds the Series 63 and Series 65 designations and has four years of industry experience. His prior work includes roles at Marshall Brown State Farm and Fifth Third Bank. Fifth Third Securities serves a diverse client base, including individual, high-net-worth, and institutional clients, offering both advisory and brokerage services through multiple investment programs on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to various portfolio management strategies, including mutual funds, SMAs, and direct indexing.

Julia Mc Cray is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. She holds a Series 66 designation and has previously worked with NYLIFE Securities LLC, Pickens Hollow Financial Group, and New York Life insurance company, where she spent 28 years. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement advisory services. The firm provides tailored advice across multiple program types and manages a substantial portion of assets on a non-discretionary basis.

Nathan Newman is a CFP®, ChFC®, and Series 65 credentialed advisor with five years of industry experience. He has worked at MAI Capital Management, LLC since 2024 and previously held roles at WCG Wealth Advisors, LLC and Treloar & Heisel, LLC. Newman is also involved in fixed insurance sales through Treloar & Heisel, LLC. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, sports professionals, trusts, and institutional clients. The firm employs a customized approach to portfolio management across various strategies and integrates financial planning and tax services into client relationships.

Teddy Choate is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gwfs Equities, Inc., Principal Securities INC, PRINCIPAL LIFE INSURANCE COMPANY, and Vanderbilt Legends Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Kyle Page is a financial advisor with Creative Planning holding a Series 65 credential and one year of industry experience. He previously worked at Edelman Financial Engines and Lyndhurst Financial Management Ltd. Creative Planning provides wealth management and financial planning services to individuals, retirement plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Maurice Gelfo is a financial advisor with Equitable Advisors holding a Series 66 designation and 40 years of industry experience. His prior roles include positions at Kestra Advisory, Kestra Investment Services, and Signator Investors. Outside of advising, he works as a life settlement agent and a property and casualty insurance agent. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives utilizing both proprietary and third-party investment programs.

Rafal Fidowicz is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and 66 licenses and has worked at Morgan Stanley since 2018, following two years at Merrill. 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 supported by firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Steve Lewis is a financial advisor at Edward Jones with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1993. Outside of advising, he owns a condo timeshare in Destin, Florida. Edward Jones is a full-service wealth management firm serving a diverse client base, including individuals and institutions. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,000 advisors.

Laura Tomlin is a financial advisor with OSAIC, holding a Series 66 designation and five years of industry experience. Prior to joining OSAIC in 2025, she worked with Williamson County Schools for nine years. She is also licensed to offer various insurance products, including accident, health, disability insurance, and fixed and indexed annuities. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage, advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisors.

Randy Von Bargen is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 63 and Series 66 designations. His prior employment includes roles at LPL Financial, Cuna Brokerage Services, SchoolsFirst FCU, JP Morgan Securities LLC, and JPMorgan Chase Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios across mutual funds, ETFs, and ETPs.

Eric Wellons is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked with George Wealth Group, Commonwealth Financial Network, and Raymond James Financial Services. Outside of his advisory role, he is involved in a tax and investment business entity, J & E Partners PLLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning, model portfolio programs, and institutional platforms to individuals, retirement plan participants, and various institutions. The firm supports advisors with research-driven model portfolios and third-party subadvisors while offering a broad range of financial and credit-related services.

David Ferraro Jr. is a financial advisor with Ameriprise in Brentwood, TN, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Benjamin Davidson is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He previously worked at Ramsey Solutions for eight years and Ascential Care Partners for two years. Davidson holds a Series 65 designation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals and provides both proprietary and third-party model strategies with various custody and platform options.

Jeremy George is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at LPL Financial in Columbia, TN. His prior experience includes roles at George Wealth Group, Commonwealth Financial Network, Raymond James Financial, and Southwestern Investment Advisory Services. Outside of his advisory work, he is involved with J&E Partners PLLC, a business entity for tax and investment purposes. 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 other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with a range of strategies implemented through investment adviser representatives.

Stewart Parker is a financial advisor at Robert W. Baird & Co. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley in various capacities from 2009 to 2020 before joining Baird in 2020. Outside of his advisory role, he is involved in family-owned real estate and automotive businesses and serves on the Industrial Development Board of Maury County. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional allocations with both discretionary and non-discretionary management options.