Eric Stockton is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he participates in public speaking on goal planning, self-esteem, time management, and confidence building. 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 financial planning, asset management, and institutional platforms, supported by a large network of advisors and a broad range of investment strategies.

Theodore Bryant Jr. is a financial advisor at UBS Financial Services in Nashville, TN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at 5th & Taylor, Frothy Monkey, and Warner Music Group, among others. He has also been involved in the restaurant industry and music-related businesses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Elizabeth Johnson is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior work includes 18 years at Eaton Vance Distributors, Inc. and roles at several other financial services firms between 2023 and 2025. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Adam Colombo is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at firms including Morgan Stanley and Wells Fargo Clearing. Colombo serves as a voting board member of the Taylor Germantown Homeowners Association in Nashville, Tennessee. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and specialized fund advisory.

Kevin Davis is a CFP® professional with 21 years of industry experience. He is currently with LPL Financial and has held previous roles at Cuso Financial Services and First Sentinel Bank. Davis is based in Hendersonville, TN. 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, and access to third-party asset management solutions.

Matthew Howley is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory work, he has a 25% ownership interest in ELG LLC, a commercial real estate holding company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy preparation, performance reporting, participant education, and plan benchmarking. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options in its investment menus.

Andrew Artis is a financial advisor with Charles Schwab in Nashville, TN, holding Series 63 and Series 66 licenses and totaling five years of industry experience. His prior work includes roles at BMW of Arlington, Pappasito's Cantina, and The Campbell Agency. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and centralized supervisory and custody arrangements.

Katherine Standard is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, N.A., and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Annie Bienvenu is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding a Series 66 designation and 12 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association before joining Wells Fargo Clearing in 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Carol Yochem is a financial advisor at LPL Financial with 31 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at firms including Ftb Advisors, Inc., First Tennessee Bank, and TD Private Client Wealth LLC. Outside of her advisory work, she serves on the boards of several Nashville-based nonprofits, including the Nashville Downtown Partnership, the Andrew Jackson Foundation, and the Nashville Area Chamber of Commerce. 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 through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolio programs and institutional platforms, supported by various operational and research tools.

James Mellin is a financial advisor with Equitable Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves individual clients—including non‑high-net-worth and high-net-worth individuals—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and various asset-management programs, utilizing both firm-offered and third-party advisory solutions.

James Powell Jr. is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses, bringing 33 years of industry experience. His prior work includes roles at FTB Advisors, Inc. and First Tennessee Brokerage, where he worked for over two decades. 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.

Jeremy Howard is a financial advisor with Edward Jones in Lebanon, Tennessee, holding the Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked as a consultant in the publishing industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and affiliated services, including trust and securities-based lending, supported by a large national network of advisors and offices.

Chad Michael is a financial advisor with Primerica Advisors in Gallatin, TN, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at PFS Investments since 2019 and Primerica Financial Services since 2018. Outside of investment advisory, he is involved as an agent with Medicare-related services through Legacy on Main and Middle Tennessee Medicare. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

John Mcknight is a Wealth Management Advisor at Merrill Lynch Wealth Management with over three decades of experience in the field. He leads the MKBH Group, a team dedicated to assisting clients in achieving their financial goals through individualized strategies and disciplined investment guidance. His client-focused approach emphasizes understanding the emotional confidence that comes from education and informed decision-making. John's expertise encompasses executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, and serving clients in the sports and entertainment sectors. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). John earned his bachelor's degree from Boston University. Outside of his professional career, John is married to Mary Alice and is a father to three adult children. He enjoys various outdoor activities including fishing, golfing, skiing, photography, and spending time with his family.

Elizabeth Hollington is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has worked at Merrill since 2022, with prior experience at Bank of America, CVS Pharmacy, and several other organizations. 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 offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Buehler is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including NY Life, Summit Financial/CTB LLC, and Buehler & Berryhill Financial Partners LLC, where he was a partner for 14 years. He serves as secretary of CTB1, an executive search firm led by his wife, to provide management continuity if needed. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Samuel Gross is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has been with Raymond James & Associates since 2015. 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, institutional and pension plans, and charitable organizations—offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jacob Mc Kissack is a financial advisor with Edward Jones, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is a manager of Southern Biltong LLC, a food services business based in Nashville. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Lauren Maxwell is a financial advisor with Edward Jones in Nashville, TN, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network as well as affiliated capabilities beyond advisory services.