Caroline Harris is a financial advisor with Merrill in Franklin, Tennessee, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Merrill since 2014. Outside of her advisory role, Harris serves on the Battle Ground Academy Alumni Board, contributing to alumni engagement and event sponsorship for a local independent school. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Anthony Sheffield Sr. is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at UBS Financial Services, YSW Wealth Management Group, and Penn Mutual Life Insurance Co. He is also a licensed notary and involved in non-variable insurance through a related entity. 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, supported by a broad network of over 22,800 advisors.

Patrick Konyn is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in serving a diverse clientele including corporate executives, women and their families, and individuals focused on family wealth management, executive compensation, retirement planning, and investment strategy. Patrick employs a personalized approach to wealth management, considering clients' unique circumstances and goals to develop flexible strategies suited to changing market conditions. He brings expertise in areas such as tax minimization, portfolio management, and retirement income planning. His work notably includes addressing financial topics relevant to women, such as the gender wealth gap, longevity, financial empowerment, and planning through life's challenges like divorce and survivorship. Patrick's team utilizes a defined planning process to support clients in creating tailored financial roadmaps that align with their aspirations. Patrick holds a Master’s Degree from Belmont University and a Bachelor’s Degree from the University of Wisconsin. He has earned multiple professional designations including Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his professional role, he is engaged in community activities including involvement with 100 Black Men of Middle TN and Franktown Open Hearts. His personal interests include baseball, basketball, fishing, football, gardening, golfing, and spending time with his family.

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.

Greg Smith is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial advisors focused on delivering holistic, client-centered planning to help clients protect and grow their wealth. In this role, he oversees the branch's operations and strategy to ensure comprehensive financial services are provided to clients. Prior to joining Fidelity Investments in 2025, Greg served as Director and Market Leader at Bank of America - Merrill from 2015 to 2025. His experience spans leadership positions in prominent financial institutions, emphasizing client-focused wealth management and market strategy. Details regarding Greg's education, credentials, personal interests, or community involvement have not been provided.

Isaac Stoneking is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. He has been with Fidelity Investments since 2007, progressing through various roles including Financial Representative, Investor Representative Phones, Investor Center Financial Representative, Private Client Specialist, and Investments Representative before becoming Vice President. Isaac draws on his experience and commitment to service, which began during his time in the Navy, to guide clients in their financial planning. He aims to be the primary, trusted advisor for his clients' wealth planning needs. Outside of his professional work, Isaac enjoys boating, fishing, fitness, and spending time at the lake.

Joshua Salter is a financial advisor with Raymond James & Associates in Franklin, TN, holding Series 65 and Series 63 licenses and seven years of industry experience. He previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he serves as a member manager of an investment-related LLC involved in property management. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers comprehensive financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a wide range of portfolio management styles and affiliated research.

John Reynolds is a financial advisor with UBS Financial Services in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he is the managing partner and head of the board for a family-owned timber farm, Reynolds Family Farm LLC, and serves on the investment committee of the United Methodist Foundation for the Tennessee-Western Kentucky Conference. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and fiduciary services.

Justin Barr is a financial advisor with Equitable Advisors in Franklin, TN, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he was involved in various roles including sales activities related to tax account programs with Realty Benefit Services. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to implement client strategies.

Michael Bobo is a financial advisor at LPL Enterprise with four years of industry experience. He holds the Series 63 and Series 66 designations and has previously been associated with firms including McCay Wealth Advisory LLC and LPL Financial. In addition to his advisory work, he serves as a public notary. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with a focus on financial planning, consulting, and access to third-party asset managers.

Eric Williams is a financial advisor at Edward Jones in Nolensville, TN, holding a Series 66 designation with 15 years of industry experience. He has worked at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, access to managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Scott Adams is a Market Leader at Fidelity Investments, where he leads a team of financial professionals dedicated to developing financial plans tailored to clients' needs and goals. He has been with Fidelity Investments since 1997, progressing through various roles including Account Associate, Project Manager, Financial Representative, Financial Consultant, Assistant Branch Manager, Branch Office Manager, Senior Branch Office Manager, and Market Leader. His extensive experience at Fidelity Investments spans over two decades, demonstrating a commitment to client service and leadership within the financial industry. Specific areas of expertise and educational background were not provided.

Kevin Sanders is a financial advisor at Equitable Advisors with approximately one year of experience. He holds a Series 66 designation and previously worked in education and service roles, including positions at multiple schools and AmeriCorps. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.

James Kuroff III is a financial advisor at Fidelity with five years of industry experience. His background includes roles at several companies prior to joining Fidelity, such as Boot Barn, Defenders, Buffalo Wild Wings, The Vitamin Shoppe, and Infinit Nutrition. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies in managing model portfolios.

Norman Jordan is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities LLC, and Morgan Stanley. Outside of finance, he serves as a color analyst for Vanderbilt football radio broadcasts. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and trust-related services.

Sean Huelskamp is a CFP® and Series 66–licensed financial advisor with seven years of industry experience. He is currently with Charles Schwab, where he has worked since 2022, following prior roles at TD Ameritrade and Mass Mutual. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment options.

David Jackson is a CFP® with 31 years of industry experience, currently affiliated with Raymond James Financial in Franklin, TN. He has been involved with Southern Springs Capital Group and various Raymond James entities since 2016. Outside of his advisory work, he serves as Treasurer and Finance Committee Chair for the Heritage Foundation of Williamson County. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports municipal and public finance advisory services.

Caden Patel is a financial advisor with Morgan Stanley based in Franklin, TN. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Vanderbilt University, GoldBook Financial, Mobius Ventures, Goldman Kurland & Miraglia LLC, and Nordstrom, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Michael Davis is a financial advisor with Mass Mutual Investors Services in Brentwood, TN, holding Series 63 and Series 65 designations and 12 years of industry experience. His prior roles include positions at MassMutual Life Insurance Co, PRUCO Securities, The Prudential Insurance Company of America, First American National Investment Advisors, and Retirement Resources, LLC. He is also active as an insurance broker, providing various life, disability, long-term care, fixed annuity, and health insurance products. Mass Mutual Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools and a collaborative annual planning process for its clients.

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.