Thomas Fuller is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cetera Advisors LLC since 2013. In addition to his advisory role, Fuller is also a fixed insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and more than $256 billion in assets under management.

Justin Dorris is a CFP® with 14 years of industry experience, currently affiliated with Raymond James Financial in Mount Juliet, Tennessee. He has worked at Wilson Bank & Trust and Raymond James Financial Services Advisors, Inc. since 2012. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports various advisory programs across a large network of advisors.

Benjamin Brazier is a financial advisor with Edward Jones in Hendersonville, TN, holding a Series 66 designation and bringing four years of industry experience. Prior to joining Edward Jones in 2023, he worked at Ally Financial, Dream Builders Construction, LLC, Nick Mayer Ford Lincoln, General Motors Financial, and Cornerstone National Title. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates an SEC-registered advisory program and manages approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

Kevin Collier is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at LPL Financial since 2004 and previously spent four years at UBS Financial Services. Outside of advising, he serves as a notary for Sumner County, 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 portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Garrett Dickerson is a financial advisor with Thrivent Investment Management in Hendersonville, TN, holding a Series 66 license and 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, he serves on the board of Living Sent Ministries, hosts a podcast focused on faith and community service, and is president and treasurer of The Grant James Foundation, which supports families affected by infertility, miscarriage, and abortion. He is also an author and a football official for Conference USA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses without discretionary trading authority, and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Thomas Perini is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has previously worked at MBSC Securities Corporation, Foreside Fund Services, LLC, and Third Avenue Management LLC. He is based in Nashville, TN. 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, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Matthew Dudiak is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 63 designation and 23 years of industry experience. He has been with UBS since 2000. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a broad platform that includes proprietary research and multiple capital markets functions.

Scott Kesten is a financial advisor at Ameriprise with 19 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 65. His prior roles include positions at PNC Investments, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of advising, he has reported ownership in single-family real estate investments. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on retirement income planning, utilizing proprietary research, third-party data, and algorithmic tools.

Trish Scott is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds the Series 66 designation and has previously worked at firms including Wells Fargo, Morgan Stanley, and Citigroup Global Markets. In addition to her advisory role, she is a partner in an LLC related to real estate investment. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, using proprietary research and model-based asset allocations to customize financial plans. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets and custody services.

Christopher Rickard I is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. He has two years of industry experience, with prior roles at Northwestern Mutual and Paul Winkler Inc. Rickard is also licensed as an insurance agent handling life, disability, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning and asset management services, utilizing firm-approved software to analyze goals and deliver written recommendations.

Adam Hahne is a financial advisor with Fidelity and holds a Series 66 designation. He has eight years of industry experience, including roles at Cambridge Investment Research and Fidelity Brokerage Services. Prior to his financial services career, he worked with SportsMEDIA Technology and the Jacksonville Jaguars Foundation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs with oversight of affiliated and unaffiliated sub-advisers.

Keaton Smith is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. He has worked with several Raymond James entities as well as Thrivent Financial and has a background that includes roles at REI Co-op and academic positions at Belmont University and Vanderbilt University. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools such as deterministic and probability modeling to tailor its non-discretionary planning and consulting services to client goals.

Annie Fowler is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. She has worked in various roles across different organizations, including entertainment business management and education. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and risk profiling tools to support client goals and offers specialized municipal advisory and SIMPLE IRA consulting services.

Kristen Ann Kelly is a financial advisor at UBS Financial Services with 13 years of industry experience. She has worked at UBS since 2015 and previously held positions at Morgan Stanley and J.P. Morgan Securities. Kelly holds the Series 63 and Series 66 licenses and is based in Nashville, Tennessee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Noah Collier is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His background includes roles at the University of Tennessee Knoxville and Lipscomb University, among others. 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 a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies.

Scott Wettengel is a financial advisor with LPL Financial based in Gallatin, Tennessee, holding a Series 63 designation and bringing 27 years of industry experience. He has held positions at First Tennessee Brokerage, Inc. and First Tennessee Bank since the mid-1990s. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a variety of investment strategies supported by research and technology tools.

Russell Mason is a financial advisor at Osaic with 18 years of industry experience. He holds a Series 66 designation and has held prior roles at Securities America Advisors and Securities Service Network, Inc. He is also the sole member of Master Financial Group LLC. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering comprehensive financial planning, portfolio management, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools and offers both discretionary and advisor-managed strategies.

Mary Robertson is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding a Series 63 designation and 37 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and briefly at UBS Financial Services in 2004. Outside of her advisory role, she consults independently on health and wellness products. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services, managing approximately $671 billion in assets with more than 14,000 advisors.

Donald Bruce is a financial advisor with Cambridge Investment Research Advisors in Nashville, TN, holding a Series 66 designation and 14 years of industry experience. He has worked with Cambridge Investment Research and its affiliates since 2013, with prior experience at Park Avenue Securities and Guardian Life Insurance Company of America. Outside of his advisory role, Bruce is a director of an LLC involved in real estate acquisition. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm employs thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms, supporting both discretionary and non-discretionary management approaches with proprietary and third-party model strategies.

Kelcey Cochran is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has worked at Pax Wealth Group and True North Advisors. Outside of his advisory work, he has been employed as a bartender at Westbound Honky-Tonk since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.