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.

Randy Campbell is a financial advisor with Raymond James Financial Services Advisors, Inc. in Franklin, TN, holding a Series 63 designation and with 36 years of industry experience. His prior roles include extensive tenure at Morgan Stanley from 1990 to 2020 and positions within his own firms, Campbell, Johnson Wealth Advisors, LLC and Campbell, Johnson, McGiboney Wealth Advisors, LLC. He is the CEO of HighRoad Financial and RLC Wealth Advisors, LLC, independent branch ownerships associated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Ryan Rutoskey is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He works closely with clients to develop financial plans that prioritize the clients' lives and individual needs, leveraging Fidelity's tools, resources, and expertise. Ryan's experience at Fidelity Investments spans several positions, including Investment Consultant since 2025, Relationship Manager from 2024 to 2025, and Financial Services Representative from 2023 to 2024. This progression reflects his comprehensive experience within the company and the financial services field. Outside of his professional responsibilities, Ryan's personal interests include attending concerts, fitness activities, exploring food culture, football, social events with friends, and reading.

Elliott Gruber is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2022, following prior roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by a structured discovery process and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment services including wrap programs and relationships with private funds and commodity pools.

Edmond Karam is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at Royal Alliance Associates and Benefit Funding Retirement Services. 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 broad range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various investment strategies and tools.

Misty Grant is Vice President and Branch Leader at Fidelity Investments, a role she has held since 2023. In this position, she leads a team of financial professionals who work with families to help them achieve their financial goals through customized planning and ongoing support. She has been with Fidelity Investments since 2020, previously serving as Assistant Branch Leader from 2022 to 2023 and as a Financial Consultant from 2020 to 2022. Prior to joining Fidelity, Misty worked as a Financial Advisor at LPL Financial LLC from 2018 to 2019.

Victor White is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2015. Outside of his advisory role, he is involved in music entertainment, managing and performing live musical acts and is registered as a songwriter with BMI for royalty collection. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative and algorithmic portfolio construction, including multi-manager and fund-of-funds strategies.

Victor Taylor is a CFP® professional with 43 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. His prior experience includes roles at Wells Fargo Clearing and WELLS FARGO Advisors from 2013 to 2023. Outside of his advisory work, he holds trustee and board positions at several educational and religious organizations and is active as a group fitness instructor. Ameriprise provides a retirement-income planning service focused on clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jason Minor is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds Series 63 and Series 66 designations. His prior firms include Janney Montgomery Scott, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory work, he is a silent partner in a private company called The Back Nine Golf. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Patrick Dezenzio is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and one year of industry experience. Before joining Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., he was involved with Florida Financial Advisors DBA Tristate Financial Advisors and has experience in other business activities including Rocky Heights Print & Binding and The Peach Cobbler Factory. He attended the University of Alabama from 2021 to 2025. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and access to alternative investments through a centralized operational and supervisory structure.

Kelly Kemp is a financial advisor with LPL Financial in Franklin, TN, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Prior to joining LPL Financial in 2023, Kemp worked at Fifth Third Securities for 16 years and held positions at BB&T Investment Services and BB&T Asset Management. 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 broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.

Brooke Pack is the Vice President, Wealth Planner at Fidelity Investments, a role held since 2021. In this capacity, Brooke partners closely with families to develop personalized strategies aimed at growing and protecting their wealth, ensuring the thoughtful transfer of assets to create lasting legacies. Brooke has accumulated extensive experience in the financial services industry, beginning as a Retirement Specialist at JP Morgan in 2005. Brooke has held various positions at Fidelity Investments since 2007, including Financial Representative, Private Client Specialist, Branch Service Manager, Senior Relationship Manager, and Financial Consultant prior to the current role. Additionally, Brooke worked as Assistant Operations Manager at UBS from 2014 to 2015. Specific details regarding Brooke's education, credentials, personal interests, and community involvement have not been provided.

Anthony Stevens is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2012, including work under the AxA Advisors name prior to rebranding. He is also involved as an outside insurance carrier. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charities, and institutional clients by providing financial planning, retirement consulting, and asset management programs. The firm delivers advice through a network of Investment Adviser Representatives, utilizing a range of third-party advisory programs and proprietary tools without sponsoring its own wrap fee program.

Keith Avery is a CFP® with 23 years of industry experience, all of which he has spent with Edward Jones since 2003. He is based in Franklin, TN. Outside of his advisory role, he provides nursing services to patients. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of investment strategies and fiduciary advisory services.

Dallas George is a financial advisor with Equitable Advisors in Franklin, TN, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2003, including its earlier affiliation as Axa Advisors. Outside of advising, he is the sole proprietor of Waypoint Financial Partners, LLC, and is involved with patent filings through DG Technologies. Equitable Advisors serves a diverse client base ranging from individuals to institutional clients, offering financial planning, retirement plan consulting, and asset-management programs. The firm employs a risk-based approach to match clients with various advisory models, utilizing both proprietary and third-party investment solutions.

Richard Carter is a Wealth Management Advisor at Merrill Lynch Wealth Management. He applies a disciplined wealth management process to help clients simplify financial complexities and pursue personal and professional goals. His approach includes a thorough review of each client's financial situation to address areas such as estate planning, retirement planning, and insurance. Richard's expertise encompasses college education planning, corporate executive services, divorce transition planning, executive compensation, equity compensation services, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Cumberland University and a Master of Business Administration from Belmont University. Richard is involved with the Massey School of Business Graduate Council. Originally from Brentwood, Tennessee, he now lives in Nashville. In his free time, he enjoys playing golf and watching sports.

William Hargett is a financial advisor with Merrill, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Edward Jones, Jackson National Life Distributors LLC, and Raymond James & Associates. He is based in Franklin, TN. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Brandon Sullivan is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds the Series 66 designation and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services, including fee-based financial planning and portfolio management.

William Webster is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. He previously worked at Equitable Advisors, LLC and has a background that includes roles outside the financial industry such as at Walmart and Vanderbilt University Medical Center. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and a variety of brokerage and insurance-related services.

Matthew Curtis is a financial advisor with Ameriprise in Murfreesboro, TN, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet specific asset thresholds. The firm uses a centralized consulting team to provide non-discretionary, research-driven recommendation reports that incorporate tax-smart strategies and adaptive withdrawals, primarily for clients with Ameriprise-managed accounts.