Charles Brooks is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has held prior roles in various fields including data analytics and the restaurant industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing services such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to client goals.

Ryan Nevin is a financial advisor with Fidelity Investments in Nashville, TN. He holds a Series 66 designation and has one year of industry experience, including previous roles at Oakworth Capital Bank and Cetera Investment Services. Nevin also has experience working at Nashville Christian School and Regions Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Michael Caron is a financial advisor with Edward Jones in Gallatin, TN. He holds a Series 66 designation and has one year of industry experience, including prior work at Deep Insight Solutions Inc. from 2024 to 2025 and a period of full-time education. Edward Jones is a wealth management firm serving individual and institutional clients through a nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.

Donna Negus is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has held roles at multiple firms, including True North Wealth Solutions, Central Illinois Group LLC (dba Lifewise Wealth Advisors), and Carleton Financial Inc., where she provides advisory and brokerage services. Cetera Investment Advisers LLC is an SEC-registered adviser operating a large nationwide network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through multiple program structures and third-party managers.

Benjamin Romine is a financial advisor with LPL Financial based in Nashville, TN. He holds Series 65 and Series 63 designations and has one year of industry experience. Prior to joining LPL Financial, he worked at Good Life Advisors, LLC and Ocean Park Asset Management. Before entering the financial sector, he spent several years at Universal Music Publishing Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Harry Woosley is a CFP® with 36 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2008. Outside of his advisory role, he serves as a trustee of the Woosely Family Foundation, overseeing its funds and charitable activities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a variety of investment advisory services, financial planning, and retirement plan consulting, utilizing research from the Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory in its investment approach.

Marles Wyman is a financial advisor with Fidelity, holding the Series 63 and Series 66 designations and bringing 24 years of industry experience. He previously worked at AIG Capital Services, Inc. and American General Life. Outside of his advisory role, he serves as secretary for the World Bible Center, a nonprofit organization. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jessica Ateca is a financial advisor at Edward Jones with a Series 66 designation and seven years of experience. She previously worked at Pinnacle Financial Partners and SunTrust Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices across the country.

John Burt is a financial advisor with Thrivent Investment Management in Nashville, TN. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, he worked at Deloitte and One Source, Inc., and has experience in both financial services and other business sectors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers planning on a one-time or ongoing basis and integrates planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Robert Miller II is a financial advisor with LPL Financial in Mount Juliet, TN, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with LPL Financial or its predecessor entities since 1995. 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 large network of investment adviser representatives.

Aaron Slate is a Series 66-licensed financial advisor with Edward Jones in Greenbrier, TN, with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Lipscomb University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Arthur Gray is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 65 licenses and 38 years of industry experience. He previously worked at Bank of America N.A. and Merrill from 2014 to 2020. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing roughly $671 billion in assets with over 14,000 financial advisors.

Dakota Meekins is a Series 66-licensed financial advisor with UBS Financial Services in Nashville, TN. Meekins joined UBS in 2025 and has prior experience in diverse roles across the banking, restaurant, retail, and workforce solutions sectors. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including fee-based 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.

John Halbruner is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at Thrivent Investment Management Inc and Hyland Design Group, as well as experience in sports performance and education sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and engages in oversight of sub-advisers and conflict of interest evaluations.

Terry Freeman is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2021. Prior to his current roles, he held various positions including at First Command and Belmont University. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Geoffrey Aunger is a financial advisor with RBC Capital Markets in Nashville, TN, holding a Series 66 designation and 23 years of industry experience. He has worked at RBC Capital Markets since 2012 and also serves City National Bank since 2019. Outside of finance, he is an investor in a family entertainment venture based in Costa Rica. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers advisory programs with portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Alan Creech is a financial advisor with Raymond James Financial in Gallatin, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at First National Bank of Omaha, Wells Fargo Clearing, Cedar Creek Securities, M&I Investment Management, and J.P. Morgan Asset Management. He also serves as an associate at First Investments and Planning. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical modeling and supports a broad advisor network with specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Jennifer Sellers is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and HealthStream Inc. In addition to her advisory role, she owns Scattered Words LLC, a business that creates wearable and artistic items from vintage dictionaries and books. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Abigail Vinson is a Series 66-licensed financial advisor with Edward Jones in Mount Juliet, TN. She has eight years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated products.

Lorri Gillock Cordelli is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. She has been with Raymond James & Associates since 2009. 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 clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on tailored, non-discretionary planning and a range of portfolio management strategies.