David Cannon is a financial advisor with Primerica Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2001 and has worked at Primerica Financial Services since 1998. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm focuses on curated third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Will Coleman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2021 and previously held roles at Bank of America and Merrill Lynch. Outside of his advisory work, he serves on the finance committee of Woodmont Christian Church in Nashville, TN. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Eric Berner is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Before joining LPL Financial in 2021, he worked with several organizations including Whiskey University, where he taught bourbon tasting classes, and has been involved in various business activities such as acting and owning Picking Nashville. 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 financial planning and asset management services through a large network of investment adviser representatives.

Scott Stone is a financial advisor with Cetera who holds a Series 63 designation and has 28 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, and he oversees the daily operations of Advanced Tax & Income Services, a tax preparation and accounting business he has been involved with since 1992. Outside of his advisory work, Stone serves as chairman of the Teller Ministry at Shiloh Baptist Church, responsible for managing the counting and accountability of charitable contributions. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, with multiple program structures and investment strategies available.

Jenny Farrell is a financial advisor with Edward Jones in Hendersonville, TN, holding Series 66 and Series 63 licenses. She has one year of experience in the industry, including prior roles at Nashville Bone and Joint and United Surgical Partners, International. Edward Jones is a 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 financial advisors and branch offices across the country.

Chris Taylor is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2000. He holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Lesley Norton is a financial advisor with LPL Financial in Hendersonville, TN, holding a Series 66 credential and four years of industry experience. Prior to joining LPL Financial, she worked in education at Belmont University, Volunteer State Community College, and Hendersonville High School. Norton is a co-owner of Collier Wealth Insurance Services, an insurance agency. 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 investment solutions including financial planning, model portfolios, and institutional platforms, supported by extensive operational and research tools.

Gregory Lopez is a Series 65 licensed financial advisor with Fisher Investments in Nashville, TN, where he has worked since 2015. He has nine years of industry experience. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach that combines quantitative screening and qualitative research to construct diversified portfolios and manages risk through tax-aware processes and defensive strategies.

Nena Howden is a financial advisor with Raymond James & Associates in Goodlettsville, TN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Damon Bates is a financial advisor with Raymond James Financial Services Advisors Inc., holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He has worked at Raymond James and affiliated firms since 2015 and serves as Vice President at WBT Wealth Management, where he manages a group of advisors and maintains a client book offering comprehensive financial planning and investment services. 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, pension plans, corporations, and institutional clients, using risk profiling and analytical tools to tailor non-discretionary planning and investment consulting to client goals.

Christopher Schletzer is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Mass Mutual Investors Services and Modern Woodmen of America. Beyond his advisory role, Schletzer serves as a board member of Waves Inc. and works as a music teacher. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, retirement plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Scott Edwards is a financial advisor with Ameriprise in Nashville, TN, holding CFP® and ChFC® designations and over 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 1996. Outside of advising, Edwards is president and secretary of a practice management firm, Scott Allen Edwards Inc. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing comprehensive, research-driven income and tax strategy recommendations through a centralized consulting team.

Grace Seymour is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 designation and 12 years of industry experience. She previously worked at UBS Financial Services Inc. for 11 years before joining LPL Financial in 2024. 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.

A'donte Mallard is a Series 66-credentialed advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan, he held various positions in the food service industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Gerald Rowe III is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, Merrill, and Bank of America. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Alyssa Vidrine is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 16 years of industry experience. Her career includes roles at Merrill and various branches of Raymond James since 2015. Outside of her advisory work, she is involved with High Country Financial Advisors in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary services using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Gerald Conner Jr. is a financial advisor at Edward Jones with a Series 66 designation and 10 years of industry experience. He has worked at Edward Jones since 2017 and previously worked at Almo Corporation from 2014 to 2017. Outside of his advisory role, he works part-time as a customer service associate in retail. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.