James Knott is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at various firms including Avantax and currently operates his own tax preparation and accounting business as president of James L Knott CPA PC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, utilizing a multi-manager platform with both discretionary and non-discretionary options.

Debra Hooper is a financial advisor at LPL Financial with 26 years of industry experience. She has held roles at FTB Advisors and Synovus entities prior to joining LPL Financial in 2025. Outside of her advisory work, she is the director and CEO of Achieving Success Martial Arts in Mt Juliet, TN. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and various investment technologies.

Alexis Bourdeau is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has two years of industry experience and has worked at JPMorgan Chase Bank, NA, and Bank of America Merrill Lynch. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers advisory services alongside brokerage and investment management capabilities.

Lee Wolfe is a financial advisor at Raymond James Financial with 30 years of industry experience. He previously worked at Wells Fargo Advisors and Stifel Independent Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored non-discretionary advisory services and maintains notable municipal and public finance capabilities.

Brandon Bourque is a financial advisor at Osaic with 25 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2024, Bourque has been associated with Roussel and Associates since 2001, where he is also the owner and president of an employee benefits and insurance agency. He is a Tennessee Notary Public in a sole proprietorship unrelated to investment activities. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, providing brokerage and investment advisory services through a large network of affiliated advisers. The firm employs various asset-allocation and portfolio management tools and offers access to multiple third-party managers and wrap programs, supporting both discretionary and non-discretionary account management.

Richard Policht is a financial advisor with Merrill in Nashville, TN, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes multiple roles at Bank of America since 2016 alongside over a decade at Merrill. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated within Bank of America’s broader platform.

Colin Kirkby is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2013. Outside of his advisory role, Kirkby is the founder and leader of the Julia Green Elementary Cub Scout Pack 39 in Nashville, organizing and planning scouting events for local children. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Clifford Benjamin is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has served in advisory roles at multiple firms including Securities America and Investacorp, and is President and Certified Valuation Analyst at Summit Business Valuation Associates, where he conducts business valuations for family law, trust and estate planning, and mergers and acquisitions. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a range of portfolio management tools and third-party solutions.

James Gattis is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both Merrill and Bank of America, N.A. since 2009 and 2012 respectively. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other fiduciaries. The firm integrates its investment services with Bank of America’s broader platform, including access to derivatives, lending, and custody services.

Thomas Medlin III is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Ernie Colvin II is a CFP® professional with 23 years of industry experience, currently advising at Edward Jones since 2005. He holds Series 63 and Series 66 licenses and is based in Murfreesboro, TN. Outside of his advisory role, he owns and manages rental properties in Tennessee. Edward Jones is a full-service wealth management firm serving more than four million clients across individual and institutional sectors. The firm manages approximately $1.01 trillion in assets and provides a range of advisory programs, including both discretionary and non-discretionary strategies, with a nationwide network of over 23,000 financial advisors.

Kari Johnson is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career in financial services in 2002, gaining experience in consumer banking and private banking before becoming a financial advisor. Since joining Merrill in 2013, Kari has focused on helping individuals and families define their financial goals and develop personalized wealth management strategies to guide them through their financial futures. She also conducts seminars and tutorials to educate corporate employees about their retirement plans and assist employees transitioning from their companies in understanding their retirement asset choices. Kari is a CERTIFIED FINANCIAL PLANNER™ certificant and holds the Personal Investment Advisor designation. She is a member of the Financial Planning Association and earned a bachelor's degree in international marketing from the University of Wisconsin–La Crosse. Kari serves on the board of the American Red Cross Nashville Chapter. Outside of her professional work, Kari resides in Nashville with her husband and daughter. She enjoys attending her daughter's sporting events, traveling, hiking, and spending time with family and friends.

Mark Brewer is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS Financial Services since 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Daniel Jones is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2011. 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 under management through a nationwide network of over 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Zachary Bell is a financial advisor with LPL Financial in Brentwood, TN, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at First Horizon and Jackson National Life Distributors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various portfolio management solutions.

Justin Oldham is a financial advisor with Robert Baird & Co. and holds a Series 66 designation. He has 17 years of industry experience, including roles at J.J.B. Hilliard, W.L. Lyons, LLC since 2008. Outside of his advisory work, he is a partner in a family crop farming business and serves as co-trustee for a family trust. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers and a variety of investment strategies.

Michael Baxter is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. His prior roles include positions with the Toronto Blue Jays and Seattle Mariners, as well as eight years at Vanderbilt University. 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 approximately $671 billion in assets across its network of over 14,000 financial advisors.

Jeffrey East is a CFP® professional with 14 years of experience currently serving as a financial advisor at Raymond James Financial. He has been with Raymond James and Pinnacle Bank since 2016. Outside of his advisory role, he is a managing director and owner of Moody + East Investment Partners. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual investors, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory services and maintains a specialized SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Reginald Ford is a Series 66 licensed advisor with LPL Financial, where he has worked since 2017. He has nine years of industry experience, including two years at Truxton Trust Company. Outside of his advisory role, he is a certified yoga instructor and is involved in authoring and speaking through RoseCrete Wellness Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services supported by research and multiple portfolio management options.

Keegan Haines is a Series 66-credentialed financial advisor at Merrill with five years of industry experience. He has held roles at Merrill and Bank of America, N.A., and previously worked outside the financial industry. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.