Jeff Fink is a financial advisor at LPL Financial based in Nashville, TN, holding a Series 66 designation with 16 years of industry experience. His work history includes roles at United Community Bank, Ameriprise Financial Services, and Investment Professionals Inc. Outside of advisory, he is involved with United Community Advisors, a business entity related to his LPL work. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Kaleb Dickerson is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. He has worked at Raymond James Financial Services Advisors since 2022 and is also associated with Wilson Bank and Trust. Dickerson's background includes roles at Regions Bank, Pennington Stone, and Chris Slaughter State Farm. He serves as a financial advisor at Wilson Bank & Trust. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, pension, charitable, and government clients. The firm offers tailored, typically non-discretionary advisory services and maintains specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Mark Smith is a financial advisor with LPL Enterprise in Brentwood, TN, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked with Prudential Insurance Company of America and PRUCO Securities, LLC. Mark's career includes roles in both advisory and insurance services. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, model portfolio programs, and brokerage and insurance products through an integrated platform.

Chyna Bacchus is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in retirement planning and guiding clients through complex financial decisions with clear, collaborative, and personal strategies. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Chyna earned her Bachelor's degree from Vanderbilt University. Her approach centers on understanding clients' goals, values, and concerns to develop wealth management strategies that align with their objectives. Her areas of focus include college education planning, corporate executive services, equity compensation services, legacy planning, managing new wealth, personal retirement planning, women and wealth, and tax minimization. Outside of her professional work, Chyna is involved with the Watson Grove Baptist Church and contributes to community organizations such as the Second Harvest Food Bank and the University School of Milwaukee Alumni Board. Her personal interests include cooking, football, reading, spending time with family, and volleyball.

James Gibbs Jr. is a financial advisor at Raymond James Financial with 35 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His career includes roles at Raymond James Financial Services Advisors and Lawrence Bank. He is also affiliated with F&M Wealth Management as a financial advisor. 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, primarily non-discretionary advisory services and maintains a notable presence in municipal and public finance through its institutional and client service programs.

Gordon Mellin is a financial advisor with Equitable Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Equitable Advisors since 2016 and was previously with AXA Advisors, LLC. from 2016 to 2020. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth, retirement plans, corporations, charitable organizations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, working extensively through program sponsors and third-party managers to provide advisory and brokerage solutions.

Charles Watson is a financial advisor at LPL Financial with 24 years of industry experience. He holds the CFP® and CFA® designations as well as the Series 63 license. His prior work includes roles at FTB Advisors, Inc., First Tennessee Brokerage, and First Tennessee. 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 advisory and brokerage services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Eduardo Gumucio is a financial advisor with Merrill in Nashville, Tennessee, holding a Series 66 credential and having 12 years of experience at Merrill. He has been with the firm since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Kristen Beckstead is a financial advisor with LPL Financial in Nashville, TN, holding CFP® and ChFC® designations and 19 years of industry experience. She has worked at First Tennessee Brokerage and FTB Advisors, Inc. prior to her current roles at LPL Financial and First Horizon Bank. 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 wide range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Tonya Brimer is a financial advisor at Edward Jones with a Series 66 designation and 16 years of experience at the firm. She also engages in real estate activities as a salesperson with Macon Realty Co. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Bard Powell is a CFP®-certified financial advisor with four years of industry experience, currently affiliated with LPL Financial in Brentwood, TN. His prior work includes positions at First Horizon Bank and SA Stone Wealth Management Inc, with additional experience leading Arthur Powell Group LLC for over two decades. Powell is also involved with Arthur Powell Properties, LLC, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers diverse financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Benjamin Bostic is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has worked in various roles prior to his current position, including at Northpointe Staffing and WileyBros Aintree Capital LLC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services such as fee-based financial planning and discretionary portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor investment strategies and combines institutional trading capabilities with wealth management services.

Melissa Gallant is a CFP®-designated financial advisor with 18 years of industry experience. She is currently with Cetera and has held prior roles at Winchester Financial Group, Trilogy Capital, LPL Financial, and Ameriprise Financial Services. Outside of her advisory work, she is also licensed as an insurance agent, selling health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates as a multi-manager platform with access to affiliated and unaffiliated third-party managers.

John Cusick is a Senior Financial Advisor at Merrill Lynch Wealth Management. He employs a holistic approach that integrates various financial disciplines to provide personalized strategies aimed at helping clients manage and preserve their wealth effectively. His client focus areas include family wealth management strategies, legacy planning, liquidity management, retirement income, philanthropic planning, socially responsible and ESG investing, tax minimization, and portfolio management services. John began his professional career as a litigation and appellate attorney, representing cases across multiple domains such as divorce, paternity, criminal law, probate, and eminent domain. He has argued before every district court of appeal in Florida but does not provide legal advice in his role as a financial advisor. He holds a Bachelor's degree from the California State University System and a Juris Doctorate degree from Saint Thomas University. John is a Personal Investment Advisor (PIA) and is registered with FINRA. Outside of his professional commitments, John lives in Brentwood, Tennessee with his wife and son. He is involved in community activities including Habitat for Humanity and enjoys outdoor pursuits such as hiking, skiing, and traveling, as well as reading.

Ashley Huffines is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and nine years of industry experience. Prior to joining UBS in 2017, she worked at Altria Group Distribution Company for three years. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Timothy Healy is a financial advisor at Cetera with 29 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Cetera and its affiliated firms since 2014. Based in Nashville, TN, his career includes work at Cetera Investment Advisors LLC, Region Sbank, and Cetera Investment Services LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management and financial planning services, operating a multi-manager platform with access to various model portfolios and third-party managers.

Sean Johnston is a financial advisor at Osaic Wealth, Inc. based in Nashville, TN, with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Merrill and Bank of America. Outside of advising, he owns a sole proprietorship rental property business. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed account solutions.

Daniel Greaves is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2011 and joined Merrill in 2018. His approach centers on developing strategies and advice for individuals, their families, and their businesses by understanding their short and long-term financial objectives. Daniel's areas of expertise include corporate benefits, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and offers advice based on clients' goals and priorities, placing the investor at the center of his focus. He earned both his bachelor's degree in Professional Communications and his Master of Business Administration (MBA) from Wheeling Jesuit University. Daniel and his wife, Michelle, live in Nashville with their three children and are active in the community. His personal interests include basketball, biking, football, ice hockey, running, running marathons, soccer, and spending time with his family.

John Skittone is a financial advisor with Wells Fargo Clearing in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of finance, he is a certified flight instructor and owns an LLC that holds an aircraft. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Dylan Richards is a financial advisor with LPL Financial holding a Series 66 credential and two years of industry experience. His work history includes roles at Cumberland Transit and previous positions in education at Belmont University and Hendersonville High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of advisors. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.