Samuel Abernathy is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing six years of industry experience. His prior work includes roles at Comdata and Tsys before joining Raymond James in 2019. 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, institutions, and municipalities, providing financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Daniel Pugh is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 2013. He also served 19 years in the Tennessee Army National Guard. Outside of advising, he is a partner in Wellspring Properties LLC, where he is involved in the management and operations of rental real estate properties. 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 broad client base including individuals, institutional investors, and municipal entities, offering financial planning and consulting services supported by diverse portfolio management approaches and extensive firm research.

William Sawyer Jr. is a financial advisor with Robert Baird & Co. in Franklin, TN, holding a Series 66 designation and 21 years of industry experience. He has been with Robert Baird & Co. since 2019 and also has a longstanding role at Jjb Hilliard Wl Lyons Llc since 2009. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group provides customized consulting and portfolio services using a variety of strategies and managers, including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Phillip Brooks is a financial advisor with LPL Financial, holding a Series 63 designation and 28 years of industry experience. He previously worked at First Horizon Advisors, Inc. for 20 years and has been with LPL Financial since 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolio programs and third-party asset management.

Charles Raube Jr. is a financial advisor at Cetera with 20 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Cetera in 2019, he worked at Securian Financial Services, Inc. from 2006 to 2019. Outside of advisory services, he is involved in the sales of fixed insurance through JBC Companies and Financial Identity Advisors. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management, financial planning, and retirement services, operating a multi-manager platform that supports model portfolios, third-party managers, and bespoke strategies.

Gregory Ericson is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since the early 1990s. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management, combining multi-asset model portfolios with due diligence on alternative investments and centralized operational support.

Kurt Coalmer is a financial advisor with Equitable Advisors in Franklin, TN, holding the Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at Jackson National and Curian Capital, as well as earlier service at Equitable Advisors. Outside of his advisory work, he serves as an executor of an estate for a family member. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers its services through a network of Investment Adviser Representatives, utilizing various third-party programs and offering a range of investment options including mutual funds, ETFs, and select alternatives.

Lindsey Naeyaert is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Wells Fargo Bank and J.P. Morgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

James Smith is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott, Wells Fargo Clearing, and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients' risk profiles and integrates in-house and third-party investment managers, with notable capital-markets capabilities and alternative investment options.

Justin Heinz is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2012, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it manages a variety of registered investment companies and fund-of-funds.

Thomas Bauer is a Financial Consultant currently working at Fidelity Investments since 2022. He holds the designation of CERTIFIED FINANCIAL PLANNER and has experience helping clients develop plans to manage their finances effectively. His professional background includes roles as a Certified Financial Planner at Fortune Financial from 2021 to 2022, Regional Vice President at Jackson Financial Inc. from 2018 to 2020, and Regional Advisory Consultant at Jackson Financial Inc. from 2013 to 2018. These positions have contributed to his expertise in financial planning and advisory services. Outside of his professional work, Thomas has personal interests that include baseball, board games, boating, football, and scuba diving.

Jon Mc Knight is a financial advisor at Charles Schwab with 24 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank SSB since 2004 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions delivered via multi-asset model portfolios, combining integrated custody, brokerage, and advisory services for a large client base.

William Elliott is a financial advisor with LPL Financial in Franklin, TN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has seven years of industry experience and has previously worked at firms including Northwestern Mutual Wealth Management Company, UBS Financial Services, and F Link Forester. Elliott is involved with WLE Holdings, LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment options and platforms, supported by research and technology tools, and oversees over $819 billion in discretionary assets through a large network of advisors.

Nicholas Robinson is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has a varied work background including roles in education and hospitality. Robinson is also involved with SUNY Oswego, where he has been active since 2020. Equitable Advisors serves individuals across the wealth spectrum, as well as pension plans, corporations, and nonprofits, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a combination of proprietary and third-party advisory programs, with services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Mark Leuellen is a financial advisor with Edward Jones in Franklin, TN. He holds Series 63 and Series 66 licenses and has 25 years of industry experience, including 26 years with Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Frank Cuden is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His prior work history includes roles at The Foundation Specialists and Push Focus Media, as well as positions outside the financial services sector. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a nationwide network of more than 23,700 advisors.

Perrie Gibbons is a financial advisor with Raymond James & Associates holding a Series 63 designation and 28 years of industry experience. She has been with Raymond James & Associates since 2008. Outside of her advisory role, she serves as a notary public in Franklin, Tennessee. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and charitable organizations through a variety of financial planning and consulting services.

Austin Greer is a financial advisor with LPL Financial in Franklin, TN, holding a Series 66 designation and 19 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years before joining LPL Financial in 2025. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Walter Richardson III is a financial advisor at OSAIC with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services and Mass Mutual Life Insurance. Richardson is also vice president of Advisor Bridge, Inc., where he assists OSAIC Wealth representatives with practice management and sales. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, advisory services, and access to third-party money managers and wrap programs. The firm uses various asset-allocation tools and supports discretionary and non-discretionary portfolio management, with notable complexity in its corporate structure and multiple commercial arrangements.

Steven Samuel is a financial advisor with MassMutual Investors Services in Franklin, TN, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has worked at MassMutual Investors Services since 2017 and at Massachusetts Mutual Life Insurance Company since 2016, following two years at MetLife Securities Inc. He also works as an insurance agent specializing in individual life, property and casualty, and group health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs, using collaborative, technology-supported approaches to analyze client goals and recommend investment strategies.