Craig Bernard is a financial advisor with LPL Financial in Arrington, TN, holding CFP® and ChFC® designations and industry licenses Series 63 and Series 65. He has 39 years of experience in the financial services industry and has worked with LPL Financial since 1997. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives who utilize both proprietary and third-party investment strategies.

Clyde Allen III is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes nearly a decade at Ameriprise Financial Services, Inc. and a year at LPL Financial before returning to Ameriprise in 2024. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice primarily for clients maintaining assets within Ameriprise-managed accounts.

Dan Slowinski is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He provides clients access to Fidelity's brand, technology, and investment platform, working closely with his team to deliver financial consulting services. His professional experience spans multiple roles primarily at Fidelity Investments, including Financial Advisor, Investment Consultant, Financial Planning Consultant, Senior Financial Representative, Premium Service Representative, Mutual Fund Representative, and Corporate Rollover Specialist, covering the period from 1994 to 2014. Additionally, he worked as a Financial Advisor at Merrill Lynch from 2009 to 2014 and as a Credit Analyst at Chemical Bank Bay Area, Michigan, from 1992 to 1994. No information about his education, credentials, personal interests, or community involvement was provided.

Clayton Mallard is a financial advisor with LPL Financial, holding a Series 66 credential and seven years of industry experience. He previously worked at Raymond James Financial Services and Edward Jones. Mallard also serves as a branch manager at Gulf Winds Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies.

Hazel Heriges is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 25 years of industry experience. She has been with Raymond James since 2013. Outside of her advisory role, she works as a part-time DoorDash driver. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, charitable organizations, and government entities. The firm offers financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Matthew Fink is a financial advisor at Edward Jones in Columbia, TN, holding a Series 66 designation. He has been with Edward Jones for one year and previously worked in custom woodworking and the automotive industry. Edward Jones serves more than four million individual and institutional clients, offering a wide range of wealth management and advisory services supported by a large national network of financial advisors and branch offices.

Steve Holt is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. In addition to his work at the firm, Holt operates Steve Holt Consulting, which he founded in 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a network of over 23,000 financial advisors and more than 15,000 branch offices nationwide.

Jeanne Lynn is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 34 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in assets and delivers services through a combination of direct client relationships and corporate financial planning agreements.

Jesse Holman is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding the CFP® designation and Series 63 license. He has 23 years of industry experience, having worked at Mass Mutual Investors Services since 2003 and at MassMutual Life Insurance Company since 2002. Outside of his advisory role, he is involved in various real estate and business ventures, including ownership positions in multiple LLCs related to real estate investment and financial consulting. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of services including investment programs and educational seminars, with financial planning engagements structured as annual, collaborative relationships that utilize firm-approved analytical tools.

David Lane is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 44 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been associated with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. since 2016 and 2015, respectively. Outside of his advisory role, Lane is involved in insurance brokerage and life settlements, assisting customers with the sale of life insurance policies. 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 financial planning, asset management, and educational seminars, employing collaborative planning processes and firm-approved analytical tools.

Christopher Russell is a financial advisor with OSAIC in Franklin, TN, holding CFP® and ChFC® designations and over 20 years of industry experience. His prior experience includes roles at Lincoln Financial Securities Corporation, ProEquities, Inc., and First Protective. He is an author of educational booklets on buy-sell agreements and operates an educational website focused on long-term care planning. Additionally, he owns a hyperbaric oxygen chamber rental business. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and nonprofit organizations. The firm provides integrated brokerage and advisory services, utilizing a variety of investment platforms and third-party managers to construct portfolios tailored to client preferences and risk tolerances.

Bethel Coleman is a financial advisor with LPL Financial in Franklin, TN, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at CUNA Mutual Group and CUNA Brokerage Services for 12 years, and at Edward Jones for three years. Outside of his advisory role, Coleman serves as a GRit Leader for the Tennessee Chapter of NICA. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisory services with a range of strategic and tactical investment options.

Elizabeth Poplin is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She is one of the founders of the Karras Poplin Schroeder Group, where she helps lead the team's vision, outreach, and direction while working with clients to create and refine their long-term wealth strategies. She collaborates with clients' attorneys and accountants to employ a holistic planning approach. Liz has worked in wealth management since 2001 and has been a member of Merrill since 2008. Prior to Merrill, she served as a Financial Advisor and Director of Wealth Planning at Morgan Stanley. Earlier, Liz was an Equity Index Risk Manager at the Chicago Board Options Exchange and co-managed the University of Dayton endowment fund. She earned her Juris Doctor from Loyola University Chicago School of Law and her Bachelor of Science in Finance, magna cum laude, from the University of Dayton. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER®, Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), Chartered Advisor in Philanthropy (CAP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Elizabeth's expertise includes advising high-net-worth clients on pre- and post-retirement strategies, stock-option analysis, cash-flow modeling, insurance reviews, trust and estate planning, and tax-minimization strategies. She tailors advice to each client's unique circumstances and strives to have a positive, lasting impact on their well-being. She volunteers with Catholic Charities and her home parish, participates in family service ministry, coaches soccer, and serves on the St. Matthew Church Pastoral Council and as a catechist. Outside of work, Liz enjoys spending time with her family, traveling, hiking, skiing, and listening to live music.

William Conroy is a CFP®-designated financial advisor with MassMutual Investors Services, where he has worked since 2017. He has six years of industry experience and previously attended the Catholic University of America. Conroy is a managing partner of Weller Brothers, LLC, providing financial consulting and advisory services. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a collaborative, goals-based investment approach.

Robert Jacobsen is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. He holds the Series 66 designation and previously worked at First Trust Advisors L.P. for seven years before joining Baird in 2022. Robert W. Baird & Co. is an institutional firm serving individuals, corporate clients, pension plans, and charitable organizations through a range of wealth management services, including financial planning, portfolio management, and custody. The firm employs a mix of manager-traded and model-traded strategies and incorporates internal research and technology, including artificial intelligence, in its advisory process.

Sarah Bull is a financial advisor at Edward Jones in Franklin, TN, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, she worked as a kindergarten teacher at Rutherford County Schools and Lenoir City Schools from 2012 to 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Raul Miranda is a financial advisor at Ameriprise with 17 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory work, he serves on the Board of Directors for Sister Cities of Nashville. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored non-discretionary recommendations through a centralized consulting team.

Benjamin Wilkes III is a financial advisor at Edward Jones in Franklin, TN, holding the Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Genesis Diamonds LLC and Shane Co, where he was employed for four and eight years, respectively. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the country.

Cherie Swain is a financial advisor at Ameriprise in Franklin, TN, holding a Series 66 designation with four years of industry experience. She has worked at Ameriprise since 2016 and spent one year with Akron Free Methodist Church from 2017 to 2018. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice, utilizing proprietary research and third-party data within a defined investment framework.

William Wall is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has been with Thrivent and its affiliated entities since 2022. Prior to his financial advisory roles, Wall spent several years as a professional drummer and currently teaches and performs drums as a side activity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning across a wide range of topics. The firm’s services include one-time or ongoing planning engagements and offer clients the option to combine planning with managed accounts through a consolidated billing program called “WealthPlan.”