Brandon Wiitala is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and two years of industry experience. His prior work includes roles outside finance, such as managing a hostel and teaching English. Ameriprise serves clients approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide written recommendation reports tailored to clients’ assets and goals.

Ronald Akers is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 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, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management, model portfolios, and specialized institutional and participant advice programs.

Benjamin Kuhlman is a financial advisor at Thrivent Investment Management with two years of industry experience. His background includes positions at Wells Fargo Bank and Regions Bank, as well as seven years of service in the United States Marine Corps. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive goal-based analyses and written recommendations across various financial planning topics without discretionary trading authority.

Michelle Oakley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at LPL Financial since 2019, including prior roles at Sinor Marcum Group LLC and various insurance carriers as well as Waddell & Reed, Inc. based in Nashville, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, financial planning, and retirement plan consulting supported by research from internal and third-party sources.

Adam Colombo is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at firms including Morgan Stanley and Wells Fargo Clearing. Colombo serves as a voting board member of the Taylor Germantown Homeowners Association in Nashville, Tennessee. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and specialized fund advisory.

Matthew Howley is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory work, he has a 25% ownership interest in ELG LLC, a commercial real estate holding company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy preparation, performance reporting, participant education, and plan benchmarking. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options in its investment menus.

Andrew Artis is a financial advisor with Charles Schwab in Nashville, TN, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Charles Schwab since 2020, with prior experience at BMW of Arlington, Pappasito's Cantina, and The Campbell Agency. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers multi-asset model portfolios, alternative investment options, and integrated custody and brokerage services.

Katherine Standard is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, N.A., and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Steven Glaeser is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 licenses and with 42 years of industry experience. He has worked with Kaplan Professional Education and PFS Investments Inc., and has been a freelance writer since 2005. Glaeser is involved in educational activities as a content writer and instructor for life and securities exam preparation. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services facilitated by BNY Mellon Advisors and Pershing.

Robert Kern is a Financial Advisor and Senior Portfolio Advisor at Merrill, where he works with individuals, families, business owners, and retirees. He assists clients in making informed financial decisions and staying focused on their priorities. His approach involves developing tailored strategies that integrate investment management, retirement planning, risk management, and estate considerations. Robert addresses key client concerns such as retirement readiness, income generation in retirement, tax efficiency, investment risk, and legacy planning. He emphasizes a long-term perspective in investing, aiming to build strategies that support clients' goals through changing markets and life circumstances. His professional designations include Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He holds a bachelor's degree from Southern Illinois University. Outside of his professional role, Robert enjoys outdoor activities, cooking, exercising, reading, and spending time with family and friends. He is involved in community organizations such as The Store, Habitat for Humanity, Second Harvest Food Bank, and the Williamson County Animal Center. He is also a member of the Williamson County Chamber of Commerce.

Jeffery Henrikson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at SunTrust Advisory Services and SunTrust Investment Services. He also serves as a co-trustee for his parents' family trust. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized reporting through a combination of advisory and brokerage capabilities.

Annie Bienvenu is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding a Series 66 designation and 12 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association before joining Wells Fargo Clearing in 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Steven Brown is a financial advisor at Raymond James & Associates with one year of industry experience. He previously worked at Principal Financial Group and National Underwriting Services. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary programs and maintains capabilities in public finance and municipal services.

Daniel Fleming is a CFP®-designated financial advisor with 17 years of industry experience. He has worked at Cetera and affiliated entities since 2019 and previously held positions at Foresters Financial Services and Foresters Advisory Services LLC. Outside of financial advisory, he is involved with the North American Versatile Hunting Dog Association. Cetera Investment Advisers LLC is an SEC-registered firm 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 access to affiliated and third-party managers.

J Whitmore is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on delivering personalized financial strategies and advice to individuals, families, and businesses. His approach emphasizes understanding clients' short- and long-term financial objectives to tailor solutions that address managing new wealth, personal retirement planning, portfolio management services, and retirement income. Since entering the financial services industry in 2011 and joining Merrill in 2014, J Whitmore has developed expertise in building strong client-advisor relationships that foster confidence and empowerment in wealth management. He holds the Chartered Retirement Planning Counselor™ and Personal Investment Advisor designations and earned a bachelor's degree in Business Administration from Middle Tennessee State University. Outside of his professional role, J Whitmore enjoys football, golfing, soccer, softball, and spending time with his family. He lives in Murfreesboro with his wife and three daughters.

Parker Molitor is a Series 66-licensed financial advisor with 15 years of industry experience. He has been with LPL Financial since 2018 and previously worked at INVEST Financial Corporation for six years. Molitor is also a licensed agent involved in life insurance sales and service. 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, model portfolios, and retirement plan consulting.

Duran Bunch is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings a diverse professional background, including six years in the U.S. Army with deployment experience alongside specialized military units. Since joining Merrill in January 2020, Duran has utilized his military discipline and leadership skills to provide financial advisory services focused on personalized wealth management strategies. Duran's expertise encompasses areas such as family wealth management, legacy planning, portfolio management, and managing new wealth. He has a particular interest in supporting retired military, police, and first responders in maximizing their retirements and assets. Duran holds a Bachelor's Degree from Middle Tennessee State University and is a Personal Investment Advisor (PIA). He is fluent in Spanish, Arabic, and English. Beyond his professional work, Duran is active in community organizations including Operation Stand Down and Team Rubicon and is affiliated with the Disabled American Veterans and the Wounded Warrior Foundation. His personal interests include adventure sports, boating, chess, hunting, music, photography, rock climbing, scuba diving, skiing, and skydiving. Duran enjoys restoring antique automobiles and values building close relationships with his clients, treating them like family to help achieve their long-term financial goals.

James Mellin is a financial advisor with Equitable Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors since 1999 and previously associated with Axa Advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered advisory and broker-dealer model.

Joshua Marcum is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 license and 20 years of industry experience. His prior roles include work with Bni, Sinor Marcum Group, and Waddell & Reed, Inc. Outside of his advisory work, he has been involved with Sinor Marcum Group LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting with access to comprehensive research and model portfolios.

Ralph Ruckart is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 45 years of industry experience. His prior work includes 12 years at Invest Financial Corporation and over four decades with Indianapolis Life. He is self-employed and involved in multiple investment-related business activities associated with his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.