James Smith is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 11 years of industry experience. He has worked with Cetera and its affiliated entities since 2015, based in Nashville, TN. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and program structures, supported by a nationwide network of over 10,000 advisors.

Aanhk Maa is a financial professional with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, Aanhk worked at North Star Resource Group and has a background that includes manufacturing and production management roles at Wikoff Color Corp. Outside of advisory work, Aanhk is also involved in fixed insurance sales and service as an agent. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized reporting for plan sponsors, corporations, and endowments, with a non-discretionary investment approach supported by centralized due diligence.

Robert Moug is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Avantax Advisory Services and Avantax Investment Services, where he spent over two decades. He is also involved in tax preparation and accounting through Moug Financial Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms.

Thomas Beasley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is committed to providing clients with tailored financial and wealth management strategies that address both asset and liability management. Thomas holds a Bachelor's Degree from Auburn University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His areas of expertise encompass college education planning, executive services, family wealth management, retirement planning, tax minimization, and other related financial strategies. He has been involved with professional organizations such as the Franklin Breakfast Rotary and has served as a former board member of the Downtown YMCA.

Michele Thomas is a financial advisor with Edward Jones in Murfreesboro, TN, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Bank of New Hampshire. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Jon Ladd is a financial advisor at Raymond James Financial with 31 years of industry experience. He has held roles at Raymond James Financial Services Advisors, Inc., Raymond James & Associates, Morgan Keegan & Company, and Citigroup Global Markets. Outside of his advisory work, he is involved in a personal lending activity managing loan payments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients, using risk profiling and analytical tools to tailor non-discretionary planning and investment consulting.

Houston Sproles is a financial advisor with Ameriprise in Murfreesboro, TN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Edward Jones and experience in educational institutions such as Middle Tennessee State University and Trevecca Nazarene University. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning focused on tax-aware withdrawal strategies and dependable income sources.

Anthony Breen is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Alphamont Funds LLC for nine years. Outside of his advisory role, he serves as a board member for the Richmeade Place Homeowners Association in Nashville, TN. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and risk profiling tools to support client goals and offers specialized programs in municipal advisory and SIMPLE IRA employer consulting.

Lisa Grenvicz is a financial advisor at Merrill with three years of industry experience. She holds Series 66 and Series 63 designations and has worked at Bank of America, JPMorgan Chase Bank, and Vision Realty Partners. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Felix Lemarinel is a financial advisor with LPL Financial in Murfreesboro, TN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Transamerica Financial Advisors, Inc and Galt Line Inc. Outside of advising, he writes for the blog OG's Truth. 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 financial planning and advisory services, including model portfolios and third-party asset management, supported by a large network of advisors and a broad platform that integrates advisory and non-advisory financial services.

Landon Carlisle is a financial advisor with Robert Baird & Co. based in Murfreesboro, TN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at Hilliard Lyons and J.J.B. Hilliard, W.L. Lyons, Inc. since 1998. Robert Baird & Co.’s DDK Group, where Mr. Carlisle works, is part of the firm’s Private Wealth Management department and serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, with ongoing manager selection and internal research processes.

Michael Brown is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Brentwood, Tennessee. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales through affiliated entities.

Randy Barnum is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked with Primerica Advisors since 2018 and owns Barnum Enterprises, a separate business unrelated to investments. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies and discretionary management supported by third-party custodians and overlay managers.