L Scott Thompson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2007 and has over two decades of experience developing customized wealth management, retirement planning, and tax minimization strategies for individuals and institutions. Scott focuses on supporting corporate retirement plans and business owners, aiming to address every detail so clients can focus on their lives and careers. He holds a Bachelor of Science degree in Finance from the University of Tennessee in Knoxville and has earned professional designations including Certified Private Wealth Advisor® (CPWA®), Chartered Retirement Planning Counselor™ (CRPC), and Certified 401(k) Professional (CKP). Scott has been recognized by Forbes on the "Best-in-State Wealth Advisors" list for multiple consecutive years and as part of the Forbes "Best-in-State Wealth Management Teams." Scott resides in Brentwood with his wife, Paige, and their two children. Outside of work, he volunteers for Habitat for Humanity and enjoys spending time with his family, including golfing and boating.

Elizabeth Knight is a CFP® professional affiliated with LPL Financial with 24 years of industry experience. She has worked at First Tennessee Brokerage since 2004 and was associated with FTB Advisors, Inc. from 2013 to 2025 before joining LPL Financial and First Horizon Bank in 2025. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Russell Hensley is a financial advisor with Edward Jones in Murfreesboro, TN, holding the Series 66 designation and beginning his industry career in 2026. Prior to joining Edward Jones, he spent several years in the home improvement and contracting businesses. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory solutions under a fiduciary standard.

Jared Cox is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at First Horizon, U.S. Bancorp Investments, U.S. Bank, and Fifth Third Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management supported by model portfolios and research.

Angela Tostenson is a financial advisor at UBS Financial Services with 26 years of industry experience. She has worked at UBS since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. She holds the Series 63 designation. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, combining institutional trading capabilities with wealth management services.

Stuart Goss is a CFP® certificant with 19 years of experience in the financial industry. He is currently affiliated with LPL Financial and has previously worked at First Tennessee and New York Life Investment Management LLC. 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 variety of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party resources.

Sean Mc Mahan is a Series 66 licensed financial advisor with Edward Jones, based in Nolensville, TN, where he has worked since 2017. He has nine years of industry experience. Outside of his advisory role, Mc Mahan serves as a First Lieutenant in the Tennessee State Guard, involved in leadership and training activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Rhea England is a financial advisor with Raymond James Financial in Nashville, TN. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Raymond James in 2022, she worked at Global Retirement Partners and ARGI Financial Group. Outside of her advisory role, she is involved with Adams Wealth Partners, where she contributes to operations and financial advising. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Brent Walker is a financial professional with 11 years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked at Cetera Advisors LLC since 2021 and LPL Financial from 2015 to 2021. Outside of his advisory role, he serves as a board member for The Timothy Network, a nonprofit organization, and coaches cross country at Stewarts Creek High School. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and operates a multi-manager platform with options spanning automated allocations to bespoke strategies.

Timothy Jester is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Woodbury Financial Services, Park Avenue Securities, and Guardian Life Insurance. Outside of finance, he is a semi-professional violinist, a wedding officiant, serves as a commissioner on the Metro Arts Board in Nashville, and is involved with a charity golf tournament supporting families of emergency services members. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services and employs asset-allocation tools and third-party platforms to manage a wide range of investment portfolios.

Jessica Craig is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and possessing 20 years of industry experience. She previously worked at Woodbury Financial Services for 17 years before joining OSAIC in 2024. Craig also operates a sole proprietorship, Craig Wealth Management, focusing on fixed annuity sales. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a wide array of advisory platforms. The firm employs various tools and third-party services to construct diversified portfolios managed on discretionary or non-discretionary bases.

Lori Mc Kellar is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 credentials and has 11 years of industry experience. Her prior roles include positions at Pinnacle Financial Partners and Security Services Network/Emico Advisory. Outside of her advisory work, she has been involved with McKellar Constructions and has provided financial consulting support through LaLance McKellar Wealth Management and Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting aligned with client goals.

Richard Carlson is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining OSAIC in 2026, he worked at Commonwealth Financial Network for 14 years and at Wise Family Wealth, LLC for 13 years. His other business activities include fixed insurance sales at a branch location since 2012. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services through multiple platforms and utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Terrell Perry is a financial advisor with OSAIC based in Nashville, TN, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. His prior work includes roles at Securities America, Inc., Molette Investment Services, Investacorp, and Prudential Insurance Company of America. Outside of advising, he owns SSP Fitness, a fitness training and consulting business, and serves as a board member for the Guardianship and Trust Corporation, an organization that provides conservatorship services for persons with special needs. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations through an extensive network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing tools such as asset-allocation software, risk-tolerance assessments, and automated rebalancing to build portfolios that may include a wide range of investment products.

Jason Clowers is a financial advisor with Ameriprise in Arrington, TN, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic automation overseen by a dedicated committee.

Vance Lahey is a financial advisor with Ameriprise in Franklin, TN, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for NaCoMe Camp & Retreat Center in Pleasantville, TN. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, using a centralized consulting team to deliver non-discretionary, research-driven recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Cassandra Scott is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Her background includes service with the Murfreesboro Police Department from 2011 to 2017 and a long tenure with PFS Investments, Inc. She is also a conservator for an individual, a role she has held since 2016. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a tiered wrap-fee structure.

Brian Mahoney is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He 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, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to evaluate investment options within a broad platform of brokerage and advisory solutions.

Robert Wills is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with PFS Investments Inc. since 2009 and Primerica Financial Services since 2008. Outside of advisory services, he is involved in sales of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm uses third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Claton Heath is a financial advisor with LPL Financial based in Brentwood, TN, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Edward Jones, Merrill, UBS, Bank of America, Mutual of Omaha, and Burnett, Dobson and Pinchek. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a broad network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from LPL Research and third-party subadvisors.