William Greene is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves on the finance and investment committee of a local religious organization, Free Range Pastor, where he participates in governance and financial oversight. 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 charitable organizations, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Clifford Winter is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Benchmark Realty LLC and Realty One Group, as well as positions with several municipal and county governments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also employs algorithmic methodologies and serves as an advisor to multiple registered investment companies.

Matthew Ellis is a Financial Consultant at Fidelity Investments, where he has been serving since 2019. In his role, he collaborates with clients to develop comprehensive financial plans aimed at achieving their long-term goals, utilizing Fidelity's planning tools and client-focused approach. Prior to his current position, Matthew worked as a Relationship Manager at Fidelity Investments from 2017 to 2019 and at The Vanguard Group from 2010 to 2017. His professional experience spans over a decade in financial services, focusing on client relationship management and financial planning. Outside of his professional work, Matthew has interests in cars, fitness, social events with friends, music, pets, and soccer.

Parker Barton is a financial advisor with Equitable Advisors in Franklin, TN. He holds a Series 66 designation and has four years of industry experience. Parker is also registered as a sales assistant with Dallas George, where he maintains client rapport and assists with operational tasks. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Jacob Rogers is a Planning Consultant at Fidelity's Franklin Investor Center. In his role, he helps clients identify, clarify, and make progress towards their investment goals by partnering with them to develop financial plans and strategies tailored to their specific situations. He has been with Fidelity Investments since 2023, previously serving as a Relationship Manager and Financial Representative before becoming a Planning Consultant in 2024. His experience at Fidelity spans various client-facing roles focused on financial planning and relationship management. Outside of work, Jacob has personal interests that include cars, comedy, cooking and baking, football, and outdoor adventures.

George Forbis Jr. is a financial advisor with Ameriprise in Brentwood, TN, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Robert Lord is a financial advisor with Morgan Stanley in Franklin, TN, holding a Series 66 designation and bringing 43 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a participating member of KLT LLC, a technology-focused company, and serves on the finance committee of the Jonathan Club in Los Angeles, where he is currently being considered to lead the committee. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and models to assist clients, offering a wide range of investment and financial services without providing individual security recommendations through standalone plans.

Cherie Seale is a financial advisor at Robert Baird & Co. with nine years of industry experience. She holds a Series 66 designation and has previously worked at B. Riley Wealth Advisors, Inc., B. Riley Wealth Management, and Wunderlich Securities, Inc. She is affiliated with The DDK Group, a team within Robert Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The group provides a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs supported by ongoing manager selection and internal research.

Bryce Johnson is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Watertown Savings Bank and Mercyhurst University. He also works as a sales associate with Realty Benefit Services and Dergalis Associates LLC in Cherry Hill, NJ. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Andrew Grad is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors LLC, Uber Technologies, Robert Half, Ottimo Resources, and ABM Industries. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs that incorporate firm-approved planning tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and provides a wide range of investment and financial services.

Barbara Grimes is a financial advisor at UBS Financial Services with 29 years of industry experience. She has been with UBS since 2008 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies for its clients.

Joseph Craig Jr. is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services, &PARTNERS, and J.J.B. Hilliard, W.L. Lyons, LLC. Craig also operates a sole proprietorship, Craig Wealth Management, where he is involved in fixed annuity sales. OSAIC serves a broad range of clients including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction using advanced asset-allocation tools and access to multiple third-party investment solutions.

Mark Puryear IV is a CFP® with six years of industry experience, currently affiliated with Raymond James & Associates. His prior experience includes roles at Hightower Advisors, The Bahnsen Group, Janney Montgomery Scott, and FirstBank. 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, institutional and pension plans, charitable organizations, and government entities—offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Mark Williams is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at Amazon for three years and held various other positions including a significant tenure at Red Lobster. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, with oversight controls and algorithmic methodologies integrated into its investment process.

Robert Schwartz is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations. Prior to joining Edward Jones, he worked at US Bancorp Investments, US Bank, and Fifth Third Bank. Outside of his advisory role, Schwartz is the founder and president of Garr's Bev Co., a company involved in the manufacturing and distribution of beer. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households and corporate entities. The firm offers discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of advisors and branch offices.

Michael Sharpton is a CFP® with 27 years of industry experience, currently serving at Mass Mutual Investors Services since 2018. His prior roles include positions at Metlife Securities Inc. and Lifemark Securities Corp. He is a member of the Maury County Board of Zoning Appeals. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented financial planning supported by advanced analytical tools and offers specialized programs including estate and employer-sponsored planning.

Anna Turner is a financial advisor at Charles Schwab with 22 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and Scottrade. Charles Schwab & Co., Inc. serves a large client base of 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 supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Jean Jackson is a CFP® certificant with 25 years of industry experience, currently associated with OSAIC in Franklin, TN. She previously worked at Royal Alliance Associates, Inc. and AdvisorNet Wealth Management. Jackson is the owner of Eagle Creek Financial Advisors, LLC, where she acts as a life and long-term care insurance agent. OSAIC serves a wide range of retail and institutional clients through an extensive network of affiliated financial advisers, offering integrated brokerage and advisory services along with access to third-party money managers and wrap programs. The firm uses advanced asset-allocation tools and supports both discretionary and non-discretionary account management across diverse investment vehicles.

Levi Deshaw is a financial advisor with Ameriprise in Franklin, TN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 27 years of industry experience, including 15 years with Ameriprise Financial Services, Inc. prior to his current role since 2020. Outside of his advisory work, he serves as a general board member for the Pacific Northwest FCA Outdoor and Motocross Board. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Margaret Zimbrich is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to her current role, she was involved with Fancy Rascal Clothing and the University of Tennessee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary advisory strategies, including managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates an extensive nationwide network of advisors and branch offices.