Kyle Page is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. His prior roles include positions at Edelman Financial Engines, Lyndhurst Financial Management Ltd, and Taylor Wealth Management Ltd. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets through more than 1,100 advisors.

Joshua Berdet is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2021. Prior to joining Cerity, he worked at Merrill from 2015 to 2021. Berdet holds a Series 66 license and is based in Franklin, TN. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a diverse client base including individuals, families, institutions, and corporations. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with an emphasis on diversified asset allocation and access to alternative and private-market investments.

David Rodgers is a CFP® professional with over 31 years of experience in the financial services industry. He is currently with TLG Advisors, INC. and has held prior roles at The Yates Agency, The Leaders Group, Inc., Millennium Brokerage Group, and Nationwide. Outside of his advisory work, he leads the fixed life and annuity division for HighStreet Partners’ property casualty branch. TLG Advisors, INC. manages approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm utilizes a combination of fundamental analysis and Modern Portfolio Theory in its investment approach and offers services including portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

James Forster is a CFP® with 16 years of industry experience, currently serving at Raymond James & Associates since 2013. He is based in Franklin, TN, and participates on the investment committee of Saint-Andrew's Sewanee School’s advisory board. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research and model managers.

Dennis Pompa Jr. is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Charles Schwab since 1995 and served with the Battle of Franklin Trust from 2011 to 2024. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through Schwab Wealth Advisory and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Chris Kimler is a CFP® with 31 years of experience in the financial industry. He is currently with LPL Financial and has held roles at Ftb Advisors, Inc., First Tennessee Brokerage, Inc., and First Tennessee Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a broad range of advisory programs, financial planning, and consulting services.

Lee Slotnik is a financial advisor with Morgan Stanley in Franklin, TN, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley, he worked at International Business Machines from 2011 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning through dedicated teams. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.

Frank Haviland is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Raymond James since 2015 and currently serves as Vice President and Financial Advisor at FirstBank Wealth Partners in Franklin, TN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Alexandra Field is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity Investments in 2024, she held positions in various organizations including Boston College Athletics and the University of Connecticut. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model strategies.

Timothy McNamara is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 11 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities from 2015 to 2017. Outside of his advisory role, he is also an insurance agent specializing in individual and group life and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to develop written recommendations tailored to client goals.

Barry Kemp is a CFP® professional with 32 years of experience in the financial industry. He has worked at LPL Financial since 2023 and previously spent 17 years at Fifth Third Securities. 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 advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various management approaches.

Phillip Knight is a CFP® with 25 years of industry experience, currently affiliated with LPL Financial. He has previously worked with FTB Advisors, Inc. and First Tennessee Brokerage. 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 model portfolios and retirement plan consulting, supported by research and technology tools.

Andrew Walling is a financial advisor at Merrill with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Merrill, he worked at Wells Fargo Clearing and Wells Fargo Bank. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Massey is a financial advisor with Merrill in Brentwood, Tennessee, holding a Series 66 license and seven years of industry experience. He has worked at both Merrill and Bank of America since 2011. Outside of his advisory role, he is a member of MassMedia LLC, a social marketing and consulting business operated by his wife. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Jason Patrick is the Resident Director and a Senior Vice President of Merrill's Franklin, Tennessee office, serving as a Wealth Management Advisor. He has worked in the financial services industry since 1995 and as a financial advisor since 2001. Jason joined Merrill in 2009 after eight years with UBS. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Certified Private Wealth Advisor® (CPWA®) certification. Jason earned a Bachelor of Science degree in Management, with a minor in Finance, from Lipscomb University. His expertise includes retirement planning, estate planning, insurance considerations, and personalized wealth management strategies tailored to each client's goals. In addition to his professional work, Jason has served the town of Nolensville, Tennessee, in roles such as Vice Mayor, Planning Commission member, and Chairman of the Budget Committee. He enjoys running, music, visiting national parks, and spending time at the lake with his wife, Amy, and their three children, residing in Brentwood, Tennessee.

William Gollihue Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm follows an IPS-driven approach based on modern portfolio theory and acts as an ERISA fiduciary when providing investment advice, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cole Crocker is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding a Series 66 license and six years of industry experience. His career includes roles at MML Investors Services, MassMutual Life Insurance, and several other financial services firms. Outside of his advisory work, Cole serves as an assistant coach for youth hockey. 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 offers collaborative, annual financial planning engagements using firm-approved analytical tools and delivers written recommendations tailored to clients’ goals.

Richard Cardente Jr. is a financial advisor with Merrill in Franklin, TN, holding a Series 66 credential and six years of industry experience. His prior work includes positions at Bank of America, Honda Kingsport, SunTrust, and Cellular Sales Verizon. Outside of his advisory role, he is involved as an owner of a sports card hobby shop and works as a taxi driver through Uber. 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, and institutional investors.

Timothy Roberson is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Bank of America. Roberson serves as a board member of the Nashville Sports Council, which helps bring sporting events to Nashville. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Jack Priebe is a CFP®-designated financial advisor with Mass Mutual Investors Services, bringing 21 years of industry experience. He has worked with Mass Mutual Life Insurance Company since 2005 and joined Mass Mutual Investors Services in 2025. Outside of his advisory role, he owns a business consulting firm specializing in succession planning, risk reduction, and business valuations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based financial planning with optional implementation services.