Honnie Arnold is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Prior to this, Arnold worked at Wells Fargo Advisors LLC from 2010 to 2016. Outside of financial advising, Arnold is involved as a member of Young Living Essential Oils, a healthcare products business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Paul Good is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at firms including Simmons Bank, LPL Financial, and Ameriprise Financial Services. Outside of advising, he is an adjunct faculty member with Kaplan College for Financial Planning and owns a tax services business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement services. The firm offers customized strategies through various platform arrangements, combining proprietary models with access to third-party managers.

Kristopher Wackerlin is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding the Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior work includes roles at OneAmerica Securities, American United Life, and Metlife Securities. In addition to his advisory duties, he works as an insurance agent specializing in individual life, property/casualty, health, and group health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs, utilizing firm-approved tools to develop collaborative, goal-oriented strategies.

Daniel Theall is an Investment Consultant at Fidelity Investments. He has been with Fidelity since 2020, holding various roles including Customer Relationship Advocate, High Net Worth Associate, Financial Representative, and Relationship Manager before his current position. Daniel focuses on helping clients develop personalized financial plans that address their unique circumstances and priorities. He works closely with clients to understand their lives and challenges in order to maximize their use of Fidelity's resources. His experience includes planning for life events, responding to life changes, and ongoing financial plan reviews.

Samuel Lechleiter is a financial advisor with Cetera, holding a Series 63 designation and over 32 years of industry experience. His prior roles include positions at Concourse Financial Group Securities Inc, Lincoln Financial Securities Corp, and LPL Financial. In addition to his advisory work, he serves as co-executor of his mother’s estate and acts as her power of attorney. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies across various program structures.

Shay Wilson is a financial advisor with Primerica Advisors in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Wilson has been with Primerica Advisors since 1996 and with Primerica Financial Services since 1995. Outside of advisory services, Wilson is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

Ellen Currey is a financial advisor with Fidelity in Franklin, Tennessee, holding Series 63 and Series 66 credentials and seven years of industry experience. Her career has been primarily with Fidelity Investments starting in 2017, with intermittent breaks. Outside of her advisory work, she is a member of EAW Real Estate, LLC with passive involvement. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Diana Garcia is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. Her career includes multiple roles at UBS since 2015, with a brief tenure at JDS Custom Automotive. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Jared Philpot is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2020. He works closely with individuals and their families to develop financial plans tailored to their specific needs and preferences, aiming to support them in achieving their financial goals. His professional experience includes several roles within Fidelity Investments, progressing from Investment Solutions Representative (2016-2018) to Relationship Manager (2018-2019), Investment Consultant (2019-2020), and finally Financial Consultant (2020 to present). Prior to joining Fidelity, Jared worked as a Financial Services Associate at State Farm Insurance from 2015 to 2016 and as a Financial Representative at Northwestern Mutual from 2013 to 2014. Outside of his professional work, Jared has interests in football, golf, music, outdoor adventures, pets, and traveling.

Brent Highberger is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Alisa Edmondson is a Financial Consultant currently working at Fidelity since 2022. She has experience as a financial consultant and planner, having held roles at LPL Financial and Heartland Planning Associates from 2019 to 2022, as well as positions as a financial planner, retirement specialist, and wholesaler at Nationwide Financial from 2012 to 2019. Alisa focuses on making the financial planning process straightforward and concise for clients seeking help with informed financial decisions. Her professional background spans various aspects of financial planning and retirement services. Outside of her career, Alisa has personal interests that include attending concerts, cooking and baking, gardening, hiking, visiting museums, and parenthood.

Jessica Kerr is a financial advisor with Morgan Stanley in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Morgan Stanley since 2009. Outside of her advisory role, she is the owner of J.Ashley Photography. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Ethan Karr is a financial advisor at Equitable Advisors in Franklin, TN, holding a Series 66 designation with one year of industry experience. His prior work history includes roles at Statefarm, FedEx Ground, Transloop, and Waterway. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of investment adviser representatives. The firm uses both proprietary and third-party investment models and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Matthew Shaw is a financial advisor with LPL Financial in Franklin, TN, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with LPL Financial and The Wealth Management Group since 2016. Outside of his advisory role, he is involved with The Car Stables, a business entity unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions delivered through a large network of investment adviser representatives.

Justin Harnick is a financial advisor with LPL Enterprise and holds the Series 66 and Series 63 designations. He has two years of industry experience, including prior roles at NYLIFE Securities LLC, New York Life Insurance Company, and Bankers Life. Before entering the financial services industry, he worked in education at Belmont University, Nassau Community College, and Village School. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program, along with affiliated trust custody and insurance services.

Brian Edkin is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Charles Schwab since 1999 and was previously with TD Ameritrade for one year. Based in Franklin, TN, he has spent the majority of his career with Schwab. Charles Schwab & Co., Inc. serves 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 affiliated discretionary separate managed accounts and maintains a large, integrated structure supporting a broad client base.

Ivie Burns II is a financial advisor with Morgan Stanley in Franklin, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Michael Prokop is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at New York Life Securities LLC and New York Life Insurance Company. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual collaborative planning engagements using firm-approved tools and supports event-driven planning such as divorce and estate-settlement strategies.

Rachel Schultz is a CFP®-designated financial advisor at Charles Schwab with six years of industry experience. She has held roles at Charles Schwab Bank, Schwab, and CORE Finance, among others. Outside of her advisory career, she has experience with Butler University Tableware Everywhere. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and access to alternative investments.

Campbell Dowling is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he was affiliated with the University of Tennessee Knoxville for four years and has worked with the Nashville Golf and Athletic Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios built from mutual funds, ETFs, and ETPs.