Chadwick Richards is a financial advisor with LPL Financial in Hendersonville, TN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and various insurance carriers for W & R Insurance Agencies. Outside of his advisory work, Richards is involved in non-variable insurance and has maintained real estate rental activities through CWMG, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.

Brick Sturgeon Jr. is a financial advisor with Raymond James Financial in Nashville, TN, holding a Series 63 designation and 35 years of industry experience. He has been with Raymond James Financial since 2009 and has concurrent roles at Pinnacle Bank and Raymond James Financial Services. Sturgeon is also involved as an owner and financial advisor at Sturgeon-Ellett Wealth Management. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, and institutional entities. The firm provides financial planning and non-discretionary investment consulting through various advisory programs, emphasizing a non-discretionary approach to client relationships and leveraging an extensive affiliate network to support municipal and institutional clients.

Kevin Macwilliams is a financial advisor with LPL Financial, holding the Series 63 and Series 66 designations and bringing 26 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for 11 years each prior to joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Michael Neal is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with LPL Financial since 2014. Neal is involved as a referral partner with Digital Benefit Advisors and operates a separate business entity, Scotty Neal Wealth. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Binu Ittycheriah is a financial advisor with Primerica Advisors in Hermitage, TN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, providing portfolio management primarily for individual investors rather than institutional pension or profit-sharing plans.

Debra Hooper is a financial advisor at LPL Financial with 26 years of industry experience. She has held roles at FTB Advisors and Synovus entities prior to joining LPL Financial in 2025. Outside of her advisory work, she is the director and CEO of Achieving Success Martial Arts in Mt Juliet, TN. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and various investment technologies.

Alexis Bourdeau is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has two years of industry experience and has worked at JPMorgan Chase Bank, NA, and Bank of America Merrill Lynch. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers advisory services alongside brokerage and investment management capabilities.

Harrison Kidd is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Raymond James Financial since 2002 and Pinnacle Bank since 2014. Outside of his advisory role, Kidd is involved with Kidd Private Wealth Group, where he dedicates significant time as a financial advisor, and serves as a trustee for Kidd Brock. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, focusing on tailored financial plans supported by asset-allocation analysis and firm research, with a distinctive emphasis on advisory and implementation-support services.

Aaron Halterman is a financial advisor at Primerica Advisors with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica since 2008. Prior to his advisory role, he spent three years working at Westmoreland Middle School. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers a wrap-fee asset management program driven by model-delivery strategies from unaffiliated asset managers and operates a large network of advisors and offices.

Bradley Pendleton is a CFA® charterholder and holds a Series 66 license with 22 years of experience in the financial industry. He has been with Stifel Nicolaus & Co. Inc. since 2013. Outside of his advisory role, he serves as an exam grader for the CFA Institute and participates on investment committees for nonprofit and fraternal organizations in the Nashville area. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment strategy methodology developed by its Investment Strategy Group, which supports asset allocation and financial planning guidance.

Richard Policht is a financial advisor with Merrill in Nashville, TN, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes multiple roles at Bank of America since 2016 alongside over a decade at Merrill. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated within Bank of America’s broader platform.

Colin Kirkby is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2013. Outside of his advisory role, Kirkby is the founder and leader of the Julia Green Elementary Cub Scout Pack 39 in Nashville, organizing and planning scouting events for local children. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Clifford Benjamin is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has served in advisory roles at multiple firms including Securities America and Investacorp, and is President and Certified Valuation Analyst at Summit Business Valuation Associates, where he conducts business valuations for family law, trust and estate planning, and mergers and acquisitions. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a range of portfolio management tools and third-party solutions.

James Hundley is a CFP® with 18 years of industry experience, currently affiliated with Raymond James Financial in Nashville, TN. He has worked concurrently with Vista Resources and Pinnacle Bank since 2013. Hundley is also an associate at Pinnacle Asset Management, where he is involved in financial planning. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through a variety of programs and emphasizes advisory and implementation-support roles rather than discretionary management.

Lisa Theys is a financial advisor at UBS Financial Services with 34 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2018, following a long tenure at Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances.

James Brice is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and nine years of industry experience. He has worked at UBS since 2021 and previously held roles at Bank of America and Merrill. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a comprehensive range of capital markets activities.

Kari Johnson is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career in financial services in 2002, gaining experience in consumer banking and private banking before becoming a financial advisor. Since joining Merrill in 2013, Kari has focused on helping individuals and families define their financial goals and develop personalized wealth management strategies to guide them through their financial futures. She also conducts seminars and tutorials to educate corporate employees about their retirement plans and assist employees transitioning from their companies in understanding their retirement asset choices. Kari is a CERTIFIED FINANCIAL PLANNER™ certificant and holds the Personal Investment Advisor designation. She is a member of the Financial Planning Association and earned a bachelor's degree in international marketing from the University of Wisconsin–La Crosse. Kari serves on the board of the American Red Cross Nashville Chapter. Outside of her professional work, Kari resides in Nashville with her husband and daughter. She enjoys attending her daughter's sporting events, traveling, hiking, and spending time with family and friends.

Mark Brewer is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS Financial Services since 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Lee Ziady is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Kenneth Sledge Jr. is a financial advisor at OSAIC with 50 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 37 years. In addition to his advisory role, he operates Sledge Benefit Group, where he sells accident and health insurance, group benefits, disability insurance, and health savings accounts. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment options and utilizes various asset-allocation tools and third-party platforms to support client portfolios.