Michael Baxter is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. His prior roles include positions with the Toronto Blue Jays and Seattle Mariners, as well as eight years at Vanderbilt University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across its network of over 14,000 financial advisors.

Tamara Hixson is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Outside of her advisory role, she serves as a successor trustee for estate and trust matters in Brentwood, Tennessee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of financial planning and advisory services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured, firm-approved planning tools to support tailored financial plans.

Jeffrey East is a CFP® professional with 14 years of experience currently serving as a financial advisor at Raymond James Financial. He has been with Raymond James and Pinnacle Bank since 2016. Outside of his advisory role, he is a managing director and owner of Moody + East Investment Partners. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual investors, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory services and maintains a specialized SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Reginald Ford is a Series 66 licensed advisor with LPL Financial, where he has worked since 2017. He has nine years of industry experience, including two years at Truxton Trust Company. Outside of his advisory role, he is a certified yoga instructor and is involved in authoring and speaking through RoseCrete Wellness Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services supported by research and multiple portfolio management options.

Brian Mckenzie is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 client plans.

James Newsome is a financial advisor with LPL Financial, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Northwestern Mutual and Merrill Lynch. Before his advisory career, he worked at Sterling National Bank and was involved in the hospitality industry through Kilroys Sports Bar. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jennifer Kistner is a financial advisor at Fidelity with 24 years of industry experience. She holds the CFP®, Series 63, and Series 65 designations. Her work history includes roles at Fidelity Brokerage Services LLC and FIDELITY Personal and Workplace Advisors since 2016 and 2018, respectively. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Charles Collier is a financial advisor at Raymond James Financial Services Advisors, Inc. in Nashville, TN. He holds the Series 66 designation and began his industry career in 2025. Prior to joining Raymond James, he worked at William Morris Endeavor and held roles in education at the University of Tennessee and Christ Presbyterian Academy. Collier serves as a junior advisor with Pinnacle Asset Management and Burton Hills Investment Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes tailored financial plans developed through detailed client interviews and uses a combination of brokerage and advisory account options to implement investment strategies.

Olivia Tirrill is a financial advisor with Raymond James Financial in Nashville, TN, holding Series 65 and Series 63 credentials and having four years of industry experience. Her prior work includes roles at Bank of America, Merrill, and Equitable Advisors. She also supports private client and retirement planning services at Pinnacle Asset Management and Moody East Investment Partners. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and state and municipal government entities. The firm offers tailored, typically non-discretionary advisory services and has specialized programs for small businesses, supported by its extensive affiliate network and public finance relationships.

Larry Carter is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding a Series 66 credential and 25 years of industry experience. He has been with Robert W. Baird & Co. since 2001. Outside of his advisory role, Carter owns an LLC providing tax preparation services to non-Baird clients. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across a range of investment strategies.

Lesa Fletcher is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and 24 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2001. Outside of advisory services, she is involved in the sale of loan products and home-related services through Primerica affiliates. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering model-based investment strategies supported by third-party asset managers and custodial services.

Jennifer Hawthorne is a financial advisor at Robert W. Baird & Co. in Nashville, TN, with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Robert W. Baird since 2019, following roles at Nationwide Investment Services Corp, Foreside Financial, and a period as self-employed. Outside of her advisory work, she is a passive investor and LLC member of The Lakeside Group LLC, which operates Hometeam Pizza. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing both manager-traded and model-traded strategies along with tax management and direct-indexing capabilities.

Robert Blackburn Jr. is a Series 66-licensed financial advisor with 13 years of industry experience, currently serving at Thrivent Investment Management since 2018. Prior to joining Thrivent, he was involved with R & B Foodservice LLC and Millersville Church of Christ. He holds board and leadership roles in community organizations including Fellowship of Christian Athletes and BNI Give. Gain. Grow, and regularly preaches at various churches nationwide. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial analyses and planning without discretionary portfolio management, allowing clients to integrate planning with managed-account services under a consolidated billing arrangement.

Richard Vaughn is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a partner in a private investment partnership with two friends. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and maintains capabilities in public finance and municipal work.

Frank Downey is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. He has worked at Robert W. Baird since 2000 and at Nmis since 2001. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio management services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Robert Mcgrew is a financial advisor at Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Raymond James & Associates since 2013. 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, asset-allocation analyses, and investment recommendations, with a focus on both retail and institutional advisory services.

Carolyn Fleury is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank of America, MassMutual, and New York Life. Outside of advisory work, she owns a farm in Waverly, Illinois, where corn is grown, and manages a rental property in Point O'Woods, New York. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Charles Poston is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Raymond James Financial in Nashville, TN. His prior experience includes roles at Pinnacle Wealth Advisors, Truist Advisory Services, The Vanguard Group, and Appalachian State University. Outside of his advisory work, Poston is also associated with Pinnacle Bank as a bank associate. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm provides tailored, non-discretionary advisory services and supports a range of client needs, including a specialized SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Michael Lenahan is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and its affiliated firms since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm offers holistic, goal-based financial planning covering a broad range of topics, with options to combine planning and managed-account services under a consolidated billing approach.

Jacob Holthouse is a Financial Advisor at Merrill Lynch Wealth Management. He provides personalized financial guidance designed around clients' goals and priorities, focusing on understanding each client's unique situation to help them make informed decisions with confidence. Jacob has experience assisting individuals with retirement plans and 401(k) decisions, emphasizing the importance of simplifying complex financial topics and offering straightforward advice. His approach centers on building strong relationships based on trust, communication, and collaboration to keep financial plans aligned with long-term objectives. He holds a Bachelor's Degree from the University of Tennessee System and holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations.