Julie Mc Cormick is a financial advisor with Mass Mutual Investors Services holding CFP® and Series 66 credentials and has seven years of industry experience. She has worked at MassMutual Life Insurance Company since 2019 and has been with Mass Mutual Investors Services since 2017. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning without discretionary investment authority.

Caden Patel is a financial advisor with Morgan Stanley based in Franklin, TN. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Vanderbilt University, GoldBook Financial, Mobius Ventures, Goldman Kurland & Miraglia LLC, and Nordstrom, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Michael Davis is a financial advisor with Mass Mutual Investors Services in Brentwood, TN, holding Series 63 and Series 65 designations and 12 years of industry experience. His prior roles include positions at MassMutual Life Insurance Co, PRUCO Securities, The Prudential Insurance Company of America, First American National Investment Advisors, and Retirement Resources, LLC. He is also active as an insurance broker, providing various life, disability, long-term care, fixed annuity, and health insurance products. Mass Mutual Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools and a collaborative annual planning process for its clients.

Jake Embry is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill in 2000 and focuses on in-depth wealth-management planning, assisting clients in developing and implementing strategies to achieve their financial objectives. He works closely with retired clients on various income strategies and has knowledge in home financing, home equity lines, and securities-based loans, helping clients determine the best use of credit through services provided by Bank of America, N.A. As a Senior Portfolio Manager, Jake manages his own Personalized or Defined Strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He holds the CERTIFIED FINANCIAL PLANNER (CFP) and Chartered Retirement Planning Counselor (CRPC) designations. Jake earned a Bachelor of Science degree in Finance from the University of Alabama and a High School Diploma from Hendersonville High School. Outside of his professional work, Jake enjoys spending time with his family on Center Hill Lake, watching college football, and reading. He was named to the Forbes "Best-in-State Wealth Advisors" list from 2019 through 2024.

Joseph Mchale is a financial advisor with Primerica Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of his advisory role, he has experience as a disc jockey. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited selection of separately managed account options primarily for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Justin Jones is a financial advisor with LPL Financial in Brentwood, TN, holding the ChFC® designation and Series 66 license. He has 23 years of industry experience, including nine years with Bankers Life Advisory Services and related entities before joining LPL Financial in 2025. Outside of his advisory role, he is involved with Westgate Insurance Group Inc. in a non-variable insurance capacity. 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 discretionary and non-discretionary management, utilizing model portfolios and research from various sources.

Robert Buisson is a financial advisor with Primerica Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Primerica Advisors since 2008 and has additional experience with Primerica Financial Services and his own entity, R.T Buisson Inc. Outside of his advisory role, Buisson is involved in related business activities including the sale of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Laura Tomlin is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. She has been with OSAIC since 2025 and has a background that includes work with Williamson County Schools. In addition to her advisory role, she is licensed to offer accident, health, disability insurance, and various annuity and life insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a wide network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and third-party managed-account solutions to construct diversified portfolios.

Randy Von Bargen is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 63 and Series 66 designations. His prior employment includes roles at LPL Financial, Cuna Brokerage Services, SchoolsFirst FCU, JP Morgan Securities LLC, and JPMorgan Chase Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios across mutual funds, ETFs, and ETPs.

Michael Atnip is affiliated with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has worked as a CPA since 2008 and operates his own insurance and CPA practices. His advisory experience includes roles at Harpeth Investment Partners and Cambridge Investment Research. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm utilizes various portfolio management and investment platforms, combining proprietary and third-party strategies tailored to client goals.

Jae Waters is a CFP® professional with 26 years of industry experience currently serving at OSAIC since 2005. He also worked at H2O Reinsurance Company Inc. beginning in 2023. Waters owns and manages a life insurance and long-term care services business, Waters Wealth Management. OSAIC provides financial advisory and brokerage services to retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations. The firm employs asset-allocation tools and risk management techniques to construct diversified portfolios and offers a wide range of advisory platforms and third-party managed account solutions.

Randy Campbell is a financial advisor with Raymond James Financial Services Advisors, Inc. in Franklin, TN, holding a Series 63 designation and with 36 years of industry experience. His prior roles include extensive tenure at Morgan Stanley from 1990 to 2020 and positions within his own firms, Campbell, Johnson Wealth Advisors, LLC and Campbell, Johnson, McGiboney Wealth Advisors, LLC. He is the CEO of HighRoad Financial and RLC Wealth Advisors, LLC, independent branch ownerships associated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Lanning Whitehead is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is a licensed notary and an affiliated real estate broker. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to both advisory and brokerage services through an integrated platform that combines adviser programs with other financial products.

Ryan Rutoskey is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He works closely with clients to develop financial plans that prioritize the clients' lives and individual needs, leveraging Fidelity's tools, resources, and expertise. Ryan's experience at Fidelity Investments spans several positions, including Investment Consultant since 2025, Relationship Manager from 2024 to 2025, and Financial Services Representative from 2023 to 2024. This progression reflects his comprehensive experience within the company and the financial services field. Outside of his professional responsibilities, Ryan's personal interests include attending concerts, fitness activities, exploring food culture, football, social events with friends, and reading.

Ryan Belwood is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at FTB Advisors, Inc. and First Tennessee Brokerage, Inc. for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and advanced technologies.

Elliott Gruber is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2022, following prior roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by a structured discovery process and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment services including wrap programs and relationships with private funds and commodity pools.

Aaron Odom is a financial advisor with Mass Mutual Investors Services in Brentwood, TN, holding CFP® and ChFC® designations and nine years of industry experience. He previously worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he performs as a freelance cellist at weddings and special events. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools.

Trista Calvert is a financial advisor at LPL Financial with six years of industry experience. She holds the Series 66 designation and has worked at First Horizon Bank and First Tennessee Bank prior to joining LPL Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, model portfolios, and research across diversified and alternative strategies.

Aaron Meier is a financial advisor with Edward Jones, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Eric Rodell is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 31 years of industry experience. Prior to joining Raymond James in 2021, he worked at LPL Financial and INVEST Financial Corporation. Rodell is also an associate at FirstBank and FirstBank Investment Partners in Smyrna, TN. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm emphasizes tailored non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.