Brent Thompson is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory solutions.

Andrew Wilson is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has prior work experience in the banking and hospitality sectors, including roles at Regions Bank, Cool Springs Wine and Spirits, Gerards 1907 Tavern, and Papa Johns. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to affiliated and third-party money managers and various program structures.

Brian Raimann is a financial advisor at Charles Schwab with 12 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, Charles Schwab, and TD Ameritrade in various roles since 2015. 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 offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure.

Sean Le Boeuf is a financial advisor with Charles Schwab in Franklin, Tennessee, holding Series 63 and Series 66 designations and over 21 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2004 and 2006, respectively. 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 offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and due diligence on alternative investments through its integrated advisory and brokerage platform.

John Sellers III is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for 11 years before joining Ameriprise in 2024. Outside of his advisory role, he is involved in independent insurance brokering and serves as a financial advisor at River Hills Consulting Services LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement-income plans and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Stewart Anderson III is a financial advisor with UBS Financial Services in Franklin, TN, holding a Series 66 designation and 25 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kyle Beutler is a Certified Financial Planner (CFP®) with over 10 years of industry experience. He has been with Charles Schwab since 2014 and Charles Schwab Bank Ssb since 2016. 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence on alternative investments.

Evangeline Greer is a financial advisor with Morgan Stanley in Franklin, TN, holding Series 63 and Series 66 licenses and possessing 9 years of industry experience. Her prior roles include positions at Jackson National Life Distributors, Cetera, and Regions Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Melanie Suelflow is a financial advisor with Ameriprise in Franklin, TN, holding Series 63 and Series 66 designations and bringing nine years of industry experience. She has been with Ameriprise and its related entities since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

John Fair is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining LPL Enterprise, he worked at Financial & Tax Architects, Asure Software, Vestwell, Human Interest, Paychex, and AT&T. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual investors, employer-sponsored retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment strategies and offers access to third-party asset managers and financial planning services.

Sterling Crenshaw is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He helps clients create financial plans that adapt to their evolving life circumstances, focusing on understanding their unique goals and planning for what matters most to them. Prior to this, he served as a Relationship Manager and Financial Representative at Fidelity Investments between 2022 and 2023. Sterling also worked as a Financial Professional at The Prudential Insurance Company of America from 2021 to 2022. His experience spans various positions within the financial services industry, emphasizing client-focused financial planning and relationship management.

Brad Stevenson is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones and various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolios constructed through a combination of proprietary research, quantitative analysis, and systematic asset allocation methodologies.

Terrence Wittman is a Series 66 licensed financial advisor with LPL Financial, based in Franklin, TN, where he has worked since 2003. He has 26 years of industry experience, including prior work at Equitable Advisors from 2000 to 2003. Wittman is also an outside agent for non-variable insurance products with several firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

David Mitchell Jr. is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds the Series 66 designation and has worked with Raymond James Financial Services Advisors since 2013. His career also includes roles at FB Investment Partners, FB Wealth Partners, and FirstBank since 2020. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides non-discretionary planning tailored to client goals, supported by analytical tools and risk profiling, and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Joshua Hall is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, N.A. and Merrill since 2014. He is based in Franklin, Tennessee. 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 offers model-based and discretionary investment strategies developed by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bryce Vanderwoude is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, he held various roles including positions at the University of Montana’s Campus Recreation Facilities and Pine Tree Lumber Co. Fidelity’s Strategic Advisers LLC, where Bryce works, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and also serves as an advisor to multiple registered investment companies.

Jason Franklin is a financial advisor with Osaic Wealth Inc., holding Series 63, 65, and 66 credentials and bringing 30 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC for 14 years before joining Osaic in 2023. Outside of his advisory role, he is a co-owner of ICG Real Estate LLC and owns JCF RE LLC, which manages real estate properties. Osaic Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to provide customizable portfolio management options.

George Sawyer is a financial advisor at Mass Mutual Investors Services with 19 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017. Prior to that, he was with MetLife Securities and MassMutual Life Insurance Company. He is also involved in outside insurance business activities focused on group life and health benefits. 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 software to provide detailed analyses and written recommendations.