Charles Laird is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has previously worked at PNC Financial Services Group Inc and JPMorgan Chase Bank, N.A. Outside of finance, he has worked at the Oswegoland Park District and Raging Waves Waterpark. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to recommend investment strategies.

Roland Keller is a financial advisor with Edward Jones in Hendersonville, TN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Johnson is a financial advisor with Cetera, holding a Series 63 designation and over 42 years of industry experience. He has worked at Cetera since 2019, including Cetera Wealth Services, and previously spent ten years with Summit Financial Group Inc. Outside of his advisory role, he serves as co-trustee for family trusts and is a private investor in regional banks and other ventures. Cetera Investment Advisers LLC is a large SEC-registered multi-manager platform serving a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a nationwide network of independent advisors.

Bryce Ruth III is a financial advisor with Edward Jones in Hendersonville, TN, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he manages Ruth North Farms LLC, overseeing the farm's income, expenses, and distributions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network along with affiliated investment capabilities.

William Liles is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding a Series 66 designation and 15 years of industry experience. He has been with Robert W. Baird since 2013. Outside of his advisory role, Liles is involved in community service and finance oversight, serving on the Finance/Investment Committee for Family & Children's Service and as Finance Committee Chair at Woodmont Christian Church. He is also the owner of a farm and hunting land in Charlotte, TN. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, employing a range of strategies from traditional allocations to more complex investments, alongside municipal advisory and public finance services.

Paul Rogers is a financial advisor at Stifel with 32 years of industry experience. He has been with Stifel since 2004 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in managing rental properties through entities he owns with his wife. Stifel serves a broad range of clients, including individuals, institutions, and nonprofit organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling to support asset allocation and financial planning.

Jamison Faure is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. Prior to joining Cetera, he worked at Bank of America and Merrill. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various investment program options and custodial relationships.

Jordan Marshall is a financial advisor at Robert W. Baird & Co. in Nashville, TN, with 11 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird & Co. since 2014. Outside of advising, he works as a tax return preparer for Larry J. Carter CPA, LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, employing a range of traditional and non-traditional investment strategies tailored to client goals and risk tolerances.

Devin Forester is a Series 66-licensed financial advisor with Cetera, bringing one year of industry experience. His work history includes positions at Regions Bank, Truist Bank, and SunTrust Bank, as well as over a decade at Best Buy prior to entering financial services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform that provides access to both affiliated and third-party investment strategies.

Andrew Bolt is a financial advisor at Cambridge Investment Research Advisors with 38 years of industry experience. He previously worked at Centaurus Financial Inc. and Berthel Fisher & Company Financial Services, Inc. Outside of his advisory role, Bolt serves as Vice President of the Hendersonville Samaritan Association, a volunteer position. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing proprietary and third-party model strategies tailored to client objectives.

Jeffrey Grissom Jr. is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. He is also involved as a financial advisor in a support capacity with WBT Wealth Management in Gallatin, TN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Mario Vizuet Jr. is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2020 and has prior experience at Old National Bank and PNC Bank. Outside of his advisory role, he is involved with Old National Bank as a wealth advisor. 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 along with access to model portfolios, third-party subadvisors, and various technology-driven investment solutions.

William Porter is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in providing wealth management services to institutions, nonprofit organizations, employee benefit plans, and high-net-worth individuals. His client focus areas include corporate benefits, divorce transition planning, institutional consulting, services for defined benefit plans, investment consulting for defined contribution plans, employee financial health, philanthropic planning, and retirement income. Porter holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (C(k)P), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He began his financial services career in 1996 and joined Merrill Lynch in 2013 in the Nashville, Tennessee office. He is among a select group of Merrill Lynch financial advisors approved to offer investment consulting services to institutional clients with complex defined-contribution investment needs. He holds a High School Diploma from Beech High School and attended Western Kentucky University without earning a degree. In addition to his professional work, Porter is a board member of Reaching 360, a faith-based humanitarian organization. He is involved in leadership roles at Cornerstone Church. He and his family reside in Nashville.

Regina Mancini is a financial advisor with LPL Financial in Wilmington, DE, holding Series 63 and Series 65 credentials and with 29 years of industry experience. She has been with LPL Financial since 2009. Outside of her advisory role, Mancini serves as a poll worker, contributing a small amount of time to this community activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services through a national network of investment adviser representatives, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Terry Wheeler is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings more than 25 years of financial services experience to his current role, where he focuses on personalized wealth management strategies. Terry works closely with clients to develop flexible financial plans that address their unique goals, utilizing the investment insights of Merrill and the banking solutions of Bank of America. His client focus areas include family wealth management, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, special needs planning, individual and corporate investment strategy, tax minimization, and retirement income. Before joining Merrill in 2014, Terry founded Wheeler Financial Services, LLC in Evansville, Indiana, and previously worked for NatCity Investments, Independence Financial Services, and Fifth Third Securities. At Merrill, he collaborates with a multigenerational team, BMWT & Associates, to provide comprehensive advice and guidance. Terry holds a bachelor's degree from the University of Southern Indiana and the Personal Investment Advisor (PIA) designation. He is also involved with the Evansville Christian Life Center. Outside of his professional work, Terry enjoys biking, boating, bowling, cooking, fishing, golfing, hunting, and spending time with his family. He is active in his community and volunteers with local organizations, incorporating his personal philosophy of developing one-on-one personalized financial strategies to help clients pursue their long-term goals.

Calvin Lewis is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 47 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Brandon Wiitala is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and two years of industry experience. His prior work includes roles outside finance, such as managing a hostel and teaching English. Ameriprise serves clients approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide written recommendation reports tailored to clients’ assets and goals.

Peter Trice IV is a financial advisor at Edward Jones in Gallatin, TN, holding Series 65 and Series 66 registrations with two years of industry experience. His prior roles include positions at US Health Group, Camarda Wealth Advisory Group, and Nelson's Green Brier Distillery. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Kevin Richardson is a financial advisor at Osaic with 27 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 28 years. Outside of his advisory role, he is a soccer referee. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing various asset-allocation tools and third-party solutions to manage portfolios across a broad spectrum of investment vehicles.

Eric Stockton is a financial advisor with LPL Financial in Hendersonville, TN, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he participates in public speaking on topics such as goal planning, self-esteem, time management, and confidence building. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.