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 at OSAIC with five years of industry experience. She holds a Series 66 credential and has worked at OSAIC since 2025. Prior to this, she has been involved with Williamson County Schools since 2017. Tomlin is also licensed as an insurance agent offering accident, health, disability insurance, fixed and indexed annuities, and traditional life insurance. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and a range of program options including advisor-managed portfolios and third-party money manager strategies.

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 a financial advisor with Cambridge Investment Research Advisors. He holds Series 63 and Series 65 licenses and has professional experience that includes roles at Harpeth Investment Partners LLC and his own CPA and insurance practices. Atnip has been active in financial and accounting services since 2008. Cambridge Investment Research Advisors serves a diverse group of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platforms.

Jae Waters is a CFP® professional with 26 years of experience in the financial services industry. He has worked at OSAIC since 2005 and previously held a position at UBS Financial Services from 2001 to 2005. Waters also serves as an owner of Waters Wealth Management, which provides life insurance and long-term care services. OSAIC Wealth serves a diverse client base, including retail and institutional clients, with a comprehensive range of advisory and brokerage services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting various managed account programs and third-party manager selections.

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 with LPL Enterprise in Brentwood, TN, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Principal Financial Services. Outside of his advisory work, he is a licensed notary public. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

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. over a 14-year span. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including model portfolio programs and institutional platforms, supported by advanced operational tools.

Jack Propst is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. Prior to this, he held various roles including positions at Penn Mutual Company and Tennessee Orthopedic Alliance. Outside of advising, he has experience in insurance brokerage, specifically in life insurance sales and service. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative screens and qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Elliott Gruber is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. He is based in Franklin, TN. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee insights.

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 with LPL Financial in Brentwood, TN, holding a Series 66 designation and six years of industry experience. She previously worked at First Tennessee Bank from 2013 to 2019 and has been associated with First Horizon Bank since 2019. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms while supporting a large network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Jeffrey Sloan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2021 and previously spent seven years at Morgan Stanley and six years at Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Edmond Karam is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at Royal Alliance Associates and Benefit Funding Retirement Services. 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 broad range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various investment strategies and tools.

Misty Grant is Vice President and Branch Leader at Fidelity Investments, a role she has held since 2023. In this position, she leads a team of financial professionals who work with families to help them achieve their financial goals through customized planning and ongoing support. She has been with Fidelity Investments since 2020, previously serving as Assistant Branch Leader from 2022 to 2023 and as a Financial Consultant from 2020 to 2022. Prior to joining Fidelity, Misty worked as a Financial Advisor at LPL Financial LLC from 2018 to 2019.

Victor White is a financial advisor with Fidelity Investments in Franklin, Tennessee, holding Series 63 and Series 66 licenses and 26 years of industry experience. Prior to his current role, he worked at Charles Schwab from 2012 to 2015. Outside of his financial career, he is involved in the music industry as a live performer and songwriter registered with BMI. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad range of clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary portfolio management and model portfolios built from mutual funds, ETFs, and ETPs.

Neal Faught is a CFP® with 25 years of experience, currently serving at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2007. He holds Series 63 registration and is based in Brentwood, TN. Outside of his advisory role, he has ownership interests in a bookkeeping and tax preparation service, and he co-owns an LLC that pools funds to support practice expenses and marketing. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning relationships using analytical tools, with clients implementing recommendations through separate brokerage or insurance arrangements.

Victor Taylor is a CFP®-certified financial advisor with 43 years of industry experience. He is currently with Ameriprise Financial Services, having previously worked at Wells Fargo Clearing, UBS Financial Services, Credit Suisse Securities, and Pershing LLC. Taylor serves on the boards of Breeding Montgomery Bible College and Paine College, is involved in church leadership roles, and works as a group fitness instructor. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides detailed recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Shari Lyle is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Ftb Advisors, Inc., First Tennessee Brokerage, Inc., Fifth Third Securities, Inc., and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad range of non-advisory financial services.