Lee Slotnik is a financial advisor with Morgan Stanley in Franklin, TN, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley, he worked at International Business Machines from 2011 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning through dedicated teams. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.

Frank Haviland is a financial advisor with Raymond James Financial Services Advisors, Inc. in Franklin, TN, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He also serves as Vice President at FirstBank Wealth 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 broad range of implementation options while maintaining significant non-discretionary advisory assets.

Alexandra Field is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity Investments in 2024, she held positions in various organizations including Boston College Athletics and the University of Connecticut. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model strategies.

Timothy McNamara is a financial advisor with Mass Mutual Investors Services who holds a Series 66 credential and has 10 years of industry experience. His prior work includes two years with Metlife Securities before joining Mass Mutual Investors Services in 2017. In addition to his advisory role, he serves as an agent in life and group health insurance-related activities. Mass Mutual Investors Services 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, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Barry Kemp is a CFP® professional with 32 years of experience in the financial industry. He has worked at LPL Financial since 2023 and previously spent 17 years at Fifth Third Securities. 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 advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various management approaches.

Phillip Knight is a CFP® with 25 years of industry experience, currently affiliated with LPL Financial. He has previously worked with FTB Advisors, Inc. and First Tennessee Brokerage. 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 model portfolios and retirement plan consulting, supported by research and technology tools.

Wallace Holleman Jr. is a CFP® with 30 years of experience in the financial industry, currently advising at Raymond James Financial in Nashville, TN. He has worked at Raymond James since 2016 and previously at Franklin Synergy Wealth Management. He is also the owner of Ascent Wealth Advisory, LLC, an independent office supporting his advisory activities. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and municipal entities. The firm offers tailored, non-discretionary advisory services and a dedicated SIMPLE IRA Employer Advisory & Consulting Services Program for small businesses.

Andrew Walling is a financial advisor at Merrill with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes positions at Wells Fargo Clearing and Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates a broad range of products and services through Bank of America’s platform.

Clifton Bradley is a financial advisor with Edward Jones in Murfreesboro, TN, holding CFP® and ChFC® designations along with Series 63, 65, and 66 licenses. He has 25 years of industry experience, including prior roles at American General Life Insurance and AIG Capital Services. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions through a nationwide network of financial advisors and branch offices.

William Massey is a financial advisor at Merrill in Brentwood, TN, with seven years of industry experience. He holds the Series 66 designation and has worked at both Bank of America and Merrill since 2011. Outside of his advisory work, he is a member of Massmedia LLC, a small business focused on social marketing and consulting. 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, and charitable organizations.

James Plasko is a financial advisor with OSAIC in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He worked at Signator Investors Inc for 10 years before joining OSAIC in 2018. He is a founding partner of Beyond Asset Management, an LLC focused on financial planning, insurance, and investment sales. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and various investment vehicles to construct portfolios managed on discretionary or non-discretionary bases.

Jason Patrick is the Resident Director and a Senior Vice President of Merrill's Franklin, Tennessee office, serving as a Wealth Management Advisor. He has worked in the financial services industry since 1995 and as a financial advisor since 2001. Jason joined Merrill in 2009 after eight years with UBS. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Certified Private Wealth Advisor® (CPWA®) certification. Jason earned a Bachelor of Science degree in Management, with a minor in Finance, from Lipscomb University. His expertise includes retirement planning, estate planning, insurance considerations, and personalized wealth management strategies tailored to each client's goals. In addition to his professional work, Jason has served the town of Nolensville, Tennessee, in roles such as Vice Mayor, Planning Commission member, and Chairman of the Budget Committee. He enjoys running, music, visiting national parks, and spending time at the lake with his wife, Amy, and their three children, residing in Brentwood, Tennessee.

William Gollihue Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm follows an IPS-driven approach based on modern portfolio theory and acts as an ERISA fiduciary when providing investment advice, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cole Crocker is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding a Series 66 license and six years of industry experience. His career includes roles at MML Investors Services, MassMutual Life Insurance, and several other financial services firms. Outside of his advisory work, Cole serves as an assistant coach for youth hockey. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and delivers written recommendations tailored to clients’ goals.

Richard Cardente Jr. is a financial advisor with Merrill based in Franklin, TN, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Bank of America, SunTrust, Honda Kingsport, and Cellular Sales Verizon. Outside of his advisory role, he owns a sports card hobby shop and works as a consultant and independent contractor for a ride-share company. Merrill provides managed account services primarily to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and other institutional investors.

Timothy Roberson is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Bank of America. Roberson serves as a board member of the Nashville Sports Council, which helps bring sporting events to Nashville. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Melissa Chipman is a financial advisor with Raymond James Financial in Murfreesboro, TN, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at FB Wealth Partners, Franklin Synergy Wealth Management, and Woodbury Financial Services. Chipman is also a Certified Divorce Financial Analyst and works as a financial advisor employed by FirstBank. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and a specialized SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Jack Priebe is a financial advisor with Mass Mutual Investors Services in Brentwood, TN. He holds the CFP® and Series 63 designations and has 20 years of industry experience. Prior to joining Mass Mutual Investors Services in 2025, he worked with Mass Mutual Life Insurance Company and MML Investors Services for over 20 years. Outside of his advisory role, he owns a business consulting firm specializing in advanced strategic business consulting, including succession planning and risk reduction. Mass Mutual Investors Services operates as a subsidiary of MassMutual and provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes comprehensive planning supported by firm-approved software and offers various event-driven and educational planning programs.

Peter Kent is a financial advisor with UBS Financial Services holding a Series 66 designation. He has been with UBS since 2023 and previously worked in educational and camp settings, including Kanakuk Institute and Kanakuk Kamps. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services across its broad platform.

Brent Davenport is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been with Fidelity Investments since 2010, progressing through roles including Investment Consultant, Retirement Relationship Manager, and working in Retirement Solutions. His career has been focused on financial consulting and retirement planning within the company. Brent's professional approach is centered around his clients' financial goals, emphasizing a process and set of business beliefs aligned with client objectives. His experience spans various aspects of financial advising, particularly in retirement solutions and investment consulting.