Andrew Harrison is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and previously worked at Wood Financial Group, Cetera, B. Riley Wealth Advisors, B. Riley Wealth Management, and Randstad. Fidelity, through its Strategic Advisers LLC affiliate, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its work with registered investment companies, use of AI in research, and advisory role in delivering model portfolios for Fidelity Institutional Wealth Adviser.

Brian Bialek is a financial advisor with J.P. Morgan Securities in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with J.P. Morgan Securities since 2009 and JPMorgan Chase Bank since 2006. Outside of his advisory role, he is a passive investor and partner in EnergyX, a clean energy technology company focused on lithium and battery innovations. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Joseph Bishop is a financial advisor with Thrivent Investment Management based in Nashville, TN. He holds Series 65 and Series 66 licenses and has 15 years of industry experience. His prior work history includes roles at LPL Financial, Cetera Investment Services, Regions Bank, and Jackson National Life Distributors. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial plans without discretionary trading authority, and allows clients to combine planning with managed-account programs under a consolidated billing option.

Ryan Pearson is a financial advisor at RBC Capital Markets in Nashville, TN, holding a Series 66 designation. He has prior experience with Augusta Advisors and joined RBC Capital Markets in 2025. Pearson has no industry experience prior to 2016 and a period of unemployment from 2018 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party managers, with a notable focus on integrated capital markets and affiliated asset management capabilities.

Collin Bryan is a Financial Advisor with Tellis Bryan Wealth Management at Merrill Lynch Wealth Management. He collaborates with a team that has over 60 years of combined experience, assisting multi-generational families with wealth management, retirement planning, and trust and estate planning considerations. Prior to his current role, Collin worked as a Financial Solutions Advisor at Bank of America, where he helped clients align their day-to-day financial decisions with their long-term objectives. During this time, he earned the Chartered Retirement Planning Counselor (CRPC) designation and developed his focus on guiding individuals and families in thoughtful financial planning. Collin holds a Bachelor's degree from the University of Missouri System. Originally from St. Louis, he now resides in Nashville with his wife and their Golden Retriever, Gus. Outside of work, he spends time with family and friends, stays active, reads, watches movies, and explores Middle Tennessee.

Kris Kinslow is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with Osaic and previously worked at Lincoln Financial Advisors and Lincoln National Life Insurance Company. In addition to his advisory work, he is an insurance agent specializing in non-variable insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment platforms and employs asset-allocation tools and third-party money managers to construct diversified portfolios.

Benjamin Nieves is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Raymond James Financial, Ameriprise Financial Services, and Wells Fargo Advisors. Nieves joined Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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.

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 Series 66 licensed financial advisor with Raymond James Financial, based in Gallatin, TN, and has three years of industry experience. Prior to joining Raymond James, he worked at Morgan Stanley and Morgan Stanley Private Bank. He is also associated with WBT Wealth Management as a financial advisor. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, organizations, and government entities. The firm offers tailored, mostly non-discretionary services and supports a range of client types, including through its specialized SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

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.