Blake Schneider is the Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2024. He also serves as an Adjunct Faculty member for the CFP® Certificant Program at Belmont University starting in 2023. Prior to his current roles, Blake held positions including Wealth Management Consultant at Avantax Wealth Management, Vice President and Financial Advisor at Regions Bank, Internal Wholesaler at Jackson National, and Licensed CSR at Transamerica Retirement Solutions. Blake's professional experience spans various aspects of wealth planning and financial advising, with a focus on education and client empowerment. His approach involves adopting the role of a teacher to help clients understand finance, economics, and psychology, which are important but often not covered in traditional education. This methodology aims to support clients in working toward their financial goals. Outside of his professional career, Blake has interests in fitness, football, golf, playing musical instruments, traveling, and volunteering.

Daniel Kramer is a CFP® with 30 years of industry experience, currently affiliated with LPL Financial where he has worked since 1998. He also operates Kramer Financial Group, LLC, which he founded in 1996. Kramer holds a Series 63 license and is based in Franklin, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and various investment strategies.

Matthew Rouillier is a CFP® professional based in Nashville, TN, with six years of experience in financial advisory roles. He is currently with Cetera and has previously worked at Concourse Financial Group Securities Inc, Price Waterhouse, and Frazier & Deeter. In addition to his advisory work, Rouillier provides accounting services as a CPA and is involved in the sales and service of insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual clients, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and unaffiliated managers, providing flexible investment strategies and comprehensive client reviews.

Robert Lauer is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing access to proprietary research and capital markets platforms.

Chyna Bacchus is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in retirement planning and guiding clients through complex financial decisions with clear, collaborative, and personal strategies. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Chyna earned her Bachelor's degree from Vanderbilt University. Her approach centers on understanding clients' goals, values, and concerns to develop wealth management strategies that align with their objectives. Her areas of focus include college education planning, corporate executive services, equity compensation services, legacy planning, managing new wealth, personal retirement planning, women and wealth, and tax minimization. Outside of her professional work, Chyna is involved with the Watson Grove Baptist Church and contributes to community organizations such as the Second Harvest Food Bank and the University School of Milwaukee Alumni Board. Her personal interests include cooking, football, reading, spending time with family, and volleyball.

Jackson Austin is a Series 66 licensed financial advisor with Equitable Advisors in Franklin, TN, bringing two years of industry experience. His prior roles include positions at Lake Area Tax Service and Fredonia Valley Bank, as well as experience working in the Office of Congressman James Comer. Outside of his advisory role, he is involved in sales activities related to tax account programs and ancillary insurance products through Realty Benefit Services and Dergalis Associates LLC. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, brokerage, insurance distribution, and access to third-party asset management programs, operating through a variety of sponsored platforms and endorsed managers.

Alice Mach is a CFP®-designated financial advisor with 29 years of industry experience, currently affiliated with Ameriprise in Franklin, TN. She has held positions at Ameriprise Financial Services since 2012, with roles also at LPL Financial and a brief period of unemployment. Outside of her primary role, she assists as an Associate Financial Advisor at MEW Practice Management, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and a centralized service team to provide ongoing advice within a structured investment framework.

Lloyd Gaw Jr. is a CFP® professional with 38 years of industry experience, currently affiliated with Raymond James & Associates. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advisory work, he owns and manages multiple family-related farm and rental real estate businesses in Tennessee. Raymond James & Associates is a large firm servicing individuals, institutions, and municipal entities with offerings that include financial planning, wealth advisory, and institutional consulting. The firm utilizes a variety of portfolio management styles and provides municipal advisory services alongside market-making and execution in municipal bonds.

John Sant Amour Jr. is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. He serves on the advisory board of the Murfreesboro Water and Sewer Department in Tennessee. Morgan Stanley Wealth Management provides a broad range of advisory programs for individual and institutional clients, combining financial planning and investment services supported by a structured planning process and firm-approved tools.

Peter Smith is a financial advisor with Ameriprise in Nashville, TN, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, utilizing a centralized consulting team to deliver written, non-discretionary recommendation reports. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Robert Rocha is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Michael Rodriguez is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Stifel Nicolaus & Co., and Wells Fargo Clearing. Outside of his advisory role, he has ownership in ASRMCR Holdings LLC, a private investment-related business he co-owns with his spouse. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a range of portfolio management styles, firm research, and affiliated sub-advisers.

Bard Powell is a CFP®-certified financial advisor with four years of industry experience, currently affiliated with LPL Financial in Brentwood, TN. His prior work includes positions at First Horizon Bank and SA Stone Wealth Management Inc, with additional experience leading Arthur Powell Group LLC for over two decades. Powell is also involved with Arthur Powell Properties, LLC, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers diverse financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Ryan Mccann is a financial advisor with UBS Financial Services in Franklin, TN, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

John Cusick is a Senior Financial Advisor at Merrill Lynch Wealth Management. He employs a holistic approach that integrates various financial disciplines to provide personalized strategies aimed at helping clients manage and preserve their wealth effectively. His client focus areas include family wealth management strategies, legacy planning, liquidity management, retirement income, philanthropic planning, socially responsible and ESG investing, tax minimization, and portfolio management services. John began his professional career as a litigation and appellate attorney, representing cases across multiple domains such as divorce, paternity, criminal law, probate, and eminent domain. He has argued before every district court of appeal in Florida but does not provide legal advice in his role as a financial advisor. He holds a Bachelor's degree from the California State University System and a Juris Doctorate degree from Saint Thomas University. John is a Personal Investment Advisor (PIA) and is registered with FINRA. Outside of his professional commitments, John lives in Brentwood, Tennessee with his wife and son. He is involved in community activities including Habitat for Humanity and enjoys outdoor pursuits such as hiking, skiing, and traveling, as well as reading.

James Bell is a CFP® with seven years of industry experience, currently affiliated with Mass Mutual Investors Services in Franklin, TN. His career includes roles at MML Investors Services, Park Avenue Securities, and Guardian Life Insurance. Outside of his advisory work, he engages in life and health insurance sales through his personal firm, James Bell Financial Services, LLC. 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, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools, with optional implementation through separate brokerage or insurance arrangements.

Andrew Kaelin is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His background includes roles in logistics, sports media relations, and collegiate athletics support prior to joining Equitable Advisors in 2020. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model that emphasizes both advisory and brokerage solutions.

Jim Durham is a financial advisor at Cetera with 29 years of industry experience and holds a Series 63 designation. He operates Jim Durham CPA and is involved in accounting and tax preparation services through Winchell CPA & Advisory Services PLLC. Durham has a long career spanning various roles in advisory and insurance services since 1982. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, overseeing more than $256 billion in assets.

Hunter Davis is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked previously at Western Express and Towne Park. Hunter is based in Franklin, TN. 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 through a large network of financial advisors and branch offices, offering a variety of advisory strategies and affiliated investment products under a fiduciary standard.

Robert Anderson is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Mass Mutual Investors Services since 2018 and previously held roles at Eagle Strategies and NYLife-related firms. Anderson maintains an individual life and health insurance agent position at The Legacy Financial Group. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual collaborative engagements using firm-approved analytical tools, offering additional programs including divorce planning and employer-sponsored planning services.