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.

Theodore Bryant Jr. is a financial advisor at UBS Financial Services in Nashville, TN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at 5th & Taylor, Frothy Monkey, and Warner Music Group, among others. He has also been involved in the restaurant industry and music-related businesses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Michelle Oakley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at LPL Financial since 2019, including prior roles at Sinor Marcum Group LLC and various insurance carriers as well as Waddell & Reed, Inc. based in Nashville, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, financial planning, and retirement plan consulting supported by research from internal and third-party sources.

Peggy Rouillier is a CFP®-designated financial advisor with 34 years of industry experience, currently affiliated with Cetera. She previously worked at Concourse Financial Group Securities Inc. for nine years before joining Cetera and Cetera Wealth Services, LLC. Outside of her advisory role, she is involved in insurance product sales and serves as a trustee of her living trust. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a diverse range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party model portfolios.

Adam Colombo is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at firms including Morgan Stanley and Wells Fargo Clearing. Colombo serves as a voting board member of the Taylor Germantown Homeowners Association in Nashville, Tennessee. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and specialized fund advisory.

Kevin Davis is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses. He has 20 years of industry experience, including prior roles at Cuso Financial Services and First Sentinel Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside research and model portfolios.

Daniel Hooper is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on assisting private ultra-high net worth families with complex legacy planning and comprehensive wealth management strategies. Daniel works with clients on areas including executive compensation, family wealth management, personal retirement planning, philanthropic planning, portfolio management, and tax minimization. Daniel began his career in the financial services industry in 2012 and joined Merrill in 2015, where he has supported the bank's most affluent clients in the Southeast region. In 2022, he co-founded the RHW Group at Merrill alongside partners Colby Robbins and Kayla Weibel, providing services such as cash flow, trust, and legacy analysis. He holds the CERTIFIED FINANCIAL PLANNER® designation and the Personal Investment Advisor credential. He earned a bachelor's degree in Human and Organizational Development with a concentration in Economics from Vanderbilt University in 2012. Outside of work, Daniel enjoys outdoor activities such as hiking, biking, and golfing, as well as spending time with his family.

Anne Wallace is a financial advisor at UBS Financial Services in Nashville, TN, with 46 years of industry experience. She has been with UBS since 2000 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves on the board of directors and is the finance chair for the Hundred Club of Nashville. 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. The firm utilizes proprietary research and asset allocation models to tailor financial plans aligned with clients’ goals and risk tolerances.

Matthew Howley is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory work, he has a 25% ownership interest in ELG LLC, a commercial real estate holding company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy preparation, performance reporting, participant education, and plan benchmarking. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options in its investment menus.

Andrew Artis is a financial advisor with Charles Schwab in Nashville, TN, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Charles Schwab since 2020, with prior experience at BMW of Arlington, Pappasito's Cantina, and The Campbell Agency. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers multi-asset model portfolios, alternative investment options, and integrated custody and brokerage services.

Katherine Standard is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, N.A., and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

James Walker is a Series 66-licensed financial advisor with Morgan Stanley in Nashville, TN, having 12 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a trustee and executor for multiple trusts and estates in Franklin, Tennessee, and is a partner in a family partnership involved in investment and finance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured planning tools and does not provide individual security recommendations as part of its standalone planning program.

Jesse James Austin is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, he works one-on-one with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those goals. Jesse provides ongoing advice and adapts clients' portfolios as their situations change. He holds a Personal Investment Advisor (PIA) designation and has experience in areas including general investing, retirement planning, and preparing for unexpected financial needs. Jesse takes time to understand what is important to his clients and uses that insight to guide them in pursuing their financial objectives. Jesse earned a Bachelor's Degree from the Southern Illinois University System, an Associate's Degree from John Wood Community College, and a High School Diploma from Quincy High School. He is involved in community organizations such as the North Texas Humane Society and The Salvation Army.

Christopher Clifford is a Series 66 licensed financial advisor with UBS Financial Services in Nashville, Tennessee, where he has worked since 2008. He has 26 years of industry experience. Clifford serves on the Board of Directors for the Boys & Girls Clubs of San Francisco and is a trustee of an education trust funding educational expenses for children. 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 leverages proprietary research and model-based asset allocations to tailor client plans.