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®-certified financial advisor with seven years of industry experience, currently affiliated with Mass Mutual Investors Services in Brentwood, TN. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance. He also operates James Bell Financial Services, LLC, a personal limited liability company, and sells life and health insurance through a separate broker role. Mass Mutual Investors Services, a subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing, collaborative financial planning engagements using firm-approved analytical tools and also offers specialized services such as divorce planning and employer-sponsored planning programs.

Andrew Kaelin is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. He has worked at Equitable Advisors since 2020 and has a background that includes roles in sports media relations and logistics. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management services delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory programs.

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.

Lee Ficken is a financial advisor with Thrivent Investment Management in Fairview, Tennessee, holding a Series 66 designation and 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Ficken serves as a board member for One Vision International, a nonprofit organization providing aid in underserved regions globally. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm’s services include ongoing or one-time planning engagements addressing various financial topics and integrate with managed-account programs through a consolidated billing option called “WealthPlan.”

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.

Erik Olson is a financial advisor at Edward Jones in Brentwood, TN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he served in the United States Army for 20 years and operated At Ease Home Inspections LLC for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Thomas Hunter Jr. is a CFP® with 21 years of industry experience, currently affiliated with Raymond James Financial in Brentwood, TN. He has worked at Raymond James and Wells Fargo Advisors since 2009. Outside of his advisory role, Hunter serves as a board member of Rolling Hills Community Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm uses analytical tools for non-discretionary planning tailored to client goals and supports a broad network of advisors and affiliated firms.

Thomas Brandstater is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo entities since 2012, including Wells Fargo Advisors, LLC, and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Jeremy Smith is a financial advisor with Cetera and holds Series 63, Series 65, and Series 66 designations. He has 21 years of industry experience, including long-term roles at Shoemaker Financial Advisors and Securian Financial Services. In addition to his advisory work, he is involved in fixed insurance sales. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform, with access to various investment strategies and third-party managers.

James Fish is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Roussel and Associates, Woodbury Financial Services, and Shoemaker Financial. Fish serves on the boards of two non-profits, Tenngreen and Saddle Up!, which provides equine therapy to children and young adults with developmental issues. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party managers to construct diversified portfolios across various investment types.

Lauren Wilson is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, she worked at Berkeley Research Group and held roles at Vanderbilt Owen Graduate School of Management and the Miss Alabama Organization. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and operates with a broad suite of retail and institutional investment services.

Jason Aldred is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations and possessing 18 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has a broader affiliation with Massachusetts Mutual Life Insurance Company dating back to 2016. In addition to his advisory role, Aldred operates as an independent insurance agent, focusing on dental, group disability income, life, accident, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides ongoing financial planning, asset management, and educational seminars, emphasizing annual, collaborative planning engagements using firm-approved analytical tools.

Alice Windsor is a financial advisor at Merrill with 32 years of industry experience. She has been with Merrill since 1981. Windsor holds a Series 63 designation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Loftus is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. He holds the Series 66 designation and is based in Franklin, TN. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs and affiliated research resources.

Gregory Roden is a financial advisor at Wells Fargo Advisors in Franklin, Tennessee, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools.

Benjamin Bass is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds a Series 66 designation and has been affiliated with Raymond James Financial Services Advisors Inc. and related entities since 2012. He is also an independent contractor for McCall and Associates, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to deliver non-discretionary planning tailored to client goals, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Adam Smith is a Series 66 licensed financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as a director for the Franklin Area bowling center, acting as a liaison between USBC Nashville and the center to assist with rules and regulations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors.

Brian Lombardo is a CFP® professional with 17 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge since 2012. In addition to his advisory role, he is a certified public accountant providing tax preparation and accounting services and owns a sports and fitness business focused on pickleball. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing various portfolio management strategies and platform arrangements tailored to client objectives.