Alona Brandon is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 credentials and one year of industry experience. Her prior experience includes five years at Alliance Bernstein and positions in other sectors before entering financial advising. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting with a range of portfolio management styles and affiliated research.

Gary Jameson is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Franklin, TN since 2026. He previously worked at Wells Fargo Clearing from 2016 to 2026 and Wells Fargo Advisors, LLC in 2016. Outside of his advisory role, Jameson serves as the vice president of the Lighthouse Condo Association in Gulf Shores, Alabama. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu tailored to client needs. The firm integrates advisory services with other financial products and referral channels, supporting a wide range of client goals through customized recommendations.

Christopher Rogers is a financial advisor with MassMutual Investors Services who holds a Series 66 designation and has 18 years of industry experience. He has worked at MassMutual since 2010 and has been self-employed since 1996. Outside of his advisory role, he serves as a soccer referee. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses collaborative, annual planning engagements supported by firm-approved software tools and offers specialized services including divorce planning and employer-sponsored programs.

Crystal Imperiali is a Series 66-credentialed financial advisor with four years of industry experience. She is currently with Raymond James & Associates and has worked previously with firms including Sircy-Hurd Wealth Team and SageSpring Wealth Partners. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Benjamin Nathan is a financial advisor with Wells Fargo Clearing in Brentwood, TN, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Merrill, Bank of America, MassMutual Life Insurance Company, and Middle Tennessee State University. Outside of his advisory work, he co-manages a rental property investment with his fiancée. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Stephen Crabtree is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2008. Outside of his advisory role, Crabtree serves on the Advisory Board of Crabtree Ventures as one of two Board of Governors. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary consulting, and institutional advisory services supported by various portfolio management styles and affiliated research.

George Moody is a financial advisor with Raymond James Financial in Brentwood, TN, holding a Series 66 designation and over 20 years of industry experience. His prior work includes 14 years at Taylor Securities, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and maintains unique municipal advisory capabilities alongside specialized retirement plan consulting services.

Haymanot Bekele is a financial advisor with LPL Enterprise and holds the Series 66 designation. Bekele has worked at LPL Enterprise since 2026 and has prior experience in the Tennessee Army National Guard, Aramark, Middle Tennessee State University, and other roles. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, consulting, model portfolio programs, third-party asset management, and access to brokerage and insurance products through an integrated platform.

Jaejung Yoon is a financial advisor with Equitable Advisors, holding a Series 66 credential and four years of industry experience. Prior to joining Equitable Advisors in 2021, Yoon worked at Waypoint Financial Partners, LLC. Outside of advisory work, Yoon coaches kickers and punters in athletic development. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through various third-party managers and LPL programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to clients’ goals, risk tolerance, and time horizon.

Kevin Gil is a financial advisor at Fisher Investments with 20 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2001. Outside of advising, he is the sole member of two commercial real estate ownership entities. Fisher Investments serves a global range of institutional and private clients, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to build diversified portfolios and provides sub-advisory and retirement plan services.

James Mc Lean III is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and Charles Schwab Bank since 2015. Located in Franklin, TN, his work focuses within this large institutional firm. Charles Schwab & Co., Inc. serves 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 offers a combination of non-discretionary and discretionary investment solutions supported by extensive research and an integrated operational structure.

David Rowland is a financial advisor at Edward Jones with 27 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 1998. Outside of his advisory role, he is involved in commercial real estate as a co-owner and manager of rental properties and is a member of a car wash business LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Dakota Corum is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. Prior to joining Cetera, Dakota worked at ERP Retirement Services and Acuff & Associates. Outside of finance, Dakota is involved in entrepreneurial activities including Shelbyville Cheer and Tumble LLC and Corum Real Estate Group LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a large nationwide network of independent advisors and employs a multi-manager approach with access to affiliated and third-party portfolio managers.

Leslie Smith II is a financial advisor at LPL Financial with 11 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining LPL Financial in 2026, he worked at Edward Jones for 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Shawn Valukas is a financial advisor with UBS Financial Services, holding a Series 66 designation and 20 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he is the proprietor and owner of Mr Buddy's Happy Farm, an animal sanctuary caring for abused or neglected animals. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Robert Cook is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leads a boutique advisory team focused on delivering high-touch, high-quality services to a select group of affluent families. His practice specializes in addressing the unique needs of corporate executives, business owners, and retirees by providing customized strategies that leverage Merrill’s resources to simplify financial complexities and help clients achieve their family priorities and long-term goals. With over 25 years of experience, Robert advises successful business owners and executives on wealth management, exit planning, equity compensation, cash flow planning, risk management, and tax-efficient strategies. As a Certified Exit Planning Advisor® (CEPA), he guides business owners through the exit planning process, aligning business, personal, and financial objectives to maximize value and preserve wealth and legacy. For executives, he offers strategic support to navigate transitions from executive roles into retirement or their next life phase. Robert holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Certified Private Wealth Advisor® (CPWA) designations, along with FINRA Series 7, 24, and 66 registrations, and is insurance licensed. His educational credentials include a Bachelor’s degree from Lipscomb University and a Master of Business Administration with a focus on finance from Georgia State University. Beyond his professional commitments, Robert serves on the Board of Directors for the Second Harvest Food Bank of Middle Tennessee. His personal interests include basketball, football, golfing, music, reading, running, singing, soccer, and spending time with his family.

Kathryn Moran is a Financial Consultant at Fidelity Investments, a position she has held since 2026. She works closely with clients to understand their financial situations and objectives, utilizing Fidelity's tools, resources, and expertise to develop customized investment strategies aimed at helping clients achieve their financial goals. Her professional experience includes roles as an Investment Consultant at Fidelity Investments from 2024 to 2026, an Institutional Consulting Associate at Graystone Consulting - Morgan Stanley from 2019 to 2024, a Registered Client Associate at Merrill Lynch from 2016 to 2019, and a Data Analyst at Wintrust Financial Corporation from 2014 to 2016. Outside of her professional work, Kathryn enjoys family activities, social events with friends, hiking, outdoor adventures, reading, and traveling.

Hayden Bates is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Affiliates since 2014 in various roles. He owns and manages two investment-related entities based in Franklin, TN. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options that include cash-flow, retirement, education, risk management, and specialized services. The firm supports tailored recommendations delivered through meetings and client letters, with optional implementation through its brokerage or advisory programs.

Bradley Bush is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He holds a Series 63 designation and has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011. In addition to his advisory work, he operates Bush Insurance & Financial Services as an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, utilizing multiple custody platforms and a mix of proprietary and third-party investment strategies.

Walter Juarez is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing nine years of industry experience, including seven years at Merrill. He leads a team that has developed a process to assist families, business owners, and executives in making informed financial decisions by understanding objectives, creating clear strategies, and conducting regular progress reviews. Walter's areas of expertise include family wealth management strategies, legacy planning, managing new wealth, and tax minimization. He holds professional designations such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is a graduate of Westminster College and is bilingual in English and Spanish. Walter is involved with professional and community organizations, including Toastmasters International and volunteering with the American Cancer Society and the American Red Cross. He enjoys activities such as chess, cooking, hiking, horseback riding, ice skating, and spending time with his family.