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.

Sean Johnston is a financial advisor at Osaic Wealth, Inc. based in Nashville, TN, with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Merrill and Bank of America. Outside of advising, he owns a sole proprietorship rental property business. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed account solutions.

Daniel Greaves is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2011 and joined Merrill in 2018. His approach centers on developing strategies and advice for individuals, their families, and their businesses by understanding their short and long-term financial objectives. Daniel's areas of expertise include corporate benefits, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and offers advice based on clients' goals and priorities, placing the investor at the center of his focus. He earned both his bachelor's degree in Professional Communications and his Master of Business Administration (MBA) from Wheeling Jesuit University. Daniel and his wife, Michelle, live in Nashville with their three children and are active in the community. His personal interests include basketball, biking, football, ice hockey, running, running marathons, soccer, and spending time with his family.

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.

John Skittone is a financial advisor with Wells Fargo Clearing in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of finance, he is a certified flight instructor and owns an LLC that holds an aircraft. 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 services grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

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.

Dylan Richards is a financial advisor with LPL Financial holding a Series 66 credential and two years of industry experience. His work history includes roles at Cumberland Transit and previous positions in education at Belmont University and Hendersonville High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of advisors. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Evin Edens is a CFP® professional with seven years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL Financial in 2025, Edens worked with FTB Advisors for eight years and First Tennessee Bank for one year. He has a background that includes six years at Belmont University. 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 a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology to support diversified investment strategies.

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.

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.

Cameron Junker is a financial advisor with UBS Financial Services in Nashville, TN. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, he has held roles with Priority 111 Insulation, Alpha Baseball, SugarCreek Packing Company, and worked five years with the Pittsburgh Pirates. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market insights and model-based asset allocations to tailor financial plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Abby Harris is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Merrill Lynch. She also has a background related to extended travel and worked at the University of Mississippi. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering fee-based financial planning, discretionary portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management through a network of advisors using proprietary research and model-based asset allocations to tailor client plans.

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.

Joseph Patrick is a financial advisor with UBS Financial Services in Nashville, TN. He holds a Series 66 designation and began his advisory career in 2025. His prior work experience includes roles at LP Building Solutions, N3L Capital Hedge Fund, and Title Nash. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management. The firm combines wealth management with institutional trading capabilities and offers a broad range of financial products and services.

Anna Huber is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior roles include positions at Evergreen Investment Advisors and JPMorgan Chase Bank, N.A. Outside of finance, she has worked with organizations such as the Gordon Jewish Community Center and operated a shaved ice business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework.

Dalton Boyd is a Series 66-licensed financial advisor with six years of industry experience, currently with UBS Financial Services since 2020. His prior roles include positions at Edward Jones, Reliance First Capital LLC, Commercial Bank & Trust Company, and McKenzie Banking Company/Foundation Bank. Boyd is also the sole owner of Boyd Holding Company, LLC, a business that manages mortgage note documentation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management. The firm employs model-based asset allocations and proprietary research to tailor investment plans aligned with clients’ goals and risk tolerances.

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.

Dan Kingma is an Investment Consultant at Fidelity Investments, where he has been working since 2021. In his role, he focuses on providing investment consulting services to clients. Prior to joining Fidelity, Dan worked as an Associate Financial Consultant at Charles Schwab & Co. from 2019 to 2021, and as a Financial Advisor at Pacific Capital from 2018 to 2019. His professional experience spans multiple firms within the financial advisory and investment consulting industry. Outside of his professional work, Dan enjoys golf, hiking, and traveling.

Daniel Wright is a financial advisor at Stifel with 19 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2016, following seven years at Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, offering asset allocation and financial planning analyses to support client decisions.

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.