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 with 27 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, he worked at Wells Fargo Clearing for 10 years and has experience with A. G. Edwards & Sons, Inc. and U.S. Bancorp Investments, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations across various planning areas, including retirement, education, and niche services such as business-owner transition and special-needs analysis.

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. He has been with Cambridge Investment Research Advisors since 2012, following a brief tenure at Mass Mutual Investors Services. In addition to his advisory role, Lombardo is a certified public accountant providing tax preparation and accounting services and owns a pickleball sports and fitness business in Franklin, Tennessee. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms.

David Stacey III is a financial advisor with Ameriprise in Brentwood, TN, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its predecessor firms since 1994. Stacey serves on the Board of Directors for the SCHS Class of '86 Chris Carter Scholarship and acts as its Treasurer. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on income planning and tax-aware withdrawal strategies for those approaching or in retirement. This service involves a written Recommendation Report and ongoing advice, supported by a centralized team that collaborates with advisors to implement non-discretionary recommendations.

Jamison Shireman is a financial advisor with LPL Financial in Franklin, TN, holding a Series 66 designation and 11 years of industry experience. He previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance. He also operates Jamison Shireman, CPA, P.C., a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional programs.

James Stephens Jr. is a financial advisor at RBC Capital Markets with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Janney Montgomery Scott, Wells Fargo Clearing, and Morgan Stanley DW Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors, offering various advisory programs with tailored portfolio management and financial planning services. The firm utilizes both in-house and third-party investment managers and provides integrated capital markets and alternative investment solutions.

Steven Person is a financial advisor with LPL Enterprise, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, PRUCO Securities, LLC, and Equitable Advisors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, financial institutions, and charitable entities. The firm’s investment approach is model-driven, offering access to third-party asset managers and financial planning through a broad network of investment adviser representatives.

Dalton Potts is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior roles include positions at Primerica and Republic Finance. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Robert Martin is a financial advisor with Edward Jones in Franklin, TN, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 with a brief hiatus in 2019-2020. Outside of his advisory role, Martin serves as Secretary and Treasurer for a local BNI networking group in Nashville, where he manages the collection and deposit of quarterly dues. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Luke Ficken is a Series 66-registered financial advisor with Thrivent Investment Management, where he has worked since 2009. He has 16 years of industry experience. Outside of his advisory role, he owns a hobby farm involved in minimal seasonal operations and serves as an advisory board member for the Maguire Center for Ethics in Financial Services. Additionally, he is a director at One Church Home, a local non-denominational church, and a partner in Full Send Aviation, LLC, which manages aircraft ownership and related activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics without offering discretionary portfolio management or institutional advisory services.

Alexander Johnson is a Series 66-credentialed financial advisor with LPL Financial, based in Franklin, TN. He has been with LPL Financial since 2025 and has prior experience working with Hattie B's Hot Chicken and Grayline Tennessee. Johnson attended Belmont University from 2021 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management access, and institutional platforms, providing advisory and brokerage services through a large network of investment adviser representatives.

Robert Collins III is a financial advisor with LPL Financial in Franklin, Tennessee, holding a Series 63 license and bringing 31 years of industry experience. He has been with LPL Financial since 2001, following a two-year tenure at Glidepath Financial, LLC. Collins is involved in non-variable insurance sales, including life, health, disability, and long-term care policies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology for investment management and operations.

Evan Forte is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2008, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagements and corporate partnerships.

Ryan Vollero is a financial advisor at Morgan Stanley based in Franklin, TN. He holds the Series 66 designation and began his career with Morgan Stanley in 2025. Prior to joining the firm, he worked at the University of Tennessee and Hillwood Country Club, as well as Christ Presbyterian Academy and the Gordon Jewish Community Center. 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 strategies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Ryan Guth is a CFP®-designated financial advisor with nine years of industry experience. He is currently with LPL Financial and previously worked at SCF Investment Advisors, SCF Securities, and Edward Jones. Guth is also the author of the book "Permission to Exit: Prepare to sell your business without regret." LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering customizable investment strategies supported by research and technology tools.

Cade Graham is a financial advisor with Equitable Advisors in Franklin, TN, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Working Distributors and The Club at Olde Stone. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to offer a broad range of advisory programs.

Joseph Lucia is a financial advisor with LPL Financial, holding a Series 66 credential and 21 years of industry experience. Prior to joining LPL Financial in 2020, he held leadership roles at Lucia Capital Management, Lucia Securities, and the Raymond J. Lucia Companies. Outside of advisory work, he serves in a fiduciary capacity for a children’s trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms, supported by advanced operational tools.

Christopher Robinette is a financial advisor with Mass Mutual Investors Services in Brentwood, TN, holding a Series 66 designation and 14 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2011. Robinette is the founder of Lighthouse Planning LLC, a fee-based financial planning firm, and also operates The Chris Robinette Company, which focuses on non-financial business activities such as speaking, coaching, and training. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as ongoing collaborative relationships that use firm-approved analytical tools to develop written recommendations.