Edmond Karam is a financial advisor with LPL Financial in Franklin, TN, holding a Series 66 designation and bringing 16 years of industry experience. His career includes ten years at Royal Alliance Associates, Inc., and 14 years at Benefit Funding Retirement Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement plan consulting.

Misty Grant is Vice President and Branch Leader at Fidelity Investments, a role she has held since 2023. In this position, she leads a team of financial professionals who work with families to help them achieve their financial goals through customized planning and ongoing support. She has been with Fidelity Investments since 2020, previously serving as Assistant Branch Leader from 2022 to 2023 and as a Financial Consultant from 2020 to 2022. Prior to joining Fidelity, Misty worked as a Financial Advisor at LPL Financial LLC from 2018 to 2019.

Victor White is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2015. Outside of his advisory role, he is involved in music entertainment, managing and performing live musical acts and is registered as a songwriter with BMI for royalty collection. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative and algorithmic portfolio construction, including multi-manager and fund-of-funds strategies.

Neal Faught is a CFP® with 25 years of experience, currently serving at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2007. He holds Series 63 registration and is based in Brentwood, TN. Outside of his advisory role, he has ownership interests in a bookkeeping and tax preparation service, and he co-owns an LLC that pools funds to support practice expenses and marketing. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning relationships using analytical tools, with clients implementing recommendations through separate brokerage or insurance arrangements.

Victor Taylor is a CFP® professional with 43 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. His prior experience includes roles at Wells Fargo Clearing and WELLS FARGO Advisors from 2013 to 2023. Outside of his advisory work, he holds trustee and board positions at several educational and religious organizations and is active as a group fitness instructor. Ameriprise provides a retirement-income planning service focused on clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Shari Lyle is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with FTB Advisors, Inc. and First Tennessee Brokerage, Inc., in addition to her current role at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a wide range of advisory programs and financial services, including discretionary and non-discretionary portfolio management supported by research and model portfolios.

Karianne Subgrunski is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, which includes access to various products and services beyond investment management.

Jason Minor is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds Series 63 and Series 66 designations. His prior firms include Janney Montgomery Scott, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory work, he is a silent partner in a private company called The Back Nine Golf. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Mitzi Michaelson is a Wealth Management Advisor with over 24 years of experience in financial and wealth management. She began her career at JC Bradford as an investment advisor and sales coordinator for the Defined Asset Trust division before joining Merrill Lynch Wealth Management in 2000. In her current role, Mitzi helps clients create comprehensive, multi-generational wealth management plans based on their goals, challenges, and values. Her areas of expertise include wealth strategies, retirement income planning services, portfolio management, tax minimization, college and education planning, legacy planning, LGBT wealth planning, and women and wealth. Mitzi is a Senior Portfolio Advisor qualified to manage custom investment strategies on a discretionary basis, utilizing Merrill model portfolios and third-party investment strategies. She holds several professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Mitzi earned her bachelor's degree from Millsaps College and an MBA from Middle Tennessee State University. She is actively involved in her community, serving in leadership and support roles for organizations such as the American Heart Association, Boys and Girls Club, Charity Circle of Murfreesboro, and the Discovery Center at Murfree Springs. Mitzi lives in Murfreesboro, Tennessee with her husband, Rick, and daughter, Ellie, and is a member of St. Paul's Episcopal Church in Murfreesboro.

Patrick Dezenzio is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and one year of industry experience. Before joining Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., he was involved with Florida Financial Advisors DBA Tristate Financial Advisors and has experience in other business activities including Rocky Heights Print & Binding and The Peach Cobbler Factory. He attended the University of Alabama from 2021 to 2025. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and access to alternative investments through a centralized operational and supervisory structure.

Steven Skipper is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various firms, including Life Credit Union and LPL Financial. Skipper is also the owner of Fortress Wealth Management and Investment Consulting Group, both investment-related businesses. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with discretionary and non-discretionary services.

Kelly Mcclain is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 21 years of industry experience. Prior to joining LPL Financial in 2023, Mcclain worked at Fifth Third Securities for 16 years. 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 retirement consulting, providing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Patrick Sherer is a financial advisor with Edward Jones in Murfreesboro, TN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various roles including self-employment and positions at Superior Communications and Asurion. He is also co-owner of a dumpster rental business, where he helps manage back-end operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm is known for its extensive retail advisor and branch network, as well as affiliated capabilities such as a trust company and proprietary mutual funds.

Rodney Wright is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 licenses and has 21 years of industry experience. He has been with Raymond James and affiliated entities since 2016 and concurrently plays guitar and sings in two local bands. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors and municipal entities. The firm offers tailored, non-discretionary advisory solutions and specialized programs like the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Frederick Dasso is a Financial Advisor at Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA). Frederick earned a Bachelor's Degree from the University of Kansas.

Brooke Pack is the Vice President, Wealth Planner at Fidelity Investments, a role held since 2021. In this capacity, Brooke partners closely with families to develop personalized strategies aimed at growing and protecting their wealth, ensuring the thoughtful transfer of assets to create lasting legacies. Brooke has accumulated extensive experience in the financial services industry, beginning as a Retirement Specialist at JP Morgan in 2005. Brooke has held various positions at Fidelity Investments since 2007, including Financial Representative, Private Client Specialist, Branch Service Manager, Senior Relationship Manager, and Financial Consultant prior to the current role. Additionally, Brooke worked as Assistant Operations Manager at UBS from 2014 to 2015. Specific details regarding Brooke's education, credentials, personal interests, and community involvement have not been provided.

Anthony Stevens is a financial advisor with Equitable Advisors in Franklin, TN, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Equitable Advisors and its predecessor AxA Advisors since 2012. Stevens is also associated with an outside insurance carrier. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering financial planning, broker-dealer services, insurance, and access to third-party asset management programs through a dual-registered model.

Keith Avery is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. Based in Franklin, TN, he has been with Edward Jones for over two decades. Outside of his advisory role, he is involved in providing nursing duties to patients through a business associated with an apartment complex in Carroll, IA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers a variety of advisory programs and investment strategies under a fiduciary standard.

Andrew Mclellan is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has held roles at Moody East Investment Partners, Manning Wealth Group, Pinnacle Financial Partners, and IFS Financial Services, among others. In addition to his advisory work, he is associated with Burton Hills Investment Partners, where he supports client prospecting and relationship management. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory solutions and maintains a notable focus on municipal and public finance through its affiliations and specialized programs.

Amanda Calvert is a financial advisor with Merrill in Brentwood, TN, holding a Series 66 designation and eight years of industry experience. She has been with Merrill since 2017 and previously worked at Clarksville Academy. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.