Garrett Dickerson is a financial advisor with Thrivent Investment Management in Hendersonville, TN, holding a Series 66 license and 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, he serves on the board of Living Sent Ministries, hosts a podcast focused on faith and community service, and is president and treasurer of The Grant James Foundation, which supports families affected by infertility, miscarriage, and abortion. He is also an author and a football official for Conference USA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses without discretionary trading authority, and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Thomas Perini is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has previously worked at MBSC Securities Corporation, Foreside Fund Services, LLC, and Third Avenue Management LLC. He is based in Nashville, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Matthew Dudiak is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 63 designation and 23 years of industry experience. He has been with UBS since 2000. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a broad platform that includes proprietary research and multiple capital markets functions.

Scott Kesten is a financial advisor at Ameriprise with 19 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 65. His prior roles include positions at PNC Investments, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of advising, he has reported ownership in single-family real estate investments. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on retirement income planning, utilizing proprietary research, third-party data, and algorithmic tools.

Peter Choy is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds professional designations as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). Peter has completed a Bachelor of Interdisciplinary Studies (BIS) in Business and Communication from Arizona State University. He also earned an Executive's Certificate from the University of Pennsylvania's Wharton School of Business. He is proficient in English and Korean.

Trish Scott is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds the Series 66 designation and has previously worked at firms including Wells Fargo, Morgan Stanley, and Citigroup Global Markets. In addition to her advisory role, she is a partner in an LLC related to real estate investment. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, using proprietary research and model-based asset allocations to customize financial plans. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets and custody services.

Carson Odom is a Series 66-licensed financial advisor with Raymond James Financial in Nashville, TN, bringing seven years of industry experience. His background includes roles at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., Middle Tennessee State University, and Faulkner Mackie & Cochran, P.C. He serves as Treasurer and board member for the Down Syndrome Association of Middle Tennessee, where he provides strategic and financial oversight. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools, supporting clients through various advisory programs and specialized institutional consulting.

Christopher Rickard I is a financial advisor with MassMutual Investors Services in Nashville, TN, holding Series 63 and Series 65 licenses. He has two years of industry experience, including roles at Northwestern Mutual and MassMutual-affiliated firms. Outside of advisory work, he is also an insurance agent specializing in life, disability, and long-term care insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, goal-based planning supported by firm-approved software and educational seminars.

Jason Patterson is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. 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, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Evan Duvall is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he served in the United States Army from 2015 to 2019 and worked at Nissan from 2019 to 2022. He is also involved with Shoemaker Financial, a financial services DBA where he provides insurance, securities, and advisory services. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and retirement services, utilizing multiple program structures and third-party managers, with assets under management exceeding $256 billion.

Keaton Smith is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. He has worked with several Raymond James entities as well as Thrivent Financial and has a background that includes roles at REI Co-op and academic positions at Belmont University and Vanderbilt University. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools such as deterministic and probability modeling to tailor its non-discretionary planning and consulting services to client goals.

Camerino Payan is a Financial Advisor with Merrill Lynch Wealth Management, based in Brentwood, Tennessee, and serving surrounding areas. He specializes in tailoring financial strategies to effectively meet clients' short-, mid-, and long-term goals, focusing on areas including investing, retirement planning, college education planning, tax minimization, and family wealth management. Camerino also connects clients with Bank of America professionals for additional services in banking, credit, home financing, and small business solutions. Holding the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, Camerino is committed to creating personalized financial plans founded on clients’ goals, concerns, and attitudes toward investing. He emphasizes a comprehensive and evolving approach to wealth management, providing ongoing advice and support as client needs develop. Camerino is active in his community, serving on the board of directors for Friends of Mill Ridge and participating in organizations such as Junior Achievement of Middle Tennessee and Catholic Charities, Diocese of Nashville. Outside of his professional and volunteer commitments, he enjoys outdoor activities like running, rock climbing, biking, and spending time with his family. He communicates with clients in both English and Spanish.

James Davis is a CFA®, ChFC®, and Series 63 credentialed advisor based in Nashville, TN, with 48 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. since 2026, and previously spent over two decades with Family Capital Advisors and M Holdings Securities, INC. In addition to his advisory roles, he maintains an active legal practice providing limited attorney services to select clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work uncommon among large institutional advisors.

William O'Hagan is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Bank of America. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Brady Dunn is a financial advisor at Merrill with a Series 66 credential. Based in Nashville, TN, he has been with Merrill since 2026 and has prior experience in education and various roles at Lipscomb University, CVS, and Darden. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Frank Phillips III is a financial advisor with LPL Financial in Brentwood, TN, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at WileyBros Aintree Capital LLC, Raymond James & Associates, and Morgan Keegan & Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Scott Ewing is a financial advisor at Cetera with 14 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Cetera in 2017, he worked at Fifth Third Securities and Fifth Third Bank. Outside of his advisory work, he is a musician and owner of a band. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that provides access to model portfolios, third-party managers, and customized investment strategies.

John Fee is a Series 66-licensed financial advisor with Cetera in Nashville, TN, with 13 years of industry experience. He has worked with Cetera Investment Services LLC and Regions Bank since 2014. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and investment platforms.

Brandon Sanders is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2012 and Bank of America since 2014. Outside of his advisory role, he is a general partner and managing member of Ran Properties, LLC, a real estate investing and management company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Annie Fowler is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. She has worked in various roles across different organizations, including entertainment business management and education. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and risk profiling tools to support client goals and offers specialized municipal advisory and SIMPLE IRA consulting services.