Robert Carollo is a financial advisor at Edward Jones with 20 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked for Frank Templeton for 19 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christopher Martinez is a financial advisor with Charles Schwab in Old Hickory, TN, holding a Series 66 designation and nine years of industry experience. He has been with Charles Schwab since 2015. Charles Schwab & Co., Inc. serves a large client base of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.

Steven Person is a financial advisor with LPL Enterprise, holding a Series 66 designation and over 20 years of industry experience. He has worked at Prudential Insurance Company of America since 2015 and was previously with PRUCO Securities, LLC. since 2015. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through its integrated platform.

Jeffrey Janes is a financial advisor with Osaic who holds a Series 66 designation and has 21 years of industry experience. Prior to joining Osaic in 2025, he spent 20 years with Lincoln Financial Advisors. He also acts as an insurance agent offering disability, long-term care, traditional life insurance, fixed annuities, and indexed annuities. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs, utilizing asset-allocation tools and automated rebalancing strategies.

Briana Creel is a financial advisor with UBS Financial Services in Nashville, TN, holding the Series 66 designation with 11 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she is a partner in a mobile coffee trailer business owned with her husband, where she handles bookkeeping and daily operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor strategies to clients’ goals and risk tolerances.

Brian Homra is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of his financial advisory role, he is involved in a small business, The Anna Company DBA Memphis Magic BBQ Sauce, which he has operated since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of account types. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Anthony Dowlen is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has previously worked at Fortera Credit Union, Bank of America, and Advance Financial. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Malcolm Liles is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Baird since 2013. Outside of his advisory role, he serves on the board of the Arthur & Sylvia Lee Educational Foundation, which provides scholarships, and holds several other board and ownership roles related to investment committees and land management. Liles is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations with customized financial planning and portfolio management services. The group employs a range of strategies including separately managed accounts and overlay services, catering to diverse client goals and risk tolerances.

Bryan Bolton is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has previously worked at FTB Advisors, INC for 10 years. 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. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Christopher Long is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Morgan Stanley since 2016. Outside of his advisory role, he is involved as a board manager and member of Wild Wings Real Estate, LLC, a real estate investment entity. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, serving a broad client base through various investment and planning offerings.

Janeen Gregory is a financial advisor at Stifel with 20 years of experience at the firm and a Series 66 designation. She is based in Nashville, TN, and has served as a substitute organist for Redeemer Lutheran Church since 1985. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Phillip Branch is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2016 after over four years in the wealth management department of a regional bank in Kentucky. Phillip works with corporate executives, entrepreneurs, medical professionals, and recent retirees to organize finances, mitigate tax risk, and pursue their financial goals through tailored wealth management strategies. Phillip holds a bachelor’s degree in Finance and Economics as well as an MBA from Middle Tennessee State University. He provides services including wealth forecasting, portfolio management, tax minimization strategies, insurance planning, and retirement income analysis. His approach emphasizes developing a precise and individualized financial plan, regularly tracking progress to help clients achieve their lifelong objectives. Outside of his professional work, Phillip is involved in community activities such as Habitat for Humanity, St. Jude Hero, and Susan G. Komen Team. He serves on the Nashville Children's Theatre Board of Trustees. His personal interests include fishing, football, golfing, hiking, running marathons, and skiing.

Steven Mitchell is a CFP® professional with 18 years of industry experience, currently serving clients at Raymond James & Associates since 2013. He holds the Series 66 designation and is based in Nashville, TN. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and consulting through a variety of specialized advisory programs.

Rickie Garner is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. In addition to his role at Edward Jones since 2015, Garner has been associated with Liberty University since 2009. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Seda is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 65 and Series 63 credentials and has been with Thrivent Financial since 2016. Outside of his advisory role, he serves as a board member of The Grant James Foundation, which supports families facing challenges related to conception, adoption, and child loss, and acts as a deacon at Bellevue Church of Christ, where he helps oversee the young professional's ministry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial recommendations without discretionary trading authority. The firm combines planning with managed-account solutions under a consolidated billing option called WealthPlan.

Joseph Zenker is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2009. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser network and a diverse range of portfolio management styles.

Spencer Provow is a CFP®-certified financial advisor with Raymond James Financial, based in Nashville, TN, and has 18 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2015. Outside of his advisory role, he is involved as an investment advisor with Adams Wealth Partners and is a partner in a real estate venture focused on property acquisitions in Middle Tennessee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, and institutional clients. The firm employs a non-discretionary advisory approach using risk profiling and modeling tools to tailor recommendations to client goals.

Madeline Brunkey is a CFP® with four years of industry experience, currently affiliated with Cambridge Investment Research Advisors. She has been with Cambridge since 2014 in various roles and also serves as an independent contractor for Servier Pharmaceuticals in the healthcare sector. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

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.

Suzanne Smith is a financial advisor with Merrill in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Merrill since 2010 and also has a tenure at Bank of America, N.A. since 2016. Outside of her advisory role, she serves as a power of attorney for several family members. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.