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 at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2022. Richards also has outside employment with Cumberland Transit. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Evin Edens is a CFP® certificant with seven years of industry experience, currently serving as a financial advisor at LPL Financial. Prior to joining LPL in 2025, he worked at FTB Advisors and First Tennessee Bank and spent six years at Belmont University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides 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 model portfolios, third-party asset management, and institutional platforms.

Thomas Hunter Jr. is a CFP® with 22 years of industry experience, currently advising at Raymond James Financial. His prior experience includes roles at Wells Fargo Advisors from 2009 to 2017. He serves on the board of Rolling Hills Community Church in Franklin, TN. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by advanced analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

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.

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 prior roles at Wells Fargo Clearing and Morgan Stanley & Co. LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

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.

Robert Carollo is a financial advisor at Edward Jones with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Frank Templeton for 19 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a broad range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

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 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.

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.