Stef Jordan is a Series 66-licensed financial advisor with Edward Jones, based in Brentwood, TN, and has two years of industry experience. Prior to joining Edward Jones, Stef held positions at UBS and spent several years in higher education roles at Lipscomb University and Marymount University, where they currently serve part-time as a budget analyst. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lonnie Liston is a financial advisor with LPL Financial, holding a Series 63 designation and over 34 years of industry experience. He has previously worked at First Tennessee Brokerage, Inc. for 30 years and at Ftb Advisors, Inc. for one year. Lonnie is based in Franklin, 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 a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advisor-facing tools.

Jennifer Morris is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Wells Fargo Clearing, Kestra Advisory, Raymond James Financial Services, and SageSpring Wealth Partners. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services that include comprehensive planning through its Financial Advisors and Estate Planning Strategies Group.

Benjamin Zeidman is a financial advisor with Cetera, holding a Series 66 credential and three years of industry experience. He has worked at Cetera and its affiliated entities since 2016 and also has over two decades of experience at Regions Bank, where he serves as a wealth advisor. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through various program structures and custodial relationships.

Hugh Sloan is a financial advisor with Wells Fargo Clearing who holds a Series 63 designation and has 45 years of industry experience. His career includes tenures at Wells Fargo Clearing from 1999 to 2009, UBS Financial Services from 2009 to 2014, and Morgan Stanley from 2014 to 2021 before returning to Wells Fargo in 2021. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and combines research from its Wells Fargo Investment Institute with third-party data to guide investment and retirement plan offerings.

James Wilson is a CFP® professional with 40 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Brentwood Financial Partners, Commonwealth Financial Network, and Mass Mutual Investors Services. Outside of his advisory work, he has been involved in fixed insurance sales and leads Wilson Financial Group, LLC, which operates as Brentwood Financial Partners. 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 and access to model portfolios and third-party asset managers.

Brian Kuefler is a financial advisor at LPL Financial with 27 years of industry experience. He holds the CFP® and ChFC® designations and has a background that includes over two decades with First Tennessee and its affiliated entities before joining LPL Financial and First Horizon Bank in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of representatives to individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

Elijah Kramer is a financial advisor with LPL Financial and holds a Series 66 designation. He has one year of industry experience and has worked at firms including Third Bridge Group Limited and NorthernCross Partners, LLC. He is also a member of the United States Army Reserves. 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 and a range of advisory platforms, including model portfolios and third-party asset management, supported by technology tools and oversight of substantial discretionary assets.

Charles Evans II is a financial advisor at Ameriprise with 44 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at CIty National Bank and RBC Capital Markets. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers these services through a centralized consulting team in partnership with its financial advisors.

Ellis Burgess is a financial advisor at LPL Financial with a Series 66 credential and one year of industry experience. Prior to joining LPL Financial and Brighton Investment Solutions in 2026, Ellis spent 12 years with The Lampo Group, Inc. DBA Ramsey Solutions. 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 investment and retirement solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor resources and technology.

Roger Rhodes Jr. serves as a Senior Resident Director and Wealth Management Advisor at Merrill. He focuses on empowering busy professionals by providing personalized, holistic financial strategies to help achieve their goals. His responsibilities include working with clients to develop goal-based strategies, servicing new and existing clients, delivering client reviews, and advising on life insurance and annuities. Roger engages closely with clients to address their concerns and assist in reaching their financial objectives. Roger began his financial services career in 2006 as a licensed personal banker and joined Merrill in 2012. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his Bachelor’s degree from the University of Tennessee. Roger specializes in client areas such as college education planning, corporate benefits, divorce transition planning, employee benefits planning, family wealth management strategies, personal retirement planning, socially responsible investing, tax minimization, and retirement income. Originally from Knoxville, Roger now resides in Nashville with his wife Kristi and their three children. He volunteers with Ronald McDonald House and enjoys boating, chess, fishing, golfing, spending time with family, and traveling.

Nathan Wise is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A., where he has worked since 2021. Prior to that, he held roles at Edward Jones and Liberty Mutual Insurance Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process blends quantitative and qualitative analysis, incorporating ESG criteria and broader derivatives capabilities.

Cade Nicholson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their attitudes towards opportunity and risk in the marketplace, aiming to develop asset allocations that align with their goals. Through continuous reassessment and a goals-based approach to wealth management, Cade prioritizes building strong relationships that foster open dialogue to address multiple aspects of clients' financial lives. Cade holds a Bachelor of Arts degree in Business Management from Texas State University. He entered the financial services industry in 2012 as a client associate at Merrill Lynch in Midland, Texas, working alongside his mother, Rebecca Nicholson. He holds the Series 7, 66, 9, and 10 FINRA registrations and the Personal Investment Advisor (PIA) designation. Together, they serve a diverse group of individuals, families, and businesses. Residing in Tennessee with his wife Katie White, Cade manages the family farm known as the White Nickel Ranch. Outside of work, he is involved in activities such as western riding lessons, managing grass-fed beef and pasture-raised poultry, alongside their three farm dogs. Cade is also engaged in community organizations including the Arts Council of Midland, Big Brothers Big Sisters of the Permian Basin, and serves as a Venture Crew Advisor for the Boy Scouts of America.

Thomas Simonek is a financial advisor with LPL Financial holding Series 63 and Series 65 designations and 33 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and T. Charles Corporation. Outside of advisory work, he is involved in real estate rental activities in College Grove, Tennessee. 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 portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Alona Brandon is a financial advisor with Raymond James & Associates in Franklin, TN, holding Series 65 and Series 63 licenses and with two years of industry experience. Prior to joining Raymond James, she worked at Alliance Bernstein for five years and has experience in other industries including System Ceramic USA and Dillard's. 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 including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gary Jameson is a CFP® credentialed financial advisor at Wells Fargo Advisors with 39 years of industry experience. His prior roles include positions at UBS Financial Services, Citigroup Global Markets, and Legg Mason Wood Walker, Incorporated. Outside of his advisory work, he serves as vice president of the Lighthouse Condo Association in Gulf Shores, Alabama. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients using Wells Fargo research and planning tools. The firm offers a broad range of planning services with optional implementation through its brokerage or advisory programs.

Christopher Rogers is a financial advisor with MassMutual Investors Services who holds a Series 66 designation and has 18 years of industry experience. He has worked at MassMutual since 2010 and has been self-employed since 1996. Outside of his advisory role, he serves as a soccer referee. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses collaborative, annual planning engagements supported by firm-approved software tools and offers specialized services including divorce planning and employer-sponsored programs.

Crystal Imperiali is a Series 66-credentialed financial advisor with four years of industry experience. She is currently with Raymond James & Associates and has worked previously with firms including Sircy-Hurd Wealth Team and SageSpring Wealth Partners. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Benjamin Nathan is a financial advisor with Wells Fargo Clearing in Brentwood, TN, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Merrill, Bank of America, MassMutual Life Insurance Company, and Middle Tennessee State University. Outside of his advisory work, he co-manages a rental property investment with his fiancée. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Stephen Crabtree is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2008. Outside of his advisory role, Crabtree serves on the Advisory Board of Crabtree Ventures as one of two Board of Governors. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary consulting, and institutional advisory services supported by various portfolio management styles and affiliated research.