David Escalante is a financial advisor at Ameriprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing detailed written Recommendation Reports that address income, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized advice through a centralized consulting team, emphasizing assets held in Ameriprise-managed accounts and using algorithmic tools overseen by an internal committee.

Dakota Corum is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. Prior to joining Cetera, Dakota worked at ERP Retirement Services and Acuff & Associates. Outside of finance, Dakota is involved in entrepreneurial activities including Shelbyville Cheer and Tumble LLC and Corum Real Estate Group LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a large nationwide network of independent advisors and employs a multi-manager approach with access to affiliated and third-party portfolio managers.

Leslie Smith II is a CFP® with 11 years of industry experience, currently serving as a financial advisor at LPL Financial. Prior to joining LPL Financial in 2026, Leslie worked at Edward Jones for 12 years. 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 other institutions. The firm offers a variety of financial planning and investment programs supported by technology tools and manages over $819 billion in discretionary assets through a large network of advisors.

Shawn Valukas is a financial advisor with UBS Financial Services, holding a Series 66 designation and 20 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he is the proprietor and owner of Mr Buddy's Happy Farm, an animal sanctuary caring for abused or neglected animals. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Robert Cook is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leads a boutique advisory team focused on delivering high-touch, high-quality services to a select group of affluent families. His practice specializes in addressing the unique needs of corporate executives, business owners, and retirees by providing customized strategies that leverage Merrill’s resources to simplify financial complexities and help clients achieve their family priorities and long-term goals. With over 25 years of experience, Robert advises successful business owners and executives on wealth management, exit planning, equity compensation, cash flow planning, risk management, and tax-efficient strategies. As a Certified Exit Planning Advisor® (CEPA), he guides business owners through the exit planning process, aligning business, personal, and financial objectives to maximize value and preserve wealth and legacy. For executives, he offers strategic support to navigate transitions from executive roles into retirement or their next life phase. Robert holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Certified Private Wealth Advisor® (CPWA) designations, along with FINRA Series 7, 24, and 66 registrations, and is insurance licensed. His educational credentials include a Bachelor’s degree from Lipscomb University and a Master of Business Administration with a focus on finance from Georgia State University. Beyond his professional commitments, Robert serves on the Board of Directors for the Second Harvest Food Bank of Middle Tennessee. His personal interests include basketball, football, golfing, music, reading, running, singing, soccer, and spending time with his family.

Kathryn Moran is a Financial Consultant at Fidelity Investments, a position she has held since 2026. She works closely with clients to understand their financial situations and objectives, utilizing Fidelity's tools, resources, and expertise to develop customized investment strategies aimed at helping clients achieve their financial goals. Her professional experience includes roles as an Investment Consultant at Fidelity Investments from 2024 to 2026, an Institutional Consulting Associate at Graystone Consulting - Morgan Stanley from 2019 to 2024, a Registered Client Associate at Merrill Lynch from 2016 to 2019, and a Data Analyst at Wintrust Financial Corporation from 2014 to 2016. Outside of her professional work, Kathryn enjoys family activities, social events with friends, hiking, outdoor adventures, reading, and traveling.

Hayden Bates is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Affiliates since 2014 in various roles. He owns and manages two investment-related entities based in Franklin, TN. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options that include cash-flow, retirement, education, risk management, and specialized services. The firm supports tailored recommendations delivered through meetings and client letters, with optional implementation through its brokerage or advisory programs.

Bradley Bush is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He holds a Series 63 designation and has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011. In addition to his advisory work, he operates Bush Insurance & Financial Services as an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, utilizing multiple custody platforms and a mix of proprietary and third-party investment strategies.

Walter Juarez is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing nine years of industry experience, including seven years at Merrill. He leads a team that has developed a process to assist families, business owners, and executives in making informed financial decisions by understanding objectives, creating clear strategies, and conducting regular progress reviews. Walter's areas of expertise include family wealth management strategies, legacy planning, managing new wealth, and tax minimization. He holds professional designations such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is a graduate of Westminster College and is bilingual in English and Spanish. Walter is involved with professional and community organizations, including Toastmasters International and volunteering with the American Cancer Society and the American Red Cross. He enjoys activities such as chess, cooking, hiking, horseback riding, ice skating, and spending time with his family.

Steven Laughlin is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. He has been with Bank of America, N.A. and Merrill since 2016. Merrill, alongside 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.

Alexander Fraga is a financial advisor with Merrill based in Franklin, TN. He holds the Series 66 designation and has seven years of industry experience. Prior to joining Merrill, he has been associated with Bank of America since 2013. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Johnson is a CFP® with 30 years of experience in the financial services industry. He is currently with LPL Financial, having joined in 2024, and has previously worked at Campbell Johnson Wealth Advisors, Raymond James Financial Services, Morgan Stanley Private Bank, and Morgan Stanley/CitiGroup/Smith Barney. 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 broad network of investment adviser representatives.

Kevin Barajas is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has three years of industry experience, including prior roles at Principal Securities, Inc. and Centurio Wealth/One America Securities. Outside of his advisory work, he has been involved with soccer organizations such as the Massapequa Soccer Club and North Atlanta Soccer Association. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships focused on goal analysis and written recommendations.

Jonathan Winkler is a financial advisor at LPL Financial with nine years of industry experience. He previously worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. for eight and ten years, respectively. His credentials include a Series 66 designation. 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.

Alec Sessing is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He specializes in working with families and retirees to prepare for and navigate retirement, focusing on aligning financial decisions with their long-term goals and priorities. Alec emphasizes maintaining a sustainable balance between income and expenses and advocates for a disciplined investment process before considering more complex strategies. Prior to joining Fidelity Investments, Alec served as a Private Client Banker at JPMorgan Chase Bank N.A. from 2019 to 2022. He also worked as a Financial Advisor at Midwestern Securities Trading Company from 2018 to 2019. Alec holds an Arkansas Insurance License. Outside of his professional work, Alec enjoys camping, concerts, hiking, playing musical instruments, music, and spending time with pets.

Trevor Crews is a financial advisor with Raymond James Financial in Franklin, TN, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, he worked at Stephens Inc. and Cravens & Co Advisors. Outside of his advisory role, he is the owner of Inception Social Marketing, a business that manages websites for several clients. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Benjamin Miller is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing tax-efficient global portfolios designed for long-term capital appreciation for individuals and families. Utilizing alternative investments, options, and private credit, he collaborates closely with clients through open and consistent communication to establish personalized financial strategies. His areas of expertise include divorce transition planning, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, tax minimization, and retirement income. Benjamin holds a Bachelor's Degree from the University of Wisconsin and has the professional designation of Personal Investment Advisor (PIA). Outside of his professional work, Benjamin volunteers in his community and pursues personal interests that include cooking, football, golfing, hunting, music, reading, and tennis. He lives in College Grove, Tennessee, with his wife, Dionne, and their children, Oliver and Kendall.

Cheree Costa is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds Series 63 and Series 65 designations and has worked in various roles at Wells Fargo Bank, M&T Bank, BB&T Bank, PNC Bank, and fitness clubs. 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 offers both brokerage and advisory solutions, utilizing research and analytics to support client investment decisions.

Van True is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, LLC. Van is a member of the Robertson County Chamber of Commerce. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with customized investment strategies implemented through a combination of internal and external managers.

Derek Lyle is a financial advisor with LPL Financial in Brentwood, TN, holding a Series 66 designation. He has prior experience at Louisiana Pacific Corporation and Total Quality Logistics before entering the financial industry in 2025. 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.