George Moody is a financial advisor with Raymond James Financial in Brentwood, TN, holding a Series 66 designation and over 20 years of industry experience. His prior work includes 14 years at Taylor Securities, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and maintains unique municipal advisory capabilities alongside specialized retirement plan consulting services.

Haymanot Bekele is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning their advisory career in 2026. Prior to joining LPL Enterprise, Bekele has experience working with the Tennessee Army National Guard, Aramark, Middle Tennessee State University, and other organizations. Bekele's background includes military service and roles in both corporate and educational settings. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Jaejung Yoon is a financial advisor with Equitable Advisors in Franklin, TN, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, Yoon worked at Waypoint Financial Partners, LLC for one year and has experience outside of finance in automotive retail. Outside of advisory work, Yoon coaches kickers and punters in athletic education. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning and retirement consulting through a range of asset-management programs. The firm relies on third-party program sponsors and investment platforms to implement advisory models and provides ERISA fiduciary services to qualified plans.

Kevin Gil is a financial advisor at Fisher Investments with 20 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2001. Outside of advising, he is the sole member of two commercial real estate ownership entities. Fisher Investments serves a global range of institutional and private clients, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to build diversified portfolios and provides sub-advisory and retirement plan services.

James Mc Lean III is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and Charles Schwab Bank since 2015. Located in Franklin, TN, his work focuses within this large institutional firm. Charles Schwab & Co., Inc. serves 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 offers a combination of non-discretionary and discretionary investment solutions supported by extensive research and an integrated operational structure.

David Rowland is a financial advisor at Edward Jones with 27 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 1998. Outside of his advisory role, he is involved in commercial real estate as a co-owner and manager of rental properties and is a member of a car wash business LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

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 20 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory role, he is involved in investment-related activities through ownership in GREY CLIFF LLC and BATES GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations across a broad planning menu, including specialized services such as business-owner transition and special-needs planning.

Bradley Bush is a financial advisor with Cambridge Investment Research Advisors in Franklin, TN, holding a Series 63 designation and 33 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011 and has operated Bush Insurance & Financial Services since 1994. Outside of advising, he is an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers multiple platform options and proprietary model strategies.

Walter Juarez is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has developed and refined a process to guide families, business owners, and executives in making informed financial decisions while avoiding costly mistakes. This process involves understanding clients' objectives, creating clear strategies to achieve desired outcomes, and regularly reviewing progress. Walter brings nine years of industry experience, with seven of those years at Merrill. He is bilingual in English and Spanish and holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his education from Westminster College. Walter is involved in community activities through organizations such as the American Cancer Society and the American Red Cross. He is also a member of Toastmasters International. Outside of his professional work, Walter enjoys interests including 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.