Brooke Thompson is a ChFC® credentialed financial advisor with Edward Jones in Brentwood, TN, bringing 27 years of industry experience exclusively with the firm since 1999. She has engaged in investor education, including speaking to an Army Corps of Engineers group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, distinguished by its extensive network of advisors and branch offices.

William Rotert is a financial advisor with UBS Financial Services, holding a Series 66 designation and eight years of industry experience. He has worked at UBS Financial Services since 2018 and previously at UBS AG from 2014 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to support client strategies.

James Dyes is a CFP® and Series 66-registered financial advisor with Edward Jones in Nashville, TN, where he has worked since 2016. He has nine years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Mark Smith is a financial advisor with LPL Enterprise in Brentwood, TN, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked with Prudential Insurance Company of America and PRUCO Securities, LLC. Mark's career includes roles in both advisory and insurance services. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, model portfolio programs, and brokerage and insurance products through an integrated platform.

Blake Schneider is the Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2024. He also serves as an Adjunct Faculty member for the CFP® Certificant Program at Belmont University starting in 2023. Prior to his current roles, Blake held positions including Wealth Management Consultant at Avantax Wealth Management, Vice President and Financial Advisor at Regions Bank, Internal Wholesaler at Jackson National, and Licensed CSR at Transamerica Retirement Solutions. Blake's professional experience spans various aspects of wealth planning and financial advising, with a focus on education and client empowerment. His approach involves adopting the role of a teacher to help clients understand finance, economics, and psychology, which are important but often not covered in traditional education. This methodology aims to support clients in working toward their financial goals. Outside of his professional career, Blake has interests in fitness, football, golf, playing musical instruments, traveling, and volunteering.

Daniel Kramer is a CFP® with 30 years of industry experience, currently affiliated with LPL Financial where he has worked since 1998. He also operates Kramer Financial Group, LLC, which he founded in 1996. Kramer holds a Series 63 license and is based in Franklin, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and various investment strategies.

Donald Steely II is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000 and worked for Marshall Co. School from 2019 to 2020. Outside of his advisory role, he is involved in the sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,948 advisors and $15.5 billion in assets under management. The firm uses model-driven investment strategies provided by third-party asset managers and offers limited discretionary separately managed accounts.

Matthew Rouillier is a CFP® professional based in Nashville, TN, with six years of experience in financial advisory roles. He is currently with Cetera and has previously worked at Concourse Financial Group Securities Inc, Price Waterhouse, and Frazier & Deeter. In addition to his advisory work, Rouillier provides accounting services as a CPA and is involved in the sales and service of insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual clients, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and unaffiliated managers, providing flexible investment strategies and comprehensive client reviews.

Robert Lauer is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing access to proprietary research and capital markets platforms.

Chyna Bacchus is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in retirement planning and guiding clients through complex financial decisions with clear, collaborative, and personal strategies. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Chyna earned her Bachelor's degree from Vanderbilt University. Her approach centers on understanding clients' goals, values, and concerns to develop wealth management strategies that align with their objectives. Her areas of focus include college education planning, corporate executive services, equity compensation services, legacy planning, managing new wealth, personal retirement planning, women and wealth, and tax minimization. Outside of her professional work, Chyna is involved with the Watson Grove Baptist Church and contributes to community organizations such as the Second Harvest Food Bank and the University School of Milwaukee Alumni Board. Her personal interests include cooking, football, reading, spending time with family, and volleyball.

Jackson Austin is a Series 66 licensed financial advisor with Equitable Advisors in Franklin, TN, bringing two years of industry experience. His prior roles include positions at Lake Area Tax Service and Fredonia Valley Bank, as well as experience working in the Office of Congressman James Comer. Outside of his advisory role, he is involved in sales activities related to tax account programs and ancillary insurance products through Realty Benefit Services and Dergalis Associates LLC. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, brokerage, insurance distribution, and access to third-party asset management programs, operating through a variety of sponsored platforms and endorsed managers.

Alice Mach is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise in Franklin, TN since 2021. She previously worked at LPL Financial and had an earlier tenure with Ameriprise Financial Services, Inc. Additionally, she is an Associate Financial Advisor with MEW Practice Management, LLC, assisting in servicing client bases and financial planning. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines centralized consulting with advisor collaboration and utilizes algorithmic automation under oversight to generate and review retirement income strategies.

Lloyd Gaw Jr. is a CFP® professional with 38 years of experience in the financial industry, currently serving as an advisor at Raymond James & Associates since 2022. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he manages several family-owned and personal real estate investments. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses primarily through non-discretionary advisory relationships and also delivers institutional consulting and public finance services.

John Sant Amour Jr. is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. He serves on the advisory board of the Murfreesboro Water and Sewer Department in Tennessee. Morgan Stanley Wealth Management provides a broad range of advisory programs for individual and institutional clients, combining financial planning and investment services supported by a structured planning process and firm-approved tools.

Peter Smith is a financial advisor with Ameriprise in Nashville, TN, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, utilizing a centralized consulting team to deliver written, non-discretionary recommendation reports. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Robert Rocha is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Michael Rodriguez is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Stifel Nicolaus & Co Inc, and Wells Fargo Clearing. Outside of his advisory role, he co-owns ASRMCR Holdings LLC with his spouse. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and government entities. The firm provides comprehensive wealth advisory planning and investment consulting on a non-discretionary basis, supported by a broad affiliate network and specialized public finance services.

Bard Powell is a CFP®-certified financial advisor with four years of industry experience, currently affiliated with LPL Financial in Brentwood, TN. His prior work includes positions at First Horizon Bank and SA Stone Wealth Management Inc, with additional experience leading Arthur Powell Group LLC for over two decades. Powell is also involved with Arthur Powell Properties, LLC, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers diverse financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Ryan Mccann is a financial advisor with UBS Financial Services in Franklin, TN, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Jeremy Mc Lean is a financial advisor with Edward Jones in Murfreesboro, TN, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he served in the United States Marine Corps for 20 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.