Kayla Byler is a financial advisor at Raymond James & Associates with six years of industry experience. She holds the Series 66 designation and has previously worked at Robert Baird & Co., Hilliard Lyons, Belmont University, and the Tennessee Titans. Kayla serves as a committee member and event coordinator for the Exit Planning Institute. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, providing financial planning and non-discretionary investment consulting with a broad range of portfolio management styles and affiliated research resources.

Peter Palmer is Vice President Private Wealth Management Advisor at Fidelity Investments. He works with high net worth families to align their wealth with the people and passions they value most. Peter has extensive experience in the financial services industry, having held multiple roles at Fidelity Investments since 2010, including Vice President, Wealth Planner, Financial Consultant, Investment Consultant, Retirement Solutions Representative, Investments Solutions Representative, and Service Representative. Prior to joining Fidelity, he was a Financial Advisor at New England Financial from 2008 to 2010. He holds an Arkansas insurance license. Outside of his professional work, Peter enjoys beach activities, family activities, hiking, and swimming.

William Parker is a financial advisor with Equitable Advisors in Murfreesboro, TN, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007, including its predecessor, Axa Advisors, LLC. Outside of his advisory role, he owns and operates Morning View Farm, a cattle farming business in Tennessee. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and multiple third-party asset managers. The firm utilizes a hybrid referral and implementation model, combining advisory and brokerage channels to tailor financial solutions based on client goals and risk tolerance.

Kimber Barton is a CFP®-designated financial advisor with over 31 years of industry experience, currently with Raymond James Financial Services Advisors Inc. Her prior experience includes roles at Brentwood Financial Partners and Commonwealth Financial Network. Outside of her advisory work, she owns and manages rental real estate properties in Nashville. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and it supports municipal and public-finance work through a unique municipal advisor affiliation.

Craig Long is a financial advisor at OSAIC with 30 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Mutual of Omaha. In addition to his advisory work, he has served as an expert witness in a life insurance lawsuit. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits through a large network of affiliated advisers. The firm provides a range of integrated brokerage and advisory services and employs firm-designed asset allocation and portfolio management tools across multiple investment vehicles.

William Pearson is a financial advisor at Ameriprise with five years of industry experience. Prior to joining Ameriprise in 2025, he worked at U.S. Bancorp Investments and U.S. Bank. He is also involved with Rainmaker Inc., where he develops new business relationships and manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

Michael Sanford is a financial advisor with UBS Financial Services in Franklin, TN, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with UBS since 2016. Sanford is the principal founder and a board member of TopFlight Aviation, a nonprofit flying club focused on safety, training, camaraderie, and community involvement among its members. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, tailoring investment strategies using proprietary research and model-based asset allocations.

Kevin Clunan is a financial advisor with LPL Financial, holding a Series 63 designation and 28 years of industry experience. He has worked with First Tennessee Brokerage since 2001 and FTB Advisors, Inc. since 2013. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations nationwide, offering a range of advisory programs and financial planning services supported by both discretionary and non-discretionary management.

Clayton Franklin is a CFP®-certified financial advisor with four years of industry experience. He currently works at OSAIC Wealth Inc and has previously been associated with Wells Fargo Advisors Financial Network and Waypoint Financial Partners. Outside of financial advisory, he is the founder and CEO of Arid Delivery Products LLC, a startup that provides insulated delivery bags to on-demand food delivery companies. OSAIC Wealth Inc serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated financial services through a large network of advisors, employing asset allocation tools and various investment strategies across multiple platforms.

Michael Dunn is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously worked at MML Investors Services and MassMutual Life Insurance Company from 2005 to 2016. Outside of his advisory role, Dunn coaches for Nashville Catholic Athletics. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charities, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals using a range of portfolio management approaches and platform arrangements.

Connor Shelton is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, N.A., Western & Southern Life, and various positions outside the financial sector. Merrill, together with 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Earl Campbell is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 16 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research Inc. since 2014. Outside of his advisory role, Campbell owns a tax preparation and bookkeeping service and serves as treasurer for a local volunteer football club. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a variety of portfolio management approaches and custody arrangements.

James Hubbuch is a financial advisor with Mass Mutual Investors Services, holding a Series 63 credential and 36 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also associated with MassMutual Life Insurance Co since 2016. Prior to that, he worked at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, Hubbuch is a health and group life/health insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software for goal analysis and delivering written recommendations within annual planning engagements.

Benjamin Davis is a financial advisor at RBC Capital Markets with one year of industry experience. He has previously worked at Janney Montgomery Scott LLC, UBS Securities LLC, Maggart and Associates CPAs, and Citizens Tri-County Bank. Davis holds the Series 66 designation. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Scott Swander is a financial advisor with LPL Financial in Franklin, TN, holding a Series 66 designation and bringing 24 years of industry experience. Prior to joining LPL Financial in 2023, he spent seven years with Synergy Wealth Management and Raymond James Financial Services. He is also a notary and sells non-variable insurance products in connection with his advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement consulting, and brokerage services supported by model portfolios, third-party research, and advanced technologies.

Adam Kelly is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked at Shoemaker Financial since 2016 and was affiliated with Securian Financial Services and Minnesota Life Insurance Company from 2016 to 2023. Outside of his advisory work, he serves as an independent sports coach and referee. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary services, model portfolios, and access to third-party managers.

Charles Cato II is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with firms including Securities America Advisors, SSN Advisory, and Vista Asset Management, where he maintains a long-term association. Additionally, he is a certified notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives, offering a range of advisory programs and financial planning services.

Sterling Coley is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2019. Outside of his advisory role, he is a partner in Tria Collective LLC, a business supporting his wife's marketing consulting through bookkeeping services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary consulting using analytical tools and supports clients through various advisory programs and institutional consulting.

Scott Milford is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He also works as a part-time music director at Skyline Community Church, where he has been involved since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Marcus Marotti is a financial advisor with OSAIC Wealth Inc. holding a Series 66 designation and two years of industry experience. He has previously worked at Stone Rudolph & Henry since 2013, where he serves as a tax accountant. OSAIC Wealth Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios and supports various investment platforms and managed-account solutions.