Todd Nelson is a financial advisor with Edward Jones in Franklin, TN, holding the CFP®, ChFC®, and Series 66 designations. He has six years of industry experience, including seven years with Edward Jones and prior roles at Servant Fire Protection and Fire Equipment Service Center LLC. Outside of his advisory work, he serves as a fill-in pastor for the Assemblies of God Tennessee Network. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jeffrey Lancaster Jr. is a financial advisor with Mass Mutual Investors Services in Brentwood, TN. He holds a Series 66 designation and has three years of industry experience. Prior to joining Mass Mutual, he worked at Tennessee Oncology, Marcum, LLP, and Watkins Uiberall, PLLC. In addition to his advisory role, he conducts outside insurance sales focused on life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, and charitable organizations through collaborative, annual planning engagements using firm-approved analytical tools.

Gerald Bonner Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 2001 and holds the designation of Personal Investment Advisor (PIA). Gerald earned a Bachelor's Degree from Johnson & Wales University. Gerald assists clients by helping them manage their wealth to meet their individual needs. He focuses on a comprehensive approach to wealth management that begins with listening to clients and ensuring that every potential solution is grounded in understanding their goals. His client focus areas include college education planning, executive compensation, services for defined benefit plans, legacy planning, personal retirement planning, and retirement income. Outside of his professional role, Gerald is involved with the Pencil Organization and Safe Haven. His personal interests include ice hockey, music, reading, and spending time with his family.

Samuel Abernathy is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing six years of industry experience. His prior work includes roles at Comdata and Tsys before joining Raymond James in 2019. Raymond James & Associates 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, and municipalities, providing financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

August Perazzini is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Securities America Advisors, Inc., Securities Service Network, and National Planning Corporation. Perazzini also teaches the retirement planning module for Kaplan's CFP program at Belmont University in Nashville, TN. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a range of managed account programs delivered through its multi-advisor platform.

Michael Shea is a financial advisor with Robert Baird & Co. in Franklin, TN, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Robert Baird & Co. since 2019 and was previously with J.J.B. Hilliard, W.L. Lyons, Inc. from 1997 to 2018. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Daniel Pugh is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 2013. He also served 19 years in the Tennessee Army National Guard. Outside of advising, he is a partner in Wellspring Properties LLC, where he is involved in the management and operations of rental real estate properties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional investors, and municipal entities, offering financial planning and consulting services supported by diverse portfolio management approaches and extensive firm research.

Wade Mcminn Jr. is a financial advisor at Cambridge Investment Research Advisors with 37 years of industry experience. He holds a Series 63 designation and has worked at Cambridge since 2011, following seven years at Mass Mutual Investors Services. Outside of his advisory role, he owns a retail business specializing in antiques. Cambridge Investment Research Advisors provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base that includes individual, institutional, pension, and charitable clients. The firm manages a multi-billion dollar asset base and offers services through multiple platforms and proprietary model strategies.

William Sawyer Jr. is a financial advisor at Robert Baird & Co. with 22 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, with prior roles at JJB Hilliard WL Lyons LLC and UBS Financial Services. He is part of The DDK Group within Robert Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing both manager-traded and model-traded strategies along with ongoing manager selection supported by internal research and tools.

Elias Hassan is a financial advisor with Robert W. Baird & Co. in Murfreesboro, TN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 17 years before joining Baird in 2019. Outside of his advisory role, he is involved as a member in a startup restaurant, Gusto Wood Fire Grill LLC, and holds interests in several investment and business ventures, including a family investment partnership and a small investment in a Nashville-based tech firm. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services featuring discretionary and non-discretionary strategies, manager selection, and tax management, supported by internal research and investment technology.

Brick Sturgeon Jr. is a financial advisor with Raymond James Financial in Nashville, TN, holding a Series 63 designation and 36 years of industry experience. He has been with Raymond James Financial since 2009 and also has longstanding roles at Pinnacle Bank and Raymond James Financial Services. In addition to his advisory work, he is an owner and financial advisor at Sturgeon-Ellett Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and also maintains unique affiliations in municipal and public finance.

Phillip Brooks is a financial advisor with LPL Financial and holds a Series 63 designation. He has 28 years of industry experience, including a 20-year tenure at First Horizon Advisors, Inc. Prior to joining LPL Financial, he held positions at Ftb Advisors, Truist Investment Services, and NCF Financial Services. 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 technology tools and a broad network of over 22,800 advisors.

James Haselton is a financial advisor at Edward Jones with 35 years of industry experience. He has held his current position at Edward D. Jones & Co., L.P. since 1994. 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 and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charles Raube Jr. is a financial advisor at Cetera with 20 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Cetera in 2019, he worked at Securian Financial Services, Inc. from 2006 to 2019. Outside of advisory services, he is involved in the sales of fixed insurance through JBC Companies and Financial Identity Advisors. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management, financial planning, and retirement services, operating a multi-manager platform that supports model portfolios, third-party managers, and bespoke strategies.

Gregg Waller is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 17 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2016 and currently is also affiliated with Duncan Financial Planning Advisors. Outside of his advisory work, Waller operates as an independent insurance agent and is involved in the travel and transportation services sector. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies alongside access to third-party advisers.

James Knott is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at various firms including Avantax and currently operates his own tax preparation and accounting business as president of James L Knott CPA PC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, utilizing a multi-manager platform with both discretionary and non-discretionary options.

Gregory Ericson is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since the early 1990s. Charles Schwab & Co., Inc. serves 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 both non-discretionary and discretionary investment management, combining multi-asset model portfolios with due diligence on alternative investments and centralized operational support.

Kurt Coalmer is a financial advisor with Equitable Advisors in Franklin, TN, holding the Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at Jackson National and Curian Capital, as well as earlier service at Equitable Advisors. Outside of his advisory work, he serves as an executor of an estate for a family member. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers its services through a network of Investment Adviser Representatives, utilizing various third-party programs and offering a range of investment options including mutual funds, ETFs, and select alternatives.

Lee Wolfe is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Stifel Independent Advisors and Wells Fargo Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Lindsey Naeyaert is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and three years of industry experience. Her prior work history includes roles at J.P. Morgan Chase Bank and Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process incorporates both quantitative and qualitative research supported by centralized due diligence.