James Bell is a CFP® with seven years of industry experience, currently affiliated with Mass Mutual Investors Services in Franklin, TN. His career includes roles at MML Investors Services, Park Avenue Securities, and Guardian Life Insurance. Outside of his advisory work, he engages in life and health insurance sales through his personal firm, James Bell Financial Services, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools, with optional implementation through separate brokerage or insurance arrangements.

Andrew Kaelin is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His background includes roles in logistics, sports media relations, and collegiate athletics support prior to joining Equitable Advisors in 2020. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model that emphasizes both advisory and brokerage solutions.

Jim Durham is a financial advisor at Cetera with 29 years of industry experience and holds a Series 63 designation. He operates Jim Durham CPA and is involved in accounting and tax preparation services through Winchell CPA & Advisory Services PLLC. Durham has a long career spanning various roles in advisory and insurance services since 1982. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, overseeing more than $256 billion in assets.

Hunter Davis is a financial advisor at Edward Jones in Franklin, TN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Western Express and Towne Park in various roles. His earlier work history includes positions at Fitness 1440 and United Parcel Service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

David Hershman is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2014 and was previously with Independent Financial Partners from 2017 to 2019. Outside of his advisory role, he is involved with a real estate rental business in Tampa, Florida. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research.

Robert Anderson is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Mass Mutual Investors Services since 2018 and previously held roles at Eagle Strategies and NYLife-related firms. Anderson maintains an individual life and health insurance agent position at The Legacy Financial Group. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual collaborative engagements using firm-approved analytical tools, offering additional programs including divorce planning and employer-sponsored planning services.

Erik Olson is a financial advisor at Edward Jones in Brentwood, TN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he served in the United States Army for 20 years and operated At Ease Home Inspections LLC for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Thomas Hunter Jr. is a CFP® professional with 21 years of experience, currently serving at Raymond James Financial in Brentwood, TN. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He is a board member of Rolling Hills Community Church. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client risk profiles and supported by firm research and a broad affiliate network.

Thomas Brandstater is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo entities since 2012, including Wells Fargo Advisors, LLC, and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Jeremy Smith is a financial advisor with Cetera and holds Series 63, Series 65, and Series 66 designations. He has 21 years of industry experience, including long-term roles at Shoemaker Financial Advisors and Securian Financial Services. In addition to his advisory work, he is involved in fixed insurance sales. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform, with access to various investment strategies and third-party managers.

James Fish is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Roussel and Associates, Woodbury Financial Services, and Shoemaker Financial. Fish serves on the boards of two non-profits, Tenngreen and Saddle Up!, which provides equine therapy to children and young adults with developmental issues. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party managers to construct diversified portfolios across various investment types.

Lauren Wilson is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, she worked at Berkeley Research Group and held roles at Vanderbilt Owen Graduate School of Management and the Miss Alabama Organization. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and operates with a broad suite of retail and institutional investment services.

Nichole Elizabeth Adams is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of services supported by proprietary research and capital market resources.

Jason Aldred is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations and possessing 18 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has a broader affiliation with Massachusetts Mutual Life Insurance Company dating back to 2016. In addition to his advisory role, Aldred operates as an independent insurance agent, focusing on dental, group disability income, life, accident, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides ongoing financial planning, asset management, and educational seminars, emphasizing annual, collaborative planning engagements using firm-approved analytical tools.

Alice Windsor is a financial advisor at Merrill with 31 years of industry experience. She has held her current position at Merrill since 1981. Windsor holds a Series 63 designation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Matthew Loftus is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. He holds a Series 66 license. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm provides wealth advisory planning and investment consulting services to a diverse client base including individuals, corporations, and public entities, offering a range of firm-sponsored programs and institutional consulting solutions.

Gregory Roden is a financial advisor at Wells Fargo Advisors in Franklin, Tennessee, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools.

Benjamin Bass is a financial advisor with Raymond James Financial Services Advisors, Inc. in Brentwood, TN, holding a Series 66 designation and 16 years of industry experience. He has been with Raymond James and affiliated entities since 2012. Bass also serves as an independent contractor for McCall and Associates, a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a significant portion of its business conducted on a non-discretionary basis.

Adam Smith is a Series 66 licensed financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as a director for the Franklin Area bowling center, acting as a liaison between USBC Nashville and the center to assist with rules and regulations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors.

Brian Lombardo is a CFP® professional with 17 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge since 2012. In addition to his advisory role, he is a certified public accountant providing tax preparation and accounting services and owns a sports and fitness business focused on pickleball. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing various portfolio management strategies and platform arrangements tailored to client objectives.