Brian Homra is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of his financial advisory role, he is involved in a small business, The Anna Company DBA Memphis Magic BBQ Sauce, which he has operated since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of account types. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Anthony Dowlen is a financial advisor at Merrill in Nashville, TN, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Fortera Credit Union, Bank of America, and Advance Financial. 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 plans, charitable organizations, and corporate fiduciaries. The firm integrates its services within Bank of America’s broader platform, providing access to a wide array of investment products and related services.

Malcolm Liles is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Baird since 2013. Outside of his advisory role, he serves on the board of the Arthur & Sylvia Lee Educational Foundation, which provides scholarships, and holds several other board and ownership roles related to investment committees and land management. Liles is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations with customized financial planning and portfolio management services. The group employs a range of strategies including separately managed accounts and overlay services, catering to diverse client goals and risk tolerances.

Bryan Bolton is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has previously worked at FTB Advisors, INC for 10 years. 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, model portfolios, and retirement plan consulting.

Christopher Long is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Morgan Stanley since 2016. Outside of his advisory role, he is involved as a board manager and member of Wild Wings Real Estate, LLC, a real estate investment entity. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, serving a broad client base through various investment and planning offerings.

Janeen Gregory is a financial advisor at Stifel with 20 years of experience at the firm and a Series 66 designation. She is based in Nashville, TN, and has served as a substitute organist for Redeemer Lutheran Church since 1985. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Phillip Branch is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2016 after over four years in the wealth management department of a regional bank in Kentucky. Phillip works with corporate executives, entrepreneurs, medical professionals, and recent retirees to organize finances, mitigate tax risk, and pursue their financial goals through tailored wealth management strategies. Phillip holds a bachelor’s degree in Finance and Economics as well as an MBA from Middle Tennessee State University. He provides services including wealth forecasting, portfolio management, tax minimization strategies, insurance planning, and retirement income analysis. His approach emphasizes developing a precise and individualized financial plan, regularly tracking progress to help clients achieve their lifelong objectives. Outside of his professional work, Phillip is involved in community activities such as Habitat for Humanity, St. Jude Hero, and Susan G. Komen Team. He serves on the Nashville Children's Theatre Board of Trustees. His personal interests include fishing, football, golfing, hiking, running marathons, and skiing.

Steven Mitchell is a CFP® and holds a Series 66 designation with 17 years of experience in the financial industry. He has been with Raymond James & Associates in Nashville, TN since 2013. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a notable focus on public finance and municipal work.

Rickie Garner is a financial advisor at Edward Jones with 10 years of industry experience. He holds the ChFC® designation and Series 66 license. He has been with Edward Jones since 2015 and has been affiliated with Liberty University since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Seda is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 65 and Series 63 credentials and has been with Thrivent Financial since 2016. Outside of his advisory role, he serves as a board member of The Grant James Foundation, which supports families facing challenges related to conception, adoption, and child loss, and acts as a deacon at Bellevue Church of Christ, where he helps oversee the young professional's ministry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial recommendations without discretionary trading authority. The firm combines planning with managed-account solutions under a consolidated billing option called WealthPlan.

Joseph Zenker is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations using firm research and planning tools, and maintains capabilities in public finance and municipal work alongside its retail advisory services.

Spencer Provow is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors Inc. since 2015. He is based in Murfreesboro, TN. Outside of his advisory role, Provow is a partner in a real estate venture focused on property purchases in middle Tennessee. 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 emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by extensive research and a broad affiliate network.

Madeline Brunkey is a CFP® with three years of industry experience, currently serving at Cambridge Investment Research Advisors. She has been affiliated with Cambridge Investment Research Inc. since 2014. Brunkey also works as an independent contractor in healthcare for Servier Pharmaceuticals. Cambridge Investment Research Advisors is a large SEC-registered advisory firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Patrick Sims is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at ServisFirst Bank from 2015 to 2018. Outside of his advisory role, Sims is a minority owner and board member of Superior Care Home Inc., a healthcare and long-term care facility, and serves on the Board of Overseers at Bellarmine University, where he supports fundraising and alumni engagement. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Robinette is a financial advisor with Mass Mutual Investors Services in Brentwood, TN, holding a Series 66 designation and 14 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2011. Robinette is the founder of Lighthouse Planning LLC, a fee-based financial planning firm, and also operates The Chris Robinette Company, which focuses on non-financial business activities such as speaking, coaching, and training. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as ongoing collaborative relationships that use firm-approved analytical tools to develop written recommendations.

Suzanne Smith is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill since 2010 and at Bank of America since 2016. In addition to her advisory role, she serves as a power of attorney for family members. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based, discretionary, and tax-aware investment strategies to individuals, high-net-worth clients, pension plans, and corporate fiduciaries.

Rosemary Lombardy is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. She has been with UBS since 2000. Outside of her advisory work, she is co-owner and secretary of Lombardy Farms LLC and Emporia LLC, businesses involved in citrus, fern, and gift fruit packing. She is also the author of a self-help book titled *Breaking Bonds: How to Divorce an Abuser and Heal—A Survival Guide*, which includes an associated website providing resources for abused women. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor solutions to clients’ goals and risk tolerances.

Taylor Francis is a CFP® and ChFC® with 17 years of experience in financial advising. He has worked at Raymond James Financial Services Advisors Inc. since 2017 and previously spent seven years at Suntrust Investment Service, Inc. He serves as a committee member on the finance committee for Percy Priest Elementary PTO, advising on the management of funds raised through school events and donations. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations supported by firm research and a broad affiliate network.

William Eskind is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding a Series 63 designation and 34 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Eskind serves on the investment committees for the Jewish Federation of Nashville and Middle Tennessee and the West End Synagogue, and he acts as trustee and executor for several family trusts and estates. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and rooted in modern portfolio theory, serving plan objectives with a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Stef Jordan is a Series 66-licensed financial advisor with Edward Jones, based in Brentwood, TN, and has two years of industry experience. Prior to joining Edward Jones, Stef held positions at UBS and spent several years in higher education roles at Lipscomb University and Marymount University, where they currently serve part-time as a budget analyst. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.