Gregg Waller is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016 and has been with Duncan Financial Planning Advisors since 2021. Outside of his advisory role, he is also an independent insurance agent and is involved in the travel and transportation services sector. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement plan advisory services. The firm employs a range of investment strategies through a network of independent Financial Professionals and provides both discretionary and non-discretionary management across various platform arrangements.

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 registrations and three years of industry experience. Her work history includes positions at J.P. Morgan Securities, J.P. Morgan Chase Bank, and Wells Fargo Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Brandon Bourque is a financial advisor at Osaic with 25 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2024, Bourque has been associated with Roussel and Associates since 2001, where he is also the owner and president of an employee benefits and insurance agency. He is a Tennessee Notary Public in a sole proprietorship unrelated to investment activities. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, providing brokerage and investment advisory services through a large network of affiliated advisers. The firm employs various asset-allocation and portfolio management tools and offers access to multiple third-party managers and wrap programs, supporting both discretionary and non-discretionary account management.

James Smith is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott, Wells Fargo Clearing, and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients' risk profiles and integrates in-house and third-party investment managers, with notable capital-markets capabilities and alternative investment options.

David Krauklis is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Legacy Wealth Management Group and MassMutual Life Insurance Co. Outside of his advisory role, he owns DLA Coaching, LLC, where he provides online fitness coaching focused on workout and diet plans. Mass Mutual Investors Services is a subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using advanced analytical tools and provides various event-driven planning programs.

Joe Comer is a financial advisor with Raymond James Financial in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James Financial and its affiliates since 2005 and is also associated with Pinnacle Asset Management and Pinnacle Bank since 2014. 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 clients. The firm offers tailored, non-discretionary consulting using risk profiling and analytical tools, and maintains unique affiliations and specialized advisory programs.

Justin Heinz is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2012, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it manages a variety of registered investment companies and fund-of-funds.

Thomas Bauer is a Financial Consultant currently working at Fidelity Investments since 2022. He holds the designation of CERTIFIED FINANCIAL PLANNER and has experience helping clients develop plans to manage their finances effectively. His professional background includes roles as a Certified Financial Planner at Fortune Financial from 2021 to 2022, Regional Vice President at Jackson Financial Inc. from 2018 to 2020, and Regional Advisory Consultant at Jackson Financial Inc. from 2013 to 2018. These positions have contributed to his expertise in financial planning and advisory services. Outside of his professional work, Thomas has personal interests that include baseball, board games, boating, football, and scuba diving.

Richard Hamilton is a financial advisor with Mass Mutual Investors Services in Brentwood, TN. He holds CFP® and ChFC® designations, as well as a Series 66 license, and has eight years of industry experience. Prior to joining Mass Mutual Investors Services in 2018, he worked at Williamson Medical Center from 2012 to 2018. Outside of his advisory role, Hamilton is also active as a musician in the entertainment industry. Mass Mutual Investors Services, LLC 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 programs, with planning engagements structured as annual collaborative relationships focused on client goals and strategies rather than specific product selections.

Thomas Medlin III is a financial advisor with LPL Financial in Brentwood, TN, holding a Series 66 designation and 18 years of industry experience. He previously worked at UBS Financial Services from 2008 to 2013 before joining LPL Financial, where he has been since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Jon Mc Knight is a financial advisor at Charles Schwab with 24 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank SSB since 2004 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily 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 solutions delivered via multi-asset model portfolios, combining integrated custody, brokerage, and advisory services for a large client base.

William Elliott is a financial advisor with LPL Financial in Franklin, TN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has seven years of industry experience and has previously worked at firms including Northwestern Mutual Wealth Management Company, UBS Financial Services, and F Link Forester. Elliott is involved with WLE Holdings, LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment options and platforms, supported by research and technology tools, and oversees over $819 billion in discretionary assets through a large network of advisors.

Nicholas Robinson is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has a varied work background including roles in education and hospitality. Robinson is also involved with SUNY Oswego, where he has been active since 2020. Equitable Advisors serves individuals across the wealth spectrum, as well as pension plans, corporations, and nonprofits, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a combination of proprietary and third-party advisory programs, with services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Mark Leuellen is a financial advisor with Edward Jones in Franklin, TN. He holds Series 63 and Series 66 licenses and has 25 years of industry experience, including 26 years with Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Frank Cuden is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His prior work history includes roles at The Foundation Specialists and Push Focus Media, as well as positions outside the financial services sector. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a nationwide network of more than 23,700 advisors.

Perrie Gibbons is a financial advisor with Raymond James & Associates holding a Series 63 designation and 28 years of industry experience. She has been with Raymond James & Associates since 2008. Outside of her advisory role, she serves as a notary public in Franklin, Tennessee. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and charitable organizations through a variety of financial planning and consulting services.

Austin Greer is a financial advisor with LPL Financial in Franklin, TN, holding a Series 66 designation and 19 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.