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.

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.

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.

Brandon Bourque is a CFP®-certified financial advisor with 26 years of industry experience. He is currently affiliated with OSAIC and has been with Roussel and Associates since 2001, where he also serves as Owner and President of an employee benefits and insurance agency. Additionally, Bourque holds a state notary public position in Tennessee. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.

James Smith is a financial advisor at RBC Capital Markets in Franklin, TN, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Janney Montgomery Scott, Wells Fargo Clearing, Truist Investment Services, Fifth Third Securities, Morgan Keegan & Company, and Union Planters Investment Advisors. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by RBC Capital Markets’ broader capital markets and affiliated asset management capabilities.

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 licenses and has worked within various Fidelity entities since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios from a broad universe of funds and ETFs.

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.