David Stacey III is a financial advisor with Ameriprise in Brentwood, TN, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its predecessor firms since 1994. Stacey serves on the Board of Directors for the SCHS Class of '86 Chris Carter Scholarship and acts as its Treasurer. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on income planning and tax-aware withdrawal strategies for those approaching or in retirement. This service involves a written Recommendation Report and ongoing advice, supported by a centralized team that collaborates with advisors to implement non-discretionary recommendations.

Jamison Shireman is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has worked at several firms, including Hornor Townsend & Kent Inc and Penn Mutual Life Insurance. In addition to his advisory role, he operates Jamison Shireman, CPA, P.C., providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a nationwide network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research from various sources.

James Stephens Jr. is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Janney Montgomery Scott, Wells Fargo Clearing, and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies utilizing both in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Steven Person is a financial advisor with LPL Enterprise, holding a Series 66 designation and over 20 years of industry experience. He has worked at Prudential Insurance Company of America since 2015 and was previously with PRUCO Securities, LLC. since 2015. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through its integrated platform.

Dalton Potts is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior roles include positions at Primerica and Republic Finance. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Robert Martin is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017, with a brief period away from the industry from 2019 to 2020. Outside of his advisory role, he serves as Secretary and Treasurer for a local Nashville networking group, handling administrative duties without compensation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branches.

Nathan Owen is a financial advisor with Thrivent Investment Management in Murfreesboro, TN, holding a Series 66 credential and three years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2022 and has prior experience with 4Top Hospitality and JHS Holdings. Outside of advising, he participates in community and business networking activities, including serving as a Director Coordinator for BNI Middle Tennessee and a Diplomat for the Rutherford County Chamber of Commerce. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based planning focused on a broad range of topics but does not include implementation or discretionary portfolio management as part of these services.

Alexander Johnson is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His background includes roles at Belmont University and involvement with organizations such as TOCA Football and Hattie B's Hot Chicken. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and providing access to model portfolios and research.

Robert Collins III is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 30 years of industry experience. He has worked at LPL Financial since 2001 and has been affiliated with Glidepath Financial, LLC since 2020. Collins also engages in non-variable insurance sales, including life, health, disability, and long-term care policies. 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 advisory programs and services, including financial planning, retirement plan consulting, and brokerage, supported by in-house and third-party research and advanced portfolio management technologies.

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.

Evan Forte is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley since 2008 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Ryan Vollero is a financial advisor at Morgan Stanley based in Franklin, TN. He holds the Series 66 designation and began his career with Morgan Stanley in 2025. Prior to joining the firm, he worked at the University of Tennessee and Hillwood Country Club, as well as Christ Presbyterian Academy and the Gordon Jewish Community Center. 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 strategies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Ryan Guth is a CFP® professional with nine years of experience in the financial industry. He currently practices at LPL Financial and previously worked at SCF Investment Advisors, SCF Securities, and Edward Jones. Guth is also an author of the book *Permission to Exit: Prepare to sell your business without regret*. 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 provides a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Cade Graham is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at Working Distributors and The Club at Olde Stone. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Joseph Lucia is a financial advisor with LPL Financial, holding a Series 66 credential and over 21 years of industry experience. Prior to joining LPL Financial in 2020, he was involved with several entities bearing his name, including Lucia Capital Management and Lucia Securities. He is also a member of Montecito Venture Partners, LLC, an investment-related business. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

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.

Jeffrey Von Behren is a financial advisor with Edward Jones in Murfreesboro, Tennessee, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns a commercial rental property in Maryville, Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm offers a wide range of advisory solutions, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Micah Pruitt is a financial advisor at Robert W. Baird & Co., holding a Series 66 designation and beginning his advisory career in 2025. His prior work experience includes roles at Deloitte, Pure Barre, and Middle Tennessee State University. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations through a variety of financial planning and portfolio management services. Baird manages approximately $394 billion in assets and utilizes a combination of manager-traded and model-traded strategies, internal research, and technology in client advice.

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.

Lee Baker is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His background includes roles at CUNA Brokerage Services, Inc. and CUNA Mutual Group, as well as prior experience outside finance at Chick-fil-A and Farmers Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various technology tools in both discretionary and non-discretionary management.