Charles Goldman Jr. is a financial advisor at LPL Financial with 10 years of industry experience. He has previously worked at OSAIC, Fsc Securities Corp, and NEXT Financial Group. His credentials include the Series 63 and Series 66 licenses. 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, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, research, and various management strategies.

Kelly Ruoff is a financial advisor with Robert Baird & Co. in Nashville, TN, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at Robert W. Baird since 2019, with prior roles at American Enterprise Investment Services Inc and Thrivent Financial. Robert Baird & Co. is an institution with approximately 2,600 advisors, offering private wealth management services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of investment strategies, including discretionary and non-discretionary portfolio management, separately managed accounts, and tax-managed and direct-indexing capabilities, supported by ongoing manager selection and internal research.

Gerald Bonner Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 2001 and holds the designation of Personal Investment Advisor (PIA). Gerald earned a Bachelor's Degree from Johnson & Wales University. Gerald assists clients by helping them manage their wealth to meet their individual needs. He focuses on a comprehensive approach to wealth management that begins with listening to clients and ensuring that every potential solution is grounded in understanding their goals. His client focus areas include college education planning, executive compensation, services for defined benefit plans, legacy planning, personal retirement planning, and retirement income. Outside of his professional role, Gerald is involved with the Pencil Organization and Safe Haven. His personal interests include ice hockey, music, reading, and spending time with his family.

Peter Thomson is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 20 years of industry experience. His work history includes roles at Cetera and Regions Bank, where he also serves in wealth advisory and customer service capacities. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and a large network of over 10,000 advisors managing more than $256 billion in assets.

Jayce Melby is a Financial Consultant I at Fidelity Investments, where he utilizes his Certified Financial Planning Professional credentials to assist clients in aligning their financial decisions with their life goals. He aims to build meaningful relationships and develop personalized plans that provide clarity, confidence, and long-term direction. He has held various roles within Fidelity Investments, including Planning Consultant since 2024, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023. Prior to joining Fidelity, Jayce gained experience as a Credit Analyst at First National Bank of Omaha from 2021 to 2022 and as an Internal Wholesaler at Jackson National Life Insurance Co. from 2019 to 2020. Outside of his professional work, Jayce is interested in fitness, football, hiking, outdoor adventures, skiing, and soccer.

August Perazzini is a financial advisor at OSAIC with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network. Perazzini teaches the retirement planning module for Kaplan's CFP program at Belmont University in Nashville, TN. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers and wrap programs.

David Doll is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its private bank since 2017, following prior roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory role, he serves as a director of Pinch, Inc. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and combines its advisory services with financial planning and estate strategies.

Matthew Mc Culley is a CFP® with 12 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2022, and previously spent nine years at Edward Jones. Mc Culley is also involved in a separate investment-related business, Good Life Insurance Associates, where he works as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management backed by research and model portfolio options.

Wade Mcminn Jr. is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 37 years of industry experience, including 15 years with Cambridge. Outside of his advisory role, he owns a retail business specializing in antiques. Cambridge Investment Research Advisors is a large SEC-registered firm serving 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 professionals using multiple custody platforms and a variety of discretionary and non-discretionary strategies.

Gregory Leifel is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at JPMorgan Chase Bank, Pulte Homes, and Sears. Outside of his financial career, he has been involved with Telcom Power and Installation Trainers for eight years. 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.

Marion Quina III is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2013. He holds a Series 63 license and is based in Nashville, TN. UBS Financial Services Inc. provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Chadwick Richards is a financial advisor with LPL Financial in Hendersonville, TN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and various insurance carriers for W & R Insurance Agencies. Outside of his advisory work, Richards is involved in non-variable insurance and has maintained real estate rental activities through CWMG, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.

Brick Sturgeon Jr. is a financial advisor with Raymond James Financial in Nashville, TN, holding a Series 63 designation and 35 years of industry experience. He has been with Raymond James Financial since 2009 and previously worked at Pinnacle Bank and Raymond James Financial Services. He is also involved as an owner of Sturgeon-Ellett Wealth Management and as an associate at Pinnacle Asset Management, both based in Nashville. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains unique offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Kevin Macwilliams is a financial advisor with LPL Financial, holding the Series 63 and Series 66 designations and bringing 26 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for 11 years each prior to joining LPL Financial in 2020. 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, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Michael Neal is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with LPL Financial since 2014. Neal is involved as a referral partner with Digital Benefit Advisors and operates a separate business entity, Scotty Neal Wealth. 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, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Debra Hooper is a financial advisor at LPL Financial with 26 years of industry experience. She has held roles at FTB Advisors and Synovus entities prior to joining LPL Financial in 2025. Outside of her advisory work, she is the director and CEO of Achieving Success Martial Arts in Mt Juliet, TN. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and various investment technologies.

Alexis Bourdeau is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has two years of industry experience and has worked at JPMorgan Chase Bank, NA, and Bank of America Merrill Lynch. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers advisory services alongside brokerage and investment management capabilities.

Harrison Kidd is a financial advisor with Raymond James Financial in Nashville, TN, holding Series 63 and Series 66 credentials and possessing 31 years of industry experience. He has worked with Raymond James Financial Services since 2002 and with Pinnacle Bank since 2014. Outside of his advisory role, he is involved with an agricultural business and serves as a trustee at Kidd Brock. 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 institutions. The firm uses tailored planning and analytical tools to support client goals and offers unique municipal and public finance capabilities alongside customized advisory programs.

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.