Nicholas Robinson is a financial advisor with Equitable Advisors in Franklin, TN, holding a Series 66 designation and three years of industry experience. His prior work includes roles at The Sackets Boathouse, General Brown Central School District, SUNY Oswego, Jefferson Community College, The Barracks Inn, Cracker Barrel, and General Brown High School. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

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.

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.

Zachary Bell is a financial advisor at LPL Financial in Brentwood, TN, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at First Horizon, Forrester Research, and Jackson National Life Distributors LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions and supports its advisors with research, technology, and various financial services platforms.

Walter Richardson III is a financial advisor with Osaic Wealth in College Grove, Tennessee, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. His career includes over two decades at Woodbury Financial Services and ongoing roles with Mass Mutual Life Insurance. He is also Vice President of Advisor Bridge, Inc., where he assists Osaic Wealth advisors with practice management and sales. Osaic Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process employs model-based asset allocation and portfolio optimization, supporting a range of customized strategies and third-party manager programs.

Keegan Haines is a financial advisor at Merrill with Series 66 credentials and five years of industry experience. He previously worked at Bank of America, N.A. and has a background that includes entrepreneurial experience with Green Cut Lawn. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Matthew Stalcup is a CFA® charterholder affiliated with Cambridge Investment Research Advisors. He has one year of industry experience, including roles at Aegis Capital Corp and LPL Financial prior to joining Cambridge. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians.

Barry Mccall is a financial advisor with Raymond James Financial in Brentwood, TN, holding a Series 63 designation and 28 years of industry experience. He has worked at Raymond James Financial since 1999, including a period with Mccall And Associates from 2010 to 2017. Outside his advisory role, he is the owner of McCall Wealth Advisors, LLC. 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 municipal advisor affiliation.

Charles Collier is a Series 66-licensed advisor at Raymond James Financial with one year of industry experience. Prior to joining Raymond James, he worked at William Morris Endeavor and spent several years in education at the University of Tennessee and Christ Presbyterian Academy. He is also a junior advisor affiliated with Pinnacle Asset Management and Burton Hills Investment Partners. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports clients through its advisory programs and partnerships, including a municipal advisor affiliation and a SIMPLE IRA Employer Advisory & Consulting Services program.

Steven Samuel is a financial advisor with MassMutual Investors Services in Franklin, TN, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has worked at MassMutual Investors Services since 2017 and at Massachusetts Mutual Life Insurance Company since 2016, following two years at MetLife Securities Inc. He also works as an insurance agent specializing in individual life, property and casualty, and group health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs, using collaborative, technology-supported approaches to analyze client goals and recommend investment strategies.

Craig Bernard is a financial advisor with LPL Financial in Arrington, TN, holding CFP® and ChFC® designations and industry licenses Series 63 and Series 65. He has 39 years of experience in the financial services industry and has worked with LPL Financial since 1997. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives who utilize both proprietary and third-party investment strategies.

Clyde Allen III is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes nearly a decade at Ameriprise Financial Services, Inc. and a year at LPL Financial before returning to Ameriprise in 2024. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice primarily for clients maintaining assets within Ameriprise-managed accounts.

Tyler Wadlington is a financial advisor at Edward Jones in Brentwood, TN, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Bass, Berry & Sims PLC for four years and spent one year with the United States Federal Courts. Outside of his advisory role, he is involved in residential rental property management in Nashville, TN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Isaac Rollins is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Bridgestone Americas and Lumen Technologies, as well as attending Harvard College. Equitable Advisors serves individuals of various net worths, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Josh Kimbrough is an Executive Planning Consultant at Fidelity Investments, where he focuses on helping clients understand their employee benefits and maximizing the value of their relationship with the firm. He is a Certified Financial Planner and is committed to building financial plans and identifying strategies to enhance those plans for his clients. Josh has held various positions at Fidelity Investments since 2021, including Benefits & Planning Consultant and Workplace Planning Consultant in Executive Services, as well as Investment Solution Representative. Prior to his roles at Fidelity, he was the owner and agent of the Josh Kimbrough Agency from 2013 to 2021. He holds a California Insurance License. Outside of his professional work, Josh has interests in cars, fitness, food, football, pets, and traveling.

Dan Slowinski is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He provides clients access to Fidelity's brand, technology, and investment platform, working closely with his team to deliver financial consulting services. His professional experience spans multiple roles primarily at Fidelity Investments, including Financial Advisor, Investment Consultant, Financial Planning Consultant, Senior Financial Representative, Premium Service Representative, Mutual Fund Representative, and Corporate Rollover Specialist, covering the period from 1994 to 2014. Additionally, he worked as a Financial Advisor at Merrill Lynch from 2009 to 2014 and as a Credit Analyst at Chemical Bank Bay Area, Michigan, from 1992 to 1994. No information about his education, credentials, personal interests, or community involvement was provided.

Clayton Mallard is a financial advisor with LPL Financial, holding a Series 66 credential and seven years of industry experience. He previously worked at Raymond James Financial Services and Edward Jones. Mallard also serves as a branch manager at Gulf Winds Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies.

Steven Roussel is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Washington Square Securities, Inc. since 1999 before joining Osaic in 2024. Roussel is also the president and CEO of Roussel & Assoc, LLC, where he sells and services life insurance. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process focuses on model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Mark Jennings is a Series 66-licensed advisor at Merrill with one year of industry experience. His prior roles include positions at UBS and Bank of America, and he has worked in diverse fields such as education and sports management, including a position with New York Empire Baseball. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a wide range of clients including individuals, high-net-worth clients, and institutional investors.