Stef Jordan is a Series 66-licensed financial advisor with Edward Jones, based in Brentwood, TN, and has two years of industry experience. Prior to joining Edward Jones, Stef held positions at UBS and spent several years in higher education roles at Lipscomb University and Marymount University, where they currently serve part-time as a budget analyst. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Troconis is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank and Wells Fargo. Outside of his advisory role, he has served as a notary since 2019. 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.

Lonnie Liston is a financial advisor with LPL Financial, holding a Series 63 designation and 34 years of industry experience. His career includes long-term roles at First Tennessee Brokerage, Inc. and Ftb Advisors, Inc. He is based in Franklin, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning, advisory programs, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by extensive research and technology.

Jennifer Morris is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Wells Fargo Clearing, Kestra Advisory, Raymond James Financial Services, and SageSpring Wealth Partners. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services that include comprehensive planning through its Financial Advisors and Estate Planning Strategies Group.

Benjamin Zeidman is a financial advisor with Cetera, holding a Series 66 credential and three years of industry experience. He has worked at Cetera and its affiliated entities since 2016 and also has over two decades of experience at Regions Bank, where he serves as a wealth advisor. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through various program structures and custodial relationships.

Hugh Sloan is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 44 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings than typical large institutional advisers.

Brian Kuefler is a financial advisor with LPL Financial in Franklin, TN, holding CFP® and ChFC® designations and over 26 years of industry experience. He previously worked at First Tennessee and its related entities from 2001 to 2025 and was affiliated with FTB Advisors, Inc. for 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Elijah Kramer is a financial advisor at LPL Financial with the Series 66 designation and one year of industry experience. His prior experience includes roles at Third Bridge Group Limited and NorthernCross Partners, LLC, as well as service in the United States Army Reserves. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Charles Evans II is a financial advisor at Ameriprise with 44 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at CIty National Bank and RBC Capital Markets. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers these services through a centralized consulting team in partnership with its financial advisors.

Ellis Burgess is a Series 66-credentialed financial advisor with LPL Financial, based in Thompson's Station, TN. He has one year of industry experience and previously worked for The Lampo Group, Inc. DBA Ramsey Solutions for 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, supported by model portfolios, research, and advanced technologies.

Roger Rhodes Jr. serves as a Senior Resident Director and Wealth Management Advisor at Merrill. He focuses on empowering busy professionals by providing personalized, holistic financial strategies to help achieve their goals. His responsibilities include working with clients to develop goal-based strategies, servicing new and existing clients, delivering client reviews, and advising on life insurance and annuities. Roger engages closely with clients to address their concerns and assist in reaching their financial objectives. Roger began his financial services career in 2006 as a licensed personal banker and joined Merrill in 2012. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his Bachelor’s degree from the University of Tennessee. Roger specializes in client areas such as college education planning, corporate benefits, divorce transition planning, employee benefits planning, family wealth management strategies, personal retirement planning, socially responsible investing, tax minimization, and retirement income. Originally from Knoxville, Roger now resides in Nashville with his wife Kristi and their three children. He volunteers with Ronald McDonald House and enjoys boating, chess, fishing, golfing, spending time with family, and traveling.

Nathan Wise is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and Liberty Mutual Insurance Company prior to joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2021. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Cade Nicholson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their attitudes towards opportunity and risk in the marketplace, aiming to develop asset allocations that align with their goals. Through continuous reassessment and a goals-based approach to wealth management, Cade prioritizes building strong relationships that foster open dialogue to address multiple aspects of clients' financial lives. Cade holds a Bachelor of Arts degree in Business Management from Texas State University. He entered the financial services industry in 2012 as a client associate at Merrill Lynch in Midland, Texas, working alongside his mother, Rebecca Nicholson. He holds the Series 7, 66, 9, and 10 FINRA registrations and the Personal Investment Advisor (PIA) designation. Together, they serve a diverse group of individuals, families, and businesses. Residing in Tennessee with his wife Katie White, Cade manages the family farm known as the White Nickel Ranch. Outside of work, he is involved in activities such as western riding lessons, managing grass-fed beef and pasture-raised poultry, alongside their three farm dogs. Cade is also engaged in community organizations including the Arts Council of Midland, Big Brothers Big Sisters of the Permian Basin, and serves as a Venture Crew Advisor for the Boy Scouts of America.

Thomas Simonek is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including H. Beck, Inc. and Grove Point Investments, LLC. His other business activities include property ownership related to real estate rental in College Grove, Tennessee. 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, and brokerage services, providing both discretionary and non-discretionary management along with access to research and model portfolios.

Alona Brandon is a financial advisor at Raymond James & Associates with Series 65 and Series 63 licenses and one year of industry experience. She previously worked at Alliance Bernstein for five years and has experience outside finance including roles at System Ceramic USA and Dillard's. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base ranging from individuals to municipal entities and offers wealth advisory planning, institutional consulting, and firm-sponsored wrap fee programs.

Gary Jameson is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Franklin, TN since 2026. He previously worked at Wells Fargo Clearing from 2016 to 2026 and Wells Fargo Advisors, LLC in 2016. Outside of his advisory role, Jameson serves as the vice president of the Lighthouse Condo Association in Gulf Shores, Alabama. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu tailored to client needs. The firm integrates advisory services with other financial products and referral channels, supporting a wide range of client goals through customized recommendations.

Christopher Rogers is a financial advisor with MassMutual Investors Services who holds a Series 66 designation and has 18 years of industry experience. He has worked at MassMutual since 2010 and has been self-employed since 1996. Outside of his advisory role, he serves as a soccer referee. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses collaborative, annual planning engagements supported by firm-approved software tools and offers specialized services including divorce planning and employer-sponsored programs.

Crystal Imperiali is a financial advisor at Raymond James & Associates with four years of industry experience. She holds the Series 66 designation and has worked previously at Sircy-Hurd Wealth Team, SageSpring Wealth Partners, and LPL Financial. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm offers a range of advisory programs and institutional consulting services, with a notable presence in public finance and municipal work.

Benjamin Nathan is a Series 66 licensed financial advisor with seven years of industry experience. He has worked at Wells Fargo Clearing Services since 2020 and previously held positions at Merrill, Bank of America, and MassMutual. Outside of his advisory role, he co-manages a rental property in Nashville with his fiancée. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Stephen Crabtree is a financial advisor with Raymond James & Associates in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he serves on the advisory board of Crabtree Ventures as one of two Board Governors. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.