Aanhk Maa is a financial professional with J.P. Morgan Securities and holds a Series 66 credential. Maa has one year of industry experience and previously worked at North Star Resource Group and Wikoff Color Corp, where he managed production operations. Outside of advisory roles, he has experience as an insurance agent specializing in fixed insurance products. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework.

Jennifer Sellers is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and HealthStream Inc. In addition to her advisory role, she owns Scattered Words LLC, a business that creates wearable and artistic items from vintage dictionaries and books. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cathy Bender is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has dedicated over 35 years to serving clients. She focuses on developing and implementing wealth management preservation and retirement strategies for families, retirees, business owners, and corporate executives. Cathy's approach is planning-based, taking into account clients' values and visions, and she aims to empower clients through education and thoughtful discussions that address their meaningful financial goals. Cathy holds the Chartered Retirement Planning Counselor (CRPC) designation and a Bachelor's Degree from Vanderbilt University, where she was the first female athlete to receive a full four-year scholarship and was later inducted into both the Vanderbilt Athletics Hall of Fame and the Tennessee Sports Hall of Fame. She has been a Securities Licensed Representative of the SEC and a Licensed Insurance Agent in Tennessee since 1988. Her community involvement includes serving as chair of the Metropolitan Nashville Sports Authority Board, appointment to the Tennessee Ethics Committee, and membership in the International Women's Forum. Cathy has also held leadership roles within Vanderbilt University alumni organizations and participates actively in several professional organizations including Delta Sigma Theta and Links Incorporated. She resides in Hermitage, Tennessee, where she enjoys spending time with her family and volunteering.

Abigail Vinson is a Series 66-licensed financial advisor with Edward Jones in Mount Juliet, TN. She has eight years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated products.

Russell Mclean is a CFP® professional with 29 years of industry experience, currently serving at Wells Fargo Advisors since 2019. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He holds ownership interests in several investment-related entities, including a firm focused on early-stage project investments. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools.

Lorri Gillock Cordelli is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. She has been with Raymond James & Associates since 2009. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on tailored, non-discretionary planning and a range of portfolio management strategies.

David Cannon is a financial advisor with Primerica Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2001 and has worked at Primerica Financial Services since 1998. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm focuses on curated third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Thomas Beasley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is committed to providing clients with tailored financial and wealth management strategies that address both asset and liability management. Thomas holds a Bachelor's Degree from Auburn University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His areas of expertise encompass college education planning, executive services, family wealth management, retirement planning, tax minimization, and other related financial strategies. He has been involved with professional organizations such as the Franklin Breakfast Rotary and has served as a former board member of the Downtown YMCA.

Will Coleman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2021 and previously held roles at Bank of America and Merrill Lynch. Outside of his advisory work, he serves on the finance committee of Woodmont Christian Church in Nashville, TN. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Eric Berner is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Before joining LPL Financial in 2021, he worked with several organizations including Whiskey University, where he taught bourbon tasting classes, and has been involved in various business activities such as acting and owning Picking Nashville. 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 financial planning and asset management services through a large network of investment adviser representatives.

Scott Stone is a financial advisor with Cetera who holds a Series 63 designation and has 28 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, and he oversees the daily operations of Advanced Tax & Income Services, a tax preparation and accounting business he has been involved with since 1992. Outside of his advisory work, Stone serves as chairman of the Teller Ministry at Shiloh Baptist Church, responsible for managing the counting and accountability of charitable contributions. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, with multiple program structures and investment strategies available.

Jenny Farrell is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked at Nashville Bone and Joint and United Surgical Partners International. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its extensive network of financial advisors and branches, as well as its integrated advisory and affiliated capabilities.

Jon Ladd is a financial advisor at Raymond James Financial with 31 years of industry experience. He has held roles at Raymond James Financial Services Advisors, Inc., Raymond James & Associates, Morgan Keegan & Company, and Citigroup Global Markets. Outside of his advisory work, he is involved in a personal lending activity managing loan payments. 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, pension plans, corporations, charitable organizations, and institutional clients, using risk profiling and analytical tools to tailor non-discretionary planning and investment consulting.

Jacob Seeger is a financial advisor with Raymond James Financial in Nashville, TN, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services, LLC and Pinnacle Bank, among others. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to help clients evaluate potential outcomes and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Christopher Dailey is a financial advisor with Merrill in Nashville, TN, holding a Series 66 license and four years of industry experience. His prior work includes roles at Bank of America and CapStar Bank. Outside of his advisory work, he coaches travel and youth summer baseball teams through Harris Training, a limited liability company based in Nashville. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies for individuals, high-net-worth clients, plans, corporations, and nonprofits.

Tyler Parker is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at First Republic Bank and Bank of America. Parker serves as Vice Chair of the Board of Directors for the Newport Beach Chamber of Commerce, participating in board meetings and committees related to community business growth. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Chris Taylor is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2000. He holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Lesley Norton is a financial advisor with LPL Financial in Hendersonville, TN, holding a Series 66 credential and four years of industry experience. Prior to joining LPL Financial, she worked in education at Belmont University, Volunteer State Community College, and Hendersonville High School. Norton is a co-owner of Collier Wealth Insurance Services, an insurance agency. 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 investment solutions including financial planning, model portfolios, and institutional platforms, supported by extensive operational and research tools.

Gregory Lopez is a financial advisor at Fisher Investments with eight years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2015. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and employs various risk management and tax-aware strategies.

Charles Tyndal III serves as a Wealth Management Advisor, providing comprehensive financial strategies to families and institutions. He focuses on areas such as corporate executive services, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, and tax minimization. Charles holds a Bachelor's Degree from the University of Alabama System and has earned several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Certified Trust and Fiduciary Advisor (CTFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In addition to his professional pursuits, Charles is involved in community organizations such as the Cystic Fibrosis Foundation, Habitat for Humanity, and the Nashville Young Leaders Council. His personal interests include adventure sports, camping, cooking, ice hockey, and spending time with his family.