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 Series 63 and Series 66 licenses and has worked at several firms, including Securities America Advisors, Inc., Securities Service Network, and National Planning Corporation. Perazzini also teaches the retirement planning module for Kaplan's CFP program at Belmont University in Nashville, TN. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a range of managed account programs delivered through its multi-advisor platform.

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 financial advisor at LPL Financial with 13 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Edward Jones for nine years. He is also involved with Good Life Insurance Associates in a non-variable insurance agent role. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wade Mcminn Jr. is a financial advisor at Cambridge Investment Research Advisors with 37 years of industry experience. He holds a Series 63 designation and has worked at Cambridge since 2011, following seven years at Mass Mutual Investors Services. Outside of his advisory role, he owns a retail business specializing in antiques. Cambridge Investment Research Advisors provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base that includes individual, institutional, pension, and charitable clients. The firm manages a multi-billion dollar asset base and offers services through multiple platforms and proprietary model strategies.

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.

Brick Sturgeon Jr. is a financial advisor with Raymond James Financial in Nashville, TN, holding a Series 63 designation and 36 years of industry experience. He has been with Raymond James Financial since 2009 and also has longstanding roles at Pinnacle Bank and Raymond James Financial Services. In addition to his advisory work, he is an owner and financial advisor at Sturgeon-Ellett Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and also maintains unique affiliations in municipal and public finance.

James Haselton is a financial advisor at Edward Jones with 35 years of industry experience. He has held his current position at Edward D. Jones & Co., L.P. since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kevin Macwilliams is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Securities America Advisors, Inc. and Brecek & Young Advisors, Inc. Macwilliams is involved with Clearview Financial Group, an affiliated entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services and platforms, including financial planning, model portfolios, third-party asset management, and retirement advice.

Michael Neal is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 29 years of industry experience, including prior roles at Woodbury Financial Services and Raymond James Financial Services. Neal is involved with Digital Benefit Advisors as a referral partner and operates Scotty Neal Wealth for tax and investment purposes. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advisory services through a large network of investment adviser representatives.

Gregg Waller is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 17 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2016 and currently is also affiliated with Duncan Financial Planning Advisors. Outside of his advisory work, Waller operates as an independent insurance agent and is involved in the travel and transportation services sector. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies alongside access to third-party advisers.

Debra Hooper is a financial advisor with LPL Financial in Nashville, TN, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has previously worked at FTB Advisors, Synovus Trust Company, Synovus Securities, Synovus Bank, and Truist Investment Services. Outside of her financial advisory work, she is the director and CEO of Achieving Success Martial Arts in Mt Juliet, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and specialized institutional platforms, supporting advice and account management through a large network of investment adviser representatives.

Alexis Seward is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Nashville, TN, and has three years of industry experience. Prior to joining J.P. Morgan, Alexis worked at Bank of America Merrill Lynch and held several positions associated with the University of Georgia. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, with a regulatory framework that includes broader derivatives and commodities capabilities.

Harrison Kidd is a financial advisor with Raymond James Financial in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with Raymond James since 2002 and has been associated with Pinnacle Bank since 2014. Outside of his advisory role, he is involved in agriculture and serves as a trustee for Kidd Brock. Raymond James Financial Services Advisors, Inc. provides 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 offers non-discretionary planning tailored to client goals using analytical tools and supports municipal finance work through its unique affiliation with a municipal advisor.

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.

Lindsey Naeyaert is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and three years of industry experience. Her prior work history includes roles at J.P. Morgan Chase Bank and Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process incorporates both quantitative and qualitative research supported by centralized due diligence.

Bradley Pendleton is a CFA® charterholder and holds a Series 66 license with 22 years of experience in the financial industry. He has been with Stifel Nicolaus & Co. Inc. since 2013. Outside of his advisory role, he serves as an exam grader for the CFA Institute and participates on investment committees for nonprofit and fraternal organizations in the Nashville area. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment strategy methodology developed by its Investment Strategy Group, which supports asset allocation and financial planning guidance.

Brandon Bourque is a CFP®-certified financial advisor with 26 years of industry experience. He is currently affiliated with OSAIC and has been with Roussel and Associates since 2001, where he also serves as Owner and President of an employee benefits and insurance agency. Additionally, Bourque holds a state notary public position in Tennessee. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Richard Policht is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes multiple roles at Bank of America from 2016 to the present and a position at the University of Notre Dame from 2016 to 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Krauklis is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Legacy Wealth Management Group and MassMutual Life Insurance Co. Outside of his advisory role, he owns DLA Coaching, LLC, where he provides online fitness coaching focused on workout and diet plans. Mass Mutual Investors Services is a subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using advanced analytical tools and provides various event-driven planning programs.