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 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.

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® professional with 26 years of experience in the financial industry. He is currently with OSAIC and has been the owner and president of Roussel and Associates since 2001, where he also provides employee benefits and insurance services. In addition to his advisory role, he is a licensed notary public in Tennessee. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, using firm-provided asset-allocation tools and multiple investment platforms to construct portfolios tailored to clients’ needs.

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.

Joe Comer is a financial advisor with Raymond James Financial in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James Financial and its affiliates since 2005 and is also associated with Pinnacle Asset Management and Pinnacle Bank since 2014. 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 clients. The firm offers tailored, non-discretionary consulting using risk profiling and analytical tools, and maintains unique affiliations and specialized advisory programs.

Colin Kirkby is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2013. Outside of his advisory role, he is the founder and Pack Leader of Cub Scout Pack 39 at Julia Green Elementary in Nashville, where he organizes and plans scouting events. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Clifford Benjamin is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has served in advisory roles at multiple firms including Securities America and Investacorp, and is President and Certified Valuation Analyst at Summit Business Valuation Associates, where he conducts business valuations for family law, trust and estate planning, and mergers and acquisitions. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a range of portfolio management tools and third-party solutions.

James Hundley is a CFP® with 19 years of experience in financial planning and advisory services. He has been affiliated with Raymond James Financial Services Advisors, Inc., Vista Resources, and Pinnacle Bank since 2013. Hundley is also involved with Pinnacle Asset Management in Nashville, where he provides financial planning support. Raymond James Financial Services Advisors, Inc. offers a range of financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning using analytical tools and supports various specialized programs, including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

James Gattis is a financial advisor at Merrill in Nashville, TN, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2009, including prior roles at Bank of America, N.A. and Banc Of America Investment Services, Inc. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses model-based and discretionary investment strategies developed by internal teams and third-party managers, offering a range of portfolio implementation options including tax-aware asset allocation.

Richard Hamilton is a financial advisor with Mass Mutual Investors Services in Brentwood, TN. He holds CFP® and ChFC® designations, as well as a Series 66 license, and has eight years of industry experience. Prior to joining Mass Mutual Investors Services in 2018, he worked at Williamson Medical Center from 2012 to 2018. Outside of his advisory role, Hamilton is also active as a musician in the entertainment industry. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, with planning engagements structured as annual collaborative relationships focused on client goals and strategies rather than specific product selections.

Thomas Medlin III is a financial advisor with LPL Financial in Brentwood, TN, holding a Series 66 designation and 18 years of industry experience. He previously worked at UBS Financial Services from 2008 to 2013 before joining LPL Financial, where he has been since 2013. 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, supported by a network of over 22,800 advisors.

Lisa Theys is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She worked at Merrill for 29 years before joining UBS in 2018. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research to tailor investment plans to clients’ goals and risk tolerances.

James Brice is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and 10 years of industry experience. He has worked at Merrill, Bank of America, N.A., and UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client solutions.

Kari Johnson is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career in financial services in 2002, gaining experience in consumer banking and private banking before becoming a financial advisor. Since joining Merrill in 2013, Kari has focused on helping individuals and families define their financial goals and develop personalized wealth management strategies to guide them through their financial futures. She also conducts seminars and tutorials to educate corporate employees about their retirement plans and assist employees transitioning from their companies in understanding their retirement asset choices. Kari is a CERTIFIED FINANCIAL PLANNER™ certificant and holds the Personal Investment Advisor designation. She is a member of the Financial Planning Association and earned a bachelor's degree in international marketing from the University of Wisconsin–La Crosse. Kari serves on the board of the American Red Cross Nashville Chapter. Outside of her professional work, Kari resides in Nashville with her husband and daughter. She enjoys attending her daughter's sporting events, traveling, hiking, and spending time with family and friends.

Mark Brewer is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS Financial Services since 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Lee Ziady is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.