George Moody is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and previously worked at Taylor Securities, Inc. for 14 years before joining Pinnacle Asset Management and Pinnacle Bank. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth individuals, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies through detailed client assessments and a variety of implementation options.

Haymanot Bekele is a financial advisor with LPL Enterprise and holds the Series 66 designation. Bekele has worked at LPL Enterprise since 2026 and has prior experience in the Tennessee Army National Guard, Aramark, Middle Tennessee State University, and other roles. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, consulting, model portfolio programs, third-party asset management, and access to brokerage and insurance products through an integrated platform.

Jaejung Yoon is a financial advisor with Equitable Advisors, holding a Series 66 credential and four years of industry experience. Prior to joining Equitable Advisors in 2021, Yoon worked at Waypoint Financial Partners, LLC. Outside of advisory work, Yoon coaches kickers and punters in athletic development. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through various third-party managers and LPL programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to clients’ goals, risk tolerance, and time horizon.

Jeffrey Pratt is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at OSAIC, Fsc Securities Corp, and Next Financial Group Inc, in addition to operating his own firm, Jeff Pratt And Associates, since 2009. He is also involved in Harris and Pratt Wealth Management, which he manages as part of his investment-related activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning services, and access to research and model portfolios, supporting both discretionary and non-discretionary investment management.

Kevin Gil is a financial advisor at Fisher Investments with 20 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2001. Outside of advising, he is the sole member of two commercial real estate ownership entities. Fisher Investments serves a global range of institutional and private clients, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to build diversified portfolios and provides sub-advisory and retirement plan services.

James Mc Lean III is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and Charles Schwab Bank since 2015. Located in Franklin, TN, his work focuses within this large institutional firm. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by extensive research and an integrated operational structure.

David Rowland is a financial advisor at Edward Jones with 27 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 1998. Outside of his advisory role, he is involved in commercial real estate as a co-owner and manager of rental properties and is a member of a car wash business LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Dakota Corum is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. Prior to joining Cetera, Dakota worked at ERP Retirement Services and Acuff & Associates. Outside of finance, Dakota is involved in entrepreneurial activities including Shelbyville Cheer and Tumble LLC and Corum Real Estate Group LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a large nationwide network of independent advisors and employs a multi-manager approach with access to affiliated and third-party portfolio managers.

Shawn Valukas is a financial advisor with UBS Financial Services, holding a Series 66 designation and 20 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he is the proprietor and owner of Mr Buddy's Happy Farm, an animal sanctuary caring for abused or neglected animals. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Robert Cook is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leads a boutique advisory team focused on delivering high-touch, high-quality services to a select group of affluent families. His practice specializes in addressing the unique needs of corporate executives, business owners, and retirees by providing customized strategies that leverage Merrill’s resources to simplify financial complexities and help clients achieve their family priorities and long-term goals. With over 25 years of experience, Robert advises successful business owners and executives on wealth management, exit planning, equity compensation, cash flow planning, risk management, and tax-efficient strategies. As a Certified Exit Planning Advisor® (CEPA), he guides business owners through the exit planning process, aligning business, personal, and financial objectives to maximize value and preserve wealth and legacy. For executives, he offers strategic support to navigate transitions from executive roles into retirement or their next life phase. Robert holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Certified Private Wealth Advisor® (CPWA) designations, along with FINRA Series 7, 24, and 66 registrations, and is insurance licensed. His educational credentials include a Bachelor’s degree from Lipscomb University and a Master of Business Administration with a focus on finance from Georgia State University. Beyond his professional commitments, Robert serves on the Board of Directors for the Second Harvest Food Bank of Middle Tennessee. His personal interests include basketball, football, golfing, music, reading, running, singing, soccer, and spending time with his family.

Samuel Oakley is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at SunTrust for 33 years before joining Pinnacle Bank and Raymond James in 2017. Oakley is also involved with The Oakley Group, where he is a member and namesake of the team. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed risk profiling and supported by extensive research and asset-allocation analysis.

Kathryn Moran is a Financial Consultant at Fidelity Investments, a position she has held since 2026. She works closely with clients to understand their financial situations and objectives, utilizing Fidelity's tools, resources, and expertise to develop customized investment strategies aimed at helping clients achieve their financial goals. Her professional experience includes roles as an Investment Consultant at Fidelity Investments from 2024 to 2026, an Institutional Consulting Associate at Graystone Consulting - Morgan Stanley from 2019 to 2024, a Registered Client Associate at Merrill Lynch from 2016 to 2019, and a Data Analyst at Wintrust Financial Corporation from 2014 to 2016. Outside of her professional work, Kathryn enjoys family activities, social events with friends, hiking, outdoor adventures, reading, and traveling.

Hayden Bates is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Affiliates since 2014 in various roles. He owns and manages two investment-related entities based in Franklin, TN. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options that include cash-flow, retirement, education, risk management, and specialized services. The firm supports tailored recommendations delivered through meetings and client letters, with optional implementation through its brokerage or advisory programs.

Bradley Bush is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He holds a Series 63 designation and has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011. In addition to his advisory work, he operates Bush Insurance & Financial Services as an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, utilizing multiple custody platforms and a mix of proprietary and third-party investment strategies.

Walter Juarez is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing nine years of industry experience, including seven years at Merrill. He leads a team that has developed a process to assist families, business owners, and executives in making informed financial decisions by understanding objectives, creating clear strategies, and conducting regular progress reviews. Walter's areas of expertise include family wealth management strategies, legacy planning, managing new wealth, and tax minimization. He holds professional designations such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is a graduate of Westminster College and is bilingual in English and Spanish. Walter is involved with professional and community organizations, including Toastmasters International and volunteering with the American Cancer Society and the American Red Cross. He enjoys activities such as chess, cooking, hiking, horseback riding, ice skating, and spending time with his family.

Steven Laughlin is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has been affiliated with both Bank of America, N.A. and Merrill since 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America's broader corporate platform, providing access to various products and services beyond traditional investment management.

Alexander Fraga is a Series 66-licensed financial advisor with Merrill, based in Franklin, TN, and has seven years of industry experience. He has been associated with both Merrill and Bank of America since 2013. Merrill provides managed account services through the Select Portfolio Solutions program for Bank of America fiduciary clients. The firm serves a broad range of clients including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries, offering various model-based and discretionary investment strategies implemented by Managed Account Advisors LLC and affiliated managers.

Eric Johnson is a CFP® with 30 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Campbell Johnson Wealth Advisors, Raymond James Financial Services, and Morgan Stanley. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research resources.

Kevin Barajas is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience and has worked at several firms including Principal Securities, Inc. and OneAmerica Securities. Outside of his advisory role, he is involved in non-variable insurance sales focused on fixed life and fixed annuities. 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 seminars, utilizing firm-approved tools to provide written recommendations within collaborative, annual planning engagements.

Jonathan Winkler is a financial advisor at LPL Financial with nine years of industry experience. He previously worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. in various roles spanning from 2015 to 2025. Winkler holds the Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.