Marcus Marotti is a financial advisor with OSAIC Wealth Inc. holding a Series 66 designation and two years of industry experience. He has previously worked at Stone Rudolph & Henry since 2013, where he serves as a tax accountant. OSAIC Wealth Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios and supports various investment platforms and managed-account solutions.

Charles Grummon is a CFP®-certified financial advisor with 29 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He serves as treasurer for the Wang Foundation for Sight Restoration in Nashville, TN. 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 includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Kendrick Coulthard is a financial advisor with LPL Financial based in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior experience includes roles at Southeast Financial Credit Union and CUNA Brokerage Services, Inc. He has managerial responsibilities at Southeast Financial Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering diverse advisory programs, financial planning services, and access to model portfolios and research.

Jerry Forster is a financial advisor at Raymond James & Associates in Franklin, TN, holding a Series 66 designation. He has prior experience working in academic institutions, including LaGrange College and the University of Charleston, before joining Raymond James. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering a range of financial planning and advisory services with an emphasis on client-directed investment decisions.

Ryan Mc Clure is a financial advisor at Raymond James Financial with nine years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Raymond James, he spent ten years with Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting to client goals.

Tony Boykin is a financial advisor with Ameriprise in Brentwood, TN, holding a Series 63 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Boykin serves on the board of directors for the Matthew Walker Comprehensive Health Center in Nashville. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement, typically with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, combining research-driven, algorithm-supported recommendations with personalized financial advice.

Claire Hanson is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and has previously worked at Securities America Advisors and Securities America, Inc. Outside of her advisory role, Hanson is employed as a software engineer at Vanderbilt University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party research, and technologies such as machine learning.

Collins Shelden is a financial advisor with Primerica Advisors in Brentwood, TN, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked with Primerica Advisors since 2019 and was previously with Vandelay Industries LLC for seven years. Outside of his advisory role, he owns C2S, LLC, a non-investment-related business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and offers model-driven investment strategies supported by third-party managers and custodians.

Benjamin Elder is a financial advisor with Robert Baird & Co. in Franklin, TN, holding the CFP® designation and Series 63 license. He has 11 years of industry experience, including prior roles at Janney Montgomery Scott, LLC and Jackson National Life Distributors, LLC. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and custody services, utilizing a mix of manager-traded and model-traded strategies supported by internal research and ongoing monitoring.

Timothy Ledman is a financial advisor with Edward Jones in Franklin, TN, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked for over two decades at Nashville Chemical & Equipment Co. He serves as a board member of the National Guard Association of Tennessee, overseeing the insurance program for Tennessee National Guard members in a volunteer capacity. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages over $1 trillion in assets and maintains a large network of advisors and branch offices across the United States.

Ronald Akers is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with LPL Financial since 2013. 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 provides a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management, model portfolios, and specialized institutional and participant advice programs.

Charles Hollis Jr. is a financial advisor with UBS Financial Services in Franklin, TN, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to support tailored client strategies.

Jonathan Jones is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Enterprise, he gained experience in various roles, including positions at CubeSmart and EM Protective Services, as well as academic experience at the University of Tennessee at Chattanooga. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Benjamin Kuhlman is a financial advisor at Thrivent Investment Management with two years of industry experience. His background includes positions at Wells Fargo Bank and Regions Bank, as well as seven years of service in the United States Marine Corps. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive goal-based analyses and written recommendations across various financial planning topics without discretionary trading authority.

Peggy Rouillier is a CFP®-designated financial advisor with 34 years of industry experience, currently affiliated with Cetera. She previously worked at Concourse Financial Group Securities Inc. for nine years before joining Cetera and Cetera Wealth Services, LLC. Outside of her advisory role, she is involved in insurance product sales and serves as a trustee of her living trust. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a diverse range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party model portfolios.

Garrett Rudolph is a financial advisor with Robert W. Baird & Co. in Franklin, TN, holding a Series 66 designation and with one year of industry experience. His prior roles include positions at LPL Financial, Truxton Trust, and Premier Private Wealth. He also served as a portfolio analyst at Truxton Trust in a non-investment-related capacity. Robert W. Baird & Co.’s DDK Group, where Garrett works, serves high net worth individuals, corporate clients, pension plans, and charitable organizations through comprehensive financial planning and portfolio management services. The firm employs a range of SMA strategies and utilizes internal research and technology, including artificial intelligence, to support its advisory services.

Roland Sample is a financial advisor with Mass Mutual Investors Services in Franklin, TN. He holds the ChFC® designation, the Series 63 license, and has 37 years of industry experience. Mr. Sample has worked with Mass Mutual affiliates since 2016, including his current role at Mass Mutual Investors Services since 2017. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved software and structured planning engagements.

Anna Blum is a financial advisor at Fidelity with Series 66 designation and one year of industry experience. She previously worked at Provident Wealth Solutions/LPL Financial, Vector Wealth Strategies, and Intuitive Research and Technology Corporation. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a systematic investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Matthew Sell is a financial advisor with Edward Jones in Franklin, TN, holding CFP® and Series 66 designations and having seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company for one year, and at Advantage One Insurance Agency for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products, supported by a large nationwide network of advisors and branches.

Jeremy Sweeney is a CFP®-certified financial advisor with 26 years of industry experience, currently practicing at Ameriprise in Franklin, TN. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in commercial real estate ownership. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and uses algorithmic automation combined with research and modeling to generate personalized, non-discretionary retirement plans.