James Parker is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, and at Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, delivering tailored financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides its services directly and through corporate financial planning agreements.

Williams Criley is a financial advisor with Equitable Advisors holding a Series 66 designation and beginning his career in 2026. Prior to joining Equitable Advisors, he was involved with several organizations including TV Paraphernalia and Vintage Vandy. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Michael Whittaker is a financial advisor with Merrill holding a Series 66 designation. He has been with Merrill and Bank of America, N.A. since 2026. His prior work experience includes roles in the automotive industry and a position at Purdue University Global. 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, offering both model-based and discretionary investment strategies for a range of individual and institutional investors.

Keith Fedor is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors, LLC. 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 and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brandan Chasteen is a CFP® professional with nine years of industry experience. He is currently affiliated with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2024. His previous experience includes roles at Private Advisor Group, LPL Financial, Edward Jones, and a 14-year tenure in the United States Army. Outside of his advisory work, Chasteen owns Harpeth Wealth Partners, a faith-based professional development organization for marketplace leaders. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager services, and educational seminars.

Lee Elander IV is a financial advisor with Ameriprise Financial Services who holds a Series 66 designation and has eight years of industry experience. He has worked at Ameriprise since 2018 and previously spent two years with Premier Property Management Group. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income plans and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Carl Olson is a financial advisor with MassMutual Investors Services and holds Series 63, Series 65, and Series 66 licenses. He has 27 years of industry experience, having worked previously at Metlife Securities and MassMutual Life Insurance Company. Outside of his advisory role, he is president and CEO of Olson Consulting, a leadership and marketing consulting business. MassMutual 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, wrap programs, and educational seminars, emphasizing collaborative annual planning engagements.

Thomas Atkinson is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients in the Middle Tennessee area. With over 15 years of experience in the financial services industry, he has worked in various roles supporting a diverse group of clients in achieving their specific financial goals. Thomas focuses on educating clients about the recommendations and options available to them, ensuring a clear understanding of each personalized financial plan. His areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Thomas holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Auburn University. He emphasizes building strong client relationships and collaborates one-on-one to develop financial strategies tailored to clients' long-term goals. In addition to his professional work, Thomas is committed to community involvement and volunteers with local organizations. His personal interests include adventure sports, camping, fishing, golfing, hiking, photography, running, soccer, and spending time with his family.

David Adams is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors Inc. since 2012. He has authored several books on personal finance and life lessons, including a children’s book about money and dogs. Adams also owns and operates several support companies related to his advisory work. 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, corporations, and institutional clients. The firm offers tailored, non‑discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance advisory services.

Aidan Wagner is a financial advisor with Equitable Advisors in Franklin, TN, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at Wilson Bank & Trust, Kroger, City of Tullahoma, TN, and Tullahoma High School. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm employs both proprietary and third-party program models, focusing on matching client needs with appropriate advisory solutions without sponsoring its own wrap fee program.

Kayla Byler is a financial advisor at Raymond James & Associates with six years of industry experience. She holds the Series 66 designation and has previously worked at Robert Baird & Co., Hilliard Lyons, Belmont University, and the Tennessee Titans. Kayla serves as a committee member and event coordinator for the Exit Planning Institute. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, providing financial planning and non-discretionary investment consulting with a broad range of portfolio management styles and affiliated research resources.

Peter Palmer is Vice President Private Wealth Management Advisor at Fidelity Investments. He works with high net worth families to align their wealth with the people and passions they value most. Peter has extensive experience in the financial services industry, having held multiple roles at Fidelity Investments since 2010, including Vice President, Wealth Planner, Financial Consultant, Investment Consultant, Retirement Solutions Representative, Investments Solutions Representative, and Service Representative. Prior to joining Fidelity, he was a Financial Advisor at New England Financial from 2008 to 2010. He holds an Arkansas insurance license. Outside of his professional work, Peter enjoys beach activities, family activities, hiking, and swimming.

William Parker is a financial advisor with Equitable Advisors in Franklin, TN, holding a Series 66 designation and 19 years of industry experience. He has worked at Equitable Advisors and its predecessor Axa Advisors, LLC since 2007. Outside of financial advising, he is the owner and operator of a cattle farming business, Morning View Farm, in Arrington, TN. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party asset managers and advisory programs and provides services including mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services.

Kimber Barton is a CFP®-designated financial advisor with over 31 years of industry experience, currently with Raymond James Financial Services Advisors Inc. Her prior experience includes roles at Brentwood Financial Partners and Commonwealth Financial Network. Outside of her advisory work, she owns and manages rental real estate properties in Nashville. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and it supports municipal and public-finance work through a unique municipal advisor affiliation.

Craig Long is a financial advisor at OSAIC with 30 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Mutual of Omaha. In addition to his advisory work, he has served as an expert witness in a life insurance lawsuit. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits through a large network of affiliated advisers. The firm provides a range of integrated brokerage and advisory services and employs firm-designed asset allocation and portfolio management tools across multiple investment vehicles.

William Pearson is a financial advisor at Ameriprise with five years of industry experience. He previously worked at U.S. Bancorp Investments and U.S. Bank. He is also involved with Rainmaker Inc., where he develops new business relationships and manages advisory business activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, with recommendations based on proprietary research, third-party data, and algorithmic analysis.

Michael Sanford is a financial advisor with UBS Financial Services in Franklin, TN, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with UBS since 2016. Sanford is the principal founder and a board member of TopFlight Aviation, a nonprofit flying club focused on safety, training, camaraderie, and community involvement among its members. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, tailoring investment strategies using proprietary research and model-based asset allocations.

Kevin Clunan is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 28 years of industry experience. His career includes roles at First Tennessee Brokerage and FTB Advisors, Inc. He is based in Brentwood, TN. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Clayton Franklin is a CFP®-certified financial advisor with four years of industry experience. He currently works at OSAIC Wealth Inc and has previously been associated with Wells Fargo Advisors Financial Network and Waypoint Financial Partners. Outside of financial advisory, he is the founder and CEO of Arid Delivery Products LLC, a startup that provides insulated delivery bags to on-demand food delivery companies. OSAIC Wealth Inc serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated financial services through a large network of advisors, employing asset allocation tools and various investment strategies across multiple platforms.

Michael Dunn is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously worked at MML Investors Services and MassMutual Life Insurance Company from 2005 to 2016. Outside of his advisory role, Dunn coaches for Nashville Catholic Athletics. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charities, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals using a range of portfolio management approaches and platform arrangements.