Marcus Marotti is a Series 66 licensed advisor at OSAIC with two years of industry experience. He has been a tax accountant and partner at Stone Rudolph & Henry since 2013. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization.

Charles Grummon is a CFP® with 29 years of experience in the financial services industry. He has worked with Wells Fargo Clearing since 2016 and previously spent eight years at Merrill. Outside of his advisory role, he serves as treasurer for the Wang Foundation for Sight Restoration. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jamison Faure is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. Prior to joining Cetera, he worked at Bank of America and Merrill. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various investment program options and custodial relationships.

Jordan Marshall is a financial advisor at Robert W. Baird & Co. in Nashville, TN, with 11 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird & Co. since 2014. Outside of advising, he works as a tax return preparer for Larry J. Carter CPA, LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, employing a range of traditional and non-traditional investment strategies tailored to client goals and risk tolerances.

Ryan Mc Clure is a financial advisor at Raymond James Financial with nine years of industry experience. He holds Series 66 and Series 63 licenses and previously worked for Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company for ten years. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs non-discretionary planning and analytical tools to tailor investment consulting to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Mario Vizuet Jr. is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 credential and five years of industry experience. He has worked at LPL Financial since 2020 and has been affiliated with Old National Bank since 2016, serving as a wealth advisor. Outside his advisory role, he is involved with Vizuet Enterprises, an investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supporting over 22,800 advisors and managing discretionary assets exceeding $819 billion.

William Porter is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2013, concurrently affiliated with Bank of America, N.A. since 2014. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes tax-efficient investment strategies and benefits from deep integration with Bank of America’s broader banking and capital markets platform.

Claire Hanson is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and has prior experience at Securities America Advisors and Securities America, Inc. Outside of her advisory role, she is also employed as a software engineer at Vanderbilt University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and both discretionary and non-discretionary strategies.

Terry Wheeler is a financial advisor with Merrill in Nashville, TN, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Middle Tennessee State University and Farmers Insurance. Merrill, along with its affiliate Managed Account Advisors LLC, 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 with model-based and discretionary investment strategies.

Calvin Lewis is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 66 licenses and having 48 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2008 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets with a large nationwide team of advisors.

Michael De Longchamp Jr. is a financial advisor at UBS Financial Services with a Series 66 designation. He has prior experience at Encompass Health, JnJ Apparel LLC, Montgomery Automotive Group, and Montgomery Academy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Brandon Wiitala is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and two years of industry experience. His prior work includes roles outside finance, such as managing a hostel and teaching English. Ameriprise serves clients approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide written recommendation reports tailored to clients’ assets and goals.

Ronald Akers is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Raymond James Financial and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services through a large network of advisors.

Kevin Richardson is a financial advisor with Osaic Wealth in Nashville, TN, holding a Series 63 designation and bringing 27 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 28 years before joining Osaic in 2025. Outside of his advisory role, he serves as a soccer referee. Osaic Wealth serves a diverse client base including retail, institutional, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategies, leveraging a complex affiliate network and private-equity ownership.

Benjamin Kuhlman is a financial advisor at Thrivent Investment Management with two years of industry experience. His background includes roles at Wells Fargo Bank and Regions Bank, as well as seven years of service in the United States Marine Corps. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various planning topics. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account programs while maintaining separate service structures.

Theodore Bryant Jr. is a financial advisor at UBS Financial Services in Nashville, TN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at 5th & Taylor, Frothy Monkey, and Warner Music Group, among others. He has also been involved in the restaurant industry and music-related businesses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

George Mabry III is a financial advisor at Robert W. Baird & Co. Inc. in Nashville, TN. He holds a Series 66 designation and has recently started his advisory career. His prior experience includes roles at Everpath Partners, LLC and Aberdeen Advisors, LLC, along with work at Sewanee: The University of the South and Montgomery Bell Academy. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves a range of clients including individuals, corporate entities, pensions, and charitable organizations. The firm offers diverse services such as financial planning, portfolio management, and customized separately managed account programs, supported by internal research and investment tools.

Michelle Oakley is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Sinor Marcum Group LLC, Waddell & Reed, Inc., and various insurance carriers associated with W & R Insurance Agencies. Oakley operates Elevation Wealth Advisors, an investment-related business under LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of offerings including financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, utilizing a broad spectrum of investment strategies supported by research and technology tools.

Elizabeth Johnson is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior work includes 18 years at Eaton Vance Distributors, Inc. and roles at several other financial services firms between 2023 and 2025. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

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.