Benjamin Wilkes III is a financial advisor at Edward Jones in Franklin, TN, holding the Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Genesis Diamonds LLC and Shane Co, where he was employed for four and eight years, respectively. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the country.

Cherie Swain is a financial advisor at Ameriprise in Franklin, TN, holding a Series 66 designation with four years of industry experience. She has worked at Ameriprise since 2016 and spent one year with Akron Free Methodist Church from 2017 to 2018. 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 a written Recommendation Report and ongoing advice, utilizing proprietary research and third-party data within a defined investment framework.

Rebecca Nicholson is a Wealth Management Advisor and Vice President at Merrill Lynch Wealth Management. She joined Merrill Lynch in 1996 following a career as a petroleum engineer. In her current role, Rebecca works with high net worth individuals, families, and business owners to understand their financial goals and develop tailored strategies to achieve them. Rebecca leads an advisory team that emphasizes a consultative approach, involving clients fully in the wealth management process. She conducts thorough investment assessments to gauge clients’ investment purposes and risk tolerances and makes periodic reviews to provide recommendations aligned with clients’ objectives and market conditions. As a qualified Portfolio Manager, Rebecca manages personalized and defined investment strategies that can include individual securities, Merrill Lynch model portfolios, and third-party investments, sometimes on a discretionary basis under the firm’s Investment Advisory Program. She holds professional designations including Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning CounselorSM (CRPC®), and Personal Investment Advisor (PIA). Rebecca earned her bachelor’s degree in Geological Engineering from the Colorado School of Mines.

William Wall is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has been with Thrivent and its affiliated entities since 2022. Prior to his financial advisory roles, Wall spent several years as a professional drummer and currently teaches and performs drums as a side activity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning across a wide range of topics. The firm’s services include one-time or ongoing planning engagements and offer clients the option to combine planning with managed accounts through a consolidated billing program called “WealthPlan.”

Daphne Rushing is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Raymond James and affiliated entities since 2016. In addition to her advisory role, she works as a Senior Registered Sales Associate with SSC Holdings LLC and Southern Springs Capital. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and nonprofits. The firm offers tailored, non-discretionary planning using analytical tools to model potential outcomes, supports a broad advisor network, and maintains unique affiliations such as with a municipal advisor and a SIMPLE IRA Employer Advisory & Consulting Services program.

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 ChFC® credentialed financial advisor with 30 years of industry experience. He currently works at Osaic and was previously employed by Securities America Advisors and Mutual of Omaha. He has served as an expert witness in a life insurance lawsuit, providing opinions on the sales process. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, with a diverse platform supported by affiliated broker-dealer and RIA relationships.