Alec Sessing is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He specializes in working with families and retirees to prepare for and navigate retirement, focusing on aligning financial decisions with their long-term goals and priorities. Alec emphasizes maintaining a sustainable balance between income and expenses and advocates for a disciplined investment process before considering more complex strategies. Prior to joining Fidelity Investments, Alec served as a Private Client Banker at JPMorgan Chase Bank N.A. from 2019 to 2022. He also worked as a Financial Advisor at Midwestern Securities Trading Company from 2018 to 2019. Alec holds an Arkansas Insurance License. Outside of his professional work, Alec enjoys camping, concerts, hiking, playing musical instruments, music, and spending time with pets.

Trevor Crews is a financial advisor at Raymond James Financial Services Advisors, Inc. in Franklin, TN, holding a Series 66 designation with two years of industry experience. Prior to joining Raymond James, he worked at Stephens Inc. and Cravens & Co Advisors. Outside of his advisory role, he is the owner of Inception Social Marketing, a business that manages websites for small businesses. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a distinctive focus on advisory and implementation-support roles rather than discretionary management.

John Williams is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. His work history includes roles at Bank of America, N.A., U.S. Bank, and Truist. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a wide range of investment strategies for individual, high-net-worth, and institutional clients, including pension plans and charitable organizations.

Benjamin Miller is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing tax-efficient global portfolios designed for long-term capital appreciation for individuals and families. Utilizing alternative investments, options, and private credit, he collaborates closely with clients through open and consistent communication to establish personalized financial strategies. His areas of expertise include divorce transition planning, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, tax minimization, and retirement income. Benjamin holds a Bachelor's Degree from the University of Wisconsin and has the professional designation of Personal Investment Advisor (PIA). Outside of his professional work, Benjamin volunteers in his community and pursues personal interests that include cooking, football, golfing, hunting, music, reading, and tennis. He lives in College Grove, Tennessee, with his wife, Dionne, and their children, Oliver and Kendall.

Cheree Costa is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds Series 63 and Series 65 designations and has worked in various roles at Wells Fargo Bank, M&T Bank, BB&T Bank, PNC Bank, and fitness clubs. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support client investment decisions.

Van True is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, LLC. Van is a member of the Robertson County Chamber of Commerce. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with customized investment strategies implemented through a combination of internal and external managers.

Brennan Shea is a financial advisor with Robert W. Baird & Co. who holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining Baird in 2025, he worked at Jackson National Life Distributors and has experience in real estate and pressure equipment industries. Baird’s DDK Group operates within the Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of financial planning, portfolio management, and custody services, utilizing a mix of manager-traded and model-traded strategies supported by internal research and tools.

Derek Lyle is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Before joining LPL Financial and First Horizon Bank in 2025, he worked at Louisiana Pacific Corporation for five years and Total Quality Logistics for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Ryan Kotarba is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2001 and holds Series 63 and Series 66 designations. Outside of his advisory role, he owns and operates Kotarba Cattle Company, a small cattle breeding business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research with model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Steven Selig is a Wealth Management Advisor with Merrill Lynch Wealth Management, a division of Bank of America. He began his career in 2000 with Banc of America Investment Services and leads a team of investment professionals who utilize their industry expertise alongside Merrill Lynch's global resources to deliver comprehensive wealth management services. Steven has extensive knowledge in capital markets and the fixed income sector. His areas of client focus include college education planning, executive compensation, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) and Sports & Entertainment (SE) credentials. Steven earned his bachelor's degree from the University of Wisconsin Madison.

Dustin Myers is a financial advisor at LPL Financial with 16 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company from 2019 to 2023, and at Guardian Life and Guardian Life Insurance Company from 2009 to 2019. He holds Series 63 and Series 65 designations. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and provides model portfolios, research, and technology-driven investment solutions.

Bradford Lott is a CFP® professional with 26 years of experience in the financial services industry. He has worked at Raymond James & Associates since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a managing member of Phoebetown, LLC, a rental real estate business. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a range of advisory programs.

William Garrett is a CFP® with 39 years of industry experience. He is currently with Osaic Wealth, Inc. and was previously affiliated with Securities America for nine years. His financial planning practice includes insurance sales tailored to client needs and product suitability. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisers. The firm provides integrated brokerage and advisory services, using various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Andrew Lofton is a financial advisor with Cetera in Franklin, TN, holding a Series 66 designation and nine years of industry experience. His background includes roles at Merrill and Bank of America prior to joining Cetera and its related entities in 2022. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with various program structures and custodial relationships.

Todd Nelson is a financial advisor with Edward Jones in Franklin, TN, holding the CFP®, ChFC®, and Series 66 designations. He has six years of industry experience, including seven years with Edward Jones and prior roles at Servant Fire Protection and Fire Equipment Service Center LLC. Outside of his advisory work, he serves as a fill-in pastor for the Assemblies of God Tennessee Network. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jeffrey Lancaster Jr. is a financial advisor with Mass Mutual Investors Services in Brentwood, TN. He holds a Series 66 designation and has three years of industry experience. Prior to joining Mass Mutual, he worked at Tennessee Oncology, Marcum, LLP, and Watkins Uiberall, PLLC. In addition to his advisory role, he conducts outside insurance sales focused on life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, and charitable organizations through collaborative, annual planning engagements using firm-approved analytical tools.

Charles Goldman Jr. is a financial advisor at LPL Financial with 10 years of industry experience. He has previously worked at OSAIC, Fsc Securities Corp, and NEXT Financial Group. His credentials include the Series 63 and Series 66 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, research, and various management strategies.

Gerald Bonner Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 2001 and holds the designation of Personal Investment Advisor (PIA). Gerald earned a Bachelor's Degree from Johnson & Wales University. Gerald assists clients by helping them manage their wealth to meet their individual needs. He focuses on a comprehensive approach to wealth management that begins with listening to clients and ensuring that every potential solution is grounded in understanding their goals. His client focus areas include college education planning, executive compensation, services for defined benefit plans, legacy planning, personal retirement planning, and retirement income. Outside of his professional role, Gerald is involved with the Pencil Organization and Safe Haven. His personal interests include ice hockey, music, reading, and spending time with his family.

Peter Thomson is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 20 years of industry experience. His work history includes roles at Cetera and Regions Bank, where he also serves in wealth advisory and customer service capacities. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and a large network of over 10,000 advisors managing more than $256 billion in assets.

Samuel Abernathy is a financial advisor at Raymond James & Associates with six years of industry experience. He has worked at Raymond James since 2019 and previously held positions at Comdata and Tsys. He holds Series 63 and Series 65 registrations. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a diverse client base—including individuals, pension plans, corporations, and government entities—and provides wealth advisory planning and investment consulting through a variety of programs and institutional services.