Katie Clayton is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2020. In this role, she focuses on fostering a collaborative, engaged, and inclusive work culture to support associates in their career development and to help clients achieve their financial goals and well-being. Katie has a long-standing career at Fidelity Investments, beginning in 2005. Her experience encompasses various leadership roles including Regional Center Support Leader, Talent Champion, and multiple team leader positions across Workplace Planning and Advice, Investment Solutions, Premium Relationship, College Planning, and Client Service. This breadth of roles reflects her comprehensive experience within the firm and the financial services industry. The information provided does not include details regarding Katie's education, credentials, personal interests, or community involvement.

Benjamin Brazier is a financial advisor with Edward Jones in Hendersonville, TN, holding a Series 66 designation and bringing four years of industry experience. Prior to joining Edward Jones in 2023, he worked at Ally Financial, Dream Builders Construction, LLC, Nick Mayer Ford Lincoln, General Motors Financial, and Cornerstone National Title. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates an SEC-registered advisory program and manages approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

Kevin Collier is a financial advisor with LPL Financial in Hendersonville, TN, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, Collier serves as a notary for Sumner County, Tennessee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, 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, supported by research and technology solutions.

Allen Kuhn is a financial advisor at Merrill with Series 65 and Series 66 credentials and three years of industry experience. He previously worked at UBS and has a background that includes roles outside the financial sector. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Dunston is a financial advisor at Robert W. Baird & Co. with 30 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Bank of America, Merrill, and Fifth Third Securities. Based in Nashville, TN, he has been with Baird since 2025. Brian is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The team offers customized consulting and portfolio services, including financial planning and discretionary management, utilizing a range of strategies from traditional equities to complex private funds and real assets.

Garrett Dickerson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and ten years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, Dickerson serves as a board member of Living Sent Ministries, hosts a podcast focused on faith and community service, officiates college football games in Conference USA, and leads a nonprofit supporting families affected by infertility, miscarriage, and abortion. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning without portfolio management or discretionary trading authority. The firm’s approach includes comprehensive written recommendations addressing various financial topics, delivered through a large network of advisors.

Thomas Perini is a Series 66-licensed financial advisor based in Nashville, TN, with nine years of industry experience. He has worked at firms including MBSC Securities Corporation, Foreside Fund Services, LLC, and Third Avenue Management LLC prior to joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and consulting services, utilizing model portfolios and research from both internal and third-party sources.

Matthew Dudiak is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 63 designation and 23 years of industry experience. He has been with UBS since 2000. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a broad platform that includes proprietary research and multiple capital markets functions.

Scott Kesten is a CFP® credentialed financial advisor at Ameriprise with 19 years of industry experience. He previously worked at PNC Investments and J.P. Morgan Securities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Peter Choy is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds professional designations as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). Peter has completed a Bachelor of Interdisciplinary Studies (BIS) in Business and Communication from Arizona State University. He also earned an Executive's Certificate from the University of Pennsylvania's Wharton School of Business. He is proficient in English and Korean.

Trish Scott is a financial advisor at UBS Financial Services with 25 years of industry experience and holds a Series 66 designation. Her work history includes two significant tenures at UBS, spanning from 2012 to 2024 and resuming in 2025, as well as a one-year period at Pye-Barker Fire & Safety. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Carson Odom is a Series 66-licensed financial advisor with Raymond James Financial in Nashville, TN, bringing seven years of industry experience. His background includes roles at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., Middle Tennessee State University, and Faulkner Mackie & Cochran, P.C. He serves as Treasurer and board member for the Down Syndrome Association of Middle Tennessee, where he provides strategic and financial oversight. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools, supporting clients through various advisory programs and specialized institutional consulting.

Christopher Rickard I is a financial advisor with Mass Mutual Investors Services holding Series 65 and Series 63 registrations and two years of industry experience. His prior roles include positions at Northwestern Mutual and Paul Winkler Inc. He is also an insurance agent focusing on life, disability, and long-term care products. Mass Mutual Investors Services 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, and educational seminars, emphasizing collaborative, annual client relationships supported by firm-approved analytical tools.

Jason Patterson is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. 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, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Keaton Smith is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. He has worked with several Raymond James entities as well as Thrivent Financial and has a background that includes roles at REI Co-op and academic positions at Belmont University and Vanderbilt University. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools such as deterministic and probability modeling to tailor its non-discretionary planning and consulting services to client goals.

James Davis is a CFA®, ChFC®, and Series 63 credentialed advisor based in Nashville, TN, with 48 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. since 2026, and previously spent over two decades with Family Capital Advisors and M Holdings Securities, INC. In addition to his advisory roles, he maintains an active legal practice providing limited attorney services to select clients. 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, institutions, and charitable organizations. The firm emphasizes tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work uncommon among large institutional advisors.

William O'Hagan is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Bank of America. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Brady Dunn is a financial advisor at Merrill with a Series 66 credential. Based in Nashville, TN, he has been with Merrill since 2026 and has prior experience in education and various roles at Lipscomb University, CVS, and Darden. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Jonathan Lockmiller is a financial advisor with Raymond James Financial Services Advisors, Inc. in Nashville, TN, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He previously worked at SunTrust Investment Services, Inc. for 17 years before joining Raymond James in 2017. Outside of his primary role, he also serves as a financial advisor with Pinnacle Bank/Pinnacle Asset Management and The Oakley Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and risk profiling supported by analytical modeling, and offers specialized municipal advisory and SIMPLE IRA employer consulting programs.

Brandon Sanders is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2012 and Bank of America since 2014. Outside of his advisory role, he is a general partner and managing member of Ran Properties, LLC, a real estate investing and management company. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.