Connor Shelton is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, N.A., Western & Southern Life, and various positions outside the financial sector. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Earl Campbell is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 16 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research Inc. since 2014. Outside of his advisory role, Campbell owns a tax preparation and bookkeeping service and serves as treasurer for a local volunteer football club. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a variety of portfolio management approaches and custody arrangements.

James Hubbuch is a financial advisor with Mass Mutual Investors Services, holding a Series 63 credential and 36 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also associated with MassMutual Life Insurance Co since 2016. Prior to that, he worked at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, Hubbuch is a health and group life/health insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software for goal analysis and delivering written recommendations within annual planning engagements.

Benjamin Davis is a financial advisor at RBC Capital Markets with one year of industry experience. He has previously worked at Janney Montgomery Scott LLC, UBS Securities LLC, Maggart and Associates CPAs, and Citizens Tri-County Bank. Davis holds the Series 66 designation. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Scott Swander is a financial advisor with LPL Financial based in Franklin, TN. He holds the Series 66 designation and has 24 years of industry experience, including prior roles at Synergy Wealth Management, Raymond James Financial Services, Securities America Advisors, and Merrill. Swander is also a notary and insurance agent associated with Synergy Wealth Management. 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 advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and various technological and financial tools.

John Slonecker is a financial advisor with Raymond James Financial in Franklin, TN, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James, he worked at LPL Financial, First Horizon Bank, and Northwestern Mutual. His background also includes roles outside finance, such as working at DoorDash and in primary education. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and utilizes risk profiling and modeling tools to support client goals, with specialized municipal advisory capabilities and customized plan solutions.

Adam Kelly is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked at Shoemaker Financial since 2016 and was affiliated with Securian Financial Services and Minnesota Life Insurance Company from 2016 to 2023. Outside of his advisory work, he serves as an independent sports coach and referee. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary services, model portfolios, and access to third-party managers.

Charles Cato II is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, Securities America, SSN Advisory, and Vista Asset Management. Outside of his advisory role, Cato is also a licensed notary. 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 financial planning, advisory, and brokerage services supported by technology and a broad platform of investment options.

Sterling Coley is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2019. Outside of his advisory role, he is a partner in Tria Collective LLC, a business supporting his wife's marketing consulting through bookkeeping services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary consulting using analytical tools and supports clients through various advisory programs and institutional consulting.

Scott Milford is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He also works as a part-time music director at Skyline Community Church, where he has been involved since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Marcus Marotti is a financial advisor with OSAIC Wealth Inc. holding a Series 66 designation and two years of industry experience. He has previously worked at Stone Rudolph & Henry since 2013, where he serves as a tax accountant. OSAIC Wealth Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios and supports various investment platforms and managed-account solutions.

Charles Grummon is a CFP®-certified financial advisor with 29 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He serves as treasurer for the Wang Foundation for Sight Restoration in Nashville, TN. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Kendrick Coulthard is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked extensively with Southeast Financial Credit Union and CUNA Brokerage Services, Inc. in addition to his current role. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment strategies including model portfolios, third-party asset management, and customized solutions supported by advanced research and operational tools.

Jerry Forster is a financial advisor at Raymond James & Associates in Franklin, TN, holding a Series 66 designation. He has prior experience working in academic institutions, including LaGrange College and the University of Charleston, before joining Raymond James. Raymond James & Associates 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, institutions, and municipal entities, offering a range of financial planning and advisory services with an emphasis on client-directed investment decisions.

Ryan Mc Clure is a financial advisor at Raymond James Financial with nine years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Raymond James, he spent ten years with Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting to client goals.

Tony Boykin is a financial advisor with Ameriprise in Brentwood, TN, holding a Series 63 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Boykin serves on the board of directors for the Matthew Walker Comprehensive Health Center in Nashville. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement, typically with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, combining research-driven, algorithm-supported recommendations with personalized financial advice.

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.

Collins Shelden is a financial advisor with Primerica Advisors in Brentwood, TN, holding Series 63 and Series 65 licenses and with six years of industry experience. He has worked at Primerica Advisors since 2019 and previously at Vandelay Industries LLC. Outside of his advisory role, Shelden owns C2S, LLC, a non-investment related business in Brentwood. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, primarily through model-delivery strategies managed by unaffiliated asset managers. The firm operates on a large scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Benjamin Elder is a financial advisor with Robert Baird & Co. in Franklin, TN, holding the CFP® designation and Series 63 license. He has 11 years of industry experience, including prior roles at Janney Montgomery Scott, LLC and Jackson National Life Distributors, LLC. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and custody services, utilizing a mix of manager-traded and model-traded strategies supported by internal research and ongoing monitoring.

Timothy Ledman is a financial advisor with Edward Jones in Franklin, TN, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked for over two decades at Nashville Chemical & Equipment Co. He serves as a board member of the National Guard Association of Tennessee, overseeing the insurance program for Tennessee National Guard members in a volunteer capacity. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages over $1 trillion in assets and maintains a large network of advisors and branch offices across the United States.