Michael Neal is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 29 years of industry experience, including prior roles at Woodbury Financial Services and Raymond James Financial Services. Neal is involved with Digital Benefit Advisors as a referral partner and operates Scotty Neal Wealth for tax and investment purposes. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advisory services through a large network of investment adviser representatives.

Binu Ittycheriah is a financial advisor with Primerica Advisors in Hermitage, TN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, providing portfolio management primarily for individual investors rather than institutional pension or profit-sharing plans.

Gregg Waller is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 17 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2016 and currently is also affiliated with Duncan Financial Planning Advisors. Outside of his advisory work, Waller operates as an independent insurance agent and is involved in the travel and transportation services sector. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies alongside access to third-party advisers.

Debra Hooper is a financial advisor with LPL Financial in Nashville, TN, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has previously worked at FTB Advisors, Synovus Trust Company, Synovus Securities, Synovus Bank, and Truist Investment Services. Outside of her financial advisory work, she is the director and CEO of Achieving Success Martial Arts in Mt Juliet, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and specialized institutional platforms, supporting advice and account management through a large network of investment adviser representatives.

Alexis Seward is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Nashville, TN, and has three years of industry experience. Prior to joining J.P. Morgan, Alexis worked at Bank of America Merrill Lynch and held several positions associated with the University of Georgia. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, with a regulatory framework that includes broader derivatives and commodities capabilities.

Harrison Kidd is a financial advisor with Raymond James Financial in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with Raymond James since 2002 and has been associated with Pinnacle Bank since 2014. Outside of his advisory role, he is involved in agriculture and serves as a trustee for Kidd Brock. 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, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals using analytical tools and supports municipal finance work through its unique affiliation with a municipal advisor.

Lee Wolfe is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Stifel Independent Advisors and Wells Fargo Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Bradley Pendleton is a CFA® charterholder and holds a Series 66 license with 22 years of experience in the financial industry. He has been with Stifel Nicolaus & Co. Inc. since 2013. Outside of his advisory role, he serves as an exam grader for the CFA Institute and participates on investment committees for nonprofit and fraternal organizations in the Nashville area. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment strategy methodology developed by its Investment Strategy Group, which supports asset allocation and financial planning guidance.

Brandon Bourque is a CFP®-certified financial advisor with 26 years of industry experience. He is currently affiliated with OSAIC and has been with Roussel and Associates since 2001, where he also serves as Owner and President of an employee benefits and insurance agency. Additionally, Bourque holds a state notary public position in Tennessee. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Richard Policht is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes multiple roles at Bank of America from 2016 to the present and a position at the University of Notre Dame from 2016 to 2017. 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 and profit-sharing plans, corporations, and charitable organizations.

David Krauklis is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Legacy Wealth Management Group and MassMutual Life Insurance Co. Outside of his advisory role, he owns DLA Coaching, LLC, where he provides online fitness coaching focused on workout and diet plans. Mass Mutual Investors Services is a subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using advanced analytical tools and provides various event-driven planning programs.

Joe Comer is a financial advisor with Raymond James Financial in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James Financial and its affiliates since 2005 and is also associated with Pinnacle Asset Management and Pinnacle Bank since 2014. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting using risk profiling and analytical tools, and maintains unique affiliations and specialized advisory programs.

James Gray is a financial advisor at Merrill with Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Bank of America, Triad Advisors, and Money Concepts Capital Corp. Outside of his advisory work, he owns and manages several rental properties. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Colin Kirkby is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2013. Outside of his advisory role, he is the founder and Pack Leader of Cub Scout Pack 39 at Julia Green Elementary in Nashville, where he organizes and plans scouting events. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Clifford Benjamin is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Securities America and Investacorp Advisory Services. He is also President and a Certified Valuation Analyst at Summit Business Valuation Associates, where he conducts business valuations related to family law, trust and estate planning, and mergers and acquisitions. OSAIC serves a broad mix 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’s investment process emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools.

James Hundley is a CFP® with 19 years of experience in financial planning and advisory services. He has been affiliated with Raymond James Financial Services Advisors, Inc., Vista Resources, and Pinnacle Bank since 2013. Hundley is also involved with Pinnacle Asset Management in Nashville, where he provides financial planning support. Raymond James Financial Services Advisors, Inc. offers a range of financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning using analytical tools and supports various specialized programs, including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

James Gattis is a financial advisor at Merrill in Nashville, TN, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2009, including prior roles at Bank of America, N.A. and Banc Of America Investment Services, Inc. Merrill 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. The firm uses model-based and discretionary investment strategies developed by internal teams and third-party managers, offering a range of portfolio implementation options including tax-aware asset allocation.

Richard Hamilton is a financial advisor with Mass Mutual Investors Services in Brentwood, TN. He holds CFP® and ChFC® designations, as well as a Series 66 license, and has eight years of industry experience. Prior to joining Mass Mutual Investors Services in 2018, he worked at Williamson Medical Center from 2012 to 2018. Outside of his advisory role, Hamilton is also active as a musician in the entertainment industry. Mass Mutual 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, and educational programs, with planning engagements structured as annual collaborative relationships focused on client goals and strategies rather than specific product selections.

Thomas Medlin III is a financial advisor with LPL Financial in Brentwood, TN, holding a Series 66 designation and 18 years of industry experience. He previously worked at UBS Financial Services from 2008 to 2013 before joining LPL Financial, where he has been since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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, supported by a network of over 22,800 advisors.

Lisa Theys is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She worked at Merrill for 29 years before joining UBS in 2018. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research to tailor investment plans to clients’ goals and risk tolerances.