William Pearson is a financial advisor at Ameriprise with six years of industry experience. He previously worked at U.S. Bancorp Investments and U.S. Bank. Pearson has outside involvement with Rainmaker Inc., where he develops new business relationships and manages an advisory practice. 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 retirement income planning advice through a written Recommendation Report and ongoing consultation.

Michael Sanford is a financial advisor with UBS Financial Services in Franklin, TN, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with UBS since 2016. Sanford is the principal founder and a board member of TopFlight Aviation, a nonprofit flying club focused on safety, training, camaraderie, and community involvement among its members. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, tailoring investment strategies using proprietary research and model-based asset allocations.

Kevin Clunan is a financial advisor with LPL Financial, holding a Series 63 designation and 28 years of industry experience. His work history includes over two decades at First Tennessee Brokerage and a brief period at Ftb Advisors, Inc. Outside of his advisory role, he is involved in offering investment products under the First Horizon Advisors trade name. 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 provides a range of advisory and brokerage services, utilizing various investment strategies and technologies to support its more than 22,800 advisors.

Clayton Franklin is a CFP® professional at OSAIC Wealth Inc with four years of industry experience. Prior to joining OSAIC in 2023, he worked at Wells Fargo Advisors Financial Network and Waypoint Financial Partners. He is also the founder and CEO of Arid Delivery Products LLC, a startup that produces insulated delivery bags for food delivery companies. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach incorporates model-based asset allocation, portfolio optimization, and a range of customizable managed account strategies.

Michael Dunn is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He previously worked at Mass Mutual Investors Services and has been with Cambridge since 2016. Outside of his advisory role, Dunn coaches for Nashville Catholic Athletics. Cambridge Investment Research Advisors serves a mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages assets across multiple platforms and supports both discretionary and non-discretionary management through proprietary and third-party strategies.

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 in Brentwood, TN, holding a Series 66 designation and 16 years of industry experience. He previously worked at Equitable Advisors and has been with Cambridge since 2014. Outside of advisory services, he owns a tax preparation and bookkeeping firm and serves as treasurer for Nations Football Club on a volunteer basis. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers services through multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.

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 Series 66 licensed advisor at OSAIC with two years of industry experience. He has been a tax accountant and partner at Stone Rudolph & Henry since 2013. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization.

Charles Grummon is a CFP® with 29 years of experience in the financial services industry. He has worked with Wells Fargo Clearing since 2016 and previously spent eight years at Merrill. Outside of his advisory role, he serves as treasurer for the Wang Foundation for Sight Restoration. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kendrick Coulthard is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2022. Prior to this, he spent over three decades at CUNA Brokerage Services, Inc. and has been involved with Southeast Financial Credit Union since 2007. 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 and investment management services, utilizing both internal and third-party strategies across various account types and platforms.

Jerry Forster is a Series 66-licensed financial advisor with Raymond James & Associates in Franklin, TN, and has one year of industry experience. Prior to joining Raymond James, he worked in higher education roles at LaGrange College and the University of Charleston. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Ryan Mc Clure is a financial advisor at Raymond James Financial with nine years of industry experience. He holds Series 66 and Series 63 licenses and previously worked for Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company for ten years. 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, pension plans, corporations, and institutional clients. The firm employs non-discretionary planning and analytical tools to tailor investment consulting to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.