August Perazzini is a financial advisor at OSAIC with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network. Perazzini teaches the retirement planning module for Kaplan's CFP program at Belmont University in Nashville, TN. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers and wrap programs.

Michael Shea is a financial advisor with Robert Baird & Co. in Franklin, TN, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Robert Baird & Co. since 2019 and was previously with J.J.B. Hilliard, W.L. Lyons, Inc. from 1997 to 2018. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Daniel Pugh is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 2013. Prior to his current role, he served 19 years in the Tennessee Army National Guard. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm offers tailored financial plans and investment recommendations using firm research and planning tools, serving a diverse client base including high-net-worth individuals and institutional clients.

Wade Mcminn Jr. is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 37 years of industry experience, including 15 years with Cambridge. Outside of his advisory role, he owns a retail business specializing in antiques. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using multiple custody platforms and a variety of discretionary and non-discretionary strategies.

William Sawyer Jr. is a financial advisor with Robert Baird & Co. in Franklin, TN, holding a Series 66 designation and 21 years of industry experience. He has been with Robert Baird & Co. since 2019 and also has a longstanding role at Jjb Hilliard Wl Lyons Llc since 2009. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group provides customized consulting and portfolio services using a variety of strategies and managers, including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Elias Hassan is a financial advisor at Robert Baird & Co. with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert Baird since 2019, previously serving at J.J.B. Hilliard, W.L. Lyons, Inc. since 2002. Outside of his advisory role, he is a member of a start-up restaurant, Gusto Wood Fire Grill LLC, and is an investor in companies focused on medical testing and technology based in Nashville. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The team offers tailored financial planning and portfolio management using a combination of in-house and third-party managers, covering a broad range of investment strategies from traditional to complex alternatives.

Phillip Brooks is a financial advisor with LPL Financial, holding a Series 63 designation and 28 years of industry experience. He has worked at FTB Advisors, Inc. since 2013 and joined LPL Financial in 2025. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

James Haselton is a financial advisor at Edward Jones with 35 years of industry experience. He has held his current position at Edward D. Jones & Co., L.P. since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charles Raube Jr. is a financial advisor at Cetera with 20 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Cetera in 2019, he worked at Securian Financial Services, Inc. from 2006 to 2019. Outside of advisory services, he is involved in the sales of fixed insurance through JBC Companies and Financial Identity Advisors. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management, financial planning, and retirement services, operating a multi-manager platform that supports model portfolios, third-party managers, and bespoke strategies.

Gregg Waller is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016 and has been with Duncan Financial Planning Advisors since 2021. Outside of his advisory role, he is also an independent insurance agent and is involved in the travel and transportation services sector. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement plan advisory services. The firm employs a range of investment strategies through a network of independent Financial Professionals and provides both discretionary and non-discretionary management across various platform arrangements.

James Knott is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at various firms including Avantax and currently operates his own tax preparation and accounting business as president of James L Knott CPA PC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, utilizing a multi-manager platform with both discretionary and non-discretionary options.

Gregory Ericson is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since the early 1990s. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management, combining multi-asset model portfolios with due diligence on alternative investments and centralized operational support.

Kurt Coalmer is a financial advisor with Equitable Advisors in Franklin, TN, holding a Series 66 designation and 16 years of industry experience. He has worked at Equitable Advisors since 2017, with prior experience at Axa Advisors, LLC and Jackson National. Outside of his advisory work, he serves as an executor of an estate for a family member. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored through a client intake process.

Lee Wolfe is a financial advisor at Raymond James Financial with 30 years of industry experience. He previously worked at Wells Fargo Advisors and Stifel Independent Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored non-discretionary advisory services and maintains notable municipal and public finance capabilities.

Lindsey Naeyaert is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 licenses and has two years of industry experience. Her work history includes roles at J.P. Morgan Securities, Jpmorgan Chase Bank, and Wells Fargo Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Brandon Bourque is a financial advisor at Osaic with 25 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2024, Bourque has been associated with Roussel and Associates since 2001, where he is also the owner and president of an employee benefits and insurance agency. He is a Tennessee Notary Public in a sole proprietorship unrelated to investment activities. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, providing brokerage and investment advisory services through a large network of affiliated advisers. The firm employs various asset-allocation and portfolio management tools and offers access to multiple third-party managers and wrap programs, supporting both discretionary and non-discretionary account management.

James Smith is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott, Wells Fargo Clearing, and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients' risk profiles and integrates in-house and third-party investment managers, with notable capital-markets capabilities and alternative investment options.

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 Nashville, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Raymond James and its affiliates since 2005 and is also associated with Pinnacle Asset Management and Pinnacle Bank as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, supported by extensive research and a broad affiliate network.

Justin Heinz is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also noted for its role as a commodity pool operator, advisory services to registered investment companies, and use of AI and systematic methodologies in portfolio management.