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.

Sarah Smith is an advisor at Robert W. Baird & Co. with a Series 66 designation and one year of industry experience. Her prior work includes roles at Mitsubishi Heavy Industries and PCL Construction. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and technology.

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 65 and Series 63 licenses and six years of industry experience. He has worked with Primerica Advisors since 2019 and previously spent seven years at Vandelay Industries LLC. Outside of advisory work, he owns C2S, LLC, a non-investment-related business. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies managed by third parties, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

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.

Ronald Akers is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Raymond James Financial and UBS Financial Services. 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 financial planning and asset management services through a large network of advisors.

Charles Hollis Jr. is a financial advisor with UBS Financial Services in Franklin, TN, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to support tailored client strategies.

Jonathan Jones is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held positions at CubeSmart, EM Protective Services, Pinnacle Roofs Plus, and worked at the University of Tennessee at Chattanooga. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Benjamin Kuhlman is a financial advisor at Thrivent Investment Management with two years of industry experience. His background includes roles at Wells Fargo Bank and Regions Bank, as well as seven years of service in the United States Marine Corps. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various planning topics. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account programs while maintaining separate service structures.

Peggy Rouillier is a CFP®-designated financial advisor with 34 years of industry experience, currently affiliated with Cetera. She previously worked at Concourse Financial Group Securities Inc. for nine years before joining Cetera and Cetera Wealth Services, LLC. Outside of her advisory role, she is involved in insurance product sales and serves as a trustee of her living trust. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a diverse range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party model portfolios.

Garrett Rudolph is a financial advisor with Robert W. Baird & Co. in Franklin, TN, holding a Series 66 designation and with one year of industry experience. His prior roles include positions at LPL Financial, Truxton Trust, and Premier Private Wealth. He also served as a portfolio analyst at Truxton Trust in a non-investment-related capacity. Robert W. Baird & Co.’s DDK Group, where Garrett works, serves high net worth individuals, corporate clients, pension plans, and charitable organizations through comprehensive financial planning and portfolio management services. The firm employs a range of SMA strategies and utilizes internal research and technology, including artificial intelligence, to support its advisory services.

Roland Sample is a ChFC®-designated financial advisor with 38 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has also worked with Massachusetts Mutual Life Insurance Company and MSI Financial Services. Mass Mutual Investors Services, LLC 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, emphasizing collaborative, annual planning engagements that use firm-approved tools to analyze client goals.

Anna Blum is a financial advisor at Fidelity with Series 66 designation and one year of industry experience. She previously worked at Provident Wealth Solutions/LPL Financial, Vector Wealth Strategies, and Intuitive Research and Technology Corporation. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a systematic investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jesse James Austin is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, he works one-on-one with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those goals. Jesse provides ongoing advice and adapts clients' portfolios as their situations change. He holds a Personal Investment Advisor (PIA) designation and has experience in areas including general investing, retirement planning, and preparing for unexpected financial needs. Jesse takes time to understand what is important to his clients and uses that insight to guide them in pursuing their financial objectives. Jesse earned a Bachelor's Degree from the Southern Illinois University System, an Associate's Degree from John Wood Community College, and a High School Diploma from Quincy High School. He is involved in community organizations such as the North Texas Humane Society and The Salvation Army.

Matthew Sell is a financial advisor with Edward Jones in Franklin, TN, holding CFP® and Series 66 designations and having seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company for one year, and at Advantage One Insurance Agency for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products, supported by a large nationwide network of advisors and branches.

Jeremy Sweeney is a CFP®-certified financial advisor with 26 years of industry experience, currently practicing at Ameriprise in Franklin, TN. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in commercial real estate ownership. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and uses algorithmic automation combined with research and modeling to generate personalized, non-discretionary retirement plans.

Robert Kern is a Financial Advisor and Senior Portfolio Advisor at Merrill, where he works with individuals, families, business owners, and retirees. He assists clients in making informed financial decisions and staying focused on their priorities. His approach involves developing tailored strategies that integrate investment management, retirement planning, risk management, and estate considerations. Robert addresses key client concerns such as retirement readiness, income generation in retirement, tax efficiency, investment risk, and legacy planning. He emphasizes a long-term perspective in investing, aiming to build strategies that support clients' goals through changing markets and life circumstances. His professional designations include Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He holds a bachelor's degree from Southern Illinois University. Outside of his professional role, Robert enjoys outdoor activities, cooking, exercising, reading, and spending time with family and friends. He is involved in community organizations such as The Store, Habitat for Humanity, Second Harvest Food Bank, and the Williamson County Animal Center. He is also a member of the Williamson County Chamber of Commerce.

Eric White is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at Ftb Advisors, Inc. and First Tennessee Brokerage. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.