Thomas Bauer is a Financial Consultant currently working at Fidelity Investments since 2022. He holds the designation of CERTIFIED FINANCIAL PLANNER and has experience helping clients develop plans to manage their finances effectively. His professional background includes roles as a Certified Financial Planner at Fortune Financial from 2021 to 2022, Regional Vice President at Jackson Financial Inc. from 2018 to 2020, and Regional Advisory Consultant at Jackson Financial Inc. from 2013 to 2018. These positions have contributed to his expertise in financial planning and advisory services. Outside of his professional work, Thomas has personal interests that include baseball, board games, boating, football, and scuba diving.

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, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, 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.

Jon Mc Knight is a financial advisor at Charles Schwab with 24 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank SSB since 2004 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily 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 solutions delivered via multi-asset model portfolios, combining integrated custody, brokerage, and advisory services for a large client base.

William Elliott is a financial advisor with LPL Financial in Franklin, TN, holding the ChFC® designation and Series 63 and 65 licenses. He has seven years of industry experience with prior roles at Northwestern Mutual, UBS Financial Services, and F Link Forester. Elliott is involved with WLE Holdings, LLC, a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Nicholas Robinson is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and three years of industry experience. His background includes roles in education and hospitality, including positions at SUNY Oswego and The Barracks Inn. 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 a wide range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Mark Leuellen is a financial advisor with Edward Jones in Franklin, TN. He holds Series 63 and Series 66 licenses and has 25 years of industry experience, including 26 years with Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Daniel Jones is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Frank Cuden is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His prior work history includes roles at The Foundation Specialists and Push Focus Media, as well as positions outside the financial services sector. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a nationwide network of more than 23,700 advisors.

Perrie Gibbons is a financial advisor with Raymond James & Associates in Franklin, TN, holding a Series 63 designation and 28 years of industry experience. Gibbons has been with Raymond James & Associates since 2008. Outside of advisory work, Gibbons serves as a notary public in the state of Tennessee. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports municipal clients through its Institutional Fiduciary Solutions division.

Austin Greer is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years before joining LPL Financial in 2025. Outside of advisory services, he is involved in real estate rental activities in the Nashville area. 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 representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Zachary Bell is a financial advisor with LPL Financial in Brentwood, TN, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at First Horizon and Jackson National Life Distributors. 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, supported by research and various portfolio management solutions.

Justin Oldham is a financial advisor with Robert Baird & Co. and holds a Series 66 designation. He has 17 years of industry experience, including roles at J.J.B. Hilliard, W.L. Lyons, LLC since 2008. Outside of his advisory work, he is a partner in a family crop farming business and serves as co-trustee for a family trust. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers and a variety of investment strategies.

Walter Richardson III is a financial advisor at OSAIC with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services and Mass Mutual Life Insurance. Richardson is also vice president of Advisor Bridge, Inc., where he assists OSAIC Wealth representatives with practice management and sales. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, advisory services, and access to third-party money managers and wrap programs. The firm uses various asset-allocation tools and supports discretionary and non-discretionary portfolio management, with notable complexity in its corporate structure and multiple commercial arrangements.

Keegan Haines is a Series 66-credentialed financial advisor at Merrill with five years of industry experience. He has held roles at Merrill and Bank of America, N.A., and previously worked outside the financial industry. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Matthew Stalcup is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Cambridge, he worked at Aegis Capital Corp and LPL Financial. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm offers multiple platform arrangements and a range of investment strategies, including proprietary models and access to unaffiliated managers.

Barry Mccall is a financial advisor with Raymond James Financial in Brentwood, TN, holding a Series 63 designation and 28 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and operated Mccall And Associates from 2010 to 2017. Outside of his advisory role, he is the owner of McCall Wealth Advisors, LLC, a support company in the financial industry. 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, typically non-discretionary advisory services and supports institutional and municipal clients through its affiliated network and specialized programs.

Charles Collier is a financial advisor at Raymond James Financial Services Advisors, Inc. in Nashville, TN. He holds the Series 66 designation and began his industry career in 2025. Prior to joining Raymond James, he worked at William Morris Endeavor and held roles in education at the University of Tennessee and Christ Presbyterian Academy. Collier serves as a junior advisor with Pinnacle Asset Management and Burton Hills Investment Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes tailored financial plans developed through detailed client interviews and uses a combination of brokerage and advisory account options to implement investment strategies.

Steven Samuel is a financial advisor with MassMutual Investors Services in Franklin, TN, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has worked at MassMutual Investors Services since 2017 and at Massachusetts Mutual Life Insurance Company since 2016, following two years at MetLife Securities Inc. He also works as an insurance agent specializing in individual life, property and casualty, and group health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs, using collaborative, technology-supported approaches to analyze client goals and recommend investment strategies.

Craig Bernard is a financial advisor with LPL Financial in Arrington, TN, holding CFP® and ChFC® designations and possessing 39 years of industry experience. He has been with LPL Financial since 1997. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory and brokerage services, including financial planning, advisory programs, retirement plan consulting, and offers both discretionary and non-discretionary management options supported by in-house and third-party research.