James Newsome is a financial advisor with LPL Financial, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Northwestern Mutual and Merrill Lynch. Before his advisory career, he worked at Sterling National Bank and was involved in the hospitality industry through Kilroys Sports Bar. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jennifer Kistner is a financial advisor at Fidelity with 24 years of industry experience. She holds the CFP®, Series 63, and Series 65 designations. Her work history includes roles at Fidelity Brokerage Services LLC and FIDELITY Personal and Workplace Advisors since 2016 and 2018, respectively. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

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.

Olivia Tirrill is a financial advisor with Raymond James Financial in Nashville, TN, holding Series 65 and Series 63 credentials and having four years of industry experience. Her prior work includes roles at Bank of America, Merrill, and Equitable Advisors. She also supports private client and retirement planning services at Pinnacle Asset Management and Moody East Investment Partners. 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 state and municipal government entities. The firm offers tailored, typically non-discretionary advisory services and has specialized programs for small businesses, supported by its extensive affiliate network and public finance relationships.

Larry Carter is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding a Series 66 credential and 25 years of industry experience. He has been with Robert W. Baird & Co. since 2001. Outside of his advisory role, Carter owns an LLC providing tax preparation services to non-Baird clients. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across a range of investment strategies.

Lesa Fletcher is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and 24 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2001. Outside of advisory services, she is involved in the sale of loan products and home-related services through Primerica affiliates. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering model-based investment strategies supported by third-party asset managers and custodial services.

Jennifer Hawthorne is a financial advisor at Robert W. Baird & Co. in Nashville, TN, with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Robert W. Baird since 2019, following roles at Nationwide Investment Services Corp, Foreside Financial, and a period as self-employed. Outside of her advisory work, she is a passive investor and LLC member of The Lakeside Group LLC, which operates Hometeam Pizza. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing both manager-traded and model-traded strategies along with tax management and direct-indexing capabilities.

Robert Blackburn Jr. is a Series 66-licensed financial advisor with 13 years of industry experience, currently serving at Thrivent Investment Management since 2018. Prior to joining Thrivent, he was involved with R & B Foodservice LLC and Millersville Church of Christ. He holds board and leadership roles in community organizations including Fellowship of Christian Athletes and BNI Give. Gain. Grow, and regularly preaches at various churches nationwide. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial analyses and planning without discretionary portfolio management, allowing clients to integrate planning with managed-account services under a consolidated billing arrangement.

Richard Vaughn is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a partner in a private investment partnership with two friends. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and maintains capabilities in public finance and municipal work.

Frank Downey is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. He has worked at Robert W. Baird since 2000 and at Nmis since 2001. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio management services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Robert Mcgrew is a financial advisor at Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans, asset-allocation analyses, and investment recommendations, with a focus on both retail and institutional advisory services.

Tyler Wadlington is a financial advisor at Edward Jones in Brentwood, TN, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Bass, Berry & Sims PLC for four years and spent one year with the United States Federal Courts. Outside of his advisory role, he is involved in residential rental property management in Nashville, TN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Charles Poston is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Raymond James Financial in Nashville, TN. His prior experience includes roles at Pinnacle Wealth Advisors, Truist Advisory Services, The Vanguard Group, and Appalachian State University. Outside of his advisory work, Poston is also associated with Pinnacle Bank as a bank associate. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm provides tailored, non-discretionary advisory services and supports a range of client needs, including a specialized SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Jeffrey Mason is a Wealth Management Advisor with Merrill Lynch Wealth Management, currently in his twenty-fifth year with the firm. He and his team serve a select group of high-net-worth families, business owners, and physicians, managing assets totaling more than $620 million as of November 2025. Jeffrey meets with clients in both Beverly Hills, California, and Nashville, Tennessee, guiding them through a structured four-step process that includes reviewing their current financial situation, establishing goals, developing strategic investment plans, and regularly monitoring progress. Jeffrey holds a Bachelor's Degree from Troy University and is a Personal Investment Advisor (PIA). His areas of focus include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. Outside of his professional work, he is involved in community activities such as coaching youth football, basketball, baseball, and soccer, as well as serving as a Boy Scout leader. Jeffrey and his wife, Kirsten, met while attending the University of Alabama. They have two children, a daughter named Sydney and a son named Tyler, and attend Church of the City.

Michael Lenahan is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and its affiliated firms since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm offers holistic, goal-based financial planning covering a broad range of topics, with options to combine planning and managed-account services under a consolidated billing approach.

Jacob Holthouse is a Financial Advisor with Merrill Lynch Wealth Management. He provides personalized financial guidance tailored to individual goals and priorities, focusing on a collaborative approach that emphasizes trust and communication. His work involves helping clients make informed decisions aligned with their long-term objectives. Jacob has experience assisting individuals with retirement plans and 401(k) decisions, aiming to simplify complex financial topics and offer straightforward advice. His areas of expertise include retirement planning and investment management. He holds a Bachelor's Degree from the University of Tennessee System and professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of work, Jacob enjoys activities such as camping, football, music, reading, running, skiing, soccer, spending time with his family, traveling, and watching movies.

Hugh Anderson is a Wealth Management Advisor who holds professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). He is affiliated with Merrill Resident Director and has over two decades of experience in serving families through various stages of their financial lives. His areas of focus include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, and supporting women and wealth. Hugh emphasizes transparent and easy-to-understand wealth management planning strategies, aiming to facilitate financial comfort for his clients. Hugh earned a bachelor's degree from the University of Arizona. Outside of his professional role, he enjoys music, reading, running, singing, swimming, traveling, watching movies, and spending time with his family.

Josh Kimbrough is an Executive Planning Consultant at Fidelity Investments, where he focuses on helping clients understand their employee benefits and maximizing the value of their relationship with the firm. He is a Certified Financial Planner and is committed to building financial plans and identifying strategies to enhance those plans for his clients. Josh has held various positions at Fidelity Investments since 2021, including Benefits & Planning Consultant and Workplace Planning Consultant in Executive Services, as well as Investment Solution Representative. Prior to his roles at Fidelity, he was the owner and agent of the Josh Kimbrough Agency from 2013 to 2021. He holds a California Insurance License. Outside of his professional work, Josh has interests in cars, fitness, food, football, pets, and traveling.

Tracey Pearson is a financial advisor with RBC Capital Markets in Nashville, TN, holding a Series 66 designation and 23 years of industry experience. She has worked at CITY NATIONAL BANK since 2020 and has been with RBC Capital Markets since 2019, following prior roles at SunTrust Advisory Services and related SunTrust entities. Pearson serves on the Board of Directors for the YWCA of Middle Tennessee and owns a small online resale business. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients through various advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm implements tailored investment strategies using both in-house and third-party managers, with options for tax management and responsible investing.

George Mwai is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A., Merrill, and First Horizon National. Outside of advisory work, he is a managing member and general partner of a limited liability company. 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 diverse client base including individuals, high-net-worth clients, and institutional fiduciaries.