Jeffery Henrikson is a financial advisor with J.P. Morgan Securities in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at SunTrust Advisory Services, Citizens Securities, PNC Wealth Management, Chase Investment Services, and Merrill. He serves as a co-trustee for his parents' family trust. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and integrates ESG eligibility frameworks, leveraging affiliates for implementation and portfolio services.

Morris Grimes is a financial advisor with Edward Jones in Brentwood, TN, holding Series 63 and Series 66 licenses. He has 23 years of industry experience and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,700 financial advisors and 15,000 branch offices nationwide.

Bryan Luther is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 1994, he has focused on wealth management and retirement planning, developing personalized financial strategies to help clients pursue their long-term goals. Bryan works closely with clients in areas including college education planning, divorce transition planning, liquidity management, portfolio management, tax minimization, and retirement income. He holds a Bachelor's Degree in Finance and Economics from the University of Illinois System and the Professional Investment Advisor (PIA) designation. Bryan follows Merrill's tradition of community participation and spends time volunteering with local organizations. Outside of work, he enjoys music, watching movies, and spending time with his family.

Harold Jackson II is a CFP® professional with 36 years of industry experience. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, Raymond James & Associates, Wells Fargo Clearing, and Citigroup Global Markets. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers and financial planning services.

Daniel Fleming is a CFP®-designated financial advisor with 17 years of industry experience. He has worked at Cetera and affiliated entities since 2019 and previously held positions at Foresters Financial Services and Foresters Advisory Services LLC. Outside of financial advisory, he is involved with the North American Versatile Hunting Dog Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Christopher Witt is a financial advisor with Raymond James & Associates in Franklin, TN. He holds Series 63 and Series 66 licenses and has 21 years of industry experience, including 13 years at Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Hilary Harding is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles supported by in-house research and affiliated sub-advisers.

William Greene is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves on the finance and investment committee of a local religious organization, Free Range Pastor, where he participates in governance and financial oversight. 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, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Clifford Winter is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Benchmark Realty LLC and Realty One Group, as well as positions with several municipal and county governments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also employs algorithmic methodologies and serves as an advisor to multiple registered investment companies.

Matthew Ellis is a Financial Consultant at Fidelity Investments, where he has been serving since 2019. In his role, he collaborates with clients to develop comprehensive financial plans aimed at achieving their long-term goals, utilizing Fidelity's planning tools and client-focused approach. Prior to his current position, Matthew worked as a Relationship Manager at Fidelity Investments from 2017 to 2019 and at The Vanguard Group from 2010 to 2017. His professional experience spans over a decade in financial services, focusing on client relationship management and financial planning. Outside of his professional work, Matthew has interests in cars, fitness, social events with friends, music, pets, and soccer.

Parker Barton is a financial advisor with Equitable Advisors in Franklin, TN. He holds a Series 66 designation and has four years of industry experience. Parker is also registered as a sales assistant with Dallas George, where he maintains client rapport and assists with operational tasks. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Nicholas Myers is a financial advisor at Edward Jones in Nashville, TN, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked in various roles including a year at Macc Smoothie LLC and seven years at Creative Artists Agency, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Jacob Rogers is a Planning Consultant at Fidelity's Franklin Investor Center. In his role, he helps clients identify, clarify, and make progress towards their investment goals by partnering with them to develop financial plans and strategies tailored to their specific situations. He has been with Fidelity Investments since 2023, previously serving as a Relationship Manager and Financial Representative before becoming a Planning Consultant in 2024. His experience at Fidelity spans various client-facing roles focused on financial planning and relationship management. Outside of work, Jacob has personal interests that include cars, comedy, cooking and baking, football, and outdoor adventures.

Henry Norton is a financial advisor with LPL Financial in Brentwood, TN. He holds the Series 66 designation and has been working in the industry since 2026. Prior to joining LPL Financial, he held roles at COVA Wealth Management, Three Stone Roofing, Safety Plus Inc, U.S Legal Services Inc, Stampli Inc, Motive, Northwestern Mutual Life Insurance Company, and spent several years at Sewanee University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jonathan Hagan is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has prior work experience that includes roles at MassMutual Life Insurance Company, Capital Financial Group, and entrepreneurial ventures such as The Original Corner Pub. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative and software-supported planning process and offers specialized planning services, including divorce and estate settlement planning.

Michael Sherfy is a financial advisor with Charles Schwab in Nashville, TN, holding a Series 66 credential and 11 years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. Outside of advising, he is a part owner of Blue Flower Brew LLC, a restaurant venture operated by his spouse. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and financial planning services through both non-discretionary and discretionary investment programs.

Jonathan Pankow is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has been with Merrill and its affiliate Bank of America, N.A. since 2015. Outside of his advisory role, he is the owner of Hazelwood, LLC, a limited liability company. 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 investment strategies for individuals, high-net-worth clients, plans, corporations, and charitable organizations.

George Forbis Jr. is a financial advisor with LPL Financial in Brentwood, TN, holding a Series 66 designation and 26 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC from 2005 to 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning, wrap and model portfolios, and institutional platforms to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports advisors with a range of investment strategies and operational tools, while managing over $819 billion in discretionary assets through a large network of advisors.

Roger Bowser is a financial advisor with Primerica Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with Primerica Advisors since 2016 and has been affiliated with Primerica Financial Services since 2013. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Robert Lord is a financial advisor with Morgan Stanley in Franklin, TN, holding a Series 66 designation and bringing 43 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a participating member of KLT LLC, a technology-focused company, and serves on the finance committee of the Jonathan Club in Los Angeles, where he is currently being considered to lead the committee. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and models to assist clients, offering a wide range of investment and financial services without providing individual security recommendations through standalone plans.