Christina Smith is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment vehicles, including insurance-related products and bank deposit sweep options.

Victor Sebastian is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Woodbury Financial Services for 14 years before joining LPL Financial in 2022. Sebastian also sells life insurance and fixed annuities as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, research, and various technology-driven management solutions.

Gerald Newell is a financial advisor with Charles Schwab, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked at Charles Schwab since 2002 and at Charles Schwab Bank since 2005. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and order-routing services.

James Durham is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Raymond James since 2013. Outside of his advisory role, he serves on the Finance and Investment Committee of Christ United Methodist Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, charitable organizations, and various government entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Matthew Benson is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Mass Mutual and its affiliated companies since 2000. Outside of his advisory role, he is involved in insurance sales and manages residential rental properties. Mass Mutual Investors Services, LLC 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 uses firm-approved software to deliver written recommendations in annual collaborative planning engagements, with optional implementation through separate brokerage or insurance arrangements.

Jacob Lee is a financial advisor with Equitable Advisors in Nolensville, TN, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is a sales associate for Realty Benefit Services and Dergalis Associates, LLC, involving sales of tax account programs and health products. 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 a variety of third-party programs. The firm employs a hybrid referral and implementation model that combines advisory and brokerage services tailored to client goals and risk tolerance.

James Maddux is a financial advisor at Raymond James Financial with 21 years of industry experience and holds the Series 66 designation. He has worked with Raymond James Financial Services Advisors Inc. since 2012 and serves as an officer and treasurer on the board of Music City Academy, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm uses tailored, non-discretionary planning and risk profiling to support client goals and offers specialized services such as municipal advising and SIMPLE IRA employer consulting.

Jessica Jung is a CFP® professional with 21 years of industry experience. She is currently with Cambridge Investment Research Advisors and has prior experience at Aegis Capital Corp and LPL Financial. She serves as president of Vast Medical, a company involved in collecting and storing medical data, and holds a board position at Partners Financial Advisory Board. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing various platform arrangements and proprietary model strategies.

Tabitha Satchwell is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her work history includes prior roles at Edward Jones and Bank of America, N.A. before joining Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Miller is a financial advisor with Merrill in Brentwood, Tennessee, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has worked with Bank of America and Merrill for the past 15 years. Outside of his advisory role, Miller serves as a committee member for United Way’s Tocqueville Society fundraising cabinet. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, incorporating strategic asset allocation and tax-aware options.

Tara Gil is a financial advisor at Fisher Investments with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Fisher Investments since 2002. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment approach that combines quantitative and qualitative research to construct diversified portfolios.

Reid Berry is a financial advisor with Stifel, holding a Series 66 designation and 11 years of industry experience. Prior to joining Stifel Nicolaus & Co Inc in 2021, he worked at Bank of America from 2014 to 2021. Outside of his advisory role, he serves as CFO for The Rudi Berry LLC, a social media content creation business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Katryna Wright is a financial advisor at LPL Financial with 12 years of industry experience. She holds a Series 66 designation and has worked with CUNA Brokerage Services, Inc. and Southeast Financial Credit Union for over a decade. Wright’s professional roles include managing investment-related activities within these institutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL Research and external subadvisors.

Steven Boles is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently affiliated with LPL Financial and has been associated with FTB Advisors, Inc. for over a decade. Boles serves as a board member and treasurer of the FiftyForward Endowment Board, a nonprofit organization in Nashville, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with research from LPL Research and third-party subadvisors.

Eric Brown is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is President of Killer Bees Inc and the Place Office Park owner's association in Smyrna, TN. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs featuring discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment options.

Mengying Lu Espel is a CFP® and Series 66-designated financial advisor with five years of industry experience. She is currently affiliated with LPL Financial and has prior experience at First Horizon Advisors and First Horizon Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches along with model portfolios and research from various sources.

Christopher Klasen is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and previously served in the U.S. Navy for 22 years before joining Edward Jones in 2019. 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 through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Becky Pemerton is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. She is based in Franklin, TN. 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 wide range of clients including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Zachary Bologeorges is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2013 and 2015, 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 a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Bobby Christian is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding Series 63 and Series 65 credentials. He has 32 years of industry experience and has previously worked at Principal Securities and several Prudential-affiliated firms. 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, using firm-approved tools to develop collaborative, annual planning engagements.