Andrew Grad is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors LLC, Uber Technologies, Robert Half, Ottimo Resources, and ABM Industries. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs that incorporate firm-approved planning tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and provides a wide range of investment and financial services.

Barbara Grimes is a financial advisor at UBS Financial Services with 29 years of industry experience. She has been with UBS since 2008 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies for its clients.

Gaven Peal is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and one year of industry experience. His work history includes roles at MassMutual/Continuum Planning Partners, TBH Wealth Advisors, Ameriprise, and ClearTrust Wealth Advisors. Outside of financial advising, he was involved with Tomato Head Pizza Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using firm-approved analytical tools, with a recent addition of standalone Divorce Planning and detailed event-driven planning services.

Joseph Craig Jr. is a financial advisor at OSAIC with 40 years of industry experience. He previously worked at Woodbury Financial Services, &PARTNERS, and J.J.B. Hilliard, W.L. Lyons, LLC. Craig holds Series 63 and Series 65 licenses and conducts fixed annuity sales through his sole proprietorship, Craig Wealth Management. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a multi-advisor platform that supports various investment programs.

Mark Puryear IV is a CFP® with six years of industry experience, currently affiliated with Raymond James & Associates. His prior experience includes roles at Hightower Advisors, The Bahnsen Group, Janney Montgomery Scott, and FirstBank. 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, institutional and pension plans, charitable organizations, and government entities—offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Mark Williams is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at Amazon for three years and held various other positions including a significant tenure at Red Lobster. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, with oversight controls and algorithmic methodologies integrated into its investment process.

Lucy Chism is a Series 66 registered advisor at Raymond James Financial with 19 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, U.S. Bancorp Investments, and Truist Investment Services. She also works as a client associate and financial advisor assistant at Pinnacle and Radnor Capital Partners in Nashville. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary consulting supported by analytical tools and provides specialized services such as municipal and public finance advisory and SIMPLE IRA employer consulting.

Jonathan Dixon is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He has also been involved with Shoemaker Financial since 2023, providing financial planning services. His prior work includes entrepreneurial activities and roles outside the financial sector. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Robert Schwartz is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones in 2024, he worked at US Bancorp Investments, US Bank, Fifth Third Bank, Northwestern Mutual Investment Management, Banc of America Investment Services, and Lehman Brothers. Outside of finance, he is the founder and president of Garr's Bev Co., a company involved in the manufacturing and distribution of beer. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of advisors and branches nationwide.

Michael Sharpton is a CFP® with 27 years of industry experience, currently serving at Mass Mutual Investors Services since 2018. His prior roles include positions at Metlife Securities Inc. and Lifemark Securities Corp. He is a member of the Maury County Board of Zoning Appeals. 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 emphasizes collaborative, goal-oriented financial planning supported by advanced analytical tools and offers specialized programs including estate and employer-sponsored planning.

Gary Collier is a financial advisor with Raymond James Financial in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at Raymond James and affiliated entities since 2009 and previously spent five years at Stifel and one year at Powell Johnson. Outside of his advisory role, he serves as Executive Director at Pinnacle Asset Management and as a Private Wealth Manager with Burton Hills Investment Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools, supports institutional consulting, and has unique affiliations supporting municipal and public finance work.

Anna Turner is a financial advisor at Charles Schwab with 22 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and Scottrade. Charles Schwab & Co., Inc. serves a large client base of 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 supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Jean Jackson is a CFP® professional with 25 years of experience in financial services, currently affiliated with Osaic. Her work history includes roles at Royal Alliance Associates, Advisornet Wealth Management, Stevens Foster Financial Advisors, and LPL Financial. She is also the owner of Eagle Creek Financial Advisors, LLC, where she acts as a life and long-term care insurance agent. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm uses model-based asset allocation and portfolio optimization techniques, supporting a variety of investment programs and third-party manager options.

Levi Deshaw is a financial advisor with Ameriprise in Franklin, TN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 27 years of industry experience, including 15 years with Ameriprise Financial Services, Inc. prior to his current role since 2020. Outside of his advisory work, he serves as a general board member for the Pacific Northwest FCA Outdoor and Motocross Board. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Margaret Zimbrich is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to her current role, she was involved with Fancy Rascal Clothing and the University of Tennessee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary advisory strategies, including managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates an extensive nationwide network of advisors and branch offices.

Thomas Hall is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2005, he has held various roles, including portfolio strategist and wealth management specialist. Currently, he uses his background in investment management to design investment portfolios and is part of a select group of Merrill advisors designated as Retirement Benefits Consultants. He serves as a lead advisor to healthcare executives, business owners, medical and dental practitioners, and other professionals, delivering strategies that integrate their business and personal financial lives. Thomas holds a bachelor's degree from Lafayette College and several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His client focus areas include divorce transition planning, family wealth management strategies, employee financial health, legacy planning, liquidity management, personal retirement planning, portfolio management services, individual and corporate investment strategy, and tax minimization. Thomas and his wife, Miriam, live in Brentwood with their four children. He is involved with the Charley Foundation, INC, and in his personal time enjoys football, golfing, and spending time with his family.

Kensley Hayes is a financial advisor with Raymond James & Associates holding a Series 66 designation and four years of industry experience. His career includes roles at Raymond James & Associates and D.A. Davidson & Co. Hayes is based in Franklin, TN. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning and non-discretionary investment consulting through various specialized programs and leveraging multiple portfolio management styles and affiliated research.

Collin Brace is a Series 66 licensed financial advisor with Edward Jones in Franklin, TN, where he has worked since 2017. He has eight years of industry experience and previously worked at Sun Record Company for nine years. Outside of his advisory role, he receives music royalties. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branches.

Joseph Hardwick is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Raymond James since 2013. 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, institutional clients, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through specialized programs and a range of portfolio management options.

Charles Collins is a financial advisor at MassMutual Investors Services with 38 years of industry experience. He holds the ChFC® designation and Series 63 license. He has worked with MML Investors Services since 1988 and Massachusetts Mutual Life Insurance Company since 1987. Outside of advising, he is a life coach and an author working on a book. MassMutual 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, delivering structured, collaborative planning relationships using firm-approved analytical tools.