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.

Cherie Seale is a financial advisor at Robert Baird & Co. with nine years of industry experience. She holds a Series 66 designation and has previously worked at B. Riley Wealth Advisors, Inc., B. Riley Wealth Management, and Wunderlich Securities, Inc. She is affiliated with The DDK Group, a team within Robert Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The group provides a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs supported by ongoing manager selection and internal research.

Christopher Thompson is a Financial Advisor with Merrill Lynch Wealth Management based in Brentwood. He focuses on assisting individuals and families with important financial decisions by understanding their goals and creating personalized investment strategies. His areas of expertise include college education planning, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income planning. He provides ongoing investment advice and adapts strategies as clients' situations evolve. Mr. Thompson holds a Bachelor's Degree from the University of Tennessee System and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Outside of his professional role, he enjoys camping, chess, football, golfing, hiking, music, and spending time with his family.

Tyrone Laws Jr. is a CFP®-designated financial advisor with Edward Jones in Brentwood, TN, where he has worked since 2007, accumulating 18 years of industry experience. He is involved as a principal in Trident Ridge Holdings II LLC, a data center business focused on AI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services supported by a nationwide network of over 23,700 advisors.

Bryce Johnson is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Watertown Savings Bank and Mercyhurst University. He also works as a sales associate with Realty Benefit Services and Dergalis Associates LLC in Cherry Hill, NJ. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Mitch Silberman is a financial advisor with Cetera in Brentwood, TN, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked with Cetera Wealth Services, Silberman Wealth Strategies, and other firms over his career. Silberman is also a co-founder of the Jewish Republican Alliance, which organizes monthly political discussion meetings. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors, serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services across multiple program structures and custodial relationships.

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.