Bethel Coleman is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2022, he worked for Cuna Mutual Group and Cuna Brokerage Services, Inc. from 2010 to 2022. Outside of his advisory role, he is involved as a GRit Leader with the Tennessee chapter of NICA. 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 provides a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options.

Soren Croxall is a CFP® professional with 15 years of industry experience, currently serving as an advisor at LPL Financial since 2017. Prior to joining LPL, he worked at National Planning Corporation for three years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Elizabeth Poplin is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She is one of the founders of the Karras Poplin Schroeder Group, where she helps lead the team's vision, outreach, and direction while working with clients to create and refine their long-term wealth strategies. She collaborates with clients' attorneys and accountants to employ a holistic planning approach. Liz has worked in wealth management since 2001 and has been a member of Merrill since 2008. Prior to Merrill, she served as a Financial Advisor and Director of Wealth Planning at Morgan Stanley. Earlier, Liz was an Equity Index Risk Manager at the Chicago Board Options Exchange and co-managed the University of Dayton endowment fund. She earned her Juris Doctor from Loyola University Chicago School of Law and her Bachelor of Science in Finance, magna cum laude, from the University of Dayton. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER®, Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), Chartered Advisor in Philanthropy (CAP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Elizabeth's expertise includes advising high-net-worth clients on pre- and post-retirement strategies, stock-option analysis, cash-flow modeling, insurance reviews, trust and estate planning, and tax-minimization strategies. She tailors advice to each client's unique circumstances and strives to have a positive, lasting impact on their well-being. She volunteers with Catholic Charities and her home parish, participates in family service ministry, coaches soccer, and serves on the St. Matthew Church Pastoral Council and as a catechist. Outside of work, Liz enjoys spending time with her family, traveling, hiking, skiing, and listening to live music.

William Conroy is a CFP®-designated financial advisor with MassMutual Investors Services, where he has worked since 2017. He has six years of industry experience and previously attended the Catholic University of America. Conroy is a managing partner of Weller Brothers, LLC, providing financial consulting and advisory services. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a collaborative, goals-based investment approach.

Robert Jacobsen is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. He holds the Series 66 designation and previously worked at First Trust Advisors L.P. for seven years before joining Baird in 2022. Robert W. Baird & Co. is an institutional firm serving individuals, corporate clients, pension plans, and charitable organizations through a range of wealth management services, including financial planning, portfolio management, and custody. The firm employs a mix of manager-traded and model-traded strategies and incorporates internal research and technology, including artificial intelligence, in its advisory process.

Sarah Bull is a financial advisor at Edward Jones in Franklin, TN, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, she worked as a kindergarten teacher at Rutherford County Schools and Lenoir City Schools from 2012 to 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Ginger Moore is a Senior Financial Advisor with Merrill Lynch Wealth Management. She joined Merrill in 2017 following over two decades of experience managing her familys chiropractic practice. In her current role, Ginger employs a holistic approach to help clients align their personal and financial goals, utilizing the resources of Merrill and Bank of America to support retirement planning for individuals, families, and small business owners. Ginger holds Series 7 and 66 FINRA registrations, is licensed as a Life and Health Insurance Producer, and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's Degree from Delta State University. Her client focus areas include college education planning, divorce transition planning, employee financial health, managing new wealth, personal retirement planning, women and wealth, and retirement income. Residing in Franklin, Tennessee, Ginger lives with her husband Woodie. Outside of her professional work, she serves as a team manager for a youth soccer team and enjoys reading, soccer, spending time with her family, and traveling.

Scott Barton is a Series 66-licensed financial advisor with nine years of industry experience. He currently works at MassMutual Investors Services and has held prior roles at Hornor Townsend & Kent, Penn Mutual Life Insurance, Park Avenue Securities, and Guardian Life Insurance. In addition to his advisory work, he engages in life insurance sales as an insurance agent. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, software-supported planning methods without discretionary authority over client investments.

Raul Miranda is a financial advisor at Ameriprise with 17 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory work, he serves on the Board of Directors for Sister Cities of Nashville. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored non-discretionary recommendations through a centralized consulting team.

Benjamin Wilkes III is a financial advisor at Edward Jones in Franklin, TN, holding the Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Genesis Diamonds LLC and Shane Co, where he was employed for four and eight years, respectively. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the country.

Cherie Swain is a financial advisor at Ameriprise with four years of industry experience and holds a Series 66 designation. She has been with Ameriprise since 2016. Swain previously had involvement with Akron Free Methodist Church from 2017 to 2018. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Daphne Rushing is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. She has been with Raymond James Financial Services Advisors since 2016. In addition to her advisory role, she is a Senior Registered Sales Associate at SSC Holdings LLC and Southern Springs Capital. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and governmental entities. The firm offers customized, non-discretionary advisory solutions and has a specialized SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

James Parker is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, and at Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, delivering tailored financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides its services directly and through corporate financial planning agreements.

Williams Criley is a financial advisor with Equitable Advisors holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable Advisors, he was involved with several organizations including TV Paraphernalia, Vintage Vandy, and Vanderbilt University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered investment adviser and broker-dealer model.

Michael Whittaker is a financial advisor at Merrill based in Brentwood, TN. He holds a Series 66 designation and has one year of industry experience. Prior to joining Merrill and Bank of America, he worked in the automotive sales industry and at Purdue University Global. 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 broad client base that includes individuals, pension plans, and charitable organizations.

Keith Fedor is a financial advisor at LPL Financial with 12 years of industry experience. He has held roles at Equitable Advisors and Axa Advisors, LLC prior to joining LPL Financial in 2023. Fedor holds the Series 63 and Series 65 registrations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services with access to model portfolios, research, and various investment strategies.

Jonathan Golczynski Jr. is a financial advisor at Primerica Advisors holding Series 65 and Series 63 designations. He has less than one year of industry experience and has worked with Primerica Advisors and related firms since 2025. Outside of finance, he has held various roles in educational institutions and the hospitality sector. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports accounts through BNY Mellon Advisors and Pershing.

Brandan Chasteen is a CFP® certificant with eight years of industry experience, currently associated with MassMutual Investors Services. His prior roles include positions at Private Advisor Group, LPL Financial, and Edward Jones. Outside of his advisory work, he is the owner of Harpeth Wealth Partners, a faith-based professional development organization for marketplace leaders. MassMutual 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 planning using firm-approved analytical tools and offers various educational and event-driven planning programs.

Lee Elander IV is a financial advisor with Ameriprise Financial Services who holds a Series 66 designation and has eight years of industry experience. He has worked at Ameriprise since 2018 and previously spent two years with Premier Property Management Group. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income plans and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Carl Olson is a financial advisor with MassMutual Investors Services and holds Series 63, Series 65, and Series 66 licenses. He has 27 years of industry experience, having worked previously at Metlife Securities and MassMutual Life Insurance Company. Outside of his advisory role, he is president and CEO of Olson Consulting, a leadership and marketing consulting business. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap programs, and educational seminars, emphasizing collaborative annual planning engagements.