Daniel Anderson is a financial advisor with J.P. Morgan Securities in Nashville, TN. He holds the Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at NorthMarq Capital and has experience in leadership roles at Oklahoma Student Leadership. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset allocation advice, investment manager and fund searches, and customized performance reporting.

Michael Bobo is a financial advisor with LPL Enterprise in Franklin, TN, holding Series 63 and Series 66 designations and four years of industry experience. He previously operated as a sole proprietor under Common Cents FP and worked with McCay Wealth Advisory LLC and Ascend Federal Credit Union. Outside of his advisory role, he serves as a public notary. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, Model Wealth Portfolios, third-party asset management, and a range of brokerage and insurance products, using an integrated platform that combines adviser programs with active sales of financial products.

Eric Williams is a financial advisor at Edward Jones in Nolensville, TN, holding a Series 66 designation with 15 years of industry experience. He has worked at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, access to managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Scott Adams is a Market Leader at Fidelity Investments, where he leads a team of financial professionals dedicated to developing financial plans tailored to clients' needs and goals. He has been with Fidelity Investments since 1997, progressing through various roles including Account Associate, Project Manager, Financial Representative, Financial Consultant, Assistant Branch Manager, Branch Office Manager, Senior Branch Office Manager, and Market Leader. His extensive experience at Fidelity Investments spans over two decades, demonstrating a commitment to client service and leadership within the financial industry. Specific areas of expertise and educational background were not provided.

James Clarke III is a financial advisor at Robert Baird & Co. with Series 63 and Series 65 credentials and 43 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent significant time at J.J.B. Hilliard, W.L. Lyons, Inc. and Morgan Keegan & Company, Inc. Clarke serves as a donor advisor for the Community Foundation of Middle Tennessee and is a board member of the investment committee for the Guardianship and Trust Company. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional allocations with discretionary and non-discretionary management options.

Parker Logan is a financial advisor at Raymond James & Associates with four years of industry experience. He previously worked at AllianceBernstein and has an educational background from the University of Georgia. He holds the Series 66 designation. 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 varied client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Myles Zueger is a financial advisor with Raymond James Financial in Nashville, TN, holding a Series 66 designation and 11 years of industry experience. He has worked with Adams Wealth Partners since 2018, providing operations and financial advising support. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to individuals, institutions, and nonprofit organizations. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and encourages implementation through various advisory programs.

Robert Hetherington is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2010, he has focused on delivering customized strategies and advice to individuals, families, and business owners through multiple and complex market cycles. His approach begins with a disciplined, goals-based process that seeks to fully understand each client’s specific needs, concerns, and priorities. Robert and his team specialize in serving corporate executives, people transitioning into retirement, and business owners. Robert’s expertise encompasses corporate executive services, education planning, family wealth management strategies, philanthropic planning, portfolio management, socially responsible and ESG investing, tax minimization, and trust and estate planning services. His team's comprehensive offerings also include business owner retirement plans, lending strategies, home financing, and long term care planning. They aim to provide clients with answers to financial questions that they may not have considered, offering insight and customized solutions to meet stated financial concerns and goals. He earned a Bachelor of Science degree in Business Administration from Washington and Lee University and holds the Personal Investment Advisor (PIA) professional designation. Robert is a native Washingtonian and resides in Chevy Chase, Maryland with his wife, Julia, and their three children. He maintains a commitment to community involvement through volunteering with local organizations.

David Schadel is a CFP®-credentialed financial advisor with 15 years of industry experience, currently affiliated with LPL Financial since 2023. He previously worked at Wealth Strategies Partners, LLC and Raymond James Financial Services Advisors from 2014 to 2023. Schadel also serves as a non-variable insurance agent and is a notary public. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Kevin Sanders is a financial advisor at Equitable Advisors with Series 66 credentials and approximately one year of industry experience. His prior work includes roles in education at several schools and brief positions at Thrivent Investment Management, Expeditors, and FedEx Express. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and endorsed third-party managers, delivering both discretionary and non-discretionary advisory solutions.

James Kuroff III is a financial advisor at Fidelity with five years of industry experience. His background includes roles at several companies prior to joining Fidelity, such as Boot Barn, Defenders, Buffalo Wild Wings, The Vitamin Shoppe, and Infinit Nutrition. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies in managing model portfolios.

Norman Jordan is a financial advisor at LPL Enterprise with 40 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including The Prudential Insurance Company of America and FS Sports Wealth & Entertainment, LLC. Outside of his advisory role, he serves as a color analyst for Vanderbilt football radio broadcasts. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, providing financial planning, consulting, and access to various advisory and brokerage products through an integrated platform.

Luke Houck is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and seven years of industry experience. Prior to joining Wells Fargo in 2026, he worked at Morgan Stanley for eight years and has additional experience at Jackson National Life and Jackson National Life Distributors. Outside of his advisory role, he is involved in food and grocery delivery services as a contractor for companies including DoorDash, InstaCart, Spark Driver, and Uber Eats. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

David Darst is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, Darst serves on the board and finance committee of The Land Trust for Tennessee, where he also holds leadership roles including Treasurer and participates in strategic planning and stewardship committees. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Brett Clayton is a financial advisor with Raymond James Financial Services Advisors, Inc. in Nashville, TN, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked for Dell Technologies for twelve years. Outside of his advisory work, he referees basketball games in the Middle Tennessee area. 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, corporations, and institutional clients. The firm utilizes analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and consulting services to client goals.

Barry Pittenger is a financial advisor with Cetera who holds a Series 63 designation and has 32 years of industry experience. His prior roles include positions at Concourse Financial Group Securities Inc and Lincoln Financial Securities Corp, as well as operating Pittenger Financial Consulting since 2009. He is also an independent insurance agent offering life, disability, long-term care, and annuity insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and retirement services through a multi-manager platform that includes affiliated and third-party managers, offering flexible program structures and custodial relationships.

Ann Duckworth is a Series 66-licensed financial advisor at Robert W. Baird & Co. in Nashville, TN, with two years of industry experience. She was previously employed at LBMC PC for seven years. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary portfolio management, separately managed accounts, and tax-management strategies supported by internal research and technological tools.

Michael King is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and the affiliated Cambridge Investment Research, Inc. since 2003. Outside of his advisory role, he partners with Genesis College Funding Solutions to assist clients in finding financial aid and maintains a website focused on college aid strategies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing multiple custodial platforms and both discretionary and non-discretionary investment strategies.

Sean Huelskamp is a CFP® and Series 66–licensed financial advisor with seven years of industry experience. He is currently with Charles Schwab, where he has worked since 2022, following prior roles at TD Ameritrade and Mass Mutual. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment options.

Thomas Vanderslice Jr. is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation. He has prior experience at Apex Capital and has worked in educational roles at Texas Christian University and Memphis University School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management offerings, including futures commission merchant activities and securities-backed lending programs.