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.

Eddie Ard Jr. is a financial advisor with Primerica Advisors in Smyrna, TN, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has worked with PFS Investments, Inc. since 2012 and Primerica Financial Services since 2011. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed-fee billing.

Winston Minter is a financial advisor at LPL Financial with 26 years of industry experience. He has held positions at Morgan Stanley and its affiliated entities from 2004 to 2018 before joining LPL Financial in 2018. Minter holds the Series 63 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and various operational tools.

Matthew Cummings is a financial advisor with Edward Jones in Nashville, TN, holding the CFP® designation and Series 63 and 66 licenses. He has 25 years of industry experience and has been with Edward Jones since 2000. Outside of his advisory role, he is a partial owner of an LLC that holds a personal-use hunting lodge. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.

Craig Brown is a financial advisor with Fidelity Investments in Franklin, TN, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes roles at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and MissionSquare Retirement. Outside of his advisory work, he is a partner in a real estate venture focused on purchasing, rehabilitating, and selling properties. Craig is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research and quantitative analysis to manage model portfolios and serves multiple registered investment companies with a distinctive focus on algorithmic methods and formal governance procedures.

Michael Whitney is a financial advisor with OSAIC based in Franklin, TN, holding a Series 66 designation and bringing 23 years of industry experience. His career includes positions at Wise Family Wealth, Commonwealth Financial Network, Royal Alliance Associates, Signator Investors Inc, UBS Financial Services, and Ameriprise. Outside of his advisory role, he is involved in fixed insurance sales. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers discretionary and non-discretionary investment strategies, third-party money manager programs, and alternative investments.

Rudy Edelen is a CFP® professional with nine years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Morgan Stanley, First Trust Portfolios L.P., Landmark Financial Advisors, and Wealth Enhancement Group. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including advisory and brokerage services supported by proprietary research, third-party asset management, and various institutional platforms.

Blake Barton is a financial advisor with Mass Mutual Investors Services in Brentwood, TN. He holds a Series 66 designation and has been with Mass Mutual and its subsidiaries since 2024. Outside of advising, he works as a catching instructor providing baseball training to young players through Hit Lab LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and educational seminars to individuals, business owners, and charitable organizations. The firm uses software tools to analyze client goals and provides collaborative, annual financial planning engagements.

Marisa Downs is a financial advisor at Charles Schwab with seven years of industry experience and holds a Series 66 designation. She has worked at Charles Schwab and related entities since 2019, with prior experience in various roles including government positions and the fitness industry. Outside of her advisory role, she contributes as a tone editor for a beard care startup, HONOR Brand, on a project basis. Charles Schwab 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 services and access to affiliated discretionary SMA portfolios, supported by a centralized operational structure and a comprehensive approach to alternative investments.

Jeffrey Miller is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at OneNine, Ramsey Solutions, JeremyKingsley.com, and the Center for Marketing Solutions. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christine Cash is a Wealth Management Advisor at Merrill Lynch Wealth Management who joined the firm in 2014. She works with business owners, senior executives, and affluent families, advising them across multiple facets of their financial lives. Christine specializes in family wealth management strategies, personal retirement planning, and portfolio management services. She follows a disciplined process that begins with understanding each client and their family's financial situation and goals to help them determine where they are today and what strategies can support their future objectives. Christine holds a B.B.A. in Management from Xavier University and holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification as well as the Personal Investment Advisor (PIA) designation. During her time at Xavier University, she was a four-time Academic All American for the Division 1 Women's Golf Program. She is also a member of the Xavier University Alumni Association. Christine is a member of the Thompson Turner and Cash team, which has been named to the Forbes "Best-in-State Wealth Management Teams" list in 2023, 2024, 2025, and 2026. In addition, she was named to the 2025 Forbes "Top Next-Gen Wealth Advisors Best-in-State" list. When not working, Christine enjoys playing golf, spending time with her family, traveling, and caring for her two Cavalier King Charles Spaniels, Putter and Ryder. She resides in Nashville with her husband, Brett.

Wendy Peppers is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2021 and was previously with Morgan Stanley for seven years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.