Thomas Moonshower is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm implements personalized investment strategies through a combination of in-house and third-party managers, supported by RBC’s capital-markets capabilities and affiliated asset managers.

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.

Scott Pantuso Jr. is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes multiple roles at Wells Fargo Clearing Services and Wells Fargo Bank NA, as well as positions at PNC Capital Markets, PNC Bank, LPL Financial, and California Bank and Trust. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Laura Warren is a financial advisor at Edward Jones with 11 years of industry experience. She holds the CFP® and Series 66 designations and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Russell Barnard is a Series 66-licensed financial advisor with Morgan Stanley in Nashville, TN, and has eight years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he has been involved with The Country Club and Boston College for over a decade. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and investment advisory services supported by structured planning tools and broad market resources.

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.

Nathaniel Akers is a financial advisor with Thrivent Investment Management in Nashville, TN. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at First Horizon Bank, Allstate Insurance, and King University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across various financial planning topics without discretionary trading authority.

Aairiona Green is a financial advisor at Merrill with a Series 66 license and four years of industry experience. She has worked at Merrill since 2021 and previously held positions at Western Kentucky University, Hoff Bujnoch and Associates, and Natural Investments. Outside of her advisory role, she is a general partner and managing member of Carnation Investments LLC and Nevi Supplies, operating in areas such as concert venue work and an Amazon drop-shipping business, and she creates lifestyle content on social media platforms including Instagram, YouTube, and TikTok. 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 including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Thomas Atkinson is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients in the Middle Tennessee area. With over 15 years of experience in the financial services industry, he has worked in various roles supporting a diverse group of clients in achieving their specific financial goals. Thomas focuses on educating clients about the recommendations and options available to them, ensuring a clear understanding of each personalized financial plan. His areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Thomas holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Auburn University. He emphasizes building strong client relationships and collaborates one-on-one to develop financial strategies tailored to clients' long-term goals. In addition to his professional work, Thomas is committed to community involvement and volunteers with local organizations. His personal interests include adventure sports, camping, fishing, golfing, hiking, photography, running, soccer, and spending time with his family.

Andrew Harrison is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and previously worked at Wood Financial Group, Cetera, B. Riley Wealth Advisors, B. Riley Wealth Management, and Randstad. Fidelity, through its Strategic Advisers LLC affiliate, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its work with registered investment companies, use of AI in research, and advisory role in delivering model portfolios for Fidelity Institutional Wealth Adviser.

Brian Bialek is a financial advisor with J.P. Morgan Securities in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with J.P. Morgan Securities since 2009 and JPMorgan Chase Bank since 2006. Outside of his advisory role, he is a passive investor and partner in EnergyX, a clean energy technology company focused on lithium and battery innovations. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Joseph Bishop is a financial advisor with Thrivent Investment Management based in Nashville, TN. He holds Series 65 and Series 66 licenses and has 15 years of industry experience. His prior work history includes roles at LPL Financial, Cetera Investment Services, Regions Bank, and Jackson National Life Distributors. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial plans without discretionary trading authority, and allows clients to combine planning with managed-account programs under a consolidated billing option.

Kimber Barton is a CFP®-designated financial advisor at Raymond James Financial with 31 years of industry experience. She previously worked at Brentwood Financial Partners and Commonwealth Financial Network. Outside of her advisory role, she owns rental real estate properties. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and institutional clients, including high-net-worth investors and government entities. The firm offers specialized services for small business retirement plans and conducts risk-based reviews alongside municipal and public finance advisory capabilities.

Craig Long is a financial advisor at OSAIC with 30 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Mutual of Omaha. In addition to his advisory work, he has served as an expert witness in a life insurance lawsuit. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits through a large network of affiliated advisers. The firm provides a range of integrated brokerage and advisory services and employs firm-designed asset allocation and portfolio management tools across multiple investment vehicles.

Ryan Pearson is a financial advisor at RBC Capital Markets in Nashville, TN, holding a Series 66 designation. He has prior experience with Augusta Advisors and joined RBC Capital Markets in 2025. Pearson has no industry experience prior to 2016 and a period of unemployment from 2018 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party managers, with a notable focus on integrated capital markets and affiliated asset management capabilities.

Kevin Clunan is a financial advisor with LPL Financial, holding a Series 63 designation and 28 years of industry experience. He has worked with First Tennessee Brokerage since 2001 and FTB Advisors, Inc. since 2013. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations nationwide, offering a range of advisory programs and financial planning services supported by both discretionary and non-discretionary management.

Collin Bryan is a Financial Advisor with Tellis Bryan Wealth Management at Merrill Lynch Wealth Management. He collaborates with a team that has over 60 years of combined experience, assisting multi-generational families with wealth management, retirement planning, and trust and estate planning considerations. Prior to his current role, Collin worked as a Financial Solutions Advisor at Bank of America, where he helped clients align their day-to-day financial decisions with their long-term objectives. During this time, he earned the Chartered Retirement Planning Counselor (CRPC) designation and developed his focus on guiding individuals and families in thoughtful financial planning. Collin holds a Bachelor's degree from the University of Missouri System. Originally from St. Louis, he now resides in Nashville with his wife and their Golden Retriever, Gus. Outside of work, he spends time with family and friends, stays active, reads, watches movies, and explores Middle Tennessee.

Kris Kinslow is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with Osaic and previously worked at Lincoln Financial Advisors and Lincoln National Life Insurance Company. In addition to his advisory work, he is an insurance agent specializing in non-variable insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment platforms and employs asset-allocation tools and third-party money managers to construct diversified portfolios.

Michael Dunn is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously worked at MML Investors Services and MassMutual Life Insurance Company from 2005 to 2016. Outside of his advisory role, Dunn coaches for Nashville Catholic Athletics. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charities, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals using a range of portfolio management approaches and platform arrangements.

Benjamin Nieves is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Raymond James Financial, Ameriprise Financial Services, and Wells Fargo Advisors. Nieves joined Edward Jones in 2024. 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.