Jacob Lee is a financial advisor with Equitable Advisors in Franklin, TN, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at Equitable Advisors since 2014, including time when the firm was known as AXA Advisors. Outside of his advisory role, he is involved as a sales associate for Realty Benefit Services and Dergalis Associates, LLC, focusing on tax account programs and health product sales. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm emphasizes matching clients to program models or discretionary managers, utilizing a network of third-party asset managers and proprietary advisory tools.

James Maddux is a financial advisor at Raymond James Financial with 21 years of industry experience and holds the Series 66 designation. He has worked with Raymond James Financial Services Advisors Inc. since 2012 and serves as an officer and treasurer on the board of Music City Academy, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm uses tailored, non-discretionary planning and risk profiling to support client goals and offers specialized services such as municipal advising and SIMPLE IRA employer consulting.

Jessica Jung is a CFP®-certified financial advisor with 21 years of industry experience. She is currently with Cambridge Investment Research Advisors, having joined in 2025, and previously worked at firms including Aegis Capital Corp, LPL Financial, and Morgan Keegan & Company, LLC. Outside of her advisory role, she is involved as president of Vast Medical, a company that collects and stores medical data, and serves on the advisory board of Partners Financial. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organization clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm provides both discretionary and non-discretionary management, access to third-party advisers and sub-advisors, and proprietary model strategies under the Founders Gate Capital brand.

Tabitha Satchwell is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her work history includes prior roles at Edward Jones and Bank of America, N.A. before joining Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Miller is a financial advisor with Merrill in Brentwood, Tennessee, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has worked with Bank of America and Merrill for the past 15 years. Outside of his advisory role, Miller serves as a committee member for United Way’s Tocqueville Society fundraising cabinet. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, incorporating strategic asset allocation and tax-aware options.

Tara Gil is a financial advisor at Fisher Investments with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Fisher Investments since 2002. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment approach that combines quantitative and qualitative research to construct diversified portfolios.

Reid Berry is a financial advisor with Stifel, holding a Series 66 designation and 11 years of industry experience. Prior to joining Stifel Nicolaus & Co Inc in 2021, he worked at Bank of America from 2014 to 2021. Outside of his advisory role, he serves as CFO for The Rudi Berry LLC, a social media content creation business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Katryna Wright is a financial advisor at LPL Financial with 12 years of industry experience. She holds a Series 66 designation and has worked previously at CUNA Brokerage Services, INC and Southeast Financial Credit Union. Wright is also involved in investment-related activities connected to Southeast Financial Credit Union. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Steven Boles is a CFP® with 19 years of industry experience, currently affiliated with LPL Financial. He has previously worked at First Horizon Advisors, Truist Investment Services, and Citigroup Global Markets. Boles serves on the board of FiftyForward Endowment as Treasurer. 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 services, including model portfolios and third-party asset management, supported by extensive operational and research tools.

Eric Brown is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is President of Killer Bees Inc and the Place Office Park owner's association in Smyrna, TN. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs featuring discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment options.

Christopher Klasen is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and previously served in the U.S. Navy for 22 years before joining Edward Jones in 2019. 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 through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Becky Pemerton is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 26 years of industry experience. She has worked at Raymond James since 2018, with prior roles at Wells Fargo Clearing and UBS Financial Services. 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, and municipal entities, offering financial planning and consulting services primarily on a non-discretionary basis.

Zachary Bologeorges is a financial advisor at Charles Schwab with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank, SSB since 2013 and 2015 respectively. Charles Schwab & Co., Inc. 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 and discretionary investment guidance using multi-asset model portfolios, supported by a centralized operational structure and access to alternative investments.

Bobby Christian is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding Series 63 and Series 65 credentials. He has 32 years of industry experience and has previously worked at Principal Securities and several Prudential-affiliated firms. Mass Mutual 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, using firm-approved tools to develop collaborative, annual planning engagements.

Honnie Arnold is a financial advisor with Wells Fargo Clearing, holding a CFP® designation as well as Series 63 and Series 65 licenses, and has 25 years of industry experience. Prior to joining Wells Fargo in 2016, Arnold worked at U.S. Bancorp Investments, Inc. and Emerald Spectrum Advisory, Inc. Outside of financial advising, Arnold is involved as a member in Young Living Essential Oils. 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 utilizes research and analytics to offer diversified investment options and provides both brokerage and advisory solutions at large scale.

Paul Good is a CFP® and ChFC® with 18 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Simmons Bank, LPL Financial, Ameriprise Financial Services, and MetLife Securities, among others. Outside of his advisory work, Paul serves as an adjunct faculty member at Kaplan's College for Financial Planning and owns a tax services business. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a broad network of financial professionals. The firm provides discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Kristopher Wackerlin is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding the Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior work includes roles at OneAmerica Securities, American United Life, and Metlife Securities. In addition to his advisory duties, he works as an insurance agent specializing in individual life, property/casualty, health, and group health insurance. 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 comprehensive financial planning, asset management, and educational programs, utilizing firm-approved tools to develop collaborative, goal-oriented strategies.

Gunter Lugg is a CFP® professional with 13 years of industry experience, currently working at Wells Fargo Clearing since 2016. He holds the Series 66 designation and is based in Brentwood, TN. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Hunter Berry is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Cambridge, he worked at Jackson National Life Distributors for four years. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Daniel Theall is an Investment Consultant at Fidelity Investments. He has been with Fidelity since 2020, holding various roles including Customer Relationship Advocate, High Net Worth Associate, Financial Representative, and Relationship Manager before his current position. Daniel focuses on helping clients develop personalized financial plans that address their unique circumstances and priorities. He works closely with clients to understand their lives and challenges in order to maximize their use of Fidelity's resources. His experience includes planning for life events, responding to life changes, and ongoing financial plan reviews.