William Liles is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding a Series 66 designation and 15 years of industry experience. He has been with Robert W. Baird since 2013. Outside of his advisory role, Liles is involved in community service and finance oversight, serving on the Finance/Investment Committee for Family & Children's Service and as Finance Committee Chair at Woodmont Christian Church. He is also the owner of a farm and hunting land in Charlotte, TN. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, employing a range of strategies from traditional allocations to more complex investments, alongside municipal advisory and public finance services.

Paul Rogers is a financial advisor at Stifel with 32 years of industry experience. He has been with Stifel since 2004 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in managing rental properties through entities he owns with his wife. Stifel serves a broad range of clients, including individuals, institutions, and nonprofit organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling to support asset allocation and financial planning.

Adam Kelly is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked at Shoemaker Financial since 2016 and was affiliated with Securian Financial Services and Minnesota Life Insurance Company from 2016 to 2023. Outside of his advisory work, he serves as an independent sports coach and referee. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary services, model portfolios, and access to third-party managers.

Charles Cato II is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with firms including Securities America Advisors, SSN Advisory, and Vista Asset Management, where he maintains a long-term association. Additionally, he is a certified notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives, offering a range of advisory programs and financial planning services.

Sterling Coley is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2019. Outside of his advisory role, he is a partner in Tria Collective LLC, a business supporting his wife's marketing consulting through bookkeeping services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary consulting using analytical tools and supports clients through various advisory programs and institutional consulting.

Marcus Marotti is a financial advisor with OSAIC Wealth Inc. holding a Series 66 designation and two years of industry experience. He has previously worked at Stone Rudolph & Henry since 2013, where he serves as a tax accountant. OSAIC Wealth Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios and supports various investment platforms and managed-account solutions.

Charles Grummon is a CFP®-certified financial advisor with 29 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He serves as treasurer for the Wang Foundation for Sight Restoration in Nashville, TN. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jamison Faure is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. Prior to joining Cetera, he worked at Bank of America and Merrill. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various investment program options and custodial relationships.

Jordan Marshall is a financial advisor at Robert W. Baird & Co. in Nashville, TN, with 11 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird & Co. since 2014. Outside of advising, he works as a tax return preparer for Larry J. Carter CPA, LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, employing a range of traditional and non-traditional investment strategies tailored to client goals and risk tolerances.

Devin Forester is a Series 66-licensed financial advisor with Cetera, bringing one year of industry experience. His work history includes positions at Regions Bank, Truist Bank, and SunTrust Bank, as well as over a decade at Best Buy prior to entering financial services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform that provides access to both affiliated and third-party investment strategies.

Andrew Bolt is a financial advisor at Cambridge Investment Research Advisors with 38 years of industry experience. He previously worked at Centaurus Financial Inc. and Berthel Fisher & Company Financial Services, Inc. Outside of his advisory role, Bolt serves as Vice President of the Hendersonville Samaritan Association, a volunteer position. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing proprietary and third-party model strategies tailored to client objectives.

Ryan Mc Clure is a financial advisor at Raymond James Financial with nine years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Raymond James, he spent ten years with Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting to client goals.

Mario Vizuet Jr. is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2020 and has prior experience at Old National Bank and PNC Bank. Outside of his advisory role, he is involved with Old National Bank as a wealth advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management along with access to model portfolios, third-party subadvisors, and various technology-driven investment solutions.

William Porter is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in providing wealth management services to institutions, nonprofit organizations, employee benefit plans, and high-net-worth individuals. His client focus areas include corporate benefits, divorce transition planning, institutional consulting, services for defined benefit plans, investment consulting for defined contribution plans, employee financial health, philanthropic planning, and retirement income. Porter holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (C(k)P), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He began his financial services career in 1996 and joined Merrill Lynch in 2013 in the Nashville, Tennessee office. He is among a select group of Merrill Lynch financial advisors approved to offer investment consulting services to institutional clients with complex defined-contribution investment needs. He holds a High School Diploma from Beech High School and attended Western Kentucky University without earning a degree. In addition to his professional work, Porter is a board member of Reaching 360, a faith-based humanitarian organization. He is involved in leadership roles at Cornerstone Church. He and his family reside in Nashville.

Claire Hanson is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and has previously worked at Securities America Advisors and Securities America, Inc. Outside of her advisory role, Hanson is employed as a software engineer at Vanderbilt University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party research, and technologies such as machine learning.

Terry Wheeler is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings more than 25 years of financial services experience to his current role, where he focuses on personalized wealth management strategies. Terry works closely with clients to develop flexible financial plans that address their unique goals, utilizing the investment insights of Merrill and the banking solutions of Bank of America. His client focus areas include family wealth management, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, special needs planning, individual and corporate investment strategy, tax minimization, and retirement income. Before joining Merrill in 2014, Terry founded Wheeler Financial Services, LLC in Evansville, Indiana, and previously worked for NatCity Investments, Independence Financial Services, and Fifth Third Securities. At Merrill, he collaborates with a multigenerational team, BMWT & Associates, to provide comprehensive advice and guidance. Terry holds a bachelor's degree from the University of Southern Indiana and the Personal Investment Advisor (PIA) designation. He is also involved with the Evansville Christian Life Center. Outside of his professional work, Terry enjoys biking, boating, bowling, cooking, fishing, golfing, hunting, and spending time with his family. He is active in his community and volunteers with local organizations, incorporating his personal philosophy of developing one-on-one personalized financial strategies to help clients pursue their long-term goals.

Calvin Lewis is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 47 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Brandon Wiitala is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and two years of industry experience. His prior work includes roles outside finance, such as managing a hostel and teaching English. Ameriprise serves clients approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide written recommendation reports tailored to clients’ assets and goals.

Ronald Akers is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management, model portfolios, and specialized institutional and participant advice programs.

Kevin Richardson is a financial advisor at Osaic with 27 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 28 years. Outside of his advisory role, he is a soccer referee. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing various asset-allocation tools and third-party solutions to manage portfolios across a broad spectrum of investment vehicles.