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 with Merrill holding a Series 66 designation. He has been with Merrill and Bank of America, N.A. since 2026. His prior work experience includes roles in the automotive industry and a position at Purdue University Global. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of individual and institutional investors.

Scott Pantuso Jr. is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various roles at Wells Fargo Clearing, 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, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

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® professional with nine years of industry experience. He is currently affiliated with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2024. His previous experience includes roles at Private Advisor Group, LPL Financial, Edward Jones, and a 14-year tenure in the United States Army. Outside of his advisory work, Chasteen owns Harpeth Wealth Partners, a faith-based professional development organization for marketplace leaders. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager services, and educational seminars.

Aairiona Green is a financial advisor with Merrill in Nashville, Tennessee, holding a Series 66 credential and four years of industry experience. Prior to joining Merrill in 2021, she held roles at Western Kentucky University, Hoff Bujnoch and Associates, and Natural Investments. Outside of her advisory work, she manages several business ventures, including a limited liability company involved in purchasing investment real estate and operating an Amazon drop-shipping store, as well as monetizing lifestyle content on social media platforms. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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 based in Nashville, TN, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has worked at J.P. Morgan Securities since 2009 and has been associated with JPMORGAN Chase Bank, N.A. since 2006. Outside of his advisory work, 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 plan sponsors, corporations, endowments, and other institutional clients, emphasizing written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Joseph Bishop is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at LPL Financial, Cetera Investment Services, Regions Bank, Jackson National Life Distributors, Waddell & Reed, and Equitable Advisors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without implementation services, and offers clients the option to combine planning with managed-account programs through its WealthPlan billing arrangement.

Kimber Barton is a CFP®-designated financial advisor with over 31 years of industry experience, currently with Raymond James Financial Services Advisors Inc. Her prior experience includes roles at Brentwood Financial Partners and Commonwealth Financial Network. Outside of her advisory work, she owns and manages rental real estate properties in Nashville. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and it supports municipal and public-finance work through a unique municipal advisor affiliation.

Craig Long is a ChFC® credentialed financial advisor with 30 years of industry experience. He currently works at Osaic and was previously employed by Securities America Advisors and Mutual of Omaha. He has served as an expert witness in a life insurance lawsuit, providing opinions on the sales process. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, with a diverse platform supported by affiliated broker-dealer and RIA relationships.

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. His work history includes over two decades at First Tennessee Brokerage and a brief period at Ftb Advisors, Inc. Outside of his advisory role, he is involved in offering investment products under the First Horizon Advisors trade name. 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 provides a range of advisory and brokerage services, utilizing various investment strategies and technologies to support its more than 22,800 advisors.

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 financial advisor at OSAIC with 27 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 65. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors and Lincoln National Life Insurance Company for over two decades. Outside of advising, Kinslow is licensed to sell non-variable insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a variety of brokerage and advisory programs. The firm emphasizes model-based asset allocation and portfolio optimization, supported by a multi-advisor platform and a complex affiliate network.

Michael Dunn is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He previously worked at Mass Mutual Investors Services and has been with Cambridge since 2016. Outside of his advisory role, Dunn coaches for Nashville Catholic Athletics. Cambridge Investment Research Advisors serves a mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages assets across multiple platforms and supports both discretionary and non-discretionary management through proprietary and third-party strategies.

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.

Charles Laird is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and PNC Financial Services Group Inc. prior to his current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. Their advisory process integrates centralized due diligence with quantitative and qualitative research, supporting a range of eligible investment strategies including those incorporating ESG criteria.

Roland Keller is a financial advisor with Edward Jones in Hendersonville, TN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. 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, operating under a fiduciary standard.