Samuel Lechleiter is a financial advisor with Cetera, holding a Series 63 designation and over 32 years of industry experience. His prior roles include positions at Concourse Financial Group Securities Inc, Lincoln Financial Securities Corp, and LPL Financial. In addition to his advisory work, he serves as co-executor of his mother’s estate and acts as her power of attorney. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies across various program structures.

Luke Gray is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at AllianceBernstein and Bernstein Private Wealth Management. Outside of his advisory work, he manages rental property holdings to ensure tenant satisfaction. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management with multi-asset model portfolios and integrated wealth management services.

Thomas Ferraro III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he owns and operates a cattle business focused on raising, breeding, and selling Angus cattle. 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 approach is based on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Dewitt Goldsby is a financial professional with 22 years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked at Cetera and its affiliated entities since 2023. Prior to that, he was associated with Shoemaker Financial Nashville and Securian Financial Services for nearly two decades. Goldsby serves as chairman of the West End United Methodist Board of Trustees, managing the church’s physical and financial assets. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that provides a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, and institutional clients. The firm operates a multi-manager platform offering various program options and oversees over $256 billion in assets under management.

Shay Wilson is a financial advisor with Primerica Advisors in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Wilson has been with Primerica Advisors since 1996 and with Primerica Financial Services since 1995. Outside of advisory services, Wilson is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

Kevin Thompson is a financial advisor with J.P. Morgan Securities in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Ross, Sinclaire & Associates, LLC, and Waddell & Reed, Inc. He has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities, LLC since 2020. J.P. Morgan Securities LLC 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 affiliated brokerage and investment management capabilities.

Ellen Currey is a financial advisor with Fidelity in Franklin, Tennessee, holding Series 63 and Series 66 credentials and seven years of industry experience. Her career has been primarily with Fidelity Investments starting in 2017, with intermittent breaks. Outside of her advisory work, she is a member of EAW Real Estate, LLC with passive involvement. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Diana Garcia is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. Her career includes multiple roles at UBS since 2015, with a brief tenure at JDS Custom Automotive. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Jared Philpot is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2020. He works closely with individuals and their families to develop financial plans tailored to their specific needs and preferences, aiming to support them in achieving their financial goals. His professional experience includes several roles within Fidelity Investments, progressing from Investment Solutions Representative (2016-2018) to Relationship Manager (2018-2019), Investment Consultant (2019-2020), and finally Financial Consultant (2020 to present). Prior to joining Fidelity, Jared worked as a Financial Services Associate at State Farm Insurance from 2015 to 2016 and as a Financial Representative at Northwestern Mutual from 2013 to 2014. Outside of his professional work, Jared has interests in football, golf, music, outdoor adventures, pets, and traveling.

Brent Highberger is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Alisa Edmondson is a Financial Consultant currently working at Fidelity since 2022. She has experience as a financial consultant and planner, having held roles at LPL Financial and Heartland Planning Associates from 2019 to 2022, as well as positions as a financial planner, retirement specialist, and wholesaler at Nationwide Financial from 2012 to 2019. Alisa focuses on making the financial planning process straightforward and concise for clients seeking help with informed financial decisions. Her professional background spans various aspects of financial planning and retirement services. Outside of her career, Alisa has personal interests that include attending concerts, cooking and baking, gardening, hiking, visiting museums, and parenthood.

Gregory Sirko is a CFP® and Series 66 registered financial advisor with Mass Mutual Investors Services, where he has worked since 2007. He has 18 years of industry experience and is based in Brentwood, TN. Sirko is also the managing member of an entity that receives advisory compensation to fund business expenses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning approaches.

Jessica Kerr is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009. Outside of her advisory work, she owns and operates a photography business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets.

Ethan Karr is a financial advisor at Equitable Advisors in Franklin, TN, holding a Series 66 designation with one year of industry experience. His prior work history includes roles at Statefarm, FedEx Ground, Transloop, and Waterway. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of investment adviser representatives. The firm uses both proprietary and third-party investment models and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Matthew Shaw is a financial advisor with LPL Financial in Franklin, TN, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with LPL Financial and The Wealth Management Group since 2016. Outside of his advisory role, he is involved with The Car Stables, a business entity unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions delivered through a large network of investment adviser representatives.

William Perry is a financial advisor with Raymond James Financial Services Advisors Inc. in Brentwood, TN, holding a Series 66 designation and 11 years of industry experience. Prior to joining Raymond James in 2018, he worked at Strategy Corps, Inc. and Journal Communications. He serves on the City of Franklin, TN, Health, Education, and Housing Facilities Board and is Vice President of the City of Franklin Industrial Development Board. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical modeling tools, supporting its clients through various advisory programs and maintaining a notable affiliation with a municipal advisor.

Brandon Lunke is a financial advisor with Raymond James Financial Services Advisors Inc. in Nashville, TN, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at COVA Wealth Management and Franklin Synergy Bank. He serves as a trustee for family trusts and owns a tax preparation business, High Forest Partners. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides non-discretionary planning tailored to client goals and supports a wide network of advisors with institutional consulting and portfolio management.

John Connelly Jr. is a financial advisor at LPL Financial with 36 years of industry experience. He holds a Series 63 designation and has previously worked at Merrill, Wells Fargo Clearing, Prudential Equity Group, and Raymond James Financial Services. He also operates COVA Wealth Management as a DBA related to his business at LPL Financial. 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 variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Justin Harnick is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining LPL Enterprise in 2026, he worked at NYLIFE Securities LLC and New York Life Insurance Company from 2024 to 2026, and Bankers Life from 2023 to 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Zachary Pagano is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 66 designations. He has four years of industry experience, including prior roles at Jackson National Life Distributors and Residential Investment Advisors. Outside of advising, he is involved in independent insurance sales and food and beverage service. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals and employs a variety of portfolio management strategies, including proprietary models and third-party solutions.