Jeffrey Sloan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2021 and previously spent seven years at Morgan Stanley and six years at Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lisa Webb is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2003 with Banc of America Investment Services and joined Merrill in 2008. Lisa serves a diverse clientele of forward-thinking individuals and families across the greater Middle Tennessee area and nationwide, including active and retired physicians, educators, and senior-level executives in various industries such as technology. Her approach is centered on ongoing, comprehensive financial planning designed to identify clients’ goals and address potential risks. With expertise spanning education planning, retirement income, tax-minimization, estate planning, portfolio management, and socially responsible investing, Lisa builds customized financial strategies tailored to each client’s situation. She also assists clients in navigating Social Security, Medicare, long-term care, and coordinating with other professional advisors. Lisa holds a Bachelor’s degree from Pace University and holds the designations of CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). Outside of work, she enjoys cooking, tennis, and traveling.

Edmond Karam is a financial advisor with LPL Financial in Franklin, TN, holding a Series 66 designation and bringing 16 years of industry experience. His career includes ten years at Royal Alliance Associates, Inc., and 14 years at Benefit Funding Retirement Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement plan consulting.

Misty Grant is Vice President and Branch Leader at Fidelity Investments, a role she has held since 2023. In this position, she leads a team of financial professionals who work with families to help them achieve their financial goals through customized planning and ongoing support. She has been with Fidelity Investments since 2020, previously serving as Assistant Branch Leader from 2022 to 2023 and as a Financial Consultant from 2020 to 2022. Prior to joining Fidelity, Misty worked as a Financial Advisor at LPL Financial LLC from 2018 to 2019.

Katharina Glover is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Raymond James & Associates since 2008. The firm oversees approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and municipal entities. Raymond James & Associates offers a range of services such as financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser network and multiple portfolio management styles.

Shelly Pearson is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She previously worked for Morgan Stanley Smith Barney LLC for 13 years before joining Wells Fargo in 2022. 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 both brokerage and advisory solutions.

Victor White is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2015. Outside of his advisory role, he is involved in music entertainment, managing and performing live musical acts and is registered as a songwriter with BMI for royalty collection. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative and algorithmic portfolio construction, including multi-manager and fund-of-funds strategies.

Neal Faught is a CFP® with 25 years of experience, currently serving at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2007. He holds Series 63 registration and is based in Brentwood, TN. Outside of his advisory role, he has ownership interests in a bookkeeping and tax preparation service, and he co-owns an LLC that pools funds to support practice expenses and marketing. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning relationships using analytical tools, with clients implementing recommendations through separate brokerage or insurance arrangements.

Jason Pharris is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with various divisions of Morgan Stanley since 2007 and serves as a board member and director of the Brandywine Pointe Home Owners Association. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and models.

Victor Taylor is a CFP® professional with 43 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. His prior experience includes roles at Wells Fargo Clearing and WELLS FARGO Advisors from 2013 to 2023. Outside of his advisory work, he holds trustee and board positions at several educational and religious organizations and is active as a group fitness instructor. Ameriprise provides a retirement-income planning service focused on clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Shari Lyle is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with FTB Advisors, Inc. and First Tennessee Brokerage, Inc., in addition to her current role at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a wide range of advisory programs and financial services, including discretionary and non-discretionary portfolio management supported by research and model portfolios.

John Halsell IV is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a trustee and holds power of attorney related to family mineral royalty investments. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored portfolio management strategies utilizing both in-house and third-party managers.

Karianne Subgrunski is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individual, high-net-worth, and institutional clients using model-based and discretionary investment strategies developed by internal and third-party managers.

Kyndra Chaffin is a financial advisor at Raymond James & Associates with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with Raymond James & Associates since 2006. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, investment consulting, and institutional advisory services through various specialized programs.

Jason Minor is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds Series 63 and Series 66 designations. His prior firms include Janney Montgomery Scott, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory work, he is a silent partner in a private company called The Back Nine Golf. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Mitzi Michaelson is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 24 years of experience in financial and wealth management. Prior to joining Merrill in 2000, she worked at JC Bradford as an investment advisor and sales coordinator for the Defined Asset Trust division. Mitzi focuses on comprehensive wealth strategies, including retirement income planning, liability management, and new equity issue investing, managing custom investment strategies on a discretionary basis. She holds a bachelor's degree from Millsaps College and an MBA from Middle Tennessee State University. Mitzi has earned several professional designations, including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She has served as co-president of the Tennessee Chapter of Women's Exchange at Merrill and is a Senior Portfolio Advisor. Mitzi lives in Murfreesboro, Tennessee, with her husband and daughter. She and her husband, a pathologist, are involved in the medical community and have held leadership roles in organizations such as the Stones River Medical Alliance, Tennessee State Medical Alliance, and the American Heart Association. She is a member of St. Paul's Episcopal Church Murfreesboro and actively participates in community groups including Charity Circle of Murfreesboro and previous board memberships at the Boys and Girls Club and the Discovery Center at Murfree Springs.

Patrick Dezenzio is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and one year of industry experience. Before joining Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., he was involved with Florida Financial Advisors DBA Tristate Financial Advisors and has experience in other business activities including Rocky Heights Print & Binding and The Peach Cobbler Factory. He attended the University of Alabama from 2021 to 2025. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and access to alternative investments through a centralized operational and supervisory structure.

Steven Skipper is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various firms, including Life Credit Union and LPL Financial. Skipper is also the owner of Fortress Wealth Management and Investment Consulting Group, both investment-related businesses. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with discretionary and non-discretionary services.

Kelly Mcclain is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 21 years of industry experience. Prior to joining LPL Financial in 2023, Mcclain worked at Fifth Third Securities for 16 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Molly Cloud is a financial advisor at Morgan Stanley with 19 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Outside of her advisory role, she works part-time as a ski instructor for Deer Valley Ski School in Park City, Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.