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.

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 at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, previously spending six years with Prudential Equity Group, LLC. Outside of his advisory role, he owns and operates Muddy Boots Livestock, where he raises, breeds, and sells Angus cattle. 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 substantial assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

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 career includes roles at Ross, Sinclaire & Associates, Waddell & Reed, FIFTH THIRD SECURITIES, and Merrill prior to joining J.P. Morgan in 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence using both quantitative and qualitative research, incorporating ESG criteria and broader derivatives and commodities 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.