Elizabeth Knight is a CFP® professional affiliated with LPL Financial with 24 years of industry experience. She has worked at First Tennessee Brokerage since 2004 and was associated with FTB Advisors, Inc. from 2013 to 2025 before joining LPL Financial and First Horizon Bank in 2025. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Beverley Stiverson is a financial advisor with Merrill in Franklin, TN, holding a Series 66 designation and 4 years of industry experience. She has been associated with Merrill since 2001. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steve Abramowicz is a financial advisor with Ameriprise in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2022. Outside of advising, he owns the Heartland Journal podcast. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Stuart Goss is a CFP® certificant with 19 years of experience in the financial industry. He is currently affiliated with LPL Financial and has previously worked at First Tennessee and New York Life Investment Management 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. The firm offers a variety of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party resources.

Landon Neuhaus is a financial advisor at Merrill with Series 66, Series 65, and Series 63 credentials and one year of industry experience. Prior to joining Merrill and Bank of America, he worked at Dell Technologies and Fidelity Investments. He also has experience outside finance in the restaurant industry, having worked at Fiddletree Kitchen and Bar and Tony's of Lexington. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brandon Griffey is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2008. In his current role, he collaborates with clients to develop, implement, and enhance their financial plans, helping them navigate uncertain market conditions. He leverages Fidelity's brand, technology, and investment platform to support clients and their families in working toward their financial goals. Brandon's career at Fidelity has progressed through several roles, including Financial Consultant, Investment Consultant, Financial Representative, and Investment Representative. His extensive experience at Fidelity spans from 2008 to the present, reflecting his commitment to the financial services industry and client service. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Christy Kendall is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2024. She works closely with clients and their Wealth Management Advisors to develop and maintain financial plans tailored to their short-term and long-term goals. Prior to her current position, she held various roles at Fidelity Investments, including Planning Consultant since 2022, Relationship Manager from 2021 to 2022, and Financial Representative from 2020 to 2021. Her professional experience within Fidelity Investments has equipped her with the skills to partner effectively with clients and provide personalized wealth management solutions. Christy emphasizes building long-lasting relationships with clients and their families as a core part of her approach. Outside of her professional work, Christy enjoys board games, cooking and baking, exploring food-related interests, parenting, and traveling.

Tristan Flowers is a CFP® with four years of industry experience, currently affiliated with Charles Schwab in Franklin, TN. His prior work includes roles at Lake Michigan Credit Union and Charles Schwab Bank. 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, combining non-discretionary advisory relationships with access to affiliated discretionary SMAs and a formal alternative-investment process.

Andrea Bzinak is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In this role, she focuses on maintaining strong relationships with current clients while developing new client connections based on trust. She manages planning interactions daily and provides support to ensure smooth operations. Andrea has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager before her current position. Prior to that, she worked as a Client Service Associate at Ameriprise Financial from 2022 to 2023. She holds an Arkansas Insurance License. Outside of her professional career, Andrea enjoys attending concerts, cooking and baking, fitness activities, football, social events with friends, and volunteering.

Juan Guerrero is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Berry Global for four years. Outside of his advisory role, he is involved as an independent contractor performing back-office duties at W8 Ranch, a Wagyu beef farm. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm employs a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Michael Weed is a financial advisor at Edward Jones in Brentwood, TN, with 10 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Ethan Williams is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. He has worked at Equitable Advisors since 2022 and is also a corporate compliance investigator at Tyda Services, LLC in Wilmington, a role he has held since 2021. Prior to his current positions, he held roles in education and moving services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, leveraging external asset managers and offering both advisory and brokerage channels to implement client recommendations.

Robert Waechter Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. 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, institutional clients, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships.

Timothy Jester is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Woodbury Financial Services, Park Avenue Securities, and Guardian Life Insurance. Outside of finance, he is a semi-professional violinist, a wedding officiant, serves as a commissioner on the Metro Arts Board in Nashville, and is involved with a charity golf tournament supporting families of emergency services members. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services and employs asset-allocation tools and third-party platforms to manage a wide range of investment portfolios.

Kelly Chris is a financial advisor at Edward Jones in Columbia, Tennessee, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and worked at Trine University prior to that. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

Jessica Craig is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and possessing 20 years of industry experience. She previously worked at Woodbury Financial Services for 17 years before joining OSAIC in 2024. Craig also operates a sole proprietorship, Craig Wealth Management, focusing on fixed annuity sales. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a wide array of advisory platforms. The firm employs various tools and third-party services to construct diversified portfolios managed on discretionary or non-discretionary bases.

Tyler Berry IV is a financial advisor at Robert Baird & Co. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at B. Riley Wealth Management and B. Riley Wealth Advisors prior to joining Robert Baird. Outside of his advisory role, he serves on the board of Mount Hope Cemetery in Franklin, TN, and is a board member of the Columbia State Community College Foundation. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, employing a mix of in-house and third-party managers with a range of investment strategies and overlays.

John Dunahoo is a financial advisor at LPL Financial in Franklin, TN, holding a Series 66 designation with 12 years of industry experience. Prior to joining LPL Financial in 2025, he worked for UBS Financial Services from 2013 to 2025. He serves as a board member of the Reeds Foundation, a nonprofit organization based in Brentwood, TN. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Robert Stokes is a financial advisor with Edward Jones in Brentwood, TN, holding a Series 66 designation and 18 years of industry experience, all with Edward Jones since 2008. He serves as Director of Business Development for Professional Women's Anonymous, where he consults and assists with fund development strategies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Lawrence Brinks is a CFP® and ChFC® credentialed financial advisor with 48 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors since 2011. Outside of his advisory role, he is also an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, using a range of portfolio management and model-based solutions tailored to client objectives.