Brian Riddle is a CFP® professional with 12 years of experience, currently serving at Edward Jones since 2014. He holds a Series 66 license and is based in Franklin, TN. Outside of his advisory role, he is a Level 2 fitness trainer at Crossfit Spring Hill in Spring Hill, TN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Samuel Dueker is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. Before joining J.P. Morgan Securities in 2025, he worked at TD Ameritrade Inc/Charles Schwab & Co. from 2018 to 2022 and was involved with West End Restaurants (Bricktop's) for several years. 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 searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with both quantitative and qualitative research, offering a range of eligible strategies including ESG frameworks.

Nicole West is a Certified Financial Planner (CFP®) based in Franklin, Tennessee, affiliated with Charles Schwab. She has nine years of industry experience, including roles at Charles Schwab Bank, First Horizon, and JPMorgan. West has held her current position at Charles Schwab since 2018. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and due diligence from Schwab’s Center for Financial Research.

Hunter Rodgers is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Raymond James Financial Services, Moody + East Investment Partners, Pinnacle Asset Management, Pinnacle Bank, New York Life, and American Century Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Thomas Bateman III is a financial advisor at Cambridge Investment Research Advisors with 14 years of industry experience. He holds the Series 66 designation and has worked at Cambridge since 2022, previously spending seven years with Wells Fargo Clearing. Bateman is also registered as an agent for variable annuities. Cambridge Investment Research Advisors serves both individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion-dollar asset base and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Kevin Reid is a Senior Financial Advisor leading The Reid Group at Merrill Lynch Wealth Management. He specializes in serving executives, physicians, and professionals, particularly within the healthcare community, offering comprehensive wealth management strategies that address complex financial decisions. Kevin's expertise encompasses corporate executive services, executive compensation, personal retirement planning, women and wealth, and tax minimization. He emphasizes a personalized approach, focusing on aligning clients' wealth management strategies with their life priorities, values, and family needs. His experience includes helping clients navigate transitions and make confident, well-reasoned financial decisions. Kevin holds a Bachelor's Degree from Lee University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional activities, he spends time boating, golfing, reading, and with his family, and remains engaged in community volunteer work aligned with Merrill's tradition of service.

Jessica Caden is a financial advisor with LPL Financial in Franklin, TN, holding a Series 66 designation and 24 years of industry experience. She has held prior positions at firms including Merrill Lynch, Fifth Third Securities, and Raymond James Financial Services. 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 offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by research and technology tools.

James Stites is a financial advisor with LPL Financial in Brentwood, TN, holding Series 63 and Series 65 licenses and having 27 years of industry experience. His prior experience includes roles at Waddell & Reed, Inc., various insurance carriers, and involvement with several private businesses such as Brentwood Aviation, Pearl Meadow LLC, and Destin Sea Star LLC. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

L Scott Thompson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2007 and has over two decades of experience developing customized wealth management, retirement planning, and tax minimization strategies for individuals and institutions. Scott focuses on supporting corporate retirement plans and business owners, aiming to address every detail so clients can focus on their lives and careers. He holds a Bachelor of Science degree in Finance from the University of Tennessee in Knoxville and has earned professional designations including Certified Private Wealth Advisor® (CPWA®), Chartered Retirement Planning Counselor™ (CRPC), and Certified 401(k) Professional (CKP). Scott has been recognized by Forbes on the "Best-in-State Wealth Advisors" list for multiple consecutive years and as part of the Forbes "Best-in-State Wealth Management Teams." Scott resides in Brentwood with his wife, Paige, and their two children. Outside of work, he volunteers for Habitat for Humanity and enjoys spending time with his family, including golfing and boating.

Elizabeth Knight is a CFP® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial and First Horizon Bank. Her prior experience includes roles at Ftb Advisors, Inc., First Tennessee Brokerage, and Morgan Keegan & Company, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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 solutions, utilizing both proprietary and third-party strategies with operational support tools for its network of over 22,800 advisors.

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® professional with 19 years of industry experience, currently serving at LPL Financial. His prior experience includes roles at First Tennessee and New York Life Investment Management LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and institutional platforms.

Landon Neuhaus is a financial advisor with Merrill in Franklin, TN, holding Series 63, Series 65, and Series 66 licenses. He has one year of industry experience and previously worked at Bank of America, Dell Technologies, Fidelity Investments, and Amazon, among others. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

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 financial advisor at Charles Schwab with the CFP® and Series 66 designations and five years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2019 and previously held positions at Lake Michigan Credit Union and Ridgemoor Supply. 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 both non-discretionary and discretionary investment options supported by multi-asset model portfolios, centralized custody, and a formal alternative-investment onboarding 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.