William Fuson is a CFP® professional with 15 years of experience in the financial services industry. He has worked at LPL Financial since 2018 and previously spent seven years at Invest Financial Corporation. Outside of his advisory role, he is involved in the sale of life, health, disability, and long-term care insurance, as well as fixed annuities through Ruckart Associates, Inc. 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 range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research from various sources.

Jonathan Pagano is a financial advisor with Cambridge Investment Research Advisors in Brentwood, TN, holding a Series 63 designation and 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and with Cambridge Investment Research, Inc. since 2003. Outside of his advisory role, he is active as a musician, playing piano and guitar. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals using a variety of portfolio management and platform solutions.

Trey Campbell is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding a Series 66 license and four years of industry experience. His career includes roles at MassMutual Life Insurance Co., State Farm, and Strategic Financial Partners. Prior to entering the financial industry, he worked in education at Middle Tennessee State University and Murfreesboro City Schools. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including educational seminars and specialized planning services such as divorce and estate settlement planning.

Grant Mowrer is a financial advisor at Fidelity with five years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at Ameriprise and Mutual of Omaha. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios and offers services such as discretionary and non-discretionary advisory work, fund advisory, and model portfolio delivery.

R Bell is a financial advisor with LPL Financial in Brentwood, TN, holding Series 63 and Series 66 credentials and 28 years of industry experience. Prior to joining LPL Financial in 2025, Bell has been associated with FTB Advisors, Inc. and First Tennessee Brokerage Inc since 2013 and 2001, respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research.

Thomas Fields III is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Raymond James in 2019, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a director and marketing and communications board member for the Exit Planning Institute. 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, institutions, and municipalities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Maleah Stephens is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Osaic since 2012. She holds the Series 66 designation and operates out of Brentwood, Tennessee. Beyond her advisory role, she is the owner and author of Ridiculously Hopeful, an LLC through which she has published a book. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated financial advisers. The firm utilizes advanced asset-allocation tools and multiple advisory platforms to provide diversified portfolio management for a range of investor types.

Tiffany Greer is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Avantax Insurance Services and Avantax Investment Services for over two decades before joining Cetera in 2025. Greer also has a long-standing association with Jim Durham since 2003. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party investment strategies.

Matthew Barrett is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at several firms including Bankers Life Advisory Services and JPMorgan Chase Bank. Outside of his advisory role, he works as a Division 1 baseball umpire for NCAA baseball. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.

Garrett Culwell is a financial professional with 13 years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked previously at Minnesota Life Insurance Company and Securian Financial Services. In addition to his advisory role, he is involved with North Star Consultants, where he serves as an agent/broker and financial professional in related financial services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures and provides access to affiliated and third-party managers.

Warren Rogers II is a financial advisor with Cetera, holding Series 66, Series 65, and Series 63 designations and 19 years of industry experience. His work history includes roles at Cetera Investment Services, Regions Bank, Fifth Third Bank, Fifth Third Securities, and SunTrust Advisory Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party investment strategies.

Jennifer Miller is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at OSAIC. She has previously worked with Waters Wealth/Royal Alliance and has been self-employed since 1995, providing bookkeeping and tax-related services. In addition to her advisory role, she serves as a poll worker for the Wilson County Election Commission and acts as Power of Attorney for her parents. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of advisors. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Brian Fisher is a financial advisor with Equitable Advisors in Franklin, TN, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining Equitable Advisors in 2017, he was self-employed for over two decades as an independent commodities trader. He serves as Chair of the Business Conduct Committee and Probable Cause Committee Regulatory Committee for CME Group and is a Certified Divorce Financial Analyst, providing financial planning support in divorce cases. Equitable Advisors serves a diverse client base, including individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid advisory and brokerage model, emphasizing tailored client services and utilizing multiple external asset management platforms.

Tessa Dueker is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at Charles Schwab Bank, Charles Schwab, Fidelity Investments, and TDAmeritrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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, supported by centralized custody and operational infrastructure.

Abigail Spaulding is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at MassMutual Life Insurance Company and its affiliated services since 2008. Outside of her advisory role, she is involved in several business ventures including co-owning AAFS, LLC, which supports her practice operations, and holds an equity interest in Corvida Inc., a bookkeeping and tax preparation service. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring planning engagements as annual, collaborative relationships that focus on goal analysis and strategy recommendations.

Robert Carlson is a financial advisor with Raymond James Financial in Brentwood, TN, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His career includes roles at Pinnacial Financial Partners and Pinnacle Financial, where he has also been associated since 2005. He is involved with Pinnacle Asset Management, focusing on client relationship building and investment account management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance advisory services alongside custom retirement plan solutions.

Stephen Moser is a financial advisor with Cambridge Investment Research Advisors in Brentwood, TN, holding a Series 66 designation and 10 years of industry experience. He previously worked at MassMutual Investors Services and Massachusetts Mutual Life Insurance Co before joining Cambridge in 2019. Moser is also an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual clients, retirement plans, charitable organizations, and trusts through a network of independent financial professionals. The firm offers a range of investment management and financial planning services, utilizing multiple custody platforms and both proprietary and unaffiliated strategies tailored to client objectives.

Bradley Gooch is a financial advisor with MassMutual Investors Services in Brentwood, TN, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been with MML Investors Services since 2011 and with MassMutual Life Insurance Company since 2010. Outside of his advisory role, he owns BG Construction Group LLC, a construction oversight and contracting business. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved tools to develop written recommendations tailored to clients’ goals.

Swati Smith is a financial advisor with Merrill in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at Merrill since 2011. 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, offering a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cory Holman is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has one year of industry experience and has worked with several real estate firms, including Parks Compass Real Estate, where he is also a licensed realtor and owner. Holman’s prior work includes roles at Landmark Homes of Tennessee and Bob Parks Realty. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-based planning using firm-approved software and various event-driven planning programs.