Eric Stockton is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he participates in public speaking on goal planning, self-esteem, time management, and confidence building. 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 financial planning, asset management, and institutional platforms, supported by a large network of advisors and a broad range of investment strategies.

Theodore Bryant Jr. is a financial advisor at UBS Financial Services in Nashville, TN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at 5th & Taylor, Frothy Monkey, and Warner Music Group, among others. He has also been involved in the restaurant industry and music-related businesses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

George Mabry III is a financial advisor at Robert W. Baird & Co. Inc. in Nashville, TN. He holds a Series 66 designation and has recently started his advisory career. His prior experience includes roles at Everpath Partners, LLC and Aberdeen Advisors, LLC, along with work at Sewanee: The University of the South and Montgomery Bell Academy. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves a range of clients including individuals, corporate entities, pensions, and charitable organizations. The firm offers diverse services such as financial planning, portfolio management, and customized separately managed account programs, supported by internal research and investment tools.

Michelle Oakley is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Sinor Marcum Group LLC, Waddell & Reed, Inc., and various insurance carriers associated with W & R Insurance Agencies. Oakley operates Elevation Wealth Advisors, an investment-related business under LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of offerings including financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, utilizing a broad spectrum of investment strategies supported by research and technology tools.

Elizabeth Johnson is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior work includes 18 years at Eaton Vance Distributors, Inc. and roles at several other financial services firms between 2023 and 2025. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Peggy Rouillier is a CFP®-designated financial advisor with 34 years of industry experience, currently affiliated with Cetera. She previously worked at Concourse Financial Group Securities Inc. for nine years before joining Cetera and Cetera Wealth Services, LLC. Outside of her advisory role, she is involved in insurance product sales and serves as a trustee of her living trust. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a diverse range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party model portfolios.

Adam Colombo is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at firms including Morgan Stanley and Wells Fargo Clearing. Colombo serves as a voting board member of the Taylor Germantown Homeowners Association in Nashville, Tennessee. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and specialized fund advisory.

Kevin Davis is a CFP® professional with 21 years of industry experience. He is currently with LPL Financial and has held previous roles at Cuso Financial Services and First Sentinel Bank. Davis is based in Hendersonville, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management solutions.

Daniel Hooper is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on assisting private ultra-high net worth families with complex legacy planning and comprehensive wealth management strategies. Daniel works with clients on areas including executive compensation, family wealth management, personal retirement planning, philanthropic planning, portfolio management, and tax minimization. Daniel began his career in the financial services industry in 2012 and joined Merrill in 2015, where he has supported the bank's most affluent clients in the Southeast region. In 2022, he co-founded the RHW Group at Merrill alongside partners Colby Robbins and Kayla Weibel, providing services such as cash flow, trust, and legacy analysis. He holds the CERTIFIED FINANCIAL PLANNER® designation and the Personal Investment Advisor credential. He earned a bachelor's degree in Human and Organizational Development with a concentration in Economics from Vanderbilt University in 2012. Outside of work, Daniel enjoys outdoor activities such as hiking, biking, and golfing, as well as spending time with his family.

Anne Wallace is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. She has been with UBS since 2000. Outside of her advisory role, she serves as the finance chair and a member of the board of directors for the Hundred Club of Nashville. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor client plans.

Matthew Howley is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory work, he has a 25% ownership interest in ELG LLC, a commercial real estate holding company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy preparation, performance reporting, participant education, and plan benchmarking. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options in its investment menus.

Andrew Artis is a financial advisor with Charles Schwab in Nashville, TN, holding Series 63 and Series 66 licenses and totaling five years of industry experience. His prior work includes roles at BMW of Arlington, Pappasito's Cantina, and The Campbell Agency. 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 discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and centralized supervisory and custody arrangements.

Katherine Standard is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, N.A., and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

James Walker is a Series 66-licensed financial advisor with Morgan Stanley in Nashville, TN, having 12 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a trustee and executor for multiple trusts and estates in Franklin, Tennessee, and is a partner in a family partnership involved in investment and finance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured planning tools and does not provide individual security recommendations as part of its standalone planning program.

Jesse James Austin is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, he works one-on-one with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those goals. Jesse provides ongoing advice and adapts clients' portfolios as their situations change. He holds a Personal Investment Advisor (PIA) designation and has experience in areas including general investing, retirement planning, and preparing for unexpected financial needs. Jesse takes time to understand what is important to his clients and uses that insight to guide them in pursuing their financial objectives. Jesse earned a Bachelor's Degree from the Southern Illinois University System, an Associate's Degree from John Wood Community College, and a High School Diploma from Quincy High School. He is involved in community organizations such as the North Texas Humane Society and The Salvation Army.

Christopher Clifford is a Series 66 licensed financial advisor with UBS Financial Services in Nashville, Tennessee, where he has worked since 2008. He has 26 years of industry experience. Clifford serves on the Board of Directors for the Boys & Girls Clubs of San Francisco and is a trustee of an education trust funding educational expenses for children. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Clyde Mcfadden is a financial advisor at Osaic Wealth with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Osaic since 2018, following 14 years at John Hancock. Mcfadden also provides fixed insurance products to clients. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm utilizes model-based asset allocation and portfolio optimization tools and supports a wide range of client types, from individual investors to corporate clients.

Renee Hitchcock is a Series 66-credentialed financial advisor at Osaic Wealth, Inc. with three years of industry experience. She has worked with Osaic Wealth since 2022 and previously with Innovative Financial Group/Beyond Asset Management starting in 2018. Outside of her advisory roles, she also serves as a notary public. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through various programs such as financial planning and Unified Managed Accounts. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and private-equity ownership.

Robert Kern is a Financial Advisor and Senior Portfolio Advisor at Merrill, where he works with individuals, families, business owners, and retirees. He assists clients in making informed financial decisions and staying focused on their priorities. His approach involves developing tailored strategies that integrate investment management, retirement planning, risk management, and estate considerations. Robert addresses key client concerns such as retirement readiness, income generation in retirement, tax efficiency, investment risk, and legacy planning. He emphasizes a long-term perspective in investing, aiming to build strategies that support clients' goals through changing markets and life circumstances. His professional designations include Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He holds a bachelor's degree from Southern Illinois University. Outside of his professional role, Robert enjoys outdoor activities, cooking, exercising, reading, and spending time with family and friends. He is involved in community organizations such as The Store, Habitat for Humanity, Second Harvest Food Bank, and the Williamson County Animal Center. He is also a member of the Williamson County Chamber of Commerce.

Mitch Riddle is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. He brings experience from his previous roles within Fidelity Investments, including Relationship Manager from 2023 to 2025, and Financial Representative from 2022 to 2023. Prior to joining Fidelity, he worked as a Junior Financial Advisor at Freedom Wealth Management from 2021 to 2022. As a CERTIFIED FINANCIAL PLANNER, Mitch partners with clients to co-create financial plans tailored to their unique situations. He focuses on understanding what matters most to clients and their families to develop financial strategies that provide confidence moving forward. Outside of his professional role, Mitch enjoys spending time with friends and attending social events, as well as hiking and reading.