R Patteson is a financial advisor with Morgan Stanley in Franklin, TN, holding a Series 66 designation and 22 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory role, he is involved as a partner in Vogue Design Partners LLC, a wholesale and distribution business based in Nashville, Tennessee. Morgan Stanley Wealth Management provides advisory services and financial planning to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm uses structured planning tools and investment modeling techniques to support client financial goals.

Martha Mason is a financial advisor with Raymond James Financial in Brentwood, TN, holding a Series 63 designation and bringing 32 years of industry experience. She previously worked at Taylor Securities, Inc. and Taylor Financial Corporation for over three decades before joining her current firm. Martha is also associated with Pinnacle Asset Management as an Investment Representative. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes, supporting a broad range of client needs including municipal and public finance.

Tomas Czernek is a financial advisor with Primerica Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2012. Outside of advisory work, he owns Czernek Financial, LLC and CZ Global, LLC, entities related to his Primerica business activities. Primerica Advisors primarily serves individual investors, including high-net-worth clients, as well as corporate and charitable clients through a wrap-fee asset management program that utilizes model-driven strategies managed by unaffiliated asset managers.

William Radtke Jr. is a financial advisor with Edward Jones in Franklin, TN, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Ramsey Solutions and held various roles at Uber, Clear, and Starbucks, where he served as a shift supervisor. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Daniel Greene is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pinnacle Bank/Pinnacle Financial Partners and Putnam Retail Management. Outside of his advisory role, he is involved as a partner in a private business venture and provides financial backing for other business investments. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

William Bundrant is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding a Series 63 designation and 23 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with METLIFE from 2013 to 2017. Outside of his advisory role, he is also an insurance agent specializing in property and casualty, health, and group life insurance. Mass Mutual Investors Services 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 seminars, using firm-approved tools to support collaborative, goal-based planning.

Samuel Davis is a financial advisor at Cetera with 38 years of industry experience. He holds a Series 63 designation and has extensive prior experience at Avantax Advisory Services, where he worked for 35 years. Outside of his advisory role, he is involved in community organizations including serving as treasurer of the Hohenwald Arts Council and president of the Lewis County Museum Board, and he owns several businesses spanning tax preparation, accounting, cybersecurity services, and business consulting. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individual, institutional, and retirement plan clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform featuring both affiliated and third-party managers.

William Parrott is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Raymond James Financial in Brentwood, TN. His prior experience includes roles at Merrill Lynch and Bank of America. He is a member of the Finance and Investment Committee at Belle Meade United Methodist Church. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary advice supported by advanced analytical tools. The firm also offers municipal advisory services and specialized employer retirement plan consulting.

Ross Von Minden is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2020. Prior to this, he worked at Personal Capital Advisors Corporation for three years and Raymond James & Associates for two years. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management with a centralized investment approach that integrates quantitative and qualitative research.

Nicholas Highberger is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he operates Ohana GTR, an online shop selling car-themed apparel and goods. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and market models.

Jason Jacobs Jr. is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. He has worked at Merrill and Bank of America since 2023 and has prior experience in various roles including a position at 12th Man Sports Pub. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steve Webster is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2001, holding various roles including Financial Consultant and Financial Representative. Prior to Fidelity, he worked as an Investment Consultant at TD Ameritrade and as an Internal Wholesaler at Curian Capital. Steve's professional experience spans over two decades in the financial services industry, where he focuses on helping clients develop tailored financial plans that align with their specific goals. He emphasizes consistent monitoring and adjustment of these plans to support clients' progress toward their objectives. Outside of his professional work, Steve enjoys biking, fishing, fitness activities, golf, hiking, and kayaking.

Benjamin Fordham is a financial advisor with LPL Financial in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Raymond James Financial Services and Pinnacle Bank, as well as Fifth Third Securities. Outside of finance, he is co-owner of Hotworx, a fitness franchise. LPL Financial is a national broker-dealer and registered investment adviser serving 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.

Darren Edwards is a financial advisor with Morgan Stanley in College Grove, Tennessee, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Outside of his advisory role, Edwards serves on the Finance Committee and board of Foster Nation, a nonprofit focused on children and youth facing hardship. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, with offerings that span both retail and institutional markets.

Douglas Smith is a financial advisor with Ameriprise in Brentwood, TN, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he is involved in business ownership through Overlook Business Partners, LLC. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that address income, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory process while emphasizing the use of Ameriprise-managed accounts.

Patrick Bush is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding a Series 66 designation and six years of industry experience. His background includes roles at MML Investors Services, MassMutual Life Insurance, and positions in education and real estate. He is also active as an insurance broker specializing in life, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning along with asset management and educational programs, focusing on collaborative, goal-based advice without discretionary investment authority.

William Fuson is a CFP® professional with 15 years of experience in the financial services industry. He has worked with LPL Financial since 2018 and spent seven years at Invest Financial Corporation prior to that. Fuson is also involved in the sales of life, health, disability, and long-term care insurance, as well as fixed annuities through Ruckart Associates, Inc. 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 access, and institutional platforms, supported by a network of over 22,800 advisors managing more than $819 billion in discretionary assets.

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 the Series 63 and Series 65 designations and has worked at Fidelity Investments, Ameriprise, and Mutual of Omaha. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.