Jeff Good is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with LPL Financial and has prior experience at Fifth Third Securities, Fifth Third Bank, Edward Jones, and Gannett. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Kenneth Smith is a financial advisor with Cetera in Franklin, TN, holding a Series 66 designation and six years of industry experience. He has worked at Cetera since 2020 and also serves as a wealth advisor at Regions Bank, where he works with high-net-worth clients on loans, trusts, mortgage, insurance, and estate planning. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors, leveraging multiple investment platforms and third-party managers.

Bradley Dickens is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds a Series 63 designation and has previously worked at Janney Montgomery Scott, Wells Fargo Clearing, and Wells Fargo Advisors. He serves as a board member of the Joshua Chamberlain Society, a nonprofit supporting military veteran families. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored advisory programs that include portfolio management, financial planning, and brokerage services. The firm utilizes a mix of in-house and third-party investment managers and offers a range of investment and account structures to meet diverse client needs.

Michael McNicholas is a financial advisor with LPL Financial in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Securities America, Inc., as well as operating his own advisory practice. Outside of finance, he is involved in a film and photography business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research, with capabilities including discretionary management, model portfolios, and retirement plan consulting.

Mary Yerdon is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. She previously worked at Campbell Johnson Wealth Advisors, Royal Alliance Associates, and Innovative Financial Group. Outside of her advisory role, she serves as Director of Branch Services and financial advisor at Highroad Financial, a support company in Franklin, TN. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm emphasizes non-discretionary consulting tailored to client goals, utilizing analytical tools to model potential outcomes and supporting a large network of advisors.

Brian Meyers is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding a Series 66 designation and 14 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with Metlife Securities from 2014 to 2017. In addition to his advisory role, Meyers serves as a Notary Public. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap programs, and educational seminars, structuring client relationships around detailed planning and written recommendations.

Drew Powell is a financial advisor with LPL Financial in Brentwood, TN. He holds a Series 66 credential and has been in the industry since 2025, with prior experience at First Horizon Bank. Before entering the financial sector, he worked in education at Wake Forest University and Montgomery Bell Academy. 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Charles Spears is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 27 years of industry experience. He has been with Raymond James since 2016 and is a partner in Cordell Holdings, LLC. Spears serves on the investment committee for the Missions Endowment Fund at Forest Hills Baptist Church. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized services including municipal advisory and SIMPLE IRA employer consulting programs.

Benjamin Hollis is a financial advisor at UBS Financial Services with five years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. 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, providing a range of capital markets and advisory solutions.

James Smith is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 11 years of industry experience. He has worked with Cetera and its affiliated entities since 2015, based in Nashville, TN. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and program structures, supported by a nationwide network of over 10,000 advisors.

Robert Rose is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding a Series 66 designation and four years of industry experience. Prior to joining the firm in 2021, he worked in healthcare and insurance roles including positions at Results Physiotherapy and State Farm. 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, focusing on collaborative, goal-oriented planning engagements without discretionary authority over client assets.

John Wooten is a financial advisor with Cambridge Investment Research Advisors in Brentwood, TN, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior work includes roles at Marcum Benefit, Principal Life Insurance Company, Northstar Wealth Management, and Princor Financial Services Corporation. In addition to his advisory duties, he is an independent insurance agent and has involvement in student loan referral services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, offering multiple custodial platforms and both proprietary and unaffiliated investment strategies.

Albie Vollero is a financial advisor with Morgan Stanley in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Morgan Stanley and its affiliated Private Bank since 2009. Outside of his advisory role, he is involved in residential real estate investment and management in the Tennessee area. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies.

Randell Weigel is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Greg Lemley is an Investment Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2022, serving in roles including Planning Consultant and Relationship Manager prior to his current appointment. Greg's career in financial services began in 2018 when he worked as a Financial Advisor at Shoemaker Financial. He also gained experience as a Personal Banker at Fifth Third Bank from 2020 to 2022. Greg focuses on building long-term relationships with clients to understand their financial needs and aspirations. His approach involves collaborating on financial strategies tailored to help clients strive toward their goals. Outside of his professional duties, Greg's interests include baseball, family activities, fitness, music, parenthood, and reading.

Steve Alverson is a financial advisor with Raymond James Financial Services Advisors, Inc. in Brentwood, TN, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James since 2013 and previously worked at Harding Academy for five years. Outside of his advisory role, he is a partner at McCall & Associates and McCall Wealth Advisors, private wealth advisory firms based in Brentwood. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Payton Beauregard is a Series 66 licensed advisor at Fidelity with one year of industry experience. His prior work includes roles at Cerity Partners and teaching positions at Harmony Elementary School and North Oldham High School. He also has experience with Bluegrass Hospitality Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolios.

Matthew Ribble is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services Inc and Victory Capital Advisers. Outside of financial advising, Ribble serves as president, coach, and administrator of a youth wrestling club. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios that include a variety of investment types.

Corey Holland is a financial advisor at Fisher Investments with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, Wells Fargo Clearing, Merrill, and Bank of America. Outside of his advisory work, he owns and manages a vacation rental business in Scottsdale, Arizona. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment policy committee and combines quantitative and qualitative research to manage globally diversified portfolios with various risk management and tax-aware strategies.

Thomas Beasley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides financial guidance tailored to clients' individual needs, focusing on a comprehensive approach to asset and liability management. Thomas specializes in areas including college education planning, corporate executive services, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. He holds professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Thomas earned his bachelor's degree from Auburn University. He has been involved with professional organizations including serving as a former Downtown YMCA Board Member and as an active member of the Franklin Breakfast Rotary. Outside of his professional work, Thomas enjoys biking, boating, cooking, gardening, hiking, reading, running, spending time with his family, traveling, and woodworking.