Mattias Sebsbie is a financial advisor at Merrill with Series 65 and Series 63 designations and one year of industry experience. His prior work includes roles at Florida Financial Advisors DBA Tristate Financial Advisors and Bank of America. Outside of advising, he has been involved in fixed insurance sales. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, and institutions. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers.

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.

Thomas Lee is an advisor with LPL Enterprise in Franklin, TN, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes positions at Walmart, Bankers Life Insurance, Another Broken Egg, and Parrains Seafood. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment approaches and offers financial planning, third-party asset management access, and insurance product facilitation through affiliated entities.

Ariel Bernard is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. Prior to joining Merrill in 2020, Bernard worked at Advance Financial and Thomas and Company. Merrill, together 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Paul Carl III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at UBS Financial Services, Sanford C. Bernstein & Co., Wells Fargo Advisors, TD Ameritrade, and AXA Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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 over 26 years of industry experience. He has been with Cambridge Investment Research and its advisory affiliate since 2003. Outside of advising, he is also a musician playing piano and guitar. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides access to multiple platforms and third-party advisers, utilizing proprietary model strategies under the Founders Gate Capital brand.

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 Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at Ameriprise and Mutual of Omaha. He is based in Thompson's Station, Tennessee. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegation to sub-advisers, and its advisory role to multiple registered investment companies and fund-of-funds.

R Bell is a financial advisor with LPL Financial based in Brentwood, TN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2025, he worked with Ftb Advisors, Inc. and has been associated with First Tennessee Brokerage Inc and First Tennessee since 2001. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, asset management programs, and institutional platforms, utilizing a broad range of advisory strategies supported by research and technology tools.

Connor Shea is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and nine years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and has also been associated with JJB Hilliard W.L. Lyons LLC since 2016. Outside of his advisory work, Shea co-hosts the Co-Lab Podcast in Murfreesboro, TN, and serves as treasurer for Branches, a local organization. Shea is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, and employs a mix of manager-traded and model-traded strategies supported by internal research and technology.

Thomas Fields III is a financial advisor with Raymond James & Associates in Franklin, TN, holding Series 63 and Series 65 credentials and having 30 years of industry experience. His prior work includes positions at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. He serves as a director and marketing and communications officer 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 individual, institutional, and municipal clients, offering financial planning and consulting primarily through non-discretionary relationships supported by a range of portfolio management styles and affiliated research.

Maleah Stephens is a CFP®-designated financial advisor with 20 years of industry experience, currently with OSAIC since 2012. She previously worked at Osaic FA, Inc. from 2006 to 2012. Outside of her advisory role, Stephens is an author and owner of an LLC called Ridiculously Hopeful. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process utilizes model-based asset allocation, portfolio optimization, and discretionary managed strategies to meet various client needs.

Tiffany Greer is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked at Avantax Insurance Services and Avantax Investment Services for over 20 years and has been affiliated with Jim Durham since 2003. Cetera Investment Advisers LLC operates through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and provides access to a multi-manager platform with varied program structures and custodial relationships.

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 who holds Series 66, Series 65, and Series 63 licenses and has 19 years of industry experience. His prior roles include positions at Morgan Stanley, SunTrust, Fifth Third Bank, and Regions Bank. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that provides access to affiliated and third-party investment managers.

Jennifer Miller is a CFP® certificant affiliated with OSAIC, bringing 16 years of industry experience. She has worked with Waters Wealth/Royal Alliance for 14 years and has been self-employed since 1995, primarily in bookkeeping and tax preparation for family and friends. Additionally, she serves as a poll worker for the Wilson County Election Commission during election years and acts as Power of Attorney for her parents. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of advisory and brokerage services supported by model-based asset allocation, portfolio optimization tools, and multiple investment program options.