Keith Davis is a financial advisor with Raymond James Financial in Nashville, TN, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James Financial and related entities since 2008. Outside of his advisory role, Davis serves as a board and committee member for the Hard Bargain Association, a nonprofit focused on affordable housing. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm uses tailored, non-discretionary planning supported by analytical tools and also provides specialized municipal and SIMPLE IRA advisory services.

Justin Butterfield is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding a Series 66 designation and seven years of industry experience. He has worked at Baird since 2018 and previously at William Blair from 2015 to 2018. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Thomas Hall is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2005, he has held various roles, including portfolio strategist and wealth management specialist. Currently, he uses his background in investment management to design investment portfolios and is part of a select group of Merrill advisors designated as Retirement Benefits Consultants. He serves as a lead advisor to healthcare executives, business owners, medical and dental practitioners, and other professionals, delivering strategies that integrate their business and personal financial lives. Thomas holds a bachelor's degree from Lafayette College and several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His client focus areas include divorce transition planning, family wealth management strategies, employee financial health, legacy planning, liquidity management, personal retirement planning, portfolio management services, individual and corporate investment strategy, and tax minimization. Thomas and his wife, Miriam, live in Brentwood with their four children. He is involved with the Charley Foundation, INC, and in his personal time enjoys football, golfing, and spending time with his family.

James Landers is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 23 years of industry experience. He has worked at several firms, including Pinnacle Financial Partners and Royalty Wealth Group, where he also serves as CEO. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports various advisory programs and institutional consulting through a large advisor network.

Brandon Muehl is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and business owners to help them make informed financial decisions aligned with their unique goals and priorities. Brandon provides personalized guidance and ongoing support by leveraging the resources of Merrill and the banking capabilities of Bank of America. Brandon has expertise in areas including general investing, retirement planning, and saving for unexpected events. He served five years in the United States Army before beginning his financial advisory career. He holds a Bachelor's degree in Finance from The Ohio State University and holds the Personal Investment Advisor (PIA) designation. He is involved in community organizations such as Honor Flight, the Ohio State Alumni Association - Middle Tennessee, and Operation Stand Down.

Eddie Ard Jr. is a financial advisor with Primerica Advisors in Smyrna, TN, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has worked with PFS Investments, Inc. since 2012 and Primerica Financial Services since 2011. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed-fee billing.

Jackson Dugger is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Fidelity Investments, Guardian Life Insurance Company, and Park Avenue Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses on a broad range of financial topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning engagements.

Matthew Cummings is a financial advisor with Edward Jones in Nashville, TN, holding the CFP® designation and Series 63 and 66 licenses. He has 25 years of industry experience and has been with Edward Jones since 2000. Outside of his advisory role, he is a partial owner of an LLC that holds a personal-use hunting lodge. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.

Benjamin Bowers is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior experience includes roles at Vanderbilt University, ChatTCL, PDG Realty, the University of Reading, and Robert W. Baird. He is also involved with Rainmaker Inc., where he develops new business relationships and conducts client service meetings. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Rudy Edelen is a CFP® professional with nine years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Morgan Stanley, First Trust Portfolios L.P., Landmark Financial Advisors, and Wealth Enhancement Group. 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 financial planning and investment solutions, including advisory and brokerage services supported by proprietary research, third-party asset management, and various institutional platforms.

Charles Goldman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at several firms including OSAIC, Fsc Securities Corp, and Next Financial Group Inc. Since 1990, he has also been involved with Goldman Wealth Management, Inc., a non-variable insurance and investment-related business. 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 a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Blake Barton is a financial advisor with Mass Mutual Investors Services in Brentwood, TN. He holds a Series 66 designation and has been with Mass Mutual and its subsidiaries since 2024. Outside of advising, he works as a catching instructor providing baseball training to young players through Hit Lab LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and educational seminars to individuals, business owners, and charitable organizations. The firm uses software tools to analyze client goals and provides collaborative, annual financial planning engagements.

Jeffrey Miller is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at OneNine, Ramsey Solutions, JeremyKingsley.com, and the Center for Marketing Solutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Patrick Bahan is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 25 years of experience in the financial services industry. He began his career in 1998 and joined Merrill in 2000. Patrick serves as the lead portfolio manager for his team, overseeing investment policy and risk management for client portfolios. He works closely with families, corporate clients, and nonprofit organizations to develop long-term financial strategies. Patrick holds a Bachelor's degree in Managerial Finance from the University of Mississippi and is a qualified Personal Investment Advisor (PIA). His expertise includes portfolio management services, family wealth management strategies, philanthropic planning, and individual and corporate investment strategy, among other areas. He is actively involved in his community, having served as past president of the Green Hills Civitan Club and as a board member for the Margaret Maddox YMCA and Friends of Shelby Park. Patrick currently supports the Margaret Maddox YMCA and Second Harvest Food Bank of Middle Tennessee. He resides in Nashville, Tennessee, with his wife, Jeri, and their two daughters.

Christine Cash is a Wealth Management Advisor at Merrill Lynch Wealth Management who joined the firm in 2014. She works with business owners, senior executives, and affluent families, advising them across multiple facets of their financial lives. Christine specializes in family wealth management strategies, personal retirement planning, and portfolio management services. She follows a disciplined process that begins with understanding each client and their family's financial situation and goals to help them determine where they are today and what strategies can support their future objectives. Christine holds a B.B.A. in Management from Xavier University and holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification as well as the Personal Investment Advisor (PIA) designation. During her time at Xavier University, she was a four-time Academic All American for the Division 1 Women's Golf Program. She is also a member of the Xavier University Alumni Association. Christine is a member of the Thompson Turner and Cash team, which has been named to the Forbes "Best-in-State Wealth Management Teams" list in 2023, 2024, 2025, and 2026. In addition, she was named to the 2025 Forbes "Top Next-Gen Wealth Advisors Best-in-State" list. When not working, Christine enjoys playing golf, spending time with her family, traveling, and caring for her two Cavalier King Charles Spaniels, Putter and Ryder. She resides in Nashville with her husband, Brett.

Wendy Peppers is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2021 and was previously with Morgan Stanley for seven years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrew Mazzoni is a financial advisor with Morgan Stanley, holding a Series 66 designation and 24 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

Nathan Mosakowski is a financial advisor with Cambridge Investment Research Advisors, holding Series 65, Series 63, and Series 66 licenses and 18 years of industry experience. His prior work includes roles at Ameriprise, Allstate Insurance Company, Jackson National Life Distributors, and McMillan Analysis Corporation. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals. The firm employs multiple platforms and custodians, offers both discretionary and non-discretionary management, and develops proprietary model strategies under the Founders Gate Capital brand.

Christopher Slonecker is a financial advisor with LPL Financial in Brentwood, Tennessee, holding Series 63 and Series 65 licenses and having 29 years of industry experience. His prior firms include First Tennessee Brokerage, Inc., New England Securities, and FTB Advisors, Inc. He serves as a board member and treasurer for Welcome Home Ministries, a nonprofit aiding men in recovery. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions, utilizing both proprietary and third-party investment strategies.

Victoria Marcello is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones, Coyle Hospitality Group, and iSecretsShop prior to joining Fidelity in 2025. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm serves a diverse clientele and maintains a formal advisory role to multiple registered investment companies, utilizing systematic methodologies and oversight controls in its investment process.