Michael Sandifer is a financial advisor with LPL Financial in Brentwood, TN, holding a Series 63 designation and 28 years of industry experience. He has been with LPL Financial and its predecessor firm since 2001. Outside of his advisory role, Sandifer is also involved as a musician with Little Cur Music. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.

Vyvonne Phoutharansy is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2017. Outside of her advisory role, she is a partner at Wa's Sign Studio, LLC, a sign company where she handles bookkeeping duties. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools as part of its service offerings.

David Deans is a financial advisor with Raymond James & Associates in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Raymond James & Associates since 2018 and also maintains roles with Producers Choice LLC and FTB Advisors, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Leandro Christiano Silva is a Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 2014 and focuses on assisting clients by simplifying complex financial concepts and tailoring customized planning to help them achieve their financial goals. Leandro works closely with clients to define their goals and develop portfolio strategies designed to help them reach those objectives, providing ongoing advice as clients' situations evolve. Leandro's areas of expertise include College Education Planning, Executive Compensation, Equity Compensation Services, Personal Retirement Planning, Portfolio Management Services, Socially Responsible, Values Based, and ESG Investing, Sports & Entertainment, Tax Minimization, and Retirement Income. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned both his Bachelor's and Master's degrees from Middle Tennessee State University. Originally from Rio de Janeiro, Brazil, Leandro has lived in the Middle Tennessee area since 2006. Outside of his professional work, he enjoys swimming, biking, running, and spending time with his wife and their two energetic boys.

James Hinson Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014. Outside of his advisory work, he serves on the boards of St. Henry School, Seven Hills Swim and Tennis Club, and Green Hills Girls Softball League in Nashville. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment solutions through its network of independent financial professionals, utilizing proprietary models and third-party strategies across multiple custodial platforms.

Brian Riddle is a CFP® professional with 12 years of experience, currently serving at Edward Jones since 2014. He holds a Series 66 license and is based in Franklin, TN. Outside of his advisory role, he is a Level 2 fitness trainer at Crossfit Spring Hill in Spring Hill, TN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicole West is a CFP® with eight years of industry experience, currently serving as a financial advisor at Charles Schwab. She has worked at Charles Schwab Bank, SSB and Charles Schwab since 2018 and previously held positions at First Horizon and JPMorgan Securities LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Hunter Rodgers is a financial advisor at LPL Financial with 19 years of industry experience. He has held prior roles at Raymond James Financial Services, Moody + East Investment Partners, Pinnacle Asset Management, Pinnacle Bank, New York Life, and American Century Investment Services. Rodgers holds Series 63 and Series 66 credentials. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology-based strategies.

Thomas Bateman III is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience at Wells Fargo Clearing and Wells Fargo Advisors LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm provides multiple investment implementation options across various custodial platforms, including proprietary models and access to third-party strategists.

Kevin Reid is a Senior Financial Advisor leading The Reid Group at Merrill Lynch Wealth Management. He specializes in serving executives, physicians, and professionals, particularly within the healthcare community, offering comprehensive wealth management strategies that address complex financial decisions. Kevin's expertise encompasses corporate executive services, executive compensation, personal retirement planning, women and wealth, and tax minimization. He emphasizes a personalized approach, focusing on aligning clients' wealth management strategies with their life priorities, values, and family needs. His experience includes helping clients navigate transitions and make confident, well-reasoned financial decisions. Kevin holds a Bachelor's Degree from Lee University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional activities, he spends time boating, golfing, reading, and with his family, and remains engaged in community volunteer work aligned with Merrill's tradition of service.

Jessica Caden is a financial advisor with LPL Financial in Franklin, TN, holding a Series 66 credential and 24 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 10 years and at Fifth Third Securities and Fifth Third Bank for 5 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

James Stites is a financial advisor with LPL Financial in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes tenures at Waddell & Reed, Inc. and various insurance carriers alongside his current role at LPL Financial since 2021. He has also been involved in business ventures such as Brentwood Aviation, LP, and real estate investment through Pearl Meadow LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and technology-driven solutions.

L Scott Thompson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2007 and has over two decades of experience developing customized wealth management, retirement planning, and tax minimization strategies for individuals and institutions. Scott focuses on supporting corporate retirement plans and business owners, aiming to address every detail so clients can focus on their lives and careers. He holds a Bachelor of Science degree in Finance from the University of Tennessee in Knoxville and has earned professional designations including Certified Private Wealth Advisor® (CPWA®), Chartered Retirement Planning Counselor™ (CRPC), and Certified 401(k) Professional (CKP). Scott has been recognized by Forbes on the "Best-in-State Wealth Advisors" list for multiple consecutive years and as part of the Forbes "Best-in-State Wealth Management Teams." Scott resides in Brentwood with his wife, Paige, and their two children. Outside of work, he volunteers for Habitat for Humanity and enjoys spending time with his family, including golfing and boating.

Elizabeth Knight is a CFP® professional affiliated with LPL Financial with 24 years of industry experience. She has worked at First Tennessee Brokerage since 2004 and was associated with FTB Advisors, Inc. from 2013 to 2025 before joining LPL Financial and First Horizon Bank in 2025. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Beverley Stiverson is a financial advisor with Merrill in Franklin, TN, holding a Series 66 designation and 4 years of industry experience. She has been associated with Merrill since 2001. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Angela Tostenson is a financial advisor at UBS Financial Services with 26 years of industry experience. She has worked at UBS since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. She holds the Series 63 designation. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, combining institutional trading capabilities with wealth management services.

Steve Abramowicz is a financial advisor with Ameriprise in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2022. Outside of advising, he owns the Heartland Journal podcast. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Stuart Goss is a CFP® certificant with 19 years of experience in the financial industry. He is currently affiliated with LPL Financial and has previously worked at First Tennessee and New York Life Investment Management LLC. 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 variety of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party resources.

Landon Neuhaus is a financial advisor at Merrill with Series 66, Series 65, and Series 63 credentials and one year of industry experience. Prior to joining Merrill and Bank of America, he worked at Dell Technologies and Fidelity Investments. He also has experience outside finance in the restaurant industry, having worked at Fiddletree Kitchen and Bar and Tony's of Lexington. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brandon Griffey is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2008. In his current role, he collaborates with clients to develop, implement, and enhance their financial plans, helping them navigate uncertain market conditions. He leverages Fidelity's brand, technology, and investment platform to support clients and their families in working toward their financial goals. Brandon's career at Fidelity has progressed through several roles, including Financial Consultant, Investment Consultant, Financial Representative, and Investment Representative. His extensive experience at Fidelity spans from 2008 to the present, reflecting his commitment to the financial services industry and client service. No additional information about his education, credentials, personal interests, or community involvement has been provided.