Iris Brashear is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. Her prior experience includes roles at Charles Schwab Bank SSB, AutoZone Corporate Headquarters, and Rocky Top Nutrition, as well as several years in full-time education. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s model combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a comprehensive range of integrated investment and custody services.

Jennifer Winchell is a CFP® professional with 20 years of industry experience, currently affiliated with Cetera in Nashville, TN. She also owns and manages Winchell CPA & Advisory Services PLLC, a certified public accounting firm providing accounting, tax, and financial consulting services. Her background includes roles at Avantax Advisory Services and long-term involvement with Jim R Durham CPA firms, where she also provides bookkeeping and bill payment services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operates a multi-manager platform, and manages over $256 billion in assets.

Tammy Alexander is a financial advisor at Raymond James & Associates with 32 years of industry experience. She holds a Series 63 designation and has worked at Raymond James since 2019, following previous roles at Wells Fargo Clearing and WELLS FARGO Advisors. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

M. Brandon Hall is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with various Fidelity entities since 2000 and currently serves in Franklin, TN. Outside of his advisory role, he owns a family horse business focused on rescue, training, and racing, and serves as Vice President of Fundraising for the Franklin High School Band Boosters. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios through intermediary platforms.

Margarita Stanczak is a financial advisor at Stifel with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Evan Duvall is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he served in the United States Army from 2015 to 2019 and worked at Nissan from 2019 to 2022. He is also involved with Shoemaker Financial, a financial services DBA where he provides insurance, securities, and advisory services. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and retirement services, utilizing multiple program structures and third-party managers, with assets under management exceeding $256 billion.

Nell Hughes is a financial advisor with UBS Financial Services in Franklin, TN, holding a Series 66 designation and 13 years of industry experience. She has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and delivers tailored investment solutions supported by proprietary research and market analysis.

Bret Robbe is a CFP® professional with 11 years of industry experience, currently serving at Edward Jones since 2015. Based in Nashville, TN, he holds Series 63 and Series 66 licenses. Outside of his advisory role, he participates as a public speaker in church services and business groups. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages more than $1 trillion in assets and provides a range of advisory services through a large network of financial advisors and branch offices nationwide.

Camerino Payan is a Financial Advisor with Merrill Lynch Wealth Management, based in Brentwood, Tennessee, and serving surrounding areas. He specializes in tailoring financial strategies to effectively meet clients' short-, mid-, and long-term goals, focusing on areas including investing, retirement planning, college education planning, tax minimization, and family wealth management. Camerino also connects clients with Bank of America professionals for additional services in banking, credit, home financing, and small business solutions. Holding the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, Camerino is committed to creating personalized financial plans founded on clients’ goals, concerns, and attitudes toward investing. He emphasizes a comprehensive and evolving approach to wealth management, providing ongoing advice and support as client needs develop. Camerino is active in his community, serving on the board of directors for Friends of Mill Ridge and participating in organizations such as Junior Achievement of Middle Tennessee and Catholic Charities, Diocese of Nashville. Outside of his professional and volunteer commitments, he enjoys outdoor activities like running, rock climbing, biking, and spending time with his family. He communicates with clients in both English and Spanish.

Robert Payne is a CFP® professional with 43 years of industry experience. He currently works at OSAIC and previously held advisory roles at Securities America Advisors and Questar Capital Corporation. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party managers.

James Mayes is a financial advisor with LPL Financial in Nashville, TN, holding Series 63 and Series 66 licenses and having 34 years of industry experience. His prior firms include Northwestern Mutual Investment Management, Fifth Third Securities, and AmSouth Investment Services. Mayes has been associated with Ftb Advisors, Inc. and First Tennessee Brokerage, Inc. for more than a decade before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Jeanne Basso is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the Series 63 designation and has 26 years of industry experience. Prior to her current role, she worked at Raymond James & Associates for 11 years and spent time at NewEdge Wealth. Outside of advising, she serves as acting executor for an estate, handling administrative and financial duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, leveraging risk profiling and analytical tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Bruce Schroeder is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. He has 32 years of industry experience, including eight years at Citigroup Global Markets prior to joining LPL Financial in 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Frank Phillips III is a financial advisor with LPL Financial in Brentwood, TN, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at WileyBros Aintree Capital LLC, Raymond James & Associates, and Morgan Keegan & Company. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Scott Ewing is a financial advisor at Cetera with 14 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Cetera in 2017, he worked at Fifth Third Securities and Fifth Third Bank. Outside of his advisory work, he is a musician and owner of a band. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that provides access to model portfolios, third-party managers, and customized investment strategies.

John Fee is a Series 66-licensed financial advisor with Cetera in Nashville, TN, with 13 years of industry experience. He has worked with Cetera Investment Services LLC and Regions Bank since 2014. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and investment platforms.

William Powell is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Outside of his advisory work, he owns and operates River Rock Media Group, a photography business based in Nolensville, TN. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated funds, operating under a fiduciary standard.

John Holliday is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Stifel since 2015. He is a board member of the 4-H Club Foundation of Mississippi, where he supports and advises state 4-H programs. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach employs proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation, retirement, insurance, and estate planning.

Kristy Harris is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. She has worked at LPL Financial since 2022 and also serves clients through CUNA Brokerage Services, Inc. and Ascend Federal Credit Union. Outside of advisory work, she is a notary and is involved with Ascend Retirement & Investment Services, a DBA for LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Thomas Turner is a Wealth Management Advisor at Merrill Lynch Wealth Management. He advises clients in areas such as Family Wealth Management Strategies, Personal Retirement Planning, Sports & Entertainment, Tax Minimization, and Retirement Income. He focuses on connecting all aspects of a client's financial life to help prioritize and pursue their individual goals. Thomas holds a Bachelor's Degree from Belmont University and is a CERTIFIED FINANCIAL PLANNER® professional as well as a Personal Investment Advisor (PIA). He draws on Merrill's resources to evaluate both sides of a client's balance sheet to identify gaps and opportunities for more efficient capital deployment. Thomas values the client relationships he has built and is privileged to serve them. Outside of his professional role, Thomas is involved with organizations such as Stars Basketball and Brentwood Academy. His personal interests include basketball, fishing, football, golfing, soccer, tennis, and traveling.