Charles Gillen is a financial advisor at Ameriprise in Franklin, TN, holding the CFP® and Series 63 designations with 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 1986. Outside of his advisory role, he is involved with Rainmaker Inc., where he develops new business relationships, leads local staff, and recruits advisors. Ameriprise serves individuals approaching or in retirement, typically with significant investable assets, offering a retirement-income planning service that includes written Recommendation Reports and combines research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Taylor Kramer is a financial advisor with LPL Financial, holding a Series 66 license and one year of industry experience. Prior to his advisory role, he served two years in the United States Army after attending the United States Military Academy at West Point. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Jason Bures is a Financial Consultant at Fidelity Investments, where he partners with clients to understand their financial goals and develop customized financial plans. He draws on the resources and tools available at Fidelity to support clients in pursuing their financial objectives. Jason's professional experience spans multiple roles in the financial services industry. He has served as a Financial Consultant at Fidelity since 2022 and previously worked as an Investment Consultant and Financial Representative with Fidelity. Prior to that, he held positions such as Regional Sales Director at First Protective Insurance Group, Associate Investment Advisor Representative at SFA Wealth Management, Regional Vice President and Sales Development Specialist at Midland National Life Insurance Company, and Registered Representative roles at Ameritas Investment Corp. and Intersecurities Inc. Outside of his professional work, Jason has interests in baseball, football, softball, and family activities.

Christina Smith is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment vehicles, including insurance-related products and bank deposit sweep options.

Victor Sebastian is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Woodbury Financial Services, American General Securities Incorporated, and Walnut Street Advisers Inc. Outside of his advisory role, he is involved in selling life insurance and fixed annuities under a non-variable insurance business. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Gerald Newell is a financial advisor with Charles Schwab, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked at Charles Schwab since 2002 and at Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and order-routing services.

James Durham is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Raymond James since 2013. Outside of his advisory role, he serves on the Finance and Investment Committee of Christ United Methodist Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, charitable organizations, and various government entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Matthew Benson is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Mass Mutual and its affiliated companies since 2000. Outside of his advisory role, he is involved in insurance sales and manages residential rental properties. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to deliver written recommendations in annual collaborative planning engagements, with optional implementation through separate brokerage or insurance arrangements.

Nicholas Wolf is a CFP® professional with four years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has worked at several firms, including David Adams Wealth Partners and Strategic Financial Partners. Nicholas is also involved as an associate at Adams Wealth Partners, supporting investment advisory activities. 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 investors. The firm offers customized, non-discretionary planning and employs analytical tools to support client goals, with specialized services including municipal advisory and SIMPLE IRA consulting.

Jacob Lee is a financial advisor with Equitable Advisors in Franklin, TN, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at Equitable Advisors since 2014, including time when the firm was known as AXA Advisors. Outside of his advisory role, he is involved as a sales associate for Realty Benefit Services and Dergalis Associates, LLC, focusing on tax account programs and health product sales. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm emphasizes matching clients to program models or discretionary managers, utilizing a network of third-party asset managers and proprietary advisory tools.

James Maddux is a financial advisor at Raymond James Financial with 21 years of industry experience and holds the Series 66 designation. He has worked with Raymond James Financial Services Advisors Inc. since 2012 and serves as an officer and treasurer on the board of Music City Academy, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm uses tailored, non-discretionary planning and risk profiling to support client goals and offers specialized services such as municipal advising and SIMPLE IRA employer consulting.

Jessica Jung is a CFP® professional with 21 years of industry experience. She is currently with Cambridge Investment Research Advisors and has prior experience at Aegis Capital Corp and LPL Financial. She serves as president of Vast Medical, a company involved in collecting and storing medical data, and holds a board position at Partners Financial Advisory Board. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing various platform arrangements and proprietary model strategies.

Tabitha Satchwell is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her work history includes prior roles at Edward Jones and Bank of America, N.A. before joining Merrill. 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.

Matthew Miller is a financial advisor with Merrill in Brentwood, Tennessee, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has worked with Bank of America and Merrill for the past 15 years. Outside of his advisory role, Miller serves as a committee member for United Way’s Tocqueville Society fundraising cabinet. 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, and institutional investors, incorporating strategic asset allocation and tax-aware options.

Tara Gil is a financial advisor at Fisher Investments with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Fisher Investments since 2002. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment approach that combines quantitative and qualitative research to construct diversified portfolios.

Reid Berry is a financial advisor with Stifel, holding a Series 66 designation and 11 years of industry experience. Prior to joining Stifel Nicolaus & Co Inc in 2021, he worked at Bank of America from 2014 to 2021. Outside of his advisory role, he serves as CFO for The Rudi Berry LLC, a social media content creation business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Katryna Wright is a financial advisor at LPL Financial with 12 years of industry experience. She holds a Series 66 designation and has worked previously at CUNA Brokerage Services, INC and Southeast Financial Credit Union. Wright is also involved in investment-related activities connected to Southeast Financial Credit Union. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Steven Boles is a CFP® with 19 years of industry experience, currently affiliated with LPL Financial. He has previously worked at First Horizon Advisors, Truist Investment Services, and Citigroup Global Markets. Boles serves on the board of FiftyForward Endowment as Treasurer. 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 services, including model portfolios and third-party asset management, supported by extensive operational and research tools.

Eric Brown is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is President of Killer Bees Inc and the Place Office Park owner's association in Smyrna, TN. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs featuring discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment options.

James Hare is a financial advisor with Raymond James Financial in Nashville, TN, holding a Series 66 designation and over 27 years of industry experience. He has worked with Raymond James since 2007 and has been associated with Pinnacle Bank since 2014. Hare is involved in a marketing partnership named Radnor Capital Partners, which he co-founded in 2024. 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 using analytical tools and supports institutional consulting and portfolio management across a broad advisor network.