Samuel Greenwell is a financial advisor at Equitable Advisors holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he worked briefly at GuideWise Financial Group / Ameriprise Financial Services, LLC and has experience in education and other fields. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party managers to deliver investment solutions tailored to client needs.

Kristopher Matheson is a Financial Consultant currently with Fidelity Investments, bringing a focused approach to guiding clients toward their financial objectives. He has extensive experience in financial consulting, having served in various roles including Vice President Financial Consultant at TD Ameritrade and Charles Schwab from 2022 to 2024, and as a Wealth Planner and Financial Consultant at Fidelity Investments between 2016 and 2022. His career began in the financial sector with Morgan Stanley as a Financial Advisor from 2010 to 2014, and prior to that he worked as a Lending Specialist at Bank of America from 2009 to 2010. Kristopher holds insurance licenses in Arkansas and California, supporting his comprehensive understanding of financial planning across different regions. Outside of his professional work, Kristopher has interests in cars, family activities, fitness, pets, traveling, and volunteering.

Bruce Shahan is a CFP® with 28 years of industry experience, currently affiliated with Ameriprise in Brentwood, TN. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in business ownership through Overlook Business Partners, LLC. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research-driven modeling and tax-efficiency analysis to provide tailored recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Kevin Harris is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Cetera and has a background that includes nearly two decades with Avantax in various advisory and insurance roles. Harris also operates his own tax preparation and accounting practice as a sole proprietor. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party money managers.

William Tenpenny is a financial advisor with Edward Jones in Spring Hill, Tennessee. He holds a Series 66 designation and has 16 years of industry experience, having worked at Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Ronnie Mccoy is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 credential and has worked at various Morgan Stanley entities since 2009, including Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

David Geske is a CFP® professional with 24 years of experience in financial advising. He is currently with Raymond James Financial and has held advisory roles at Semiahmoo Financial Group, Bell & Associates, and Bayside Group. Geske is also involved as CEO and officer in two support companies related to his financial businesses in Tennessee and California. 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, pension plans, corporations, and institutional investors. The firm emphasizes non-discretionary planning tailored to client goals and integrates advanced analytical tools, supporting implementation through various advisory programs.

Elizabeth Grandy is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 40 years of industry experience. She has been affiliated with Primerica Advisors since 1984 and has operated as a self-employed financial professional since 1989. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm focuses on curating third-party asset managers and uses a tiered percentage-based fee model.

Michael Eckholdt is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at LPL Financial and Edward Jones. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Stephanie Depriest is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at UBS Financial Services and Morgan Stanley. 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 portfolio programs, third-party asset management, and institutional platforms.

William Phillips is a financial advisor with LPL Financial in Brentwood, Tennessee. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Wiley Bros Aintree Capital for 19 years and Morgan Stanley for four years. Outside of his advisory work, he is an owner-trustee of Triple 7 Farm Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and technology tools.

Julie Hippe is a financial advisor at LPL Financial with 17 years of industry experience. She previously worked at Raymond James & Associates for 12 years and operated Kaia Woodkrafts for five years. Hippe holds Series 63 and Series 66 licenses. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and $819 billion in discretionary assets.

Edward Hood III is a Series 66 credentialed financial advisor with seven years of industry experience, currently practicing at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Verizon Wireless for three years. He is the founding member and current Membership Host of the Nolensville BNI Chapter and has previously served as its President. 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 and offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Chris Mitchell is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads The Mitchell Group, a team that provides a holistic approach to addressing the complex financial needs of individuals, families, and business owners. The group develops personalized financial strategies tailored to each client's unique situation, focusing on areas such as retirement planning, education planning, legacy planning, investments, and insurance. Chris has more than two decades of experience in the financial services industry, having started his career in 1998. His areas of expertise include college education planning, corporate executive services, executive compensation, institutional and corporate benefit services, legacy planning, philanthropic planning, portfolio management services, small business strategies, individual and corporate investment strategy, and tax minimization. The Mitchell Group utilizes Merrill's research and specialists to provide comprehensive service, working collaboratively with clients' CPAs and attorneys to integrate estate planning and tax considerations into wealth management strategies. Chris holds a Bachelor's Degree from Belmont University and has earned several professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is involved in community service through organizations such as the Commodore Yacht Club and Second Harvest Food Bank. Outside of work, Chris enjoys boating, gardening, golfing, tennis, and spending time with his family.

Kannan Akins is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. He previously worked at Northwestern Mutual Investment Services and has professional experience in education at Middle Tennessee State University and Watertown High School. He is currently based in Franklin, TN. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs with a collaborative, goal-focused approach.

Eric Stanley is a financial advisor at Primerica Advisors in Nashville, TN, holding Series 63 and Series 65 licenses with over a decade of experience since 2013. His prior work spans several companies across various industries, including Spectrum Brands, Cook Medical, Philips, and Bridgestone Americas. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies supported by third-party asset managers and custodians.

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, formerly LINSCO/PRIVATE LEDGER CORP., since 2001. Outside of his advisory work, Sandifer is also involved as a musician with Little Cur Music. 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 a range of financial planning and investment management solutions, including third-party asset management and institutional platforms, supported by a large network of investment adviser representatives.

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.

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.