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.

Joshua Herring is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2009, serving as an investment analyst for his team. In this role, he utilizes proprietary analysis, historical data, and Merrill's objective research to develop customized strategies aimed at helping clients achieve their long-term financial goals through portfolio development, education planning, liability management, and tax minimization. Josh holds a bachelor's degree cum laude from Harvard College and earned a Master of Business Administration in Finance from Vanderbilt University's Owen Graduate School of Management, graduating in the top five percent of his class. He has held leadership roles including President of the Nashville Rowing Club, President of the Harvard Club of Middle Tennessee, and Director for the Mid-South region of the Harvard Alumni Association. An Eagle Scout, Joshua and his wife are active members of Aspen Grove Christian Church, where he has served as a trustee. His personal interests include baseball, boating, reading, and skiing.

Britney Cline is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. She has worked with Cetera and Cetera Investment Services LLC since 2021 and has a background that includes 18 years at Regions Bank. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting over 10,000 advisors and approximately 800,000 clients.

Brian Boccio is a financial advisor with Charles Schwab & Co., Inc. in Nashville, TN, holding Series 63 and Series 66 securities licenses. He has 26 years of industry experience, including prior roles at USAA Financial Planning Services, J.P. Morgan Securities, Chase Investment Services Corp., Waddell & Reed, Banc of America Investment Services, Inc., and Citigroup Global Markets. Charles Schwab serves a large client base, 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 provides multi-asset model portfolios supported by Schwab Center for Financial Research.

Christina Smith is a financial advisor with Wells Fargo Clearing in Brentwood, TN, holding a Series 66 designation and 25 years of industry experience. She worked at Merrill from 2004 to 2015 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Jack Zager is a financial advisor with Morgan Stanley in Nashville, TN, holding a Series 63 designation and possessing 43 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is a board member of the Mid South Foundation for Medical Care and is the author of the children’s book *Where Do the Tigers Go?*. Morgan Stanley Wealth Management provides financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a discovery process to deliver tailored financial plans but generally does not offer individual security recommendations as part of its standalone planning programs.