John Ellett is a CFP® with 10 years of experience in financial advising, currently affiliated with Raymond James Financial. His prior roles include positions at UBS Financial Services Inc. and Pinnacle Financial Partners. He is also a principal at Sturgeon & Ellett Wealth Management in Nashville, TN. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary advice using analytical tools and supports its recommendations through a variety of advisory programs and partnerships.

Robert Stokes is a financial advisor with Edward Jones in Brentwood, TN, holding a Series 66 designation and 18 years of industry experience, all with Edward Jones since 2008. He serves as Director of Business Development for Professional Women's Anonymous, where he consults and assists with fund development strategies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Lawrence Brinks is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® and ChFC® designations and over 48 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011 and was previously with Next Financial Group, Inc. from 2004 to 2011. In addition to his advisory role, he is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Patrick Mc Farland is a Series 66–licensed financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Cole Warren is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His work history includes roles at Mozaic Payments, Inc., SageSpring Wealth Partners, Raymond James Financial Services, Inc., and Music Row Wealth Management LLC. He has also been involved in education through positions at Franklin Classical School and Lipscomb University. 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 other institutions. The firm offers a range of financial planning and asset management solutions through a large network of investment adviser representatives.

Richard Carlson is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Commonwealth Financial Network, Wise Family Wealth, LLC, and UBS Financial Services. Carlson has engaged in fixed insurance sales at his branch location since 2012. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization.

Terrell Perry is a financial advisor at Osaic Wealth with Series 63 and Series 65 credentials and eight years of industry experience. He has previously worked at Securities America, Molette Investment Services, and Prudential Insurance Company of America among others. Outside of advising, Perry owns SSP Fitness, a fitness training and consulting business, and serves as a board member of the Guardianship and Trust Corporation, which conserves and coordinates care for persons with special needs. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, and institutional clients through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization with a range of brokerage and advisory services delivered via affiliated broker-dealer and RIA relationships.

Rebekah Thompson is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Baird, she worked in the coffeehouse industry and has experience in several roles outside finance. She is part of The DDK Group within Baird’s Private Wealth Management department, serving individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm utilizes a combination of manager-traded and model-traded strategies, tax-management, and internal research tools, managing approximately $394 billion in regulatory assets as of year-end 2025.

Jason Clowers is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Citigroup Global Markets, and Prudential Equity Group. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Vance Lahey is a financial advisor with Ameriprise in Franklin, TN, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for NaCoMe Camp & Retreat Center in Pleasantville, TN. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, using a centralized consulting team to deliver non-discretionary, research-driven recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Brian Mahoney is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America N.A. and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to evaluate investment options within a broad platform of brokerage and advisory solutions.

Robert Wills is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with PFS Investments Inc. since 2009 and Primerica Financial Services since 2008. Outside of advisory services, he is involved in sales of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm uses third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Claton Heath is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones, Merrill, UBS, Bank of America, Mutual of Omaha, and Burnett, Dobson and Pinchek. 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 advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Benjamin Gentry is a financial advisor with Edward Jones in Spring Hill, TN, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked at Edward Jones and LPL Financial over his career. Gentry also provides investment advisory services through Private Advisor Group, an independent investment advisor firm. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.

Stephen Elder is a financial advisor at Robert Baird & Co. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Janney Montgomery Scott, LLC and J.J.B. Hilliard, W.L. Lyons, Inc. Outside of his advisory role, he is a passive investor in Modus Investment VII, LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, with a range of traditional and non-traditional investment strategies.

Alexander Verrone is a financial advisor with Equitable Advisors in Franklin, TN, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities LLC from 2014 to 2022. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a combination of proprietary and third-party investment solutions and offers services that include mutual funds, ETFs, separately managed accounts, alternative investments, and ERISA fiduciary services.

Anthony Youssefi is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at Mass Mutual Investors Services before joining Cambridge in 2016. In addition to his advisory role, he is an independent insurance agent with various companies and a member of Capital Wealth Advisors LLC. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple account platforms and proprietary model strategies while managing a multi-billion dollar asset base.

Travis Curatolo is a Series 65-credentialed financial advisor with Cambridge Investment Research Advisors, based in Franklin, TN. He has one year of industry experience, with prior roles at SageSpring Wealth Partners and LeTourmeau University, as well as four years of service in the USAF. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through a variety of platforms and proprietary model strategies under the Founders Gate Capital brand.

Joshua Ely is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Ely is co-owner of IWM LLC and owner of 3 Man, Inc., managing advisory businesses alongside his role at Ameriprise. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering tailored recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated recommendations within a large institutional platform providing advisory, brokerage, and insurance solutions.

Brandon Brager is a financial advisor at Raymond James Financial with Series 63 and Series 66 licenses and one year of industry experience. He previously worked at Northwestern Mutual in various capacities from 2024 to 2026 and was employed by Sound City Realty and Metro Nashville Public Schools before entering the financial industry. 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 through comprehensive analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.