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.

Jared Roaten is a financial advisor with Ameriprise Financial Services LLC in Franklin, TN, holding a Series 66 designation and 24 years of industry experience. His previous roles include positions at LPL Financial, Principal Life Insurance Company, SunTrust Advisory Services, Morgan Stanley, and Truist Investment Services, among others. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers 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.

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 with Primerica Advisors in Nashville, TN, holding Series 65 and Series 63 licenses. He has over a decade of experience in the financial services industry and has worked at various companies including Spectrum Brands, Insight Global, and Cook Medical. Stanley has been with Primerica Financial Services since 2013. Primerica Advisors is a large-scale firm that provides wrap-fee asset management programs primarily for individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-driven investment strategies managed by third-party asset managers and supports clients through an extensive network of advisors.

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. His prior roles include positions at New England Securities and Mass Mutual Investors Services. Outside of his advisory work, he serves on multiple boards, including St. Henry School, Seven Hills Swim and Tennis Club, and the Green Hills Girls Softball League. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary strategies through various platforms and proprietary model portfolios.

Brian Riddle is a CFP® professional with 12 years of experience, currently serving at Edward Jones since 2014. He holds a Series 66 license and is based in Franklin, TN. Outside of his advisory role, he is a Level 2 fitness trainer at Crossfit Spring Hill in Spring Hill, TN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Samuel Dueker is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. Before joining J.P. Morgan Securities in 2025, he worked at TD Ameritrade Inc/Charles Schwab & Co. from 2018 to 2022 and was involved with West End Restaurants (Bricktop's) for several years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with both quantitative and qualitative research, offering a range of eligible strategies including ESG frameworks.

Nicole West is a Certified Financial Planner (CFP®) based in Franklin, Tennessee, affiliated with Charles Schwab. She has nine years of industry experience, including roles at Charles Schwab Bank, First Horizon, and JPMorgan. West has held her current position at Charles Schwab since 2018. 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 affiliated discretionary separately managed accounts, using multi-asset model portfolios and due diligence from Schwab’s Center for Financial Research.

Patrick Conger is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 designation and 25 years of industry experience. His prior work history includes positions at Fiduciary Advisors, LLC, UBS Financial Services, Morgan Keegan & Company, LLC, and Union Planters Investment Advisors, Inc. He is involved in insurance-related activities serving athletes and operates as an outside general agency for non-variable insurance. 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 institutional platforms, supporting advisors with both discretionary and non-discretionary investment strategies.

Hunter Rodgers is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Raymond James Financial Services, Moody + East Investment Partners, Pinnacle Asset Management, Pinnacle Bank, New York Life, and American Century Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Thomas Bateman III is a financial advisor at Cambridge Investment Research Advisors with 14 years of industry experience. He holds the Series 66 designation and has worked at Cambridge since 2022, previously spending seven years with Wells Fargo Clearing. Bateman is also registered as an agent for variable annuities. Cambridge Investment Research Advisors serves both individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion-dollar asset base and provides access to multiple platforms, proprietary model strategies, and third-party advisers.