Douglas Jones is a Certified Financial Planner (CFP®) with 36 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked concurrently with Pinnacle Financial Partners and Southern Lawn and Landscape, LLC for over a decade. Jones also serves as a personal representative for family estate matters. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes non-discretionary planning tailored to client goals, supported by analytical tools and advisory programs.

William Yawn is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera and related affiliates since 2019, following prior roles at Summit Financial Group Inc. He is also licensed to sell life insurance and annuities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies, financial planning, and consulting services, overseeing more than $256 billion in assets through a network of over 10,000 advisors.

David Reynolds is a financial advisor with UBS Financial Services in Franklin, TN, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets services through its extensive network of financial advisors.

Riley Fair is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and no prior industry experience. Outside of financial services, Riley is involved in the fitness industry through ownership of two Pilates businesses. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

Jeff Good is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with LPL Financial and has previously worked at Fifth Third Securities, Fifth Third Bank, Edward Jones, and Gannett. 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 management services supported by advisory representatives who utilize various model portfolios, third-party subadvisors, and customized strategies across multiple asset classes.

Kenneth Smith is a financial advisor with Cetera in Franklin, TN, holding a Series 66 designation and six years of industry experience. He has worked at Cetera since 2020 and also serves as a wealth advisor at Regions Bank, where he works with high-net-worth clients on loans, trusts, mortgage, insurance, and estate planning. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors, leveraging multiple investment platforms and third-party managers.

Bradley Dickens is a financial advisor at RBC Capital Markets with 33 years of industry experience and holds a Series 63 designation. His prior work includes roles at Janney Montgomery Scott, Wells Fargo Clearing, and City National Bank. He serves on the board of the Joshua Chamberlain Society, a nonprofit organization that assists military veteran families in Nashville. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, and brokerage services, with tailored strategies implemented through a combination of in-house and third-party investment managers.

James Woods Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has previously worked with firms including LPL Financial, Edward Jones, and Fortress Wealth Management. Woods is also the owner of Wealth Legacy Planners, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary strategies.

Michael McNicholas is a financial advisor with LPL Financial based in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior experience includes roles at Securities America Advisors and his own business under his name. Outside of finance, he is involved in a film and photography business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Mary Yerdon is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. She previously worked at Campbell Johnson Wealth Advisors, Royal Alliance Associates, and Innovative Financial Group. Outside of her advisory role, she serves as Director of Branch Services and financial advisor at Highroad Financial, a support company in Franklin, TN. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm emphasizes non-discretionary consulting tailored to client goals, utilizing analytical tools to model potential outcomes and supporting a large network of advisors.

Brian Meyers is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding a Series 66 designation and 14 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with Metlife Securities from 2014 to 2017. In addition to his advisory role, Meyers serves as a Notary Public. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap programs, and educational seminars, structuring client relationships around detailed planning and written recommendations.

Drew Powell is an advisor at LPL Financial with a Series 66 designation and experience beginning in 2026. Prior to joining LPL Financial, he worked at First Horizon Bank and has a background that includes roles at Wake Forest University and Montgomery Bell Academy. 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, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Charles Spears is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 27 years of industry experience. He has been with Raymond James since 2016 and is a partner in Cordell Holdings, LLC. Spears serves on the investment committee for the Missions Endowment Fund at Forest Hills Baptist Church. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized services including municipal advisory and SIMPLE IRA employer consulting programs.

Benjamin Hollis is a financial advisor at UBS Financial Services with five years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a range of capital markets and advisory solutions.

Ray DeNeefe is a Planning Consultant at Fidelity Investments, a position he has held since 2022. He focuses on understanding clients' personal and financial needs and collaborates with both clients and advisors to develop customized financial plans. Ray is motivated by relationship-based work and aims to help clients gain confidence in their financial goals. His professional experience includes roles as a Relationship Manager at Fidelity Investments from 2021 to 2022, a Paraplanner at Southwestern Investment Group from 2020 to 2021, and a Financial Representative at Fidelity Investments from 2018 to 2020. Earlier in his career, Ray worked in Wealth Management Services at Union Bank of Switzerland (UBS) in 2016 and in Client Services at Securities Service Network in 2015.

James Smith is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 11 years of industry experience. He has worked with Cetera and its affiliated entities since 2015, based in Nashville, TN. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and program structures, supported by a nationwide network of over 10,000 advisors.

Ryan Tracy is a financial advisor with Cetera in Nashville, TN, holding a Series 66 designation and 12 years of industry experience. He has been with Cetera and Cetera Investment Services LLC since 2015 and has a concurrent role at Regions Bank since 2014. In addition to his advisory work, he engages in fixed insurance sales through the bank and refers clients to the mortgage department for loan services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, combining affiliated and third-party managers with various program structures and custodial relationships.

Robert Rose is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding a Series 66 designation and four years of industry experience. Prior to joining the firm in 2021, he worked in healthcare and insurance roles including positions at Results Physiotherapy and State Farm. Mass Mutual Investors Services 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 seminars, focusing on collaborative, goal-oriented planning engagements without discretionary authority over client assets.

John Wooten is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at multiple firms, including Cambridge Investment Research Advisors since 2018 and Marcum Benefit since 2016. Wooten also serves as an independent insurance agent and has experience with student loan referral services. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services through a broad network of financial professionals and offers a range of proprietary and third-party investment solutions.

Albie Vollero is a financial advisor with Morgan Stanley in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Morgan Stanley and its affiliated Private Bank since 2009. Outside of his advisory role, he is involved in residential real estate investment and management in the Tennessee area. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies.