Tristan Flowers is a financial advisor at Charles Schwab with the CFP® and Series 66 designations and five years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2019 and previously held positions at Lake Michigan Credit Union and Ridgemoor Supply. 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 offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios, centralized custody, and a formal alternative-investment onboarding process.

Andrea Bzinak is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In this role, she focuses on maintaining strong relationships with current clients while developing new client connections based on trust. She manages planning interactions daily and provides support to ensure smooth operations. Andrea has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager before her current position. Prior to that, she worked as a Client Service Associate at Ameriprise Financial from 2022 to 2023. She holds an Arkansas Insurance License. Outside of her professional career, Andrea enjoys attending concerts, cooking and baking, fitness activities, football, social events with friends, and volunteering.

Juan Guerrero is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Berry Global for four years. Outside of his advisory role, he is involved as an independent contractor performing back-office duties at W8 Ranch, a Wagyu beef farm. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm employs a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Michael Weed is a financial advisor at Edward Jones in Brentwood, TN, with 10 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Ethan Williams is a financial advisor with Equitable Advisors who holds a Series 66 designation and has four years of industry experience. Prior to joining Equitable Advisors in 2022, he was employed at Suny Oswego and has a role as a corporate compliance investigator with Tyda Services, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a range of third-party advisory models and ERISA fiduciary services for qualified plans.

Robert Waechter Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships.

Timothy Jester is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Woodbury Financial Services, Park Avenue Securities, and Guardian Life Insurance. Outside of finance, he is a semi-professional violinist, a wedding officiant, serves as a commissioner on the Metro Arts Board in Nashville, and is involved with a charity golf tournament supporting families of emergency services members. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services and employs asset-allocation tools and third-party platforms to manage a wide range of investment portfolios.

Jessica Craig is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and possessing 20 years of industry experience. She previously worked at Woodbury Financial Services for 17 years before joining OSAIC in 2024. Craig also operates a sole proprietorship, Craig Wealth Management, focusing on fixed annuity sales. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a wide array of advisory platforms. The firm employs various tools and third-party services to construct diversified portfolios managed on discretionary or non-discretionary bases.

Tyler Berry IV is a financial advisor at Robert Baird & Co. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at B. Riley Wealth Management and B. Riley Wealth Advisors prior to joining Robert Baird. Outside of his advisory role, he serves on the board of Mount Hope Cemetery in Franklin, TN, and is a board member of the Columbia State Community College Foundation. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, employing a mix of in-house and third-party managers with a range of investment strategies and overlays.

John Dunahoo is a financial advisor with LPL Financial in Franklin, TN, holding a Series 66 designation and 12 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining LPL Financial in 2025. Dunahoo serves on the board of the Reeds Foundation, a nonprofit organization based in Brentwood, TN. 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 institutions. The firm offers a range of financial planning and investment management solutions, combining a broad advisory platform with non-advisory financial services.

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 CFP® and ChFC® credentialed financial advisor with 48 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors since 2011. Outside of his advisory role, he is also an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, using a range of portfolio management and model-based solutions tailored to client objectives.

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.

John Johnson is a financial advisor with LPL Financial in Nashville, TN, holding Series 63, 65, and 66 licenses and 38 years of industry experience. He previously worked at Edward Jones for 13 years and Scott & Stringfellow, LLC for 12 years. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management delivered primarily by its network of investment adviser representatives.

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 licenses. Prior to joining OSAIC in 2026, he worked at Commonwealth Financial Network for 14 years and at Wise Family Wealth, LLC for 13 years. His other business activities include fixed insurance sales at a branch location since 2012. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services through multiple platforms and utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Terrell Perry is a financial advisor with OSAIC based in Nashville, TN, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. His prior work includes roles at Securities America, Inc., Molette Investment Services, Investacorp, and Prudential Insurance Company of America. Outside of advising, he owns SSP Fitness, a fitness training and consulting business, and serves as a board member for the Guardianship and Trust Corporation, an organization that provides conservatorship services for persons with special needs. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations through an extensive network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing tools such as asset-allocation software, risk-tolerance assessments, and automated rebalancing to build portfolios that may include a wide range of investment products.

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 in Arrington, TN, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic automation overseen by a dedicated committee.