Dan Kingma is an Investment Consultant at Fidelity Investments, where he has been working since 2021. In his role, he focuses on providing investment consulting services to clients. Prior to joining Fidelity, Dan worked as an Associate Financial Consultant at Charles Schwab & Co. from 2019 to 2021, and as a Financial Advisor at Pacific Capital from 2018 to 2019. His professional experience spans multiple firms within the financial advisory and investment consulting industry. Outside of his professional work, Dan enjoys golf, hiking, and traveling.

Daniel Wright is a financial advisor at Stifel with 19 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2016, following seven years at Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, offering asset allocation and financial planning analyses to support client decisions.

Benjamin Bass is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds a Series 66 designation and has been affiliated with Raymond James Financial Services Advisors Inc. and related entities since 2012. He is also an independent contractor for McCall and Associates, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to deliver non-discretionary planning tailored to client goals, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Adam Smith is a Series 66 licensed financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as a director for the Franklin Area bowling center, acting as a liaison between USBC Nashville and the center to assist with rules and regulations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors.

Brian Lombardo is a CFP® professional with 17 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge since 2012. In addition to his advisory role, he is a certified public accountant providing tax preparation and accounting services and owns a sports and fitness business focused on pickleball. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing various portfolio management strategies and platform arrangements tailored to client objectives.

Robert Carollo is a financial advisor at Edward Jones with 20 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked for Frank Templeton for 19 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Stacey III is a financial advisor with Ameriprise in Brentwood, TN, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its predecessor firms since 1994. Stacey serves on the Board of Directors for the SCHS Class of '86 Chris Carter Scholarship and acts as its Treasurer. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on income planning and tax-aware withdrawal strategies for those approaching or in retirement. This service involves a written Recommendation Report and ongoing advice, supported by a centralized team that collaborates with advisors to implement non-discretionary recommendations.

Jamison Shireman is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has worked at several firms, including Hornor Townsend & Kent Inc and Penn Mutual Life Insurance. In addition to his advisory role, he operates Jamison Shireman, CPA, P.C., providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a nationwide network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research from various sources.

Christopher Martinez is a financial advisor with Charles Schwab in Old Hickory, TN, holding a Series 66 designation and nine years of industry experience. He has been with Charles Schwab since 2015. Charles Schwab & Co., Inc. serves a large client base of 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 integrated brokerage, custody, and advisory services.

James Stephens Jr. is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Janney Montgomery Scott, Wells Fargo Clearing, and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies utilizing both in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Steven Person is a financial advisor with LPL Enterprise, holding a Series 66 designation and over 20 years of industry experience. He has worked at Prudential Insurance Company of America since 2015 and was previously with PRUCO Securities, LLC. since 2015. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through its integrated platform.

Jeffrey Janes is a financial advisor with Osaic who holds a Series 66 designation and has 21 years of industry experience. Prior to joining Osaic in 2025, he spent 20 years with Lincoln Financial Advisors. He also acts as an insurance agent offering disability, long-term care, traditional life insurance, fixed annuities, and indexed annuities. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs, utilizing asset-allocation tools and automated rebalancing strategies.

Briana Creel is a financial advisor with UBS Financial Services in Nashville, TN, holding the Series 66 designation with 11 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she is a partner in a mobile coffee trailer business owned with her husband, where she handles bookkeeping and daily operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor strategies to clients’ goals and risk tolerances.

Robert Martin is a financial advisor with Edward Jones in Franklin, TN, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 with a brief hiatus in 2019-2020. Outside of his advisory role, Martin serves as Secretary and Treasurer for a local BNI networking group in Nashville, where he manages the collection and deposit of quarterly dues. 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 options, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Anthony Dowlen is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has previously worked at Fortera Credit Union, Bank of America, and Advance Financial. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Malcolm Liles is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Baird since 2013. Outside of his advisory role, he serves on the board of the Arthur & Sylvia Lee Educational Foundation, which provides scholarships, and holds several other board and ownership roles related to investment committees and land management. Liles is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations with customized financial planning and portfolio management services. The group employs a range of strategies including separately managed accounts and overlay services, catering to diverse client goals and risk tolerances.

Bryan Bolton is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has previously worked at FTB Advisors, INC for 10 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Christopher Long is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Morgan Stanley since 2016. Outside of his advisory role, he is involved as a board manager and member of Wild Wings Real Estate, LLC, a real estate investment entity. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, serving a broad client base through various investment and planning offerings.

Janeen Gregory is a financial advisor at Stifel with 20 years of experience at the firm and a Series 66 designation. She is based in Nashville, TN, and has served as a substitute organist for Redeemer Lutheran Church since 1985. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Phillip Branch is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2016 after over four years in the wealth management department of a regional bank in Kentucky. Phillip works with corporate executives, entrepreneurs, medical professionals, and recent retirees to organize finances, mitigate tax risk, and pursue their financial goals through tailored wealth management strategies. Phillip holds a bachelor’s degree in Finance and Economics as well as an MBA from Middle Tennessee State University. He provides services including wealth forecasting, portfolio management, tax minimization strategies, insurance planning, and retirement income analysis. His approach emphasizes developing a precise and individualized financial plan, regularly tracking progress to help clients achieve their lifelong objectives. Outside of his professional work, Phillip is involved in community activities such as Habitat for Humanity, St. Jude Hero, and Susan G. Komen Team. He serves on the Nashville Children's Theatre Board of Trustees. His personal interests include fishing, football, golfing, hiking, running marathons, and skiing.