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.

Wesley Sullivan is a financial advisor at Robert Baird & Co. with 31 years of industry experience. He has been with R.W. Baird since 2002 and holds a Series 63 designation. Based in Nashville, TN, he works within a large institutional firm. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing both in-house and third-party managers to implement a variety of investment strategies.

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.

Christopher Palermo is a financial advisor with Raymond James & Associates based in Nashville, TN. He holds Series 63 and Series 66 licenses and has 34 years of industry experience, including 15 years at Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser, serving a diverse client base that includes individuals, institutional investors, and charitable organizations. The firm provides financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by affiliated research and strategies.

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.

Aanhk Maa is a financial professional at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at North Star Resource Group and Wikoff Color Corp, where he managed production operations. Maa also works as an insurance agent, focusing on fixed insurance products. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

John Wooten is a financial advisor with Cambridge Investment Research Advisors in Brentwood, TN, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior work includes roles at Marcum Benefit, Principal Life Insurance Company, Northstar Wealth Management, and Princor Financial Services Corporation. In addition to his advisory duties, he is an independent insurance agent and has involvement in student loan referral services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, offering multiple custodial platforms and both proprietary and unaffiliated investment strategies.

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.

Randell Weigel is a financial advisor with LPL Financial holding a Series 66 designation and 10 years of industry experience. He previously worked at Bank of America and Merrill from 2016 to 2018. Randell operates WR Wealth Management, LLC, an investment-related business associated with his LPL practice. 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 portfolios, third-party asset management, and institutional platforms.

Greg Lemley is an Investment Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2022, serving in roles including Planning Consultant and Relationship Manager prior to his current appointment. Greg's career in financial services began in 2018 when he worked as a Financial Advisor at Shoemaker Financial. He also gained experience as a Personal Banker at Fifth Third Bank from 2020 to 2022. Greg focuses on building long-term relationships with clients to understand their financial needs and aspirations. His approach involves collaborating on financial strategies tailored to help clients strive toward their goals. Outside of his professional duties, Greg's interests include baseball, family activities, fitness, music, parenthood, and reading.

Steve Alverson is a financial advisor with Raymond James Financial Services Advisors, Inc. in Brentwood, TN, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James since 2013 and previously worked at Harding Academy for five years. Outside of his advisory role, he is a partner at McCall & Associates and McCall Wealth Advisors, private wealth advisory firms based in Brentwood. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Payton Beauregard is a Series 66 licensed advisor at Fidelity with one year of industry experience. His prior work includes roles at Cerity Partners and teaching positions at Harmony Elementary School and North Oldham High School. He also has experience with Bluegrass Hospitality Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolios.

Matthew Ribble is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services Inc and Victory Capital Advisers. Outside of financial advising, Ribble serves as president, coach, and administrator of a youth wrestling club. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios that include a variety of investment types.

Corey Holland is a financial advisor at Fisher Investments with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, Wells Fargo Clearing, Merrill, and Bank of America. Outside of his advisory work, he owns and manages a vacation rental business in Scottsdale, Arizona. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment policy committee and combines quantitative and qualitative research to manage globally diversified portfolios with various risk management and tax-aware strategies.