Paul Carl III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at UBS Financial Services, Sanford C. Bernstein & Co., Wells Fargo Advisors, TD Ameritrade, and AXA Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

William Fuson is a CFP® professional with 15 years of experience in the financial services industry. He has worked with LPL Financial since 2018 and spent seven years at Invest Financial Corporation prior to that. Fuson is also involved in the sales of life, health, disability, and long-term care insurance, as well as fixed annuities through Ruckart Associates, Inc. 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, third-party asset management access, and institutional platforms, supported by a network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Jonathan Pagano is a financial advisor with Cambridge Investment Research Advisors in Brentwood, TN, holding a Series 63 designation and 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and with Cambridge Investment Research, Inc. since 2003. Outside of his advisory role, he is active as a musician, playing piano and guitar. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals using a variety of portfolio management and platform solutions.

Trey Campbell is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding a Series 66 license and four years of industry experience. His career includes roles at MassMutual Life Insurance Co., State Farm, and Strategic Financial Partners. Prior to entering the financial industry, he worked in education at Middle Tennessee State University and Murfreesboro City Schools. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including educational seminars and specialized planning services such as divorce and estate settlement planning.

Grant Mowrer is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Fidelity Investments, Ameriprise, and Mutual of Omaha. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.

R Bell is a financial advisor with LPL Financial based in Brentwood, TN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2025, he worked with Ftb Advisors, Inc. and has been associated with First Tennessee Brokerage Inc and First Tennessee since 2001. 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 financial planning, asset management programs, and institutional platforms, utilizing a broad range of advisory strategies supported by research and technology tools.

Matthew Clark is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones in Nashville, TN. He has been with Edward Jones since 1999. 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 including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Connor Shea is a financial advisor at Robert Baird & Co. with eight years of industry experience. He holds the Series 66 designation and has worked at Robert Baird since 2019, previously affiliated with JJB Hilliard W.L. Lyons LLC and Applied Pressure. Outside of his advisory role, he co-hosts the Co-Lab Podcast and serves as treasurer for Branches, a local organization in Murfreesboro, TN. He is part of The DDK Group within Robert Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients using customized portfolio management and financial planning services. The firm offers a range of traditional and non-traditional investment strategies alongside municipal advisory and public finance services.

Thomas Fields III is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Raymond James in 2019, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a director and marketing and communications board member for the Exit Planning Institute. 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 municipalities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Maleah Stephens is a CFP®-certified financial advisor with 20 years of industry experience, currently practicing at OSAIC since 2012 and previously with Osaic FA, Inc. from 2006 to 2012. She is also the owner of Ridiculously Hopeful, an LLC focused on her activity as an author. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, offering a broad range of integrated brokerage and advisory services supported by firm-provided asset allocation tools and third-party managed account solutions.

Tiffany Greer is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Avantax Insurance Services and Avantax Investment Services for over two decades before joining Cetera in 2025. Greer also has a long-standing association with Jim Durham since 2003. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party investment strategies.

Matthew Barrett is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at several firms including Bankers Life Advisory Services and JPMorgan Chase Bank. Outside of his advisory role, he works as a Division 1 baseball umpire for NCAA baseball. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.

Garrett Culwell is a financial professional with 13 years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked previously at Minnesota Life Insurance Company and Securian Financial Services. In addition to his advisory role, he is involved with North Star Consultants, where he serves as an agent/broker and financial professional in related financial services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures and provides access to affiliated and third-party managers.

Warren Rogers II is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His career includes roles at Morgan Stanley, SunTrust, Fifth Third Bank, and Regions Bank before joining Cetera in 2020. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that allows for model portfolios, third-party managers, and bespoke strategies.

Jennifer Miller is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at OSAIC. She has previously worked with Waters Wealth/Royal Alliance and has been self-employed since 1995, providing bookkeeping and tax-related services. In addition to her advisory role, she serves as a poll worker for the Wilson County Election Commission and acts as Power of Attorney for her parents. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of advisors. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Brian Fisher is a financial advisor with Equitable Advisors in Franklin, TN, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Equitable Advisors in 2017, he was self-employed as an independent commodities trader for over two decades. Fisher serves as Chair of the Business Conduct Committee and Probable Cause Committee for CME Group’s regulatory committee and is a Certified Divorce Financial Analyst assisting clients during divorce proceedings. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs, including third-party asset managers and LPL-sponsored solutions, focusing on personalized risk assessment and tailored investment strategies.

Joshua Libler is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has previously worked at AllianceBernstein and TD Ameritrade, among other firms. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and a formal alternative-investment process.

Tessa Dueker is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at Charles Schwab Bank, Charles Schwab, Fidelity Investments, and TDAmeritrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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, supported by centralized custody and operational infrastructure.

Abigail Spaulding is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at MassMutual Life Insurance Company and its affiliated services since 2008. Outside of her advisory role, she is involved in several business ventures including co-owning AAFS, LLC, which supports her practice operations, and holds an equity interest in Corvida Inc., a bookkeeping and tax preparation service. MassMutual 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, structuring planning engagements as annual, collaborative relationships that focus on goal analysis and strategy recommendations.

Robert Carlson is a financial advisor with Raymond James Financial in Brentwood, TN, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His career includes roles at Pinnacial Financial Partners and Pinnacle Financial, where he has also been associated since 2005. He is involved with Pinnacle Asset Management, focusing on client relationship building and investment account management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance advisory services alongside custom retirement plan solutions.