Thomas Beasley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in areas including college education planning, corporate executive services, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Thomas employs an individualized approach to financial and wealth management strategies, focusing on a holistic view of both assets and liabilities to meet client financial goals. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Thomas is a graduate of Auburn University. He has been involved in professional organizations such as the Franklin Breakfast Rotary and has served as a board member for the Downtown YMCA. The process Thomas follows emphasizes understanding clients beyond their investments, aiming to support them in pursuing their broader financial objectives.

Christian Dycoco is a financial advisor with Charles Schwab who holds a Series 66 designation and has five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Newport Dental Laboratories LLC. Christian is based in Franklin, TN. 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 a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Brent Thompson is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory solutions.

Andrew Wilson is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has prior work experience in the banking and hospitality sectors, including roles at Regions Bank, Cool Springs Wine and Spirits, Gerards 1907 Tavern, and Papa Johns. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to affiliated and third-party money managers and various program structures.

Brian Raimann is a financial advisor at Charles Schwab with 12 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, Charles Schwab, and TD Ameritrade in various roles since 2015. 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 a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure.

Jon Ladd is a financial advisor at Raymond James Financial with 31 years of industry experience. He has held roles at Raymond James Financial Services Advisors, Inc., Raymond James & Associates, Morgan Keegan & Company, and Citigroup Global Markets. Outside of his advisory work, he is involved in a personal lending activity managing loan payments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients, using risk profiling and analytical tools to tailor non-discretionary planning and investment consulting.

Sean Le Boeuf is a financial advisor with Charles Schwab in Franklin, Tennessee, holding Series 63 and Series 66 designations and over 21 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2004 and 2006, respectively. 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 a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and due diligence on alternative investments through its integrated advisory and brokerage platform.

John Sellers III is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for 11 years before joining Ameriprise in 2024. Outside of his advisory role, he is involved in independent insurance brokering and serves as a financial advisor at River Hills Consulting Services LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement-income plans and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Avery Butterworth is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Raymond James, Butterworth held roles at First Citizens Bank, Unum, and Strategic Financial Partners, among others. 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, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Stewart Anderson III is a financial advisor with UBS Financial Services in Franklin, TN, holding a Series 66 designation and 25 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Charles Estes is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds a Series 63 designation and has been with Cambridge since 2011. Outside of his advisory role, Estes is involved as a volunteer with the Nashville Alzheimer’s Golf Classic and serves as a board member for the Pat Summitt Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, employing a range of portfolio management strategies across multiple platform arrangements.

Lisa Grenvicz is a financial advisor at Merrill with Series 66 and Series 63 licenses and two years of industry experience. Her prior work includes roles at Bank of America, N.A., JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Vision Realty Partners, LLC. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kyle Beutler is a Certified Financial Planner (CFP®) with over 10 years of industry experience. He has been with Charles Schwab since 2014 and Charles Schwab Bank Ssb since 2016. 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 a combination of non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence on alternative investments.

Evangeline Greer is a financial advisor with Morgan Stanley in Franklin, TN, holding Series 63 and Series 66 licenses and possessing 9 years of industry experience. Her prior roles include positions at Jackson National Life Distributors, Cetera, and Regions Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Melanie Suelflow is a financial advisor with Ameriprise in Franklin, TN, holding Series 63 and Series 66 designations and bringing nine years of industry experience. She has been with Ameriprise and its related entities since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

John Fair is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining LPL Enterprise, he worked at Financial & Tax Architects, Asure Software, Vestwell, Human Interest, Paychex, and AT&T. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual investors, employer-sponsored retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment strategies and offers access to third-party asset managers and financial planning services.

Jerry Nix is a financial advisor with LPL Financial in Brentwood, TN, holding a Series 66 license and 10 years of industry experience. His prior roles include work with Waddell & Reed Inc and various insurance carriers, as well as involvement with Williamson County Young Republicans. He also serves as a notary public outside of his advisory duties. 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 portfolios, third-party asset management, and institutional platforms.

Michael Brown is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, with a notable focus on non-securities products and affiliated service offerings.

Sterling Crenshaw is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He helps clients create financial plans that adapt to their evolving life circumstances, focusing on understanding their unique goals and planning for what matters most to them. Prior to this, he served as a Relationship Manager and Financial Representative at Fidelity Investments between 2022 and 2023. Sterling also worked as a Financial Professional at The Prudential Insurance Company of America from 2021 to 2022. His experience spans various positions within the financial services industry, emphasizing client-focused financial planning and relationship management.

Brad Stevenson is a financial advisor with Fidelity, holding a Series 66 designation and 17 years of industry experience. He has worked with various divisions of Fidelity Investments since 2011. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is known for its use of systematic methodologies, formal advisory roles to multiple registered funds, and application of AI in research.