Samuel Abernathy is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing six years of industry experience. His prior work includes roles at Comdata and Tsys before joining Raymond James in 2019. 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, providing financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Jayce Melby is a Financial Consultant I at Fidelity Investments, where he utilizes his Certified Financial Planning Professional credentials to assist clients in aligning their financial decisions with their life goals. He aims to build meaningful relationships and develop personalized plans that provide clarity, confidence, and long-term direction. He has held various roles within Fidelity Investments, including Planning Consultant since 2024, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023. Prior to joining Fidelity, Jayce gained experience as a Credit Analyst at First National Bank of Omaha from 2021 to 2022 and as an Internal Wholesaler at Jackson National Life Insurance Co. from 2019 to 2020. Outside of his professional work, Jayce is interested in fitness, football, hiking, outdoor adventures, skiing, and soccer.

August Perazzini is a financial advisor at OSAIC with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network. Perazzini teaches the retirement planning module for Kaplan's CFP program at Belmont University in Nashville, TN. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers and wrap programs.

David Doll is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its private bank since 2017, following prior roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory role, he serves as a director of Pinch, Inc. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and combines its advisory services with financial planning and estate strategies.

Michael Shea is a financial advisor with Robert Baird & Co. in Franklin, TN, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Robert Baird & Co. since 2019 and was previously with J.J.B. Hilliard, W.L. Lyons, Inc. from 1997 to 2018. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Wade Mcminn Jr. is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 37 years of industry experience, including 15 years with Cambridge. Outside of his advisory role, he owns a retail business specializing in antiques. 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 plan advisory services through a network of independent professionals using multiple custody platforms and a variety of discretionary and non-discretionary strategies.

Gregory Leifel is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at JPMorgan Chase Bank, Pulte Homes, and Sears. Outside of his financial career, he has been involved with Telcom Power and Installation Trainers for eight years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

William Sawyer Jr. is a financial advisor at Robert Baird & Co. with 22 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird & Co. since 2019, with prior roles at JJB Hilliard WL Lyons LLC and UBS Financial Services. He is part of The DDK Group within Robert Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing both manager-traded and model-traded strategies along with ongoing manager selection supported by internal research and tools.

Marion Quina III is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2013. He holds a Series 63 license and is based in Nashville, TN. UBS Financial Services Inc. provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Elias Hassan is a financial advisor with Robert W. Baird & Co. in Murfreesboro, TN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked for J.J.B. Hilliard, W.L. Lyons, Inc. for 17 years before joining Baird in 2019. Outside of his advisory role, he is involved as a member in a startup restaurant, Gusto Wood Fire Grill LLC, and holds interests in several investment and business ventures, including a family investment partnership and a small investment in a Nashville-based tech firm. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services featuring discretionary and non-discretionary strategies, manager selection, and tax management, supported by internal research and investment technology.

Binu Ittycheriah is a financial advisor with Primerica Advisors in Hermitage, TN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, providing portfolio management primarily for individual investors rather than institutional pension or profit-sharing plans.

Gregg Waller is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016 and has been with Duncan Financial Planning Advisors since 2021. Outside of his advisory role, he is also an independent insurance agent and is involved in the travel and transportation services sector. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement plan advisory services. The firm employs a range of investment strategies through a network of independent Financial Professionals and provides both discretionary and non-discretionary management across various platform arrangements.

James Knott is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at various firms including Avantax and currently operates his own tax preparation and accounting business as president of James L Knott CPA PC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, utilizing a multi-manager platform with both discretionary and non-discretionary options.

Gregory Ericson is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since the early 1990s. Charles Schwab & Co., Inc. serves 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 management, combining multi-asset model portfolios with due diligence on alternative investments and centralized operational support.

Kurt Coalmer is a financial advisor with Equitable Advisors in Franklin, TN, holding the Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at Jackson National and Curian Capital, as well as earlier service at Equitable Advisors. Outside of his advisory work, he serves as an executor of an estate for a family member. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers its services through a network of Investment Adviser Representatives, utilizing various third-party programs and offering a range of investment options including mutual funds, ETFs, and select alternatives.

Debra Hooper is a financial advisor with LPL Financial in Nashville, TN, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has previously worked at FTB Advisors, Synovus Trust Company, Synovus Securities, Synovus Bank, and Truist Investment Services. Outside of her financial advisory work, she is the director and CEO of Achieving Success Martial Arts in Mt Juliet, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and specialized institutional platforms, supporting advice and account management through a large network of investment adviser representatives.

Alexis Bourdeau is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has two years of industry experience and has worked at JPMorgan Chase Bank, NA, and Bank of America Merrill Lynch. 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 select group of Wealth Advisors. The firm delivers advisory services alongside brokerage and investment management capabilities.

Harrison Kidd is a financial advisor with Raymond James Financial in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with Raymond James since 2002 and has been associated with Pinnacle Bank since 2014. Outside of his advisory role, he is involved in agriculture and serves as a trustee for Kidd Brock. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals using analytical tools and supports municipal finance work through its unique affiliation with a municipal advisor.

Lee Wolfe is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Stifel Independent Advisors and Wells Fargo Advisors. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Lindsey Naeyaert is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Wells Fargo Bank and J.P. Morgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.