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.

Stewart Anderson III is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2010, following six years at Merrill. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services through a broad platform that includes proprietary research and capital markets operations.

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 worked at Cambridge Investment Research Advisors since 2011, following seven years at Mass Mutual Investors Services. Outside of his advisory role, he volunteers monthly for the Nashville Alzheimer's Golf Classic and serves on the board of the Pat Summitt Foundation. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages assets across multiple platforms with access to third-party advisers and proprietary model strategies.

Lisa Grenvicz is a financial advisor at Merrill with three years of industry experience. She holds Series 66 and Series 63 designations and has worked at Bank of America, JPMorgan Chase Bank, and Vision Realty Partners. 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 strategies for individuals, high-net-worth clients, pension 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 at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Jackson National Life Distributors, Cetera, and Regions Bank. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and advanced modeling tools to support client financial goals.

Melanie Suelflow is a financial advisor at Ameriprise with nine years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliate since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on retirement income, tax-aware withdrawal strategies, and Social Security options.

John Fair is a financial advisor with LPL Enterprise LLC, holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes positions at Financial & Tax Architects, Asure Software, Vestwell, Human Interest, Paychex, and AT&T. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal research and third-party strategists, and provides access to financial planning, third-party asset managers, and affiliated insurance and trust services.

Landon Carlisle is a financial advisor with Robert Baird & Co. based in Murfreesboro, TN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at Hilliard Lyons and J.J.B. Hilliard, W.L. Lyons, Inc. since 1998. Robert Baird & Co.’s DDK Group, where Mr. Carlisle works, is part of the firm’s Private Wealth Management department and serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, with ongoing manager selection and internal research processes.

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 with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Brentwood, Tennessee. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales through affiliated entities.

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 at Fidelity with 17 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones and various Fidelity entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolios constructed through a combination of proprietary research, quantitative analysis, and systematic asset allocation methodologies.

David Mitchell Jr. is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds the Series 66 designation and has worked with Raymond James Financial Services Advisors since 2013. His career also includes roles at FB Investment Partners, FB Wealth Partners, and FirstBank since 2020. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides non-discretionary planning tailored to client goals, supported by analytical tools and risk profiling, and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Joshua Hall is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, N.A. and Merrill since 2014. He is based in Franklin, Tennessee. Merrill, along 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 developed by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bryce Vanderwoude is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, he held various roles including positions at the University of Montana’s Campus Recreation Facilities and Pine Tree Lumber Co. Fidelity’s Strategic Advisers LLC, where Bryce works, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and also serves as an advisor to multiple registered investment companies.

Jason Franklin is a financial advisor with Osaic Wealth Inc, holding Series 63, 65, and 66 credentials and bringing 30 years of industry experience. Prior to joining Osaic in 2023, he spent 14 years at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is a managing partner at The Investment Consulting Group LLC, serving over 300 households. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various strategies, third-party managers, and proprietary models.