Peyton Haley is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2019, with prior roles at TSSAA, Cat Financial, and the University of Tennessee. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning and consulting with various portfolio management styles supported by affiliated research and sub-advisers.

Dakota Corum is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. Prior to joining Cetera, Dakota worked at ERP Retirement Services and Acuff & Associates. Outside of finance, Dakota is involved in entrepreneurial activities including Shelbyville Cheer and Tumble LLC and Corum Real Estate Group LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a large nationwide network of independent advisors and employs a multi-manager approach with access to affiliated and third-party portfolio managers.

Michael Williams Glaser is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds the Series 66 designation and previously worked at SunTrust Advisory Services and Suntrust Investment Services, Inc. from 2014 to 2024. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s Advisory Risk Profile.

Shawn Valukas is a financial advisor with UBS Financial Services, holding a Series 66 designation and 20 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he is the proprietor and owner of Mr Buddy's Happy Farm, an animal sanctuary caring for abused or neglected animals. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Robert Cook is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leads a boutique advisory team focused on delivering high-touch, high-quality services to a select group of affluent families. His practice specializes in addressing the unique needs of corporate executives, business owners, and retirees by providing customized strategies that leverage Merrill’s resources to simplify financial complexities and help clients achieve their family priorities and long-term goals. With over 25 years of experience, Robert advises successful business owners and executives on wealth management, exit planning, equity compensation, cash flow planning, risk management, and tax-efficient strategies. As a Certified Exit Planning Advisor® (CEPA), he guides business owners through the exit planning process, aligning business, personal, and financial objectives to maximize value and preserve wealth and legacy. For executives, he offers strategic support to navigate transitions from executive roles into retirement or their next life phase. Robert holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Certified Private Wealth Advisor® (CPWA) designations, along with FINRA Series 7, 24, and 66 registrations, and is insurance licensed. His educational credentials include a Bachelor’s degree from Lipscomb University and a Master of Business Administration with a focus on finance from Georgia State University. Beyond his professional commitments, Robert serves on the Board of Directors for the Second Harvest Food Bank of Middle Tennessee. His personal interests include basketball, football, golfing, music, reading, running, singing, soccer, and spending time with his family.

Samuel Oakley is a financial advisor with Raymond James Financial Services Advisors, Inc. in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at SUNTRUST for 33 years before joining Raymond James in 2017. Outside of his advisory role, he is involved with The Oakley Group, a team he is named after. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses detailed risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports advisory programs across a large advisor network.

Heather Hickman is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 credentials. She has 24 years of industry experience and has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

Kathryn Moran is a Financial Consultant at Fidelity Investments, a position she has held since 2026. She works closely with clients to understand their financial situations and objectives, utilizing Fidelity's tools, resources, and expertise to develop customized investment strategies aimed at helping clients achieve their financial goals. Her professional experience includes roles as an Investment Consultant at Fidelity Investments from 2024 to 2026, an Institutional Consulting Associate at Graystone Consulting - Morgan Stanley from 2019 to 2024, a Registered Client Associate at Merrill Lynch from 2016 to 2019, and a Data Analyst at Wintrust Financial Corporation from 2014 to 2016. Outside of her professional work, Kathryn enjoys family activities, social events with friends, hiking, outdoor adventures, reading, and traveling.

Hayden Bates is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Affiliates since 2014 in various roles. He owns and manages two investment-related entities based in Franklin, TN. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options that include cash-flow, retirement, education, risk management, and specialized services. The firm supports tailored recommendations delivered through meetings and client letters, with optional implementation through its brokerage or advisory programs.

Sara Hay is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 22 years of industry experience. Her previous firms include UBS Financial Services, Merrill, Macquarie, and B. Riley Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals and high-net-worth clients to corporations and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and is noted for its municipal advisor affiliation and specialized advisory programs.

Jay Cloud is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. He previously worked at GenSpring Family Offices, LLC for seven years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee’s research.

Bradley Bush is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He holds a Series 63 designation and has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011. In addition to his advisory work, he operates Bush Insurance & Financial Services as an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, utilizing multiple custody platforms and a mix of proprietary and third-party investment strategies.

Walter Juarez is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing nine years of industry experience, including seven years at Merrill. He leads a team that has developed a process to assist families, business owners, and executives in making informed financial decisions by understanding objectives, creating clear strategies, and conducting regular progress reviews. Walter's areas of expertise include family wealth management strategies, legacy planning, managing new wealth, and tax minimization. He holds professional designations such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is a graduate of Westminster College and is bilingual in English and Spanish. Walter is involved with professional and community organizations, including Toastmasters International and volunteering with the American Cancer Society and the American Red Cross. He enjoys activities such as chess, cooking, hiking, horseback riding, ice skating, and spending time with his family.

Steven Laughlin is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. He has been with Bank of America, N.A. and Merrill since 2016. Merrill, alongside 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexander Fraga is a financial advisor with Merrill based in Franklin, TN. He holds the Series 66 designation and has seven years of industry experience. Prior to joining Merrill, he has been associated with Bank of America since 2013. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Johnson is a CFP® with 30 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Campbell Johnson Wealth Advisors, Raymond James Financial Services, and Morgan Stanley. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research resources.

Kevin Barajas is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience and has worked at several firms including Principal Securities, Inc. and OneAmerica Securities. Outside of his advisory role, he is involved in non-variable insurance sales focused on fixed life and fixed annuities. Mass Mutual 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 seminars, utilizing firm-approved tools to provide written recommendations within collaborative, annual planning engagements.

Jonathan Winkler is a financial advisor at LPL Financial with nine years of industry experience. He previously worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. in various roles spanning from 2015 to 2025. Winkler holds the Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Alec Sessing is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He specializes in working with families and retirees to prepare for and navigate retirement, focusing on aligning financial decisions with their long-term goals and priorities. Alec emphasizes maintaining a sustainable balance between income and expenses and advocates for a disciplined investment process before considering more complex strategies. Prior to joining Fidelity Investments, Alec served as a Private Client Banker at JPMorgan Chase Bank N.A. from 2019 to 2022. He also worked as a Financial Advisor at Midwestern Securities Trading Company from 2018 to 2019. Alec holds an Arkansas Insurance License. Outside of his professional work, Alec enjoys camping, concerts, hiking, playing musical instruments, music, and spending time with pets.

Trevor Crews is a financial advisor with Raymond James Financial in Franklin, TN, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, he worked at Stephens Inc. and Cravens & Co Advisors. Outside of his advisory role, he is the owner of Inception Social Marketing, a business that manages websites for several clients. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.