Robert Payne is a CFP® professional with 43 years of industry experience. He currently works at OSAIC and previously held advisory roles at Securities America Advisors and Questar Capital Corporation. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party managers.

James Davis is a CFA®, ChFC®, and Series 63 credentialed advisor based in Nashville, TN, with 48 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. since 2026, and previously spent over two decades with Family Capital Advisors and M Holdings Securities, INC. In addition to his advisory roles, he maintains an active legal practice providing limited attorney services to select clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work uncommon among large institutional advisors.

Jeanne Basso is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the Series 63 designation and has 26 years of industry experience. Prior to her current role, she worked at Raymond James & Associates for 11 years and spent time at NewEdge Wealth. Outside of advising, she serves as acting executor for an estate, handling administrative and financial duties. 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 clients. The firm offers tailored non-discretionary planning and consulting, leveraging risk profiling and analytical tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Bruce Schroeder is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. He has 32 years of industry experience, including eight years at Citigroup Global Markets prior to joining LPL Financial in 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Frank Phillips III is a financial advisor with LPL Financial in Brentwood, TN, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at WileyBros Aintree Capital LLC, Raymond James & Associates, and Morgan Keegan & Company. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Scott Ewing is a financial advisor at Cetera with 14 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Cetera in 2017, he worked at Fifth Third Securities and Fifth Third Bank. Outside of his advisory work, he is a musician and owner of a band. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that provides access to model portfolios, third-party managers, and customized investment strategies.

Jonathan Lockmiller is a financial advisor with Raymond James Financial Services Advisors, Inc. in Nashville, TN, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He previously worked at SunTrust Investment Services, Inc. for 17 years before joining Raymond James in 2017. Outside of his primary role, he also serves as a financial advisor with Pinnacle Bank/Pinnacle Asset Management and The Oakley Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and risk profiling supported by analytical modeling, and offers specialized municipal advisory and SIMPLE IRA employer consulting programs.

John Fee is a Series 66-licensed financial advisor with Cetera in Nashville, TN, with 13 years of industry experience. He has worked with Cetera Investment Services LLC and Regions Bank since 2014. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and investment platforms.

William Powell is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Outside of his advisory work, he owns and operates River Rock Media Group, a photography business based in Nolensville, TN. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated funds, operating under a fiduciary standard.

John Holliday is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Stifel since 2015. He is a board member of the 4-H Club Foundation of Mississippi, where he supports and advises state 4-H programs. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach employs proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation, retirement, insurance, and estate planning.

Kristy Harris is a financial advisor with LPL Financial in Franklin, TN, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Ascend Federal Credit Union and CUNA Brokerage Services, Inc. She is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Thomas Turner is a Wealth Management Advisor at Merrill Lynch Wealth Management. He advises clients in areas such as Family Wealth Management Strategies, Personal Retirement Planning, Sports & Entertainment, Tax Minimization, and Retirement Income. He focuses on connecting all aspects of a client's financial life to help prioritize and pursue their individual goals. Thomas holds a Bachelor's Degree from Belmont University and is a CERTIFIED FINANCIAL PLANNER® professional as well as a Personal Investment Advisor (PIA). He draws on Merrill's resources to evaluate both sides of a client's balance sheet to identify gaps and opportunities for more efficient capital deployment. Thomas values the client relationships he has built and is privileged to serve them. Outside of his professional role, Thomas is involved with organizations such as Stars Basketball and Brentwood Academy. His personal interests include basketball, fishing, football, golfing, soccer, tennis, and traveling.

Samuel Greenwell is a financial advisor at Equitable Advisors holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he worked briefly at GuideWise Financial Group / Ameriprise Financial Services, LLC and has experience in education and other fields. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party managers to deliver investment solutions tailored to client needs.

Kristopher Matheson is a Financial Consultant currently with Fidelity Investments, bringing a focused approach to guiding clients toward their financial objectives. He has extensive experience in financial consulting, having served in various roles including Vice President Financial Consultant at TD Ameritrade and Charles Schwab from 2022 to 2024, and as a Wealth Planner and Financial Consultant at Fidelity Investments between 2016 and 2022. His career began in the financial sector with Morgan Stanley as a Financial Advisor from 2010 to 2014, and prior to that he worked as a Lending Specialist at Bank of America from 2009 to 2010. Kristopher holds insurance licenses in Arkansas and California, supporting his comprehensive understanding of financial planning across different regions. Outside of his professional work, Kristopher has interests in cars, family activities, fitness, pets, traveling, and volunteering.

Bruce Shahan is a CFP® with 28 years of industry experience, currently affiliated with Ameriprise in Brentwood, TN. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in business ownership through Overlook Business Partners, LLC. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research-driven modeling and tax-efficiency analysis to provide tailored recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Kevin Harris is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Cetera and has a background that includes nearly two decades with Avantax in various advisory and insurance roles. Harris also operates his own tax preparation and accounting practice as a sole proprietor. 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 over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party money managers.

William Tenpenny is a financial advisor with Edward Jones in Spring Hill, Tennessee. He holds a Series 66 designation and has 16 years of industry experience, having worked at Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Ronnie Mccoy is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 credential and has worked at various Morgan Stanley entities since 2009, including Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Ethan Davanport is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Ascend Federal Credit Union and Louisiana State University/LSU Continuing Education. Outside of his advisory role, he is also a notary. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining extensive advisory services with a wide range of non-advisory financial activities.

David Geske is a CFP® professional with 24 years of experience in financial advising. He is currently with Raymond James Financial and has held advisory roles at Semiahmoo Financial Group, Bell & Associates, and Bayside Group. Geske is also involved as CEO and officer in two support companies related to his financial businesses in Tennessee and California. 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, and institutional investors. The firm emphasizes non-discretionary planning tailored to client goals and integrates advanced analytical tools, supporting implementation through various advisory programs.