Joe Comer is a financial advisor with Raymond James Financial in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James Financial and its affiliates since 2005 and is also associated with Pinnacle Asset Management and Pinnacle Bank since 2014. 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 consulting using risk profiling and analytical tools, and maintains unique affiliations and specialized advisory programs.

Justin Heinz is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 2012, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it manages a variety of registered investment companies and fund-of-funds.

Thomas Bauer is a Financial Consultant currently working at Fidelity Investments since 2022. He holds the designation of CERTIFIED FINANCIAL PLANNER and has experience helping clients develop plans to manage their finances effectively. His professional background includes roles as a Certified Financial Planner at Fortune Financial from 2021 to 2022, Regional Vice President at Jackson Financial Inc. from 2018 to 2020, and Regional Advisory Consultant at Jackson Financial Inc. from 2013 to 2018. These positions have contributed to his expertise in financial planning and advisory services. Outside of his professional work, Thomas has personal interests that include baseball, board games, boating, football, and scuba diving.

Colin Kirkby is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2013. Outside of his advisory role, he is the founder and Pack Leader of Cub Scout Pack 39 at Julia Green Elementary in Nashville, where he organizes and plans scouting events. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Clifford Benjamin is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has served in advisory roles at multiple firms including Securities America and Investacorp, and is President and Certified Valuation Analyst at Summit Business Valuation Associates, where he conducts business valuations for family law, trust and estate planning, and mergers and acquisitions. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a range of portfolio management tools and third-party solutions.

Richard Hamilton is a financial advisor with Mass Mutual Investors Services in Brentwood, TN. He holds CFP® and ChFC® designations, as well as a Series 66 license, and has eight years of industry experience. Prior to joining Mass Mutual Investors Services in 2018, he worked at Williamson Medical Center from 2012 to 2018. Outside of his advisory role, Hamilton is also active as a musician in the entertainment industry. 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 programs, with planning engagements structured as annual collaborative relationships focused on client goals and strategies rather than specific product selections.

Thomas Medlin III is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Lisa Theys is a financial advisor at UBS Financial Services with 34 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2018, following a long tenure at Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances.

Jon Mc Knight is a financial advisor at Charles Schwab with 24 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank SSB since 2004 and 2005, 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 both non-discretionary and discretionary investment solutions delivered via multi-asset model portfolios, combining integrated custody, brokerage, and advisory services for a large client base.

James Brice is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and 10 years of industry experience. He has worked at Merrill, Bank of America, N.A., and UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client solutions.

Kari Johnson is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career in financial services in 2002, gaining experience in consumer banking and private banking before becoming a financial advisor. Since joining Merrill in 2013, Kari has focused on helping individuals and families define their financial goals and develop personalized wealth management strategies to guide them through their financial futures. She also conducts seminars and tutorials to educate corporate employees about their retirement plans and assist employees transitioning from their companies in understanding their retirement asset choices. Kari is a CERTIFIED FINANCIAL PLANNER™ certificant and holds the Personal Investment Advisor designation. She is a member of the Financial Planning Association and earned a bachelor's degree in international marketing from the University of Wisconsin–La Crosse. Kari serves on the board of the American Red Cross Nashville Chapter. Outside of her professional work, Kari resides in Nashville with her husband and daughter. She enjoys attending her daughter's sporting events, traveling, hiking, and spending time with family and friends.

William Elliott is a financial advisor with LPL Financial in Franklin, TN, holding the ChFC® designation and Series 63 and 65 licenses. He has seven years of industry experience with prior roles at Northwestern Mutual, UBS Financial Services, and F Link Forester. Elliott is involved with WLE Holdings, LLC, a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Nicholas Robinson is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and three years of industry experience. His background includes roles in education and hospitality, including positions at SUNY Oswego and The Barracks Inn. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a wide range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Mark Leuellen is a financial advisor with Edward Jones in Franklin, TN. He holds Series 63 and Series 66 licenses and has 25 years of industry experience, including 26 years with Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Mark Brewer is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS Financial Services since 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Frank Cuden is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His prior work history includes roles at The Foundation Specialists and Push Focus Media, as well as positions outside the financial services sector. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a nationwide network of more than 23,700 advisors.

Perrie Gibbons is a financial advisor with Raymond James & Associates holding a Series 63 designation and 28 years of industry experience. She has been with Raymond James & Associates since 2008. Outside of her advisory role, she serves as a notary public in Franklin, Tennessee. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and charitable organizations through a variety of financial planning and consulting services.

Lee Ziady is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Austin Greer is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years before joining LPL Financial in 2025. Outside of advisory services, he is involved in real estate rental activities in the Nashville area. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Zachary Bell is a financial advisor with LPL Financial in Brentwood, TN, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at First Horizon and Jackson National Life Distributors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various portfolio management solutions.