Thomas Bateman III is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience at Wells Fargo Clearing and Wells Fargo Advisors LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm provides multiple investment implementation options across various custodial platforms, including proprietary models and access to third-party strategists.

Kevin Reid is a Senior Financial Advisor leading The Reid Group at Merrill Lynch Wealth Management. He specializes in serving executives, physicians, and professionals, particularly within the healthcare community, offering comprehensive wealth management strategies that address complex financial decisions. Kevin's expertise encompasses corporate executive services, executive compensation, personal retirement planning, women and wealth, and tax minimization. He emphasizes a personalized approach, focusing on aligning clients' wealth management strategies with their life priorities, values, and family needs. His experience includes helping clients navigate transitions and make confident, well-reasoned financial decisions. Kevin holds a Bachelor's Degree from Lee University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional activities, he spends time boating, golfing, reading, and with his family, and remains engaged in community volunteer work aligned with Merrill's tradition of service.

Jessica Caden is a financial advisor with LPL Financial in Franklin, TN, holding a Series 66 designation and 24 years of industry experience. She has held prior positions at firms including Merrill Lynch, Fifth Third Securities, and Raymond James Financial Services. 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 a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by research and technology tools.

James Stites is a financial advisor with LPL Financial in Brentwood, TN, holding Series 63 and Series 65 licenses and having 27 years of industry experience. His prior experience includes roles at Waddell & Reed, Inc., various insurance carriers, and involvement with several private businesses such as Brentwood Aviation, Pearl Meadow LLC, and Destin Sea Star LLC. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

L Scott Thompson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2007 and has over two decades of experience developing customized wealth management, retirement planning, and tax minimization strategies for individuals and institutions. Scott focuses on supporting corporate retirement plans and business owners, aiming to address every detail so clients can focus on their lives and careers. He holds a Bachelor of Science degree in Finance from the University of Tennessee in Knoxville and has earned professional designations including Certified Private Wealth Advisor® (CPWA®), Chartered Retirement Planning Counselor™ (CRPC), and Certified 401(k) Professional (CKP). Scott has been recognized by Forbes on the "Best-in-State Wealth Advisors" list for multiple consecutive years and as part of the Forbes "Best-in-State Wealth Management Teams." Scott resides in Brentwood with his wife, Paige, and their two children. Outside of work, he volunteers for Habitat for Humanity and enjoys spending time with his family, including golfing and boating.

Elizabeth Knight is a CFP® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial and First Horizon Bank. Her prior experience includes roles at Ftb Advisors, Inc., First Tennessee Brokerage, and Morgan Keegan & Company, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, utilizing both proprietary and third-party strategies with operational support tools for its network of over 22,800 advisors.

Beverley Stiverson is a financial advisor with Merrill in Franklin, TN, holding a Series 66 designation and 4 years of industry experience. She has been associated with Merrill since 2001. 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.

Russell Hensley is a financial advisor with Edward Jones in Murfreesboro, TN, holding the Series 66 designation and beginning his industry career in 2026. Prior to joining Edward Jones, he spent several years in the home improvement and contracting businesses. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory solutions under a fiduciary standard.

Jared Cox is a financial advisor with LPL Financial in Murfreesboro, TN, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at First Horizon, U.S. Bancorp Investments, U.S. Bank, and Fifth Third Securities. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms such as the Bank Wealth Program.

Angela Tostenson is a financial advisor at UBS Financial Services with 26 years of industry experience. She has worked at UBS since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. She holds the Series 63 designation. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, combining institutional trading capabilities with wealth management services.

Steve Abramowicz is a financial advisor with Ameriprise in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2022. Outside of advising, he owns the Heartland Journal podcast. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Hollie Frazier is a financial advisor at LPL Financial with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Truxton Trust, The R.O.W. Group, Nashville Zoo, and Cash-McKeown. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Stuart Goss is a CFP® professional with 19 years of industry experience, currently serving at LPL Financial. His prior experience includes roles at First Tennessee and New York Life Investment Management LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and institutional platforms.

Jeremiah Houston is a Series 66-licensed financial advisor with Merrill in Nashville, TN, bringing one year of industry experience. His prior roles include positions at Bank of America, Movado Group, and PHP Agency Inc. 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, and institutions.

Landon Neuhaus is a financial advisor at Merrill with Series 63, 65, and 66 licenses and one year of industry experience. Before joining Merrill and Bank of America, he held positions at Dell Technologies and Fidelity Investments. He has also worked in the hospitality sector, including roles at Fiddletree Kitchen and Bar and Tony's of Lexington. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brandon Griffey is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2008. In his current role, he collaborates with clients to develop, implement, and enhance their financial plans, helping them navigate uncertain market conditions. He leverages Fidelity's brand, technology, and investment platform to support clients and their families in working toward their financial goals. Brandon's career at Fidelity has progressed through several roles, including Financial Consultant, Investment Consultant, Financial Representative, and Investment Representative. His extensive experience at Fidelity spans from 2008 to the present, reflecting his commitment to the financial services industry and client service. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Anastasiia Wagoner is a financial advisor with Charles Schwab & Co., Inc. She holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Charles Schwab, she worked at The Huntington Investment Company and Huntington National Bank in various roles. 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 with multi-asset model portfolios and centralized custody and operational capabilities.

Sean Mc Mahan is a Series 66 licensed financial advisor with Edward Jones, based in Nolensville, TN, where he has worked since 2017. He has nine years of industry experience. Outside of his advisory role, Mc Mahan serves as a First Lieutenant in the Tennessee State Guard, involved in leadership and training activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Christy Kendall is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2024. She works closely with clients and their Wealth Management Advisors to develop and maintain financial plans tailored to their short-term and long-term goals. Prior to her current position, she held various roles at Fidelity Investments, including Planning Consultant since 2022, Relationship Manager from 2021 to 2022, and Financial Representative from 2020 to 2021. Her professional experience within Fidelity Investments has equipped her with the skills to partner effectively with clients and provide personalized wealth management solutions. Christy emphasizes building long-lasting relationships with clients and their families as a core part of her approach. Outside of her professional work, Christy enjoys board games, cooking and baking, exploring food-related interests, parenting, and traveling.

Tristan Flowers is a financial advisor at Charles Schwab with the CFP® and Series 66 designations and five years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2019 and previously held positions at Lake Michigan Credit Union and Ridgemoor Supply. 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 options supported by multi-asset model portfolios, centralized custody, and a formal alternative-investment onboarding process.