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.

Daniel Tedesco is a CFP®-certified financial advisor with Morgan Stanley in Nashville, TN, with 29 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2014. Outside of his advisory role, he serves on the project committee of Hillsboro Elementary/Middle School's PTO in Franklin, Tennessee. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools.

Freda Evans is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked at SunTrust Advisory Services and Suntrust Investment Services, Inc. Evans serves as a board member for Recovery Community Inc., a nonprofit organization. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

William Phillips is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 40 years of industry experience. He worked at Wiley Bros Aintree Capital LLC for 19 years before joining LPL Financial in 2025. Outside of his advisory role, he is the owner-trustee of Triple 7 Farm Trust in Nashville, Tennessee. 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, advisory programs, retirement plan consulting, and brokerage services with various discretionary and non-discretionary management options and access to proprietary and third-party research.

Boone Lancaster is a Series 66-credentialed financial advisor with 18 years of industry experience. He has worked at OSAIC since 2018 and previously at Jhfn Sii from 2011 to 2018. Lancaster serves as a board member and finance chair for Calvary Young Children's School in Nashville, where he participates in budget reviews and project approvals. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios across various asset classes.

Mary Robertson is a financial advisor with Wells Fargo Clearing in Madison, TN, holding a Series 63 designation and bringing 36 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of her advisory role, she is an independent consultant selling health and wellness products. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach is grounded in modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Donald Bruce is a financial advisor with Cambridge Investment Research Advisors in Nashville, TN, holding a Series 66 designation and 14 years of industry experience. His career includes multiple roles at Cambridge Investment Research and its affiliates since 2013, as well as positions at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, he serves as a director of an LLC involved in real estate purchasing. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors—by providing financial planning, investment management, and retirement advisory services. The firm offers both proprietary and third-party investment strategies through a network of independent financial professionals, with flexible implementation options tailored to client objectives.

Chris Mitchell is a Wealth Management Advisor with The Mitchell Group at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to develop personalized financial strategies that address their complex financial needs. His approach involves a thorough discovery process to understand clients' long-term financial goals and create customized plans that include retirement planning, education planning, legacy planning, investments, and insurance. Chris collaborates with clients' CPAs and attorneys to integrate estate planning and tax considerations into wealth management strategies. Chris holds several professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Belmont University. With experience since beginning his career in 1998, Chris guides clients in areas such as portfolio management, executive compensation, philanthropic planning, tax minimization, and legacy planning. In addition to his professional role, Chris is involved in his community, serving with organizations such as the Commodore Yacht Club and Second Harvest Food Bank. His personal interests include boating, gardening, golfing, tennis, and spending time with his family. Chris's philosophy centers on working closely with clients to develop financial strategies that support their long-term goals.

Darryl Thompson Jr. is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, Thompson serves as CEO and board officer for Amazima Ministries, where he oversees finance, event planning, and human resources committees. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program, serving individuals, retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm provides tailored financial plans and investment recommendations, supported by institutional consulting and public finance capabilities.

Joe McCranie is a Financial Consultant at Fidelity Investments, where he has been working since 2024. In this role, he focuses on creating an educative and collaborative environment tailored to the unique needs of his clients, aiming to help them build personalized financial plans. His experience at Fidelity Investments includes roles as an Investment Consultant (2023-2024), Investment Solutions Representative (2022-2023), and Customer Relationship Advocate (2021-2022). Prior to joining Fidelity, Joe worked as a Personal Banker at Ameris Bank from 2018 to 2021.

Kelcey Cochran is a financial advisor at Raymond James Financial with four years of industry experience. He holds the Series 66 designation and has worked at firms including True North Advisors and various branches of Raymond James since 2020. Outside of his advisory role, he is employed part-time as a bartender at Westbound Honky-Tonk. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory services and specialized programs for small businesses, supported by extensive institutional resources.

Jackson Tucker is a financial advisor with Raymond James & Associates in Nashville, TN. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at NMA Inc and H. McKinley Wiggins. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a wide range of clients, including individuals, pension plans, corporations, and government entities, delivering advice through a non-discretionary model supported by a broad affiliate network and specialized public finance capabilities.

Eric Stanley is a financial advisor at Primerica Advisors in Nashville, TN, holding Series 65 and Series 63 licenses. He has been with Primerica Financial Services since 2013 and has work experience at several companies including Spectrum Brands, PFS Investments Inc., and Insight Global. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based investment strategies and discretionary separately managed accounts.

Michael Sandifer is a financial advisor with LPL Financial in Brentwood, TN, holding a Series 63 designation and 28 years of industry experience. He has been with LPL Financial and its predecessor firm since 2001. Outside of his advisory role, Sandifer is also involved as a musician with Little Cur Music. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.

Robert Richardson is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019, following nine years at UBS Financial Services. Prior to his current role, he was with Morgan Stanley Private Bank, N.A. for three years. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery conversations and firm-approved tools, serving clients primarily in an advisory capacity without providing individual security recommendations in standalone plans.

Brian Smith is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Eva Newbold is a financial advisor at Raymond James Financial with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Raymond James and Wells Fargo firms during her career. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Leandro Christiano Silva is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to define their financial goals and creates portfolio strategies designed to help them achieve those objectives. Silva provides ongoing advice and adapts portfolios as clients' situations evolve. Silva began his financial services career in 2014. He specializes in areas including college education planning, executive and equity compensation, personal retirement planning, portfolio management services, socially responsible and ESG investing, sports and entertainment, tax minimization, and retirement income. He focuses on building close relationships with clients to provide customized financial planning. He holds a Bachelor's Degree and a Master's Degree from Middle Tennessee State University. Silva is also a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Originally from Rio de Janeiro, Brazil, he has lived in the Middle Tennessee area since 2006. Outside of work, Silva engages in activities such as swimming and biking, and spending time with his two young sons.

Dimitris Lorandos is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 40 years of industry experience. He has been with Cambridge Investment Research Advisors since 2007. Outside of his advisory role, he is the owner of Financial Solutions Group, LLC, and also works as an independent insurance agent. Cambridge Investment Research Advisors is a large, SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing various investment strategies and platform arrangements tailored to client objectives.

James Hinson Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014. Outside of his advisory work, he serves on the boards of St. Henry School, Seven Hills Swim and Tennis Club, and Green Hills Girls Softball League in Nashville. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment solutions through its network of independent financial professionals, utilizing proprietary models and third-party strategies across multiple custodial platforms.