Thomas Beasley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is committed to providing clients with tailored financial and wealth management strategies that address both asset and liability management. Thomas holds a Bachelor's Degree from Auburn University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His areas of expertise encompass college education planning, executive services, family wealth management, retirement planning, tax minimization, and other related financial strategies. He has been involved with professional organizations such as the Franklin Breakfast Rotary and has served as a former board member of the Downtown YMCA.

Christian Dycoco is a financial advisor with Charles Schwab who holds a Series 66 designation and has five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Newport Dental Laboratories LLC. Christian is based in Franklin, TN. 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 advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Brent Thompson is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory solutions.

Andrew Wilson is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has prior work experience in the banking and hospitality sectors, including roles at Regions Bank, Cool Springs Wine and Spirits, Gerards 1907 Tavern, and Papa Johns. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to affiliated and third-party money managers and various program structures.

Brian Raimann is a financial advisor at Charles Schwab with 12 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, Charles Schwab, and TD Ameritrade in various roles since 2015. 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, utilizing multi-asset model portfolios and a centralized operational structure.

Beverly Herbert is a financial advisor with Raymond James Financial Services Advisors Inc. in Nashville, TN, holding Series 63 and Series 65 licenses and 33 years of industry experience. Prior to joining Raymond James in 2017, she worked for Suntrust Investment Services, Inc. for 26 years. Outside of her advisory role, she is involved with Pinnacle Asset Management, focusing on financial planning, client events, and team management. 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 institutions. The firm offers non-discretionary planning and consulting tailored to client goals, utilizing analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Jon Ladd is a financial advisor at Raymond James Financial with 31 years of industry experience. He has held roles at Raymond James Financial Services Advisors, Inc., Raymond James & Associates, Morgan Keegan & Company, and Citigroup Global Markets. Outside of his advisory work, he is involved in a personal lending activity managing loan payments. 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, charitable organizations, and institutional clients, using risk profiling and analytical tools to tailor non-discretionary planning and investment consulting.

Sean Le Boeuf is a financial advisor with Charles Schwab in Franklin, Tennessee, holding Series 63 and Series 66 designations and over 21 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2004 and 2006, 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 a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and due diligence on alternative investments through its integrated advisory and brokerage platform.

John Sellers III is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for 11 years before joining Ameriprise in 2024. Outside of his advisory role, he is involved in independent insurance brokering and serves as a financial advisor at River Hills Consulting Services LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement-income plans and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Avery Butterworth is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Raymond James, Butterworth held roles at First Citizens Bank, Unum, and Strategic Financial Partners, among others. 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 diverse client base including individuals, institutions, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Stewart Anderson III is a financial advisor with UBS Financial Services in Franklin, TN, holding a Series 66 designation and 25 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Anthony Breen is a CFA® charterholder with nine years of industry experience. He currently serves as a financial advisor at Raymond James Financial Services Advisors, Inc. in Nashville, TN. Prior to this, he spent nine years at Alphamont Funds LLC. Breen is also a board member of the Richmeade Place Homeowners Association. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with notable expertise in municipal and public finance.

Charles Estes is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds a Series 63 designation and has been with Cambridge since 2011. Outside of his advisory role, Estes is involved as a volunteer with the Nashville Alzheimer’s Golf Classic and serves as a board member for the Pat Summitt Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, employing a range of portfolio management strategies across multiple platform arrangements.

Lisa Grenvicz is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Vision Realty Partners, LLC. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies constructed by internal and third-party managers.

Kyle Beutler is a Certified Financial Planner (CFP®) with over 10 years of industry experience. He has been with Charles Schwab since 2014 and Charles Schwab Bank Ssb since 2016. 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 advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence on alternative investments.

Evangeline Greer is a financial advisor with Morgan Stanley in Franklin, TN, holding Series 63 and Series 66 licenses and possessing 9 years of industry experience. Her prior roles include positions at Jackson National Life Distributors, Cetera, and Regions Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Melanie Suelflow is a financial advisor with Ameriprise in Franklin, TN, holding Series 63 and Series 66 designations and bringing nine years of industry experience. She has been with Ameriprise and its related entities since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

John Fair is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining LPL Enterprise, he worked at Financial & Tax Architects, Asure Software, Vestwell, Human Interest, Paychex, and AT&T. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual investors, employer-sponsored retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment strategies and offers access to third-party asset managers and financial planning services.

Felix Lemarinel is a financial advisor with LPL Financial in Murfreesboro, TN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Transamerica Financial Advisors, Inc and Galt Line Inc. Outside of advising, he writes for the blog OG's Truth. 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 financial planning and advisory services, including model portfolios and third-party asset management, supported by a large network of advisors and a broad platform that integrates advisory and non-advisory financial services.

Landon Carlisle is a financial advisor with Robert Baird & Co. based in Murfreesboro, TN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at Hilliard Lyons and J.J.B. Hilliard, W.L. Lyons, Inc. since 1998. Robert Baird & Co.’s DDK Group, where Mr. Carlisle works, is part of the firm’s Private Wealth Management department and serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, with ongoing manager selection and internal research processes.