Lee Elander IV is a financial advisor with Ameriprise Financial Services who holds a Series 66 designation and has eight years of industry experience. He has worked at Ameriprise since 2018 and previously spent two years with Premier Property Management Group. 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 dependable income sources and tax-aware withdrawal strategies.

Aairiona Green is a financial advisor with Merrill in Nashville, Tennessee, holding a Series 66 credential and four years of industry experience. Prior to joining Merrill in 2021, she held roles at Western Kentucky University, Hoff Bujnoch and Associates, and Natural Investments. Outside of her advisory work, she manages several business ventures, including a limited liability company involved in purchasing investment real estate and operating an Amazon drop-shipping store, as well as monetizing lifestyle content on social media platforms. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Carl Olson is a financial advisor with MassMutual Investors Services and holds Series 63, Series 65, and Series 66 licenses. He has 27 years of industry experience, having worked previously at Metlife Securities and MassMutual Life Insurance Company. Outside of his advisory role, he is president and CEO of Olson Consulting, a leadership and marketing consulting business. MassMutual 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, wrap programs, and educational seminars, emphasizing collaborative annual planning engagements.

Thomas Atkinson is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients in the Middle Tennessee area. With over 15 years of experience in the financial services industry, he has worked in various roles supporting a diverse group of clients in achieving their specific financial goals. Thomas focuses on educating clients about the recommendations and options available to them, ensuring a clear understanding of each personalized financial plan. His areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Thomas holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Auburn University. He emphasizes building strong client relationships and collaborates one-on-one to develop financial strategies tailored to clients' long-term goals. In addition to his professional work, Thomas is committed to community involvement and volunteers with local organizations. His personal interests include adventure sports, camping, fishing, golfing, hiking, photography, running, soccer, and spending time with his family.

Andrew Harrison is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and previously worked at Wood Financial Group, Cetera, B. Riley Wealth Advisors, B. Riley Wealth Management, and Randstad. Fidelity, through its Strategic Advisers LLC affiliate, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its work with registered investment companies, use of AI in research, and advisory role in delivering model portfolios for Fidelity Institutional Wealth Adviser.

Brian Bialek is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, he is a passive investor and partner in EnergyX, a clean energy technology company focused on lithium and battery innovations. J.P. Morgan Securities primarily provides investment consulting and advisory services to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

David Adams is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors Inc. since 2012. He has authored several books on personal finance and life lessons, including a children’s book about money and dogs. Adams also owns and operates several support companies related to his advisory work. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non‑discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance advisory services.

Aidan Wagner is a financial advisor with Equitable Advisors in Franklin, TN, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at Wilson Bank & Trust, Kroger, City of Tullahoma, TN, and Tullahoma High School. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm employs both proprietary and third-party program models, focusing on matching client needs with appropriate advisory solutions without sponsoring its own wrap fee program.

Kayla Byler is a financial advisor at Raymond James & Associates with six years of industry experience. She holds the Series 66 designation and has previously worked at Robert Baird & Co., Hilliard Lyons, Belmont University, and the Tennessee Titans. Kayla serves as a committee member and event coordinator for the Exit Planning Institute. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, providing financial planning and non-discretionary investment consulting with a broad range of portfolio management styles and affiliated research resources.

Joseph Bishop is a financial advisor with Thrivent Investment Management in Nashville, TN, holding Series 65 and Series 66 licenses and 15 years of industry experience. His career includes roles at LPL Financial, Evansville Teachers FCU, Cetera Investment Services, Jackson National Life Distributors, Waddell & Reed, and Equitable Advisors. He previously received trail commissions from Equitable Holdings but is no longer actively servicing clients there. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm provides goal-based, holistic planning analyses across various financial topics without managing client portfolios or institutional assets directly.

Peter Palmer is Vice President Private Wealth Management Advisor at Fidelity Investments. He works with high net worth families to align their wealth with the people and passions they value most. Peter has extensive experience in the financial services industry, having held multiple roles at Fidelity Investments since 2010, including Vice President, Wealth Planner, Financial Consultant, Investment Consultant, Retirement Solutions Representative, Investments Solutions Representative, and Service Representative. Prior to joining Fidelity, he was a Financial Advisor at New England Financial from 2008 to 2010. He holds an Arkansas insurance license. Outside of his professional work, Peter enjoys beach activities, family activities, hiking, and swimming.

James Reed is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000 and serves as the executor of his parent's will since 2003. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

William Parker is a financial advisor with Equitable Advisors in Franklin, TN, holding a Series 66 designation and 19 years of industry experience. He has worked at Equitable Advisors and its predecessor Axa Advisors, LLC since 2007. Outside of financial advising, he is the owner and operator of a cattle farming business, Morning View Farm, in Arrington, TN. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party asset managers and advisory programs and provides services including mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services.

Kimber Barton is a CFP®-designated financial advisor with over 31 years of industry experience, currently with Raymond James Financial Services Advisors Inc. Her prior experience includes roles at Brentwood Financial Partners and Commonwealth Financial Network. Outside of her advisory work, she owns and manages rental real estate properties in Nashville. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and it supports municipal and public-finance work through a unique municipal advisor affiliation.

Craig Long is a financial advisor at OSAIC with 30 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Mutual of Omaha. In addition to his advisory work, he has served as an expert witness in a life insurance lawsuit. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits through a large network of affiliated advisers. The firm provides a range of integrated brokerage and advisory services and employs firm-designed asset allocation and portfolio management tools across multiple investment vehicles.

Ryan Pearson is a financial advisor at RBC Capital Markets in Nashville, TN, holding a Series 66 designation. He has prior experience with Augusta Advisors and joined RBC Capital Markets in 2025. Pearson has no industry experience prior to 2016 and a period of unemployment from 2018 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party managers, with a notable focus on integrated capital markets and affiliated asset management capabilities.

Michael Sanford is a financial advisor with UBS Financial Services in Franklin, TN, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with UBS since 2016. Sanford is the principal founder and a board member of TopFlight Aviation, a nonprofit flying club focused on safety, training, camaraderie, and community involvement among its members. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, tailoring investment strategies using proprietary research and model-based asset allocations.

Kevin Clunan is a financial advisor with LPL Financial, holding a Series 63 designation and 28 years of industry experience. His work history includes over two decades at First Tennessee Brokerage and a brief period at Ftb Advisors, Inc. Outside of his advisory role, he is involved in offering investment products under the First Horizon Advisors trade name. 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 provides a range of advisory and brokerage services, utilizing various investment strategies and technologies to support its more than 22,800 advisors.

Collin Bryan is a Financial Advisor with Tellis Bryan Wealth Management at Merrill Lynch Wealth Management. He collaborates with a team that has over 60 years of combined experience, assisting multi-generational families with wealth management, retirement planning, and trust and estate planning considerations. Prior to his current role, Collin worked as a Financial Solutions Advisor at Bank of America, where he helped clients align their day-to-day financial decisions with their long-term objectives. During this time, he earned the Chartered Retirement Planning Counselor (CRPC) designation and developed his focus on guiding individuals and families in thoughtful financial planning. Collin holds a Bachelor's degree from the University of Missouri System. Originally from St. Louis, he now resides in Nashville with his wife and their Golden Retriever, Gus. Outside of work, he spends time with family and friends, stays active, reads, watches movies, and explores Middle Tennessee.

Clayton Franklin is a CFP®-certified financial advisor with four years of industry experience. He currently works at OSAIC Wealth Inc and has previously been associated with Wells Fargo Advisors Financial Network and Waypoint Financial Partners. Outside of financial advisory, he is the founder and CEO of Arid Delivery Products LLC, a startup that provides insulated delivery bags to on-demand food delivery companies. OSAIC Wealth Inc serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated financial services through a large network of advisors, employing asset allocation tools and various investment strategies across multiple platforms.