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. He has worked with First Tennessee Brokerage since 2001 and FTB Advisors, Inc. since 2013. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations nationwide, offering a range of advisory programs and financial planning services supported by both discretionary and non-discretionary management.

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.

Kris Kinslow is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with Osaic and previously worked at Lincoln Financial Advisors and Lincoln National Life Insurance Company. In addition to his advisory work, he is an insurance agent specializing in non-variable insurance products. 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 with a variety of investment platforms and employs asset-allocation tools and third-party money managers to construct diversified portfolios.

Michael Dunn is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously worked at MML Investors Services and MassMutual Life Insurance Company from 2005 to 2016. Outside of his advisory role, Dunn coaches for Nashville Catholic Athletics. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charities, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals using a range of portfolio management approaches and platform arrangements.

Charles Laird is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has previously worked at PNC Financial Services Group Inc and JPMorgan Chase Bank, N.A. Outside of finance, he has worked at the Oswegoland Park District and Raging Waves Waterpark. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to recommend investment strategies.

Connor Shelton is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, N.A., Western & Southern Life, and various positions outside the financial sector. 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, pension plans, corporations, and charitable organizations.

Robert Johnson is a financial advisor with Cetera, holding a Series 63 designation and over 42 years of industry experience. He has worked at Cetera since 2019, including Cetera Wealth Services, and previously spent ten years with Summit Financial Group Inc. Outside of his advisory role, he serves as co-trustee for family trusts and is a private investor in regional banks and other ventures. Cetera Investment Advisers LLC is a large SEC-registered multi-manager platform serving a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a nationwide network of independent advisors.

Earl Campbell is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 16 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research Inc. since 2014. Outside of his advisory role, Campbell owns a tax preparation and bookkeeping service and serves as treasurer for a local volunteer football club. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a variety of portfolio management approaches and custody arrangements.

James Hubbuch is a financial advisor with Mass Mutual Investors Services, holding a Series 63 credential and 36 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also associated with MassMutual Life Insurance Co since 2016. Prior to that, he worked at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, Hubbuch is a health and group life/health insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software for goal analysis and delivering written recommendations within annual planning engagements.

Benjamin Davis is a financial advisor at RBC Capital Markets with one year of industry experience. He has previously worked at Janney Montgomery Scott LLC, UBS Securities LLC, Maggart and Associates CPAs, and Citizens Tri-County Bank. Davis holds the Series 66 designation. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Scott Swander is a financial advisor with LPL Financial in Franklin, TN, holding a Series 66 designation and bringing 24 years of industry experience. Prior to joining LPL Financial in 2023, he spent seven years with Synergy Wealth Management and Raymond James Financial Services. He is also a notary and sells non-variable insurance products in connection with his advisory activities. 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 advisory programs, retirement consulting, and brokerage services supported by model portfolios, third-party research, and advanced technologies.

William Liles is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding a Series 66 designation and 15 years of industry experience. He has been with Robert W. Baird since 2013. Outside of his advisory role, Liles is involved in community service and finance oversight, serving on the Finance/Investment Committee for Family & Children's Service and as Finance Committee Chair at Woodmont Christian Church. He is also the owner of a farm and hunting land in Charlotte, TN. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, employing a range of strategies from traditional allocations to more complex investments, alongside municipal advisory and public finance services.

Paul Rogers is a financial advisor at Stifel with 32 years of industry experience. He has been with Stifel since 2004 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in managing rental properties through entities he owns with his wife. Stifel serves a broad range of clients, including individuals, institutions, and nonprofit organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling to support asset allocation and financial planning.

Adam Kelly is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked at Shoemaker Financial since 2016 and was affiliated with Securian Financial Services and Minnesota Life Insurance Company from 2016 to 2023. Outside of his advisory work, he serves as an independent sports coach and referee. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary services, model portfolios, and access to third-party managers.

Charles Cato II is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with firms including Securities America Advisors, SSN Advisory, and Vista Asset Management, where he maintains a long-term association. Additionally, he is a certified notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives, offering a range of advisory programs and financial planning services.

Sterling Coley is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2019. Outside of his advisory role, he is a partner in Tria Collective LLC, a business supporting his wife's marketing consulting through bookkeeping services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary consulting using analytical tools and supports clients through various advisory programs and institutional consulting.

Scott Milford is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He also works as a part-time music director at Skyline Community Church, where he has been involved since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Marcus Marotti is a financial advisor with OSAIC Wealth Inc. holding a Series 66 designation and two years of industry experience. He has previously worked at Stone Rudolph & Henry since 2013, where he serves as a tax accountant. OSAIC Wealth Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios and supports various investment platforms and managed-account solutions.