Jeanne Lynn is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 34 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in assets and delivers services through a combination of direct client relationships and corporate financial planning agreements.

Devin Rohner is a financial advisor with LPL Financial in Brentwood, TN, holding the CFP® and Series 66 designations and bringing 14 years of industry experience. He previously worked at Bankers Life and its affiliated entities from 2008 to 2025. 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 and advisory programs, utilizing both discretionary and non-discretionary management, supported by in-house and third-party research.

Jesse Holman is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding the CFP® designation and Series 63 license. He has 23 years of industry experience, having worked at Mass Mutual Investors Services since 2003 and at MassMutual Life Insurance Company since 2002. Outside of his advisory role, he is involved in various real estate and business ventures, including ownership positions in multiple LLCs related to real estate investment and financial consulting. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of services including investment programs and educational seminars, with financial planning engagements structured as annual, collaborative relationships that utilize firm-approved analytical tools.

Meshan Smith is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has previously worked at Regions Bank, Independent Financial Group, Royal Alliance Associates, and Fifth Third Securities. Smith serves as a board member of the Urban League of Middle Tennessee, a nonprofit focused on community and civic involvement for underserved populations in the region. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing various program structures and affiliated and third-party managers.

William Sanderson III is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with UBS since 2004. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Brittany Thomas is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. Her prior work includes positions at Bank of America Private Bank and Elwood & Goetz, as well as experience as a full-time college student. 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 investment strategies for individuals, high-net-worth clients, and various institutional investors.

David Lane is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 44 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been associated with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. since 2016 and 2015, respectively. Outside of his advisory role, Lane is involved in insurance brokerage and life settlements, assisting customers with the sale of life insurance policies. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, employing collaborative planning processes and firm-approved analytical tools.

Robert Hebert Jr. is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Raymond James Financial Services Advisors Inc. in Nashville, TN. His prior roles include positions at Pinnacle Bank, US Bank, First Horizon Advisors, JPMorgan Chase Bank, and SunTrust Advisory Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to help clients meet their goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Christopher Russell is a financial advisor with OSAIC in Franklin, TN, holding CFP® and ChFC® designations and over 20 years of industry experience. His prior experience includes roles at Lincoln Financial Securities Corporation, ProEquities, Inc., and First Protective. He is an author of educational booklets on buy-sell agreements and operates an educational website focused on long-term care planning. Additionally, he owns a hyperbaric oxygen chamber rental business. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and nonprofit organizations. The firm provides integrated brokerage and advisory services, utilizing a variety of investment platforms and third-party managers to construct portfolios tailored to client preferences and risk tolerances.

Bethel Coleman is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2022, he worked for Cuna Mutual Group and Cuna Brokerage Services, Inc. from 2010 to 2022. Outside of his advisory role, he is involved as a GRit Leader with the Tennessee chapter of NICA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options.

Soren Croxall is a CFP® professional with 15 years of industry experience, currently serving as an advisor at LPL Financial since 2017. Prior to joining LPL, he worked at National Planning Corporation for three years. 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, through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Elizabeth Poplin is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She is one of the founders of the Karras Poplin Schroeder Group, where she helps lead the team's vision, outreach, and direction while working with clients to create and refine their long-term wealth strategies. She collaborates with clients' attorneys and accountants to employ a holistic planning approach. Liz has worked in wealth management since 2001 and has been a member of Merrill since 2008. Prior to Merrill, she served as a Financial Advisor and Director of Wealth Planning at Morgan Stanley. Earlier, Liz was an Equity Index Risk Manager at the Chicago Board Options Exchange and co-managed the University of Dayton endowment fund. She earned her Juris Doctor from Loyola University Chicago School of Law and her Bachelor of Science in Finance, magna cum laude, from the University of Dayton. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER®, Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), Chartered Advisor in Philanthropy (CAP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Elizabeth's expertise includes advising high-net-worth clients on pre- and post-retirement strategies, stock-option analysis, cash-flow modeling, insurance reviews, trust and estate planning, and tax-minimization strategies. She tailors advice to each client's unique circumstances and strives to have a positive, lasting impact on their well-being. She volunteers with Catholic Charities and her home parish, participates in family service ministry, coaches soccer, and serves on the St. Matthew Church Pastoral Council and as a catechist. Outside of work, Liz enjoys spending time with her family, traveling, hiking, skiing, and listening to live music.

Joe Rowland is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he serves as President of a two-unit townhouse homeowners association in Nashville. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting, with a range of portfolio management styles supported by affiliated research and sub-advisers.

William Conroy is a CFP®-designated financial advisor with MassMutual Investors Services, where he has worked since 2017. He has six years of industry experience and previously attended the Catholic University of America. Conroy is a managing partner of Weller Brothers, LLC, providing financial consulting and advisory services. MassMutual Investors Services 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, and educational seminars with a collaborative, goals-based investment approach.

Robert Jacobsen is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. He holds the Series 66 designation and previously worked at First Trust Advisors L.P. for seven years before joining Baird in 2022. Robert W. Baird & Co. is an institutional firm serving individuals, corporate clients, pension plans, and charitable organizations through a range of wealth management services, including financial planning, portfolio management, and custody. The firm employs a mix of manager-traded and model-traded strategies and incorporates internal research and technology, including artificial intelligence, in its advisory process.

Sarah Bull is a financial advisor at Edward Jones in Franklin, TN, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, she worked as a kindergarten teacher at Rutherford County Schools and Lenoir City Schools from 2012 to 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Ginger Moore is a Senior Financial Advisor with Merrill Lynch Wealth Management. She joined Merrill in 2017 following over two decades of experience managing her familys chiropractic practice. In her current role, Ginger employs a holistic approach to help clients align their personal and financial goals, utilizing the resources of Merrill and Bank of America to support retirement planning for individuals, families, and small business owners. Ginger holds Series 7 and 66 FINRA registrations, is licensed as a Life and Health Insurance Producer, and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's Degree from Delta State University. Her client focus areas include college education planning, divorce transition planning, employee financial health, managing new wealth, personal retirement planning, women and wealth, and retirement income. Residing in Franklin, Tennessee, Ginger lives with her husband Woodie. Outside of her professional work, she serves as a team manager for a youth soccer team and enjoys reading, soccer, spending time with her family, and traveling.

Briana Mullenax is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds a Series 66 designation and previously worked at LBMC, PC from 2008 to 2021. Outside of her advisory role, she serves as the treasurer for the Montessori Centre PTA in Nashville. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pension plans, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a range of strategies and managers tailored to client goals and risk tolerances.

Scott Barton is a Series 66-licensed financial advisor with nine years of industry experience. He currently works at MassMutual Investors Services and has held prior roles at Hornor Townsend & Kent, Penn Mutual Life Insurance, Park Avenue Securities, and Guardian Life Insurance. In addition to his advisory work, he engages in life insurance sales as an insurance agent. 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, and educational seminars, using collaborative, software-supported planning methods without discretionary authority over client investments.

Raul Miranda is a financial advisor at Ameriprise with 17 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory work, he serves on the Board of Directors for Sister Cities of Nashville. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored non-discretionary recommendations through a centralized consulting team.