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 holding a Series 66 designation and beginning his advisory career in 2026. He has prior work experience at Wilson Bank & Trust and Kroger, as well as roles with the City of Tullahoma, TN, and Tullahoma High School. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional entities, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and various endorsed third-party managers to deliver advisory and brokerage solutions.

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 based in Nashville, TN. He holds Series 65 and Series 66 licenses and has 15 years of industry experience. His prior work history includes roles at LPL Financial, Cetera Investment Services, Regions Bank, and Jackson National Life Distributors. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial plans without discretionary trading authority, and allows clients to combine planning with managed-account programs under a consolidated billing option.

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.

William Parker is a financial advisor with Equitable Advisors in Murfreesboro, TN, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007, including its predecessor, Axa Advisors, LLC. Outside of his advisory role, he owns and operates Morning View Farm, a cattle farming business in Tennessee. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and multiple third-party asset managers. The firm utilizes a hybrid referral and implementation model, combining advisory and brokerage channels to tailor financial solutions based on client goals and risk tolerance.

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.

William Pearson is a financial advisor at Ameriprise with five years of industry experience. Prior to joining Ameriprise in 2025, he worked at U.S. Bancorp Investments and U.S. Bank. He is also involved with Rainmaker Inc., where he develops new business relationships and manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

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.