Lauren Jones is a financial advisor at Morgan Stanley in Nashville, TN, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Vibe Volleyball Lab and held teaching positions at Belmont University and South High School. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools and scenarios to model outcomes. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

William Nichols is a financial advisor with Osaic Wealth, Inc. in Nashville, TN, holding a Series 63 designation and bringing 37 years of industry experience. He previously spent 32 years with Lincoln Financial Advisors Corporation. Nichols is also involved in providing and servicing corporate and individual employee benefits including major medical, disability, life insurance, and fixed annuities. Osaic Wealth serves a wide range of retail and institutional clients, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisors and multiple advisory platforms.

Hal Johnson III is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co., Inc. since 2006. He holds Series 63 and Series 66 licenses and is based in Nashville, TN. Stifel serves a diverse client base including individuals, institutional clients, and municipalities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analytical guidance intended as a basis for client decisions.

Benjamin Wakefield is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services Inc. since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor strategies to client goals and risk profiles. The firm integrates institutional trading capabilities with wealth management, offering a wide range of products and capital markets services.

Daniel Honeycutt Jr. is a financial advisor at Edelman Financial Engines with three years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Edelman Financial Engines in 2026, he worked at Empower Financial Services and Fidelity Investments, and he has experience outside the financial industry with Covenant Transport. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary management and online advice with an emphasis on diversified portfolios and long-term investing.

Daniel Bellet is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Vanguard Group and The R.O.W. Group. He is also involved in Truxton Trust, a financial institution. 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 provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

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.