Clyde Mcfadden is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at John Hancock for 14 years before joining OSAIC in 2018. In addition to his advisory role, Mcfadden provides fixed insurance products as an agent. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers a range of services including brokerage, investment advisory, financial planning, and retirement plan consulting, utilizing asset allocation tools and third-party managed-account solutions.

Renee Hitchcock is a financial advisor with Osaic Wealth, Inc. in Nashville, TN, holding a Series 66 designation and three years of industry experience. She has worked at Osaic Wealth since 2022 and has prior experience with Innovative Financial Group/Beyond Asset Management dating back to 2018. Outside of advisory roles, she is a licensed notary public. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage, advisory, and financial planning services, employing asset-allocation tools and various portfolio management options that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Robert Kern is a Financial Advisor and Senior Portfolio Advisor at Merrill, where he works with individuals, families, business owners, and retirees. He assists clients in making informed financial decisions and staying focused on their priorities. His approach involves developing tailored strategies that integrate investment management, retirement planning, risk management, and estate considerations. Robert addresses key client concerns such as retirement readiness, income generation in retirement, tax efficiency, investment risk, and legacy planning. He emphasizes a long-term perspective in investing, aiming to build strategies that support clients' goals through changing markets and life circumstances. His professional designations include Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He holds a bachelor's degree from Southern Illinois University. Outside of his professional role, Robert enjoys outdoor activities, cooking, exercising, reading, and spending time with family and friends. He is involved in community organizations such as The Store, Habitat for Humanity, Second Harvest Food Bank, and the Williamson County Animal Center. He is also a member of the Williamson County Chamber of Commerce.

Mitch Riddle is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. He brings experience from his previous roles within Fidelity Investments, including Relationship Manager from 2023 to 2025, and Financial Representative from 2022 to 2023. Prior to joining Fidelity, he worked as a Junior Financial Advisor at Freedom Wealth Management from 2021 to 2022. As a CERTIFIED FINANCIAL PLANNER, Mitch partners with clients to co-create financial plans tailored to their unique situations. He focuses on understanding what matters most to clients and their families to develop financial strategies that provide confidence moving forward. Outside of his professional role, Mitch enjoys spending time with friends and attending social events, as well as hiking and reading.

Daniel Banks is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2019, progressing through roles including Financial Consultant, Planning Consultant, and Relationship Manager. Prior to joining Fidelity, he worked at Vanguard Group in various roles such as Retirement Specialist, Series 7 Licensing Instructor, and Client Service Associate from 2017 to 2019. As a Certified Financial Planning Professional, Daniel focuses on collaborating with clients to create personalized financial plans. His experience has reinforced his commitment to helping families build clear and reliable plans that provide peace of mind. Outside of his professional duties, Daniel's personal interests include cooking and baking, family activities, exploring food as a foodie, football, parenthood, and spending time with pets.

Jeffery Henrikson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at SunTrust Advisory Services and SunTrust Investment Services. He also serves as a co-trustee for his parents' family trust. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized reporting through a combination of advisory and brokerage capabilities.

Morris Grimes is a financial advisor with Edward Jones in Brentwood, TN, holding Series 63 and Series 66 licenses. He has 23 years of industry experience and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,700 financial advisors and 15,000 branch offices nationwide.

Lechelle Moore is a CFP® professional with 28 years of experience, currently serving at UBS Financial Services since 2015. She holds Series 63 and Series 66 licenses and is based in Nashville, TN. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Harold Jackson II is a CFP® professional with 36 years of industry experience. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, Raymond James & Associates, Wells Fargo Clearing, and Citigroup Global Markets. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers and financial planning services.

Annie Bienvenu is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding a Series 66 designation and 12 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association before joining Wells Fargo Clearing in 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Steven Brown is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has six years of industry experience, including prior roles at Principal Financial Group and National Underwriting Services. Brown is based in Nashville, TN. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through various portfolio management strategies and affiliated research.

Kathy Barrett is a financial advisor with Raymond James Financial in Nashville, TN, holding a Series 66 designation and 25 years of industry experience. She has been associated with Raymond James Financial Services Advisors, Inc. and Grahampton Wealth Management since 2016. Outside of her advisory role, she serves as an office manager at Grahampton Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs analytical tools for tailored, non-discretionary planning and supports various advisory programs across a broad network.

Daniel Fleming is a CFP®-designated financial advisor with 17 years of industry experience. He has worked at Cetera and affiliated entities since 2019 and previously held positions at Foresters Financial Services and Foresters Advisory Services LLC. Outside of financial advisory, he is involved with the North American Versatile Hunting Dog Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

John Mcallister is a financial advisor with Robert W. Baird & Co. Inc. in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 2002. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

J Whitmore is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leads The Gattis Whitmore Group, focusing on providing personalized financial advice to individuals, families, and businesses. His approach centers on building strong client relationships to better understand and address their unique financial objectives. J Whitmore has expertise in managing new wealth, personal retirement planning, portfolio management services, and retirement income strategies. His team offers a wide range of solutions tailored to clients' risk tolerance, time horizon, liquidity needs, and investment goals, including income management and equity and fixed income strategies. They also provide cash management and borrowing strategies through the Bank of America platform. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. J Whitmore earned a bachelor's degree in Business Administration from Middle Tennessee State University.

Parker Molitor is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has worked at LPL Financial since 2018 and previously was affiliated with INVEST Financial Corporation and Mass Mutual Investors Services. Outside of advisory work, he has been involved in life insurance sales and service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary platforms.

Christopher Witt is a financial advisor with Raymond James & Associates in Franklin, TN. He holds Series 63 and Series 66 licenses and has 21 years of industry experience, including 13 years at Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Duran Bunch is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings a diverse professional background, including six years in the U.S. Army with deployment experience alongside specialized military units. Since joining Merrill in January 2020, Duran has utilized his military discipline and leadership skills to provide financial advisory services focused on personalized wealth management strategies. Duran's expertise encompasses areas such as family wealth management, legacy planning, portfolio management, and managing new wealth. He has a particular interest in supporting retired military, police, and first responders in maximizing their retirements and assets. Duran holds a Bachelor's Degree from Middle Tennessee State University and is a Personal Investment Advisor (PIA). He is fluent in Spanish, Arabic, and English. Beyond his professional work, Duran is active in community organizations including Operation Stand Down and Team Rubicon and is affiliated with the Disabled American Veterans and the Wounded Warrior Foundation. His personal interests include adventure sports, boating, chess, hunting, music, photography, rock climbing, scuba diving, skiing, and skydiving. Duran enjoys restoring antique automobiles and values building close relationships with his clients, treating them like family to help achieve their long-term financial goals.

Carol Yochem is a financial advisor at LPL Financial with 31 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at firms including Ftb Advisors, Inc., First Tennessee Bank, and TD Private Client Wealth LLC. Outside of her advisory work, she serves on the boards of several Nashville-based nonprofits, including the Nashville Downtown Partnership, the Andrew Jackson Foundation, and the Nashville Area Chamber of Commerce. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolio programs and institutional platforms, supported by various operational and research tools.

James Mellin is a financial advisor with Equitable Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves individual clients—including non‑high-net-worth and high-net-worth individuals—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and various asset-management programs, utilizing both firm-offered and third-party advisory solutions.