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.

Charles Grummon is a CFP®-certified financial advisor with 29 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He serves as treasurer for the Wang Foundation for Sight Restoration in Nashville, TN. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jamison Faure is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. Prior to joining Cetera, he worked at Bank of America and Merrill. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various investment program options and custodial relationships.

Kendrick Coulthard is a financial advisor with LPL Financial based in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior experience includes roles at Southeast Financial Credit Union and CUNA Brokerage Services, Inc. He has managerial responsibilities at Southeast Financial Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering diverse advisory programs, financial planning services, and access to model portfolios and research.

Jordan Marshall is a financial advisor at Robert W. Baird & Co. in Nashville, TN, with 11 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird & Co. since 2014. Outside of advising, he works as a tax return preparer for Larry J. Carter CPA, LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, employing a range of traditional and non-traditional investment strategies tailored to client goals and risk tolerances.

Jerry Forster is a financial advisor at Raymond James & Associates in Franklin, TN, holding a Series 66 designation. He has prior experience working in academic institutions, including LaGrange College and the University of Charleston, before joining Raymond James. 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, including individuals, institutions, and municipal entities, offering a range of financial planning and advisory services with an emphasis on client-directed investment decisions.

Devin Forester is a Series 66-licensed financial advisor with Cetera, bringing one year of industry experience. His work history includes positions at Regions Bank, Truist Bank, and SunTrust Bank, as well as over a decade at Best Buy prior to entering financial services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform that provides access to both affiliated and third-party investment strategies.

Ryan Mc Clure is a financial advisor at Raymond James Financial with nine years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Raymond James, he spent ten years with Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting to client goals.

Tony Boykin is a financial advisor with Ameriprise in Brentwood, TN, holding a Series 63 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Boykin serves on the board of directors for the Matthew Walker Comprehensive Health Center in Nashville. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement, typically with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, combining research-driven, algorithm-supported recommendations with personalized financial advice.

Mario Vizuet Jr. is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2020 and has prior experience at Old National Bank and PNC Bank. Outside of his advisory role, he is involved with Old National Bank as a wealth advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management along with access to model portfolios, third-party subadvisors, and various technology-driven investment solutions.

William Porter is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in providing wealth management services to institutions, nonprofit organizations, employee benefit plans, and high-net-worth individuals. His client focus areas include corporate benefits, divorce transition planning, institutional consulting, services for defined benefit plans, investment consulting for defined contribution plans, employee financial health, philanthropic planning, and retirement income. Porter holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (C(k)P), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He began his financial services career in 1996 and joined Merrill Lynch in 2013 in the Nashville, Tennessee office. He is among a select group of Merrill Lynch financial advisors approved to offer investment consulting services to institutional clients with complex defined-contribution investment needs. He holds a High School Diploma from Beech High School and attended Western Kentucky University without earning a degree. In addition to his professional work, Porter is a board member of Reaching 360, a faith-based humanitarian organization. He is involved in leadership roles at Cornerstone Church. He and his family reside in Nashville.

Claire Hanson is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and has previously worked at Securities America Advisors and Securities America, Inc. Outside of her advisory role, Hanson is employed as a software engineer at Vanderbilt University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party research, and technologies such as machine learning.

Collins Shelden is a financial advisor with Primerica Advisors in Brentwood, TN, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked with Primerica Advisors since 2019 and was previously with Vandelay Industries LLC for seven years. Outside of his advisory role, he owns C2S, LLC, a non-investment-related business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and offers model-driven investment strategies supported by third-party managers and custodians.

Benjamin Elder is a financial advisor with Robert Baird & Co. in Franklin, TN, holding the CFP® designation and Series 63 license. He has 11 years of industry experience, including prior roles at Janney Montgomery Scott, LLC and Jackson National Life Distributors, LLC. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and custody services, utilizing a mix of manager-traded and model-traded strategies supported by internal research and ongoing monitoring.

Terry Wheeler is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings more than 25 years of financial services experience to his current role, where he focuses on personalized wealth management strategies. Terry works closely with clients to develop flexible financial plans that address their unique goals, utilizing the investment insights of Merrill and the banking solutions of Bank of America. His client focus areas include family wealth management, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, special needs planning, individual and corporate investment strategy, tax minimization, and retirement income. Before joining Merrill in 2014, Terry founded Wheeler Financial Services, LLC in Evansville, Indiana, and previously worked for NatCity Investments, Independence Financial Services, and Fifth Third Securities. At Merrill, he collaborates with a multigenerational team, BMWT & Associates, to provide comprehensive advice and guidance. Terry holds a bachelor's degree from the University of Southern Indiana and the Personal Investment Advisor (PIA) designation. He is also involved with the Evansville Christian Life Center. Outside of his professional work, Terry enjoys biking, boating, bowling, cooking, fishing, golfing, hunting, and spending time with his family. He is active in his community and volunteers with local organizations, incorporating his personal philosophy of developing one-on-one personalized financial strategies to help clients pursue their long-term goals.

Calvin Lewis is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 47 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Brandon Wiitala is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and two years of industry experience. His prior work includes roles outside finance, such as managing a hostel and teaching English. Ameriprise serves clients approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide written recommendation reports tailored to clients’ assets and goals.

Ronald Akers is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management, model portfolios, and specialized institutional and participant advice programs.

Kevin Richardson is a financial advisor at Osaic with 27 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 28 years. Outside of his advisory role, he is a soccer referee. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing various asset-allocation tools and third-party solutions to manage portfolios across a broad spectrum of investment vehicles.

Charles Hollis Jr. is a financial advisor with UBS Financial Services in Franklin, TN, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to support tailored client strategies.