John Slonecker is a financial advisor with Raymond James Financial in Franklin, TN, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James, he worked at LPL Financial, First Horizon Bank, and Northwestern Mutual. His background also includes roles outside finance, such as working at DoorDash and in primary education. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and utilizes risk profiling and modeling tools to support client goals, with specialized municipal advisory capabilities and customized plan solutions.

Lillian Rodenhiser is a financial advisor at Raymond James & Associates with a Series 66 designation and no prior industry experience. Before joining Raymond James, she attended the University of Mississippi and worked at Hutchison School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities, and offering a range of financial planning and consulting services.

William Liles is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding a Series 66 designation and 15 years of industry experience. He has been with Robert W. Baird since 2013. Outside of his advisory role, Liles is involved in community service and finance oversight, serving on the Finance/Investment Committee for Family & Children's Service and as Finance Committee Chair at Woodmont Christian Church. He is also the owner of a farm and hunting land in Charlotte, TN. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, employing a range of strategies from traditional allocations to more complex investments, alongside municipal advisory and public finance services.

Paul Rogers is a financial advisor at Stifel with 32 years of industry experience. He has been with Stifel since 2004 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in managing rental properties through entities he owns with his wife. Stifel serves a broad range of clients, including individuals, institutions, and nonprofit organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling to support asset allocation and financial planning.

Adam Kelly is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked at Shoemaker Financial since 2016 and was affiliated with Securian Financial Services and Minnesota Life Insurance Company from 2016 to 2023. Outside of his advisory work, he serves as an independent sports coach and referee. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary services, model portfolios, and access to third-party managers.

Charles Cato II is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, Securities America, SSN Advisory, and Vista Asset Management. Outside of his advisory role, Cato is also a licensed notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, advisory, and brokerage services supported by technology and a broad platform of investment options.

Sterling Coley is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2019. Outside of his advisory role, he is a partner in Tria Collective LLC, a business supporting his wife's marketing consulting through bookkeeping services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary consulting using analytical tools and supports clients through various advisory programs and institutional consulting.

Scott Milford is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He also works as a part-time music director at Skyline Community Church, where he has been involved since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

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 at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2022. Prior to this, he spent over three decades at CUNA Brokerage Services, Inc. and has been involved with Southeast Financial Credit Union since 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both internal and third-party strategies across various account types and platforms.

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 Series 66-licensed financial advisor with Raymond James & Associates in Franklin, TN, and has one year of industry experience. Prior to joining Raymond James, he worked in higher education roles at LaGrange College and the University of Charleston. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Ryan Mc Clure is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and nine years of industry experience. He previously spent ten years with Northwestern Mutual in both investment and life insurance services. 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, pension plans, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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 credential and five years of industry experience. He has worked at LPL Financial since 2020 and has been affiliated with Old National Bank since 2016, serving as a wealth advisor. Outside his advisory role, he is involved with Vizuet Enterprises, an investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing discretionary assets exceeding $819 billion.

William Porter is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2013, concurrently affiliated with Bank of America, N.A. since 2014. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes tax-efficient investment strategies and benefits from deep integration with Bank of America’s broader banking and capital markets platform.

Claire Hanson is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and has prior experience at Securities America Advisors and Securities America, Inc. Outside of her advisory role, she is also employed as a software engineer at Vanderbilt University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 services, utilizing model portfolios, third-party subadvisors, and both discretionary and non-discretionary strategies.

Collins Shelden is a financial advisor with Primerica Advisors in Brentwood, TN, holding Series 63 and Series 65 licenses and with six years of industry experience. He has worked at Primerica Advisors since 2019 and previously at Vandelay Industries LLC. Outside of his advisory role, Shelden owns C2S, LLC, a non-investment related business in Brentwood. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, primarily through model-delivery strategies managed by unaffiliated asset managers. The firm operates on a large scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.