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 financial advisor with Merrill in Nashville, TN, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Middle Tennessee State University and Farmers Insurance. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

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.

Timothy Ledman is a financial advisor with Edward Jones in Franklin, TN, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked for over two decades at Nashville Chemical & Equipment Co. He serves as a board member of the National Guard Association of Tennessee, overseeing the insurance program for Tennessee National Guard members in a volunteer capacity. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages over $1 trillion in assets and maintains a large network of advisors and branch offices across the United States.

Michael De Longchamp Jr. is a financial advisor at UBS Financial Services with a Series 66 designation. He has prior experience at Encompass Health, JnJ Apparel LLC, Montgomery Automotive Group, and Montgomery Academy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

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 at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Raymond James Financial and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services through a large network of advisors.

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.

Jonathan Jones is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held positions at CubeSmart, EM Protective Services, Pinnacle Roofs Plus, and worked at the University of Tennessee at Chattanooga. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Benjamin Kuhlman is a financial advisor at Thrivent Investment Management with two years of industry experience. His background includes roles at Wells Fargo Bank and Regions Bank, as well as seven years of service in the United States Marine Corps. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various planning topics. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account programs while maintaining separate service structures.

Theodore Bryant Jr. is a financial advisor at UBS Financial Services in Nashville, TN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at 5th & Taylor, Frothy Monkey, and Warner Music Group, among others. He has also been involved in the restaurant industry and music-related businesses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Michelle Oakley is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Sinor Marcum Group LLC, Waddell & Reed, Inc., and various insurance carriers associated with W & R Insurance Agencies. Oakley operates Elevation Wealth Advisors, an investment-related business under LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of offerings including financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, utilizing a broad spectrum of investment strategies supported by research and technology tools.

Elizabeth Johnson is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior work includes 18 years at Eaton Vance Distributors, Inc. and roles at several other financial services firms between 2023 and 2025. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Peggy Rouillier is a CFP®-designated financial advisor with 34 years of industry experience, currently affiliated with Cetera. She previously worked at Concourse Financial Group Securities Inc. for nine years before joining Cetera and Cetera Wealth Services, LLC. Outside of her advisory role, she is involved in insurance product sales and serves as a trustee of her living trust. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a diverse range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party model portfolios.

Adam Colombo is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at firms including Morgan Stanley and Wells Fargo Clearing. Colombo serves as a voting board member of the Taylor Germantown Homeowners Association in Nashville, Tennessee. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and specialized fund advisory.

Garrett Rudolph is a financial advisor with Robert W. Baird & Co. in Franklin, TN, holding a Series 66 designation and with one year of industry experience. His prior roles include positions at LPL Financial, Truxton Trust, and Premier Private Wealth. He also served as a portfolio analyst at Truxton Trust in a non-investment-related capacity. Robert W. Baird & Co.’s DDK Group, where Garrett works, serves high net worth individuals, corporate clients, pension plans, and charitable organizations through comprehensive financial planning and portfolio management services. The firm employs a range of SMA strategies and utilizes internal research and technology, including artificial intelligence, to support its advisory services.

Daniel Hooper is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on assisting private ultra-high net worth families with complex legacy planning and comprehensive wealth management strategies. Daniel works with clients on areas including executive compensation, family wealth management, personal retirement planning, philanthropic planning, portfolio management, and tax minimization. Daniel began his career in the financial services industry in 2012 and joined Merrill in 2015, where he has supported the bank's most affluent clients in the Southeast region. In 2022, he co-founded the RHW Group at Merrill alongside partners Colby Robbins and Kayla Weibel, providing services such as cash flow, trust, and legacy analysis. He holds the CERTIFIED FINANCIAL PLANNER® designation and the Personal Investment Advisor credential. He earned a bachelor's degree in Human and Organizational Development with a concentration in Economics from Vanderbilt University in 2012. Outside of work, Daniel enjoys outdoor activities such as hiking, biking, and golfing, as well as spending time with his family.

Anne Wallace is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. She has been with UBS since 2000. Outside of her advisory role, she serves as the finance chair and a member of the board of directors for the Hundred Club of Nashville. UBS Financial Services Inc. 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 utilizes proprietary research to tailor client plans.

Matthew Howley is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory work, he has a 25% ownership interest in ELG LLC, a commercial real estate holding company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy preparation, performance reporting, participant education, and plan benchmarking. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options in its investment menus.