Clifford Winter is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Benchmark Realty LLC and Realty One Group, as well as positions with several municipal and county governments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also employs algorithmic methodologies and serves as an advisor to multiple registered investment companies.

Matthew Ellis is a Financial Consultant at Fidelity Investments, where he has been serving since 2019. In his role, he collaborates with clients to develop comprehensive financial plans aimed at achieving their long-term goals, utilizing Fidelity's planning tools and client-focused approach. Prior to his current position, Matthew worked as a Relationship Manager at Fidelity Investments from 2017 to 2019 and at The Vanguard Group from 2010 to 2017. His professional experience spans over a decade in financial services, focusing on client relationship management and financial planning. Outside of his professional work, Matthew has interests in cars, fitness, social events with friends, music, pets, and soccer.

Parker Barton is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has worked at firms including Dallas George and Waypoint Financial Partners. In addition to his advisory role, he is a registered sales assistant at Dallas George, focusing on client rapport and operational support. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Nicholas Myers is a financial advisor at Edward Jones in Nashville, TN, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked in various roles including a year at Macc Smoothie LLC and seven years at Creative Artists Agency, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Tiffany Mason is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management provides a wide 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 client assets and serves clients through direct and employer-based financial planning agreements.

Jacob Rogers is a Planning Consultant at Fidelity's Franklin Investor Center. In his role, he helps clients identify, clarify, and make progress towards their investment goals by partnering with them to develop financial plans and strategies tailored to their specific situations. He has been with Fidelity Investments since 2023, previously serving as a Relationship Manager and Financial Representative before becoming a Planning Consultant in 2024. His experience at Fidelity spans various client-facing roles focused on financial planning and relationship management. Outside of work, Jacob has personal interests that include cars, comedy, cooking and baking, football, and outdoor adventures.

Henry Norton is a financial advisor at LPL Financial with a Series 66 credential and one year of industry experience. His prior work includes roles at COVA Wealth Management, Three Stone Roofing, and Northwestern Mutual Life Insurance Company. 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, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

John Mcknight is a Wealth Management Advisor at Merrill Lynch Wealth Management with over three decades of experience in the field. He leads the MKBH Group, a team dedicated to assisting clients in achieving their financial goals through individualized strategies and disciplined investment guidance. His client-focused approach emphasizes understanding the emotional confidence that comes from education and informed decision-making. John's expertise encompasses executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, and serving clients in the sports and entertainment sectors. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). John earned his bachelor's degree from Boston University. Outside of his professional career, John is married to Mary Alice and is a father to three adult children. He enjoys various outdoor activities including fishing, golfing, skiing, photography, and spending time with his family.

Andrew Niemiec is a Senior Financial Advisor with Merrill Lynch Wealth Management and The Melby Group. He works with a multigenerational wealth management team focused on supporting successful business people and their families. Andrew assists clients with areas including corporate executive services, executive and equity compensation, family wealth management strategies, legacy planning, liquidity management, and tax minimization. His approach involves understanding client goals, identifying financial risks, and providing game plans to help clients achieve their objectives efficiently and effectively. Andrew earned a Bachelor of Business Administration in Finance, Investments, and Banking from the University of Wisconsin – Madison in May 2020. He holds the Chartered Alternative Investment Analyst (CAIA®) designation, which he utilizes to evaluate private equity, private real estate, and hedge fund opportunities for his clients. Andrew and his team also incorporate alternative investments to diversify client portfolios and manage risk. Outside of his professional responsibilities, Andrew enjoys exercising, cooking, reading, listening to podcasts, playing golf, and spending time with family and friends in Nashville, Tennessee and Milwaukee, Wisconsin.

Jonathan Hagan is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has prior work experience that includes roles at MassMutual Life Insurance Company, Capital Financial Group, and entrepreneurial ventures such as The Original Corner Pub. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative and software-supported planning process and offers specialized planning services, including divorce and estate settlement planning.

James Hickerson is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Outside of his advisory role, he serves on the finance committee and board of The Blake McMeans Promise Tour, a nonprofit focused on children and youth. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and investment models to support tailored financial plans.

William Buehler is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at NY Life and Summit Financial/CTB LLC. Buehler is also secretary of an executive search firm led by his wife, serving in this role as a contingency measure. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Michael Sherfy is a financial advisor with Charles Schwab in Nashville, TN, holding a Series 66 credential and 11 years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. Outside of advising, he is a part owner of Blue Flower Brew LLC, a restaurant venture operated by his spouse. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and financial planning services through both non-discretionary and discretionary investment programs.

Dean Morgan is a financial advisor with LPL Financial based in Nashville, TN, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at Sinor Marcum Group LLC, America2030, and Waddell & Reed Inc. Morgan is also involved in non-variable insurance activities through Crump and Clifton Park. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management options.

Jonathan Pankow is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has been with Merrill and its affiliate Bank of America, N.A. since 2015. Outside of his advisory role, he is the owner of Hazelwood, LLC, a limited liability company. 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, plans, corporations, and charitable organizations.

George Forbis Jr. is a financial advisor with Ameriprise in Brentwood, TN, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Roger Bowser is a financial advisor with Primerica Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with Primerica Advisors since 2016 and has been affiliated with Primerica Financial Services since 2013. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Robert Lord is a financial advisor with Morgan Stanley in Franklin, TN, holding a Series 66 designation and bringing 43 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a participating member of KLT LLC, a technology-focused company, and serves on the finance committee of the Jonathan Club in Los Angeles, where he is currently being considered to lead the committee. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and models to assist clients, offering a wide range of investment and financial services without providing individual security recommendations through standalone plans.

Samuel Gross is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has been with Raymond James & Associates since 2015. 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 and pension plans, and charitable organizations—offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Cherie Seale is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds the Series 66 designation and has worked previously at B. Riley Wealth Advisors, B. Riley Wealth Management, and Wunderlich Securities. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients with tailored consulting and portfolio services. The firm offers a range of investment strategies and management options, including discretionary and non-discretionary portfolio management and separately managed accounts.