Matthew Cummings is a financial advisor with Edward Jones in Nashville, TN, holding the CFP® designation and Series 63 and 66 licenses. He has 25 years of industry experience and has been with Edward Jones since 2000. Outside of his advisory role, he is a partial owner of an LLC that holds a personal-use hunting lodge. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.

Craig Brown is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been associated with various Fidelity entities since 2006. Outside of his advisory role, he is a partner in a real estate business focused on purchasing, rehabilitating, and selling properties in collaboration with general contractors and agents. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as charitable and registered investment entities. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Michael Whitney is a financial advisor at Osaic Wealth, Inc. with 23 years of industry experience. He holds a Series 66 designation and has worked at several firms including Wise Family Wealth and Commonwealth Financial Network. Whitney also conducts fixed insurance sales as a secondary business activity. Osaic Wealth, Inc. serves a diverse client base ranging from individuals and high-net-worth investors to pension plans and charitable organizations. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that include various asset classes, offering both discretionary and non-discretionary account management.

Benjamin Bowers is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior experience includes roles at Vanderbilt University, ChatTCL, PDG Realty, the University of Reading, and Robert W. Baird. He is also involved with Rainmaker Inc., where he develops new business relationships and conducts client service meetings. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Rudy Edelen is a financial advisor at LPL Financial with nine years of industry experience. He holds the CFP® and Series 66 designations and has previously worked at firms including Wealth Enhancement Group, Landmark Financial Advisors, First Trust Portfolios L.P., and Morgan Stanley. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

James Stern is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers structured planning processes supported by specialized tools and serves a broad client base through both direct and corporate financial planning arrangements.

Charles Goldman is a financial advisor at LPL Financial in Nashville, TN, holding Series 63 and Series 65 credentials with 34 years of industry experience. His prior roles include positions at OSAIC, FSC Securities Corp, Next Financial Group Inc, and Loventhal Bros., Inc./Loventhal Financial, where he has maintained a long-standing affiliation since 1976. He is also involved with Goldman Wealth Management, Inc., focusing on non-variable insurance and investment-related activities. 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 advisory programs, retirement consulting, brokerage services, and utilizes diverse investment strategies supported by in-house and third-party research.

Blake Barton is a financial advisor with Mass Mutual Investors Services in Brentwood, TN. He holds a Series 66 designation and has been with Mass Mutual and its subsidiaries since 2024. Outside of advising, he works as a catching instructor providing baseball training to young players through Hit Lab LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and educational seminars to individuals, business owners, and charitable organizations. The firm uses software tools to analyze client goals and provides collaborative, annual financial planning engagements.

Marisa Downs is a financial advisor at Charles Schwab with seven years of industry experience and holds a Series 66 designation. She has worked at Charles Schwab and related entities since 2019, with prior experience in various roles including government positions and the fitness industry. Outside of her advisory role, she contributes as a tone editor for a beard care startup, HONOR Brand, on a project basis. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services and access to affiliated discretionary SMA portfolios, supported by a centralized operational structure and a comprehensive approach to alternative investments.

Jeffrey Miller is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at OneNine, Ramsey Solutions, JeremyKingsley.com, and the Center for Marketing Solutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Patrick Bahan is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 25 years of experience in the financial services industry. He began his career in 1998 and joined Merrill in 2000. Patrick serves as the lead portfolio manager for his team, overseeing investment policy and risk management for client portfolios. He works closely with families, corporate clients, and nonprofit organizations to develop long-term financial strategies. Patrick holds a Bachelor's degree in Managerial Finance from the University of Mississippi and is a qualified Personal Investment Advisor (PIA). His expertise includes portfolio management services, family wealth management strategies, philanthropic planning, and individual and corporate investment strategy, among other areas. He is actively involved in his community, having served as past president of the Green Hills Civitan Club and as a board member for the Margaret Maddox YMCA and Friends of Shelby Park. Patrick currently supports the Margaret Maddox YMCA and Second Harvest Food Bank of Middle Tennessee. He resides in Nashville, Tennessee, with his wife, Jeri, and their two daughters.

Christine Cash is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she joined in 2014 and serves as an integral member of the team. She works with prospects and new clients to assess their current financial situation, envision their future goals, and develop strategies to help attain those goals. Christine advises business owners, senior executives, and affluent families across various aspects of their financial lives. Christine holds the CERTIFIED FINANCIAL PLANNER® certification and a B.B.A. in Management from Xavier University. She follows a disciplined process that starts with getting to know each client and their family, understanding their financial circumstances and priorities. Christine has been recognized in the Forbes "Best-in-State Wealth Management Teams" list for multiple years and the Forbes "Top Next-Gen Wealth Advisors Best-in-State" list in 2025 as part of the Thompson Turner and Cash team. During her time at Xavier University, Christine was a four-time Academic All American for the Division 1 Women's Golf Program. She resides in Nashville with her husband and enjoys playing golf, traveling, and spending time with her family and two Cavalier King Charles Spaniels.

Wendy Peppers is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2021 and was previously with Morgan Stanley for seven years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrew Mazzoni is a financial advisor with Morgan Stanley, holding a Series 66 designation and 24 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

Nathan Mosakowski is a financial advisor with Cambridge Investment Research Advisors in Brentwood, TN. He holds Series 65, Series 63, and Series 66 licenses and has 18 years of industry experience. His prior work includes positions at Ameriprise, NBM Consulting LLC, Allstate Insurance Company, and Jackson National Life Distributors. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, employing a variety of investment strategies across multiple custody and platform arrangements.

Christopher Slonecker is a financial advisor with LPL Financial in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with FTB Advisors, Inc. and First Tennessee Brokerage, Inc. during his career. Outside of his advisory work, Slonecker serves as a board member and treasurer of Welcome Home Ministries, a nonprofit supporting men in recovery. 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 advisory programs, retirement plan consulting, and brokerage services, supported by research, model portfolios, and various management options.

Charles Gillen is a financial advisor at Ameriprise in Franklin, TN, holding the CFP® and Series 63 designations with 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 1986. Outside of his advisory role, he is involved with Rainmaker Inc., where he develops new business relationships, leads local staff, and recruits advisors. Ameriprise serves individuals approaching or in retirement, typically with significant investable assets, offering a retirement-income planning service that includes written Recommendation Reports and combines research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Victoria Marcello is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones, Coyle Hospitality Group, and iSecretsShop prior to joining Fidelity in 2025. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm serves a diverse clientele and maintains a formal advisory role to multiple registered investment companies, utilizing systematic methodologies and oversight controls in its investment process.

Taylor Kramer is a financial advisor at LPL Financial with one year of industry experience. He served in the United States Army from 2023 to 2025 and attended the United States Military Academy at West Point from 2019 to 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, supported by research from internal and third-party sources.

Joshua Herring is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been since 2009. In his role, he serves as the investment analyst for the team, using proprietary analysis, historical data, and Merrill's objective research to help create customized strategies aimed at assisting clients in meeting long-term goals through portfolio development, education planning, liability management, and tax minimization. His client focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, sports and entertainment, and tax minimization. Joshua holds a bachelor's degree cum laude from Harvard College and earned a Master of Business Administration in Finance from the Owen Graduate School of Management at Vanderbilt University, where he graduated in the top five percent of his class. He has also obtained professional designations including Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Beyond his professional career, Joshua has held leadership roles such as former President of the Nashville Rowing Club, former President of the Harvard Club of Middle Tennessee, and former Director for the Mid-South of the Harvard Alumni Association. He and his wife are active members of Aspen Grove Christian Church, where he has served as a trustee. Joshua's personal interests include baseball, boating, reading, and skiing.