Christopher Klasen is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and previously served in the U.S. Navy for 22 years before joining Edward Jones in 2019. 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 through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Pamela Leclerc is a CFP® and ChFC® credentialed financial advisor with nine years of experience at Edward Jones in Murfreesboro, TN. She has worked with Edward Jones since 2015 and is also involved in math tutoring, a role she has maintained since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bryant Moritz is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Fidelity in 2026, he worked at Charles Schwab & Co., Inc. and TD Ameritrade, Inc. His work history also includes multiple roles at Creighton University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role in managing registered investment companies and delivering model portfolios through systematic methodologies.

Becky Pemerton is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. She is based in Franklin, TN. 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 wide range of clients including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Thomas Sinor Jr. is a financial advisor with LPL Financial based in Nashville, TN, holding Series 63 and Series 65 licenses and over 21 years of industry experience. His career includes roles at Waddell & Reed, INC., various insurance carriers, and his own firms, Sinor Marcum Group and Thomas Sinor. He has also maintained a business entity for tax and investment purposes unrelated to advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers diverse advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a wide network of advisors and advanced research tools.

Zachary Bologeorges is a financial advisor at Charles Schwab with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank, SSB since 2013 and 2015 respectively. Charles Schwab & Co., Inc. 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 and discretionary investment guidance using multi-asset model portfolios, supported by a centralized operational structure and access to alternative investments.

Maggie Albarati is a financial advisor with Merrill in Nashville, TN, holding Series 63 and Series 65 licenses and having 11 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, and Belmont University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, institutions, and charitable organizations.

Christy Cole is a financial advisor with Merrill in Nashville, Tennessee, holding a Series 66 designation and 25 years of industry experience. She has worked at Merrill Lynch since 2000 and at Bank of America since 2009. Outside of her advisory role, she is a half-owner of a family farm focused on forestry in Henry County, Tennessee, and serves on the boards of the YMCA Middle Tennessee Camp Widiji and the Leukemia and Lymphoma Society of Middle Tennessee. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kayla Weibel is a financial advisor at UBS Financial Services with nine years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Merrill, Bank of America, and other financial institutions. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Bobby Christian is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding Series 63 and Series 65 credentials. He has 32 years of industry experience and has previously worked at Principal Securities and several Prudential-affiliated firms. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop collaborative, annual planning engagements.

Evan Malone is a financial advisor at RBC Capital Markets based in Nashville, TN, holding a Series 66 designation with 16 years of industry experience. His career includes roles at City National Bank, Renaissance Financial, Securian Financial Services Inc, and Minnesota Life Insurance Co. Outside of finance, he works part-time as a boxing instructor at a fitness facility. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients. The firm offers a variety of advisory programs featuring tailored investment strategies, discretionary and non-discretionary portfolio management, and integrated financial services.

Honnie Arnold is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Prior to this, Arnold worked at Wells Fargo Advisors LLC from 2010 to 2016. Outside of financial advising, Arnold is involved as a member of Young Living Essential Oils, a healthcare products business. 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Steven Ragan is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. 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 investment process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Kristopher Wackerlin is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding the Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior work includes roles at OneAmerica Securities, American United Life, and Metlife Securities. In addition to his advisory duties, he works as an insurance agent specializing in individual life, property/casualty, health, and group health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs, utilizing firm-approved tools to develop collaborative, goal-oriented strategies.

Gunter Lugg is a CFP® professional with 13 years of experience in financial advising. He has worked at Wells Fargo Advisors, LLC from 2013 to 2016 and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Gregory Smith is a Series 66-licensed financial advisor with 19 years of industry experience, currently with Cambridge Investment Research Advisors since 2022. He previously worked at LPL Financial for 10 years. Outside of his advisory role, he owns and operates an independent insurance agency and is involved with Storied Wealth as an owner. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers a range of implementation strategies, including proprietary and third-party models, across multiple custody platforms.

Hunter Berry is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Jackson National Life Distributors, LLC for four years. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through independent Financial Professionals, with a variety of portfolio management and model-based investment solutions.

Ryan Lipman is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Pinnacle Bank and Pinnacle Asset Management, and has academic experience at Vanderbilt University and the University of Texas. Outside of his advisory role, he is involved with Pinnacle Asset Management, a non-investment related support company. Raymond James Financial Services Advisors, Inc. serves individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides tailored financial planning and investment consulting, using analytical tools and risk profiling to support client goals, and is notable for its municipal advisor affiliation and specialized employer advisory programs.

Daniel Theall is an Investment Consultant at Fidelity Investments. He has been with Fidelity since 2020, holding various roles including Customer Relationship Advocate, High Net Worth Associate, Financial Representative, and Relationship Manager before his current position. Daniel focuses on helping clients develop personalized financial plans that address their unique circumstances and priorities. He works closely with clients to understand their lives and challenges in order to maximize their use of Fidelity's resources. His experience includes planning for life events, responding to life changes, and ongoing financial plan reviews.

Brian Coleman is a financial advisor at Edward Jones in Murfreesboro, TN, holding CFP® and ChFC® designations with 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors. The firm operates under a fiduciary standard and provides capabilities including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.