Dimitris Lorandos is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 40 years of industry experience. He has been with Cambridge Investment Research Advisors since 2007. Outside of his advisory role, he is the owner of Financial Solutions Group, LLC, and also works as an independent insurance agent. Cambridge Investment Research Advisors is a large, SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing various investment strategies and platform arrangements tailored to client objectives.

John Hannum is a financial advisor with Edward Jones in Gallatin, Tennessee, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2020, he worked at Farmers Insurance and Windham Professionals Inc. He also co-hosts a weekly two-hour radio show, "The JT and Johnny Show," which features Nashville songwriters discussing and performing their music. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions and separately managed accounts.

Holden Varvel is a CFP®-credentialed financial advisor with five years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He previously worked at Total Wealth Planning, LLC, and Penn Mutual Life Insurance Co. Outside of his advisory role, he is involved as a financial planner with Vocare Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations, using tailored, non-discretionary planning supported by advanced analytical tools.

Kenneth Farley is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Pinnacle Financial Partners and Raymond James Financial Services since 2018. Outside of finance, he has been involved in photography since 2010. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Alden Cox Jr. is a financial advisor with LPL Enterprise holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He previously worked at Prudential Insurance Company of America and PRUCO Securities, LLC. His other business activities include affiliations with Manhattan National Life Insurance Company, Mutual of Omaha, and Shenandoah Life Insurance Company. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products, utilizing an integrated platform that combines adviser programs with active sales of other financial products.

Ryland Smith is a financial advisor at Ameriprise with a Series 66 designation. He joined Ameriprise in 2024 and has held various positions across industries including consulting and education since 2016. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income and tax-aware withdrawal strategies through its Premier Retirement Income service.

Charles Porter is a financial advisor at OSAIC with 26 years of industry experience. He holds the PFS™ designation and Series 66 license and has previously worked with Securities America Advisors, Inc., SSN Advisory, Inc., and has operated his own CPA practice since 2008. Outside of his advisory role, he serves as assistant treasurer for Victory Missionary Baptist Church, providing bookkeeping and bank reconciliation services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers. The firm integrates brokerage and advisory services using asset-allocation tools, risk tolerance assessments, and access to third-party money managers to construct portfolios across multiple asset classes.

Michael Caron is a financial advisor with Edward Jones in Gallatin, TN. He holds a Series 66 designation and has one year of industry experience, including prior work at Deep Insight Solutions Inc. from 2024 to 2025 and a period of full-time education. Edward Jones is a wealth management firm serving individual and institutional clients through a nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.

Donna Negus is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has held roles at multiple firms, including True North Wealth Solutions, Central Illinois Group LLC (dba Lifewise Wealth Advisors), and Carleton Financial Inc., where she provides advisory and brokerage services. Cetera Investment Advisers LLC is an SEC-registered adviser operating a large nationwide network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through multiple program structures and third-party managers.

Jessica Ateca is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Her prior experience includes roles at Pinnacle Financial Partners and SunTrust Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs with approximately $1.01 trillion in assets under management, supported by a nationwide network of over 23,000 financial advisors.

Aaron Slate is a Series 66-licensed financial advisor with Edward Jones in Greenbrier, TN, with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Lipscomb University. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alan Creech is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and First National Bank of Omaha. In addition to his advisory role, he is associated with First Investments and Planning as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning supported by analytical tools and has capabilities in municipal and public finance advisory services.

Jennifer Sellers is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. She has worked at Merrill since 2019 and previously was employed at Bank of America from 2022 to 2024. Outside of her advisory work, she owns Scattered Words LLC, a business creating wearable and decorative art from vintage dictionaries and storytelling elements. 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 a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Eric Berner is a financial advisor with LPL Financial in Hendersonville, TN, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2021, he was involved with various organizations including Whiskey University, where he taught bourbon tasting classes, and has experience in insurance and advisory roles dating back to 2001. Outside of finance, he is also a self-employed actor and owner of Picking Nashville. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing strategic and tactical model portfolios supported by research from multiple sources.

Jenny Farrell is a financial advisor with Edward Jones in Hendersonville, TN. She holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Edward Jones, she worked for United Surgical Partners International for 13 years and Nashville Bone and Joint for one year. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of advisors and branch offices, offering a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Garrett Anderson is a financial advisor with Merrill holding a Series 66 designation. He has one year of experience in the industry, including roles at Bank of America, Merrill, and previous positions across various sectors. 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 plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Lesley Norton is a financial advisor with LPL Financial in Hendersonville, TN, holding a Series 66 credential and four years of industry experience. Prior to joining LPL Financial, she worked at Belmont University and Volunteer State Community College. Norton is also a co-owner of Collier Wealth Insurance Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations, offering various advisory programs and technology-supported investment solutions.

Joseph Tucker is a CFP® professional with 20 years of experience, currently serving as a financial advisor at Edward Jones since 2005. In addition to his advisory role, he is involved in several entrepreneurial ventures, including owning a photography sales business and co-owning a boutique clothing and decor company as well as an e-commerce vintage electronics resale business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a variety of investment strategies and affiliated services through a nationwide network of financial advisors.

Nena Howden is a financial advisor with Raymond James & Associates in Goodlettsville, TN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gerald Conner Jr. is a financial advisor at Edward Jones with a Series 66 designation and 10 years of industry experience. He has worked at Edward Jones since 2017 and previously worked at Almo Corporation from 2014 to 2017. Outside of his advisory role, he works part-time as a customer service associate in retail. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.