James Landers is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 23 years of industry experience. He has worked at several firms, including Pinnacle Financial Partners and Royalty Wealth Group, where he also serves as CEO. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports various advisory programs and institutional consulting through a large advisor network.

Collin Brace is a Series 66 licensed financial advisor with Edward Jones in Franklin, TN, where he has worked since 2017. He has eight years of industry experience and previously worked at Sun Record Company for nine years. Outside of his advisory role, he receives music royalties. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branches.

Brandon Muehl is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and business owners to help them make informed financial decisions aligned with their unique goals and priorities. Brandon provides personalized guidance and ongoing support by leveraging the resources of Merrill and the banking capabilities of Bank of America. Brandon has expertise in areas including general investing, retirement planning, and saving for unexpected events. He served five years in the United States Army before beginning his financial advisory career. He holds a Bachelor's degree in Finance from The Ohio State University and holds the Personal Investment Advisor (PIA) designation. He is involved in community organizations such as Honor Flight, the Ohio State Alumni Association - Middle Tennessee, and Operation Stand Down.

Joseph Hardwick is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Raymond James since 2013. 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 clients, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through specialized programs and a range of portfolio management options.

Charles Collins is a financial advisor at MassMutual Investors Services with 38 years of industry experience. He holds the ChFC® designation and Series 63 license. He has worked with MML Investors Services since 1988 and Massachusetts Mutual Life Insurance Company since 1987. Outside of advising, he is a life coach and an author working on a book. MassMutual 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, delivering structured, collaborative planning relationships using firm-approved analytical tools.

Kate Lunn is a CFP® professional with 22 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Outside of her advisory role, she co-owns a mini storage business with her spouse. 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 grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Eddie Ard Jr. is a financial advisor with Primerica Advisors in Smyrna, TN, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has worked with PFS Investments, Inc. since 2012 and Primerica Financial Services since 2011. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed-fee billing.

Winston Minter is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He operates Minter Investment Management, an investment-related business associated with his LPL practice. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, along with research and model portfolios from internal and third-party sources.

Jackson Dugger is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Fidelity Investments, Guardian Life Insurance Company, and Park Avenue Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses on a broad range of financial topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning engagements.

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.