Thomas Fields III is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Raymond James in 2019, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a director and marketing and communications board member for the Exit Planning Institute. 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, institutions, and municipalities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Maleah Stephens is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Osaic since 2012. She holds the Series 66 designation and operates out of Brentwood, Tennessee. Beyond her advisory role, she is the owner and author of Ridiculously Hopeful, an LLC through which she has published a book. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated financial advisers. The firm utilizes advanced asset-allocation tools and multiple advisory platforms to provide diversified portfolio management for a range of investor types.

David Gilbert is a financial advisor with Primerica Advisors in Lebanon, TN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997. Outside of advising, he is involved with the National Association of Mental Illness and participates in community activities related to mental health. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily with a tiered wrap fee structure.

Peter Danilaitis is a financial advisor at Fisher Investments with 18 years of industry experience. He holds a Series 66 designation and previously worked at Summitview Consultants and Wells Fargo Clearing. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Tamara Brentley is a financial advisor at Edward Jones with 11 years of industry experience. She previously worked at UBS Financial Services Inc for 10 years before joining Edward Jones. She holds the Series 66 and Series 63 designations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large nationwide network of financial advisors and branch offices.

Tiffany Greer is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Avantax Insurance Services and Avantax Investment Services for over two decades before joining Cetera in 2025. Greer also has a long-standing association with Jim Durham since 2003. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party investment strategies.

Amy Nash is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has worked at Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market return models.

Matthew Barrett is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at several firms including Bankers Life Advisory Services and JPMorgan Chase Bank. Outside of his advisory role, he works as a Division 1 baseball umpire for NCAA baseball. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.

Warren Rogers II is a financial advisor with Cetera, holding Series 66, Series 65, and Series 63 designations and 19 years of industry experience. His work history includes roles at Cetera Investment Services, Regions Bank, Fifth Third Bank, Fifth Third Securities, and SunTrust Advisory Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party investment strategies.

Jennifer Miller is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at OSAIC. She has previously worked with Waters Wealth/Royal Alliance and has been self-employed since 1995, providing bookkeeping and tax-related services. In addition to her advisory role, she serves as a poll worker for the Wilson County Election Commission and acts as Power of Attorney for her parents. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of advisors. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Holly Adams is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has worked previously at UBS Financial Services Inc. and Morgan Stanley. Adams is based in Nashville, TN. Merrill, along 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, and institutions.

Brian Fisher is a financial advisor with Equitable Advisors in Franklin, TN, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining Equitable Advisors in 2017, he was self-employed for over two decades as an independent commodities trader. He serves as Chair of the Business Conduct Committee and Probable Cause Committee Regulatory Committee for CME Group and is a Certified Divorce Financial Analyst, providing financial planning support in divorce cases. Equitable Advisors serves a diverse client base, including individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid advisory and brokerage model, emphasizing tailored client services and utilizing multiple external asset management platforms.

Stephen Mathews Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James since 2016 and was the owner of Grahampton Wealth Management LLC from 2016 to 2020. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional clients, offering tailored non-discretionary planning supported by analytical tools and a diverse advisory network.

Tessa Dueker is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at Charles Schwab Bank, Charles Schwab, Fidelity Investments, and TDAmeritrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Abigail Spaulding is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at MassMutual Life Insurance Company and its affiliated services since 2008. Outside of her advisory role, she is involved in several business ventures including co-owning AAFS, LLC, which supports her practice operations, and holds an equity interest in Corvida Inc., a bookkeeping and tax preparation service. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring planning engagements as annual, collaborative relationships that focus on goal analysis and strategy recommendations.

Robert Carlson is a financial advisor with Raymond James Financial in Brentwood, TN, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His career includes roles at Pinnacial Financial Partners and Pinnacle Financial, where he has also been associated since 2005. He is involved with Pinnacle Asset Management, focusing on client relationship building and investment account management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance advisory services alongside custom retirement plan solutions.

Ian Jones is an Investment Consultant at Fidelity Investments, where he has been working since 2026. Prior to this role, he served as a Relationship Manager at Fidelity Investments from 2025 to 2026, and as a Financial Representative from 2023 to 2025. Ian connects with individuals and families to provide personalized support and guidance aimed at helping them work towards their financial goals. He focuses on aligning the right financial tools with what matters most to his clients in pursuit of their objectives. Outside of his professional work, Ian has interests in cars, hiking, music, and soccer.

Glenn Bradley is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked in various capacities since 2012, including roles at First Tennessee Brokerage, Inc. and Ftb Advisors, Inc. 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, financial planning, and retirement plan consulting supported by research and model portfolios from both internal and third-party sources.

Stephen Moser is a financial advisor with Cambridge Investment Research Advisors in Brentwood, TN, holding a Series 66 designation and 10 years of industry experience. He previously worked at MassMutual Investors Services and Massachusetts Mutual Life Insurance Co before joining Cambridge in 2019. Moser is also an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual clients, retirement plans, charitable organizations, and trusts through a network of independent financial professionals. The firm offers a range of investment management and financial planning services, utilizing multiple custody platforms and both proprietary and unaffiliated strategies tailored to client objectives.

Kathleen Ward is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and possessing 15 years of industry experience. Her prior roles include positions at Vanderbilt University, Williams Hunter Wealth Group, Raymond James Financial Services Advisors Inc., and Wells Fargo Advisors. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services using a mix of in-house and third-party managers, offering both traditional and complex investment strategies.