Alec Beauchemin is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His work history includes roles at MML Investors Services, MassMutual Life Insurance Company, and the International Marketing Company. In addition to advising, he is licensed as an insurance agent for various types of life and health insurance. Mass Mutual Investors Services 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 with a focus on collaborative, annual financial planning engagements.

Jeremiah Houston is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, Movado Group, and PHP Agency Inc. He has also been involved with the YMCA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

April Chapman is a financial advisor at Raymond James & Associates in Nashville, TN, with 26 years of industry experience. She holds the Series 66 designation and has worked at Raymond James & Associates since 2013. Outside of her advisory work, Chapman has been involved in part-time driving and delivery services with Uber since 2017. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Brandon Griffey is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2008. In his current role, he collaborates with clients to develop, implement, and enhance their financial plans, helping them navigate uncertain market conditions. He leverages Fidelity's brand, technology, and investment platform to support clients and their families in working toward their financial goals. Brandon's career at Fidelity has progressed through several roles, including Financial Consultant, Investment Consultant, Financial Representative, and Investment Representative. His extensive experience at Fidelity spans from 2008 to the present, reflecting his commitment to the financial services industry and client service. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Marc Wilson is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked within various Morgan Stanley entities since 2002, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is involved in rental real estate ownership. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and investment models.

Jeffrey Jones is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Suntrust Advisory Services and Suntrust Investment Services. Outside of his advisory role, he is a one-third owner and investor in Stirr-up LLC, a private company based in Nashville. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies utilizing both in-house and third-party managers.

Anastasiia Wagoner is a financial advisor with Charles Schwab & Co., Inc. She holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Charles Schwab, she worked at The Huntington Investment Company and Huntington National Bank in various roles. 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 management with multi-asset model portfolios and centralized custody and operational capabilities.

John Piovarcy is a financial advisor at Merrill with 24 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2000, concurrently affiliated with Bank of America since 2009. 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. The firm offers model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sean Mc Mahan is a Series 66 licensed financial advisor with Edward Jones, based in Nolensville, TN, where he has worked since 2017. He has nine years of industry experience. Outside of his advisory role, Mc Mahan serves as a First Lieutenant in the Tennessee State Guard, involved in leadership and training activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Christy Kendall is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2024. She works closely with clients and their Wealth Management Advisors to develop and maintain financial plans tailored to their short-term and long-term goals. Prior to her current position, she held various roles at Fidelity Investments, including Planning Consultant since 2022, Relationship Manager from 2021 to 2022, and Financial Representative from 2020 to 2021. Her professional experience within Fidelity Investments has equipped her with the skills to partner effectively with clients and provide personalized wealth management solutions. Christy emphasizes building long-lasting relationships with clients and their families as a core part of her approach. Outside of her professional work, Christy enjoys board games, cooking and baking, exploring food-related interests, parenting, and traveling.

Paola Delucas is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 65 and Series 63 designations and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range 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.

Alicia Vanderschuere is a financial advisor with Raymond James & Associates in Nashville, TN, holding a Series 66 credential and three years of industry experience. She has prior work experience at JOANN Stores and Big Lots, and she owns The Retail Boutique LLC. Additionally, Alicia is a partner in The Bridge, an organization that provides networking and educational support for individuals undergoing job transitions. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a variety of portfolio management styles and affiliated research, with additional notable services in municipal advisory and small employer retirement plan consulting.

Tristan Flowers is a financial advisor at Charles Schwab with the CFP® and Series 66 designations and five years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2019 and previously held positions at Lake Michigan Credit Union and Ridgemoor Supply. 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 both non-discretionary and discretionary investment options supported by multi-asset model portfolios, centralized custody, and a formal alternative-investment onboarding process.

Andrea Bzinak is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In this role, she focuses on maintaining strong relationships with current clients while developing new client connections based on trust. She manages planning interactions daily and provides support to ensure smooth operations. Andrea has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager before her current position. Prior to that, she worked as a Client Service Associate at Ameriprise Financial from 2022 to 2023. She holds an Arkansas Insurance License. Outside of her professional career, Andrea enjoys attending concerts, cooking and baking, fitness activities, football, social events with friends, and volunteering.

Andrea Devon is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at UBS since 2019 and previously held positions at Elmira Savings Bank, LPL Financial, and VOYA Financial Advisors. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, supported by proprietary research and a broad platform of capital markets services.

Karissa Jackson is a financial advisor at OSAIC with Series 63 and Series 66 licenses and two years of industry experience. She previously worked at Lincoln Financial Advisors Corporation and has held roles at Kris Kinslow and Katherine Reall, CPA. Outside of her advisory work, she operates a dog-sitting business. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with an emphasis on model-based asset allocation, portfolio optimization, and a range of investment programs delivered through an extensive multi-advisor platform.

Juan Guerrero is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Berry Global for four years. Outside of his advisory role, he is involved as an independent contractor performing back-office duties at W8 Ranch, a Wagyu beef farm. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm employs a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Linda Vanauken is a financial advisor at Raymond James & Associates with 28 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2013. Outside of her advisory role, she is the owner of a rental condominium in Nashville, TN. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and specialized services such as municipal advisory and employer retirement plan consulting.

Rhea England is a financial advisor with Raymond James Financial in Nashville, TN. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Raymond James in 2022, she worked at Global Retirement Partners and ARGI Financial Group. Outside of her advisory role, she is involved with Adams Wealth Partners, where she contributes to operations and financial advising. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Michael Weed is a financial advisor at Edward Jones in Brentwood, TN, with 10 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.