Jared Jones is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and G4S. Jared has been with Fidelity Investments for five years, including his current role since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and advisory roles with multiple registered investment companies.

Brian Riddle is a CFP® professional with 12 years of experience, currently serving at Edward Jones since 2014. He holds a Series 66 license and is based in Franklin, TN. Outside of his advisory role, he is a Level 2 fitness trainer at Crossfit Spring Hill in Spring Hill, TN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. 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, operating under a fiduciary standard.

Sally Burgess is a financial advisor at UBS Financial Services in Nashville, TN, holding Series 63 and Series 66 licenses with 16 years of industry experience. She has been with UBS since 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad array of capital markets and research resources.

Nicole West is a CFP® with eight years of industry experience, currently serving as a financial advisor at Charles Schwab. She has worked at Charles Schwab Bank, SSB and Charles Schwab since 2018 and previously held positions at First Horizon and JPMorgan Securities LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Kate Mielke is a financial advisor at UBS Financial Services with a Series 66 designation and under one year of industry experience. Her prior work includes roles at Saltsman Brenzel and Executive Housing Consultants, Inc., as well as educational positions from 2015 to 2025. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor client plans. The firm’s platform includes institutional trading capabilities alongside wealth management offerings.

Patrick Conger is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2011 and also works with Fiduciary Advisors, LLC since 2017. His other business activities include providing insurance services related to athletes and non-variable insurance through third-party agencies. 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 offers a broad range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, research, and various specialized investment strategies.

Hunter Rodgers is a financial advisor at LPL Financial with 19 years of industry experience. He has held prior roles at Raymond James Financial Services, Moody + East Investment Partners, Pinnacle Asset Management, Pinnacle Bank, New York Life, and American Century Investment Services. Rodgers holds Series 63 and Series 66 credentials. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology-based strategies.

Thomas Bateman III is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience at Wells Fargo Clearing and Wells Fargo Advisors LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm provides multiple investment implementation options across various custodial platforms, including proprietary models and access to third-party strategists.

Kevin Reid is a Senior Financial Advisor leading The Reid Group at Merrill Lynch Wealth Management. He specializes in serving executives, physicians, and professionals, particularly within the healthcare community, offering comprehensive wealth management strategies that address complex financial decisions. Kevin's expertise encompasses corporate executive services, executive compensation, personal retirement planning, women and wealth, and tax minimization. He emphasizes a personalized approach, focusing on aligning clients' wealth management strategies with their life priorities, values, and family needs. His experience includes helping clients navigate transitions and make confident, well-reasoned financial decisions. Kevin holds a Bachelor's Degree from Lee University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional activities, he spends time boating, golfing, reading, and with his family, and remains engaged in community volunteer work aligned with Merrill's tradition of service.

Waymon Tipton is a CFA charterholder with 34 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. He has also worked at Jjb Hilliard Wl Lyons and Avondale Partners, LLC. Outside of his advisory role, Tipton co-owns a car wash business operated primarily by his son. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations. The group provides a range of consulting and portfolio management services, tailoring investment strategies to client goals and risk tolerances through both in-house and third-party managers.

Pate Shipley is a Planning Consultant on the Wealth Management Team at Fidelity's Franklin Investor Center. In this role, he partners with clients to identify and clarify their investment goals, developing tailored financial plans and strategies that align with each client's specific situation. His approach begins with a clear focus on the client's end objectives and prioritizes their interests throughout the planning process. Pate's professional experience includes positions as a Relationship Manager at Fidelity Investments from 2022 to 2023, and as a Financial Advisor at Raymond James Financial Services from 2020 to 2021. This background provides him with a foundation in client relationship management and financial advising within the investment and wealth management sectors. Outside of his professional work, Pate enjoys outdoor activities such as camping, canoeing, and hiking.

Brenton Harrison is a financial advisor at OSAIC with 16 years of industry experience. He has held positions at OSAIC since 2018 and previously worked at Signator Investors Inc for nine years. Harrison is a member of the Vanderbilt Institutional Review Board and contributes to financial literacy through speaking engagements and video courses, in addition to writing articles for the Investopedia Advisor Council. OSAIC serves a diverse client base including individual, high-net-worth, and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and third-party solutions to manage portfolios across a range of investment types.

Jessica Caden is a financial advisor with LPL Financial in Franklin, TN, holding a Series 66 credential and 24 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 10 years and at Fifth Third Securities and Fifth Third Bank for 5 years. 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 broad range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Josiah Lotz is a financial advisor with Merrill in Nashville, TN, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Bank of America, N.A., Fidelity Investments, and Western Governor's University. 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, pension plans, corporations, and charitable organizations.

James Stites is a financial advisor with LPL Financial in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes tenures at Waddell & Reed, Inc. and various insurance carriers alongside his current role at LPL Financial since 2021. He has also been involved in business ventures such as Brentwood Aviation, LP, and real estate investment through Pearl Meadow LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and technology-driven solutions.

L Scott Thompson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2007 and has over two decades of experience developing customized wealth management, retirement planning, and tax minimization strategies for individuals and institutions. Scott focuses on supporting corporate retirement plans and business owners, aiming to address every detail so clients can focus on their lives and careers. He holds a Bachelor of Science degree in Finance from the University of Tennessee in Knoxville and has earned professional designations including Certified Private Wealth Advisor® (CPWA®), Chartered Retirement Planning Counselor™ (CRPC), and Certified 401(k) Professional (CKP). Scott has been recognized by Forbes on the "Best-in-State Wealth Advisors" list for multiple consecutive years and as part of the Forbes "Best-in-State Wealth Management Teams." Scott resides in Brentwood with his wife, Paige, and their two children. Outside of work, he volunteers for Habitat for Humanity and enjoys spending time with his family, including golfing and boating.

Elizabeth Knight is a CFP® professional affiliated with LPL Financial with 24 years of industry experience. She has worked at First Tennessee Brokerage since 2004 and was associated with FTB Advisors, Inc. from 2013 to 2025 before joining LPL Financial and First Horizon Bank in 2025. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Beverley Stiverson is a financial advisor with Merrill in Franklin, TN, holding a Series 66 designation and 4 years of industry experience. She has been associated with Merrill since 2001. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Kelly is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory work, he serves as Secretary and board member of the West End Terrace Homeowners Association, a role he took over from his father. 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 clientele including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by in-house research and a range of portfolio management styles.

Ronald Ganser is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in 1984 at Merrill's San Francisco office as an investment professional. Prior to his career in financial advising, Ron worked as the Controller for a small business for four years, providing him with insight into the challenges and opportunities associated with managing a growing business. Ron holds an Associate's Degree from the University of Wisconsin System and has earned the designation of Personal Investment Advisor (PIA). He and his wife, both alumni of the University of Wisconsin in Madison, reside in Columbia, Tennessee with their three children. They participate in various local activities and charitable organizations.