Trey Campbell is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding a Series 66 license and four years of industry experience. His career includes roles at MassMutual Life Insurance Co., State Farm, and Strategic Financial Partners. Prior to entering the financial industry, he worked in education at Middle Tennessee State University and Murfreesboro City Schools. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including educational seminars and specialized planning services such as divorce and estate settlement planning.

Kelli Roggensack is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and America First Credit Union. Outside of her advisory role, she is the sole owner of a rental property business. 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 model-based and discretionary investment strategies for individual and institutional clients.

R Bell is a financial advisor with LPL Financial based in Brentwood, TN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2025, he worked with Ftb Advisors, Inc. and has been associated with First Tennessee Brokerage Inc and First Tennessee since 2001. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, asset management programs, and institutional platforms, utilizing a broad range of advisory strategies supported by research and technology tools.

Matthew Clark is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones in Nashville, TN. He has been with Edward Jones since 1999. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Taylor Van Neste is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 and Series 63 designations and has worked previously at firms including Morgan Stanley and Ligo Financial. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory approach combines quantitative and qualitative due diligence to build model asset allocations, offering non-discretionary, written asset allocation advice and customized performance reporting.

Thomas Fields III is a financial advisor with Raymond James & Associates in Franklin, TN, holding Series 63 and Series 65 credentials and having 30 years of industry experience. His prior work includes positions at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. He serves as a director and marketing and communications officer 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 individual, institutional, and municipal clients, offering financial planning and consulting primarily through non-discretionary relationships supported by a range of portfolio management styles and affiliated research.

Maleah Stephens is a CFP®-designated financial advisor with 20 years of industry experience, currently with OSAIC since 2012. She previously worked at Osaic FA, Inc. from 2006 to 2012. Outside of her advisory role, Stephens is an author and owner of an LLC called Ridiculously Hopeful. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process utilizes model-based asset allocation, portfolio optimization, and discretionary managed strategies to meet various client needs.

Tamara Brentley is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at UBS Financial Services Inc for 10 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operates under a fiduciary standard, and is noted for its extensive retail advisor and branch network.

Tiffany Greer is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked at Avantax Insurance Services and Avantax Investment Services for over 20 years and has been affiliated with Jim Durham since 2003. Cetera Investment Advisers LLC operates through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and provides access to a multi-manager platform with varied program structures and custodial relationships.

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.

Jordan Wilde is a financial advisor at J.P. Morgan Securities in Nashville, TN, holding Series 63 and Series 65 licenses with seven years of industry experience. His work history includes roles at JPMorgan Securities, JPMorgan Chase Bank, BDI Automation, and as a nutri-coach with DNA Nutricoach. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Garrett Culwell is a financial professional with 13 years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked previously at Minnesota Life Insurance Company and Securian Financial Services. In addition to his advisory role, he is involved with North Star Consultants, where he serves as an agent/broker and financial professional in related financial services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures and provides access to affiliated and third-party managers.

Warren Rogers II is a financial advisor with Cetera who holds Series 66, Series 65, and Series 63 licenses and has 19 years of industry experience. His prior roles include positions at Morgan Stanley, SunTrust, Fifth Third Bank, and Regions Bank. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that provides access to affiliated and third-party investment managers.

Jennifer Miller is a CFP® certificant affiliated with OSAIC, bringing 16 years of industry experience. She has worked with Waters Wealth/Royal Alliance for 14 years and has been self-employed since 1995, primarily in bookkeeping and tax preparation for family and friends. Additionally, she serves as a poll worker for the Wilson County Election Commission during election years and acts as Power of Attorney for her parents. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of advisory and brokerage services supported by model-based asset allocation, portfolio optimization tools, and multiple investment program options.

Holly Adams is a financial advisor at Merrill with 11 years of industry experience and holds the Series 66 designation. Her career includes roles at UBS Financial Services Inc. and Morgan Stanley before joining Merrill and Bank of America, N.A. in 2026. 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.

Brian Fisher is a financial advisor with Equitable Advisors in Franklin, TN, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Equitable Advisors in 2017, he was self-employed as an independent commodities trader for over two decades. Fisher serves as Chair of the Business Conduct Committee and Probable Cause Committee for CME Group’s regulatory committee and is a Certified Divorce Financial Analyst assisting clients during divorce proceedings. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs, including third-party asset managers and LPL-sponsored solutions, focusing on personalized risk assessment and tailored investment strategies.

Joshua Libler is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has previously worked at AllianceBernstein and TD Ameritrade, among other firms. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and a formal alternative-investment process.

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.