Katie Clayton is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2020. In this role, she focuses on fostering a collaborative, engaged, and inclusive work culture to support associates in their career development and to help clients achieve their financial goals and well-being. Katie has a long-standing career at Fidelity Investments, beginning in 2005. Her experience encompasses various leadership roles including Regional Center Support Leader, Talent Champion, and multiple team leader positions across Workplace Planning and Advice, Investment Solutions, Premium Relationship, College Planning, and Client Service. This breadth of roles reflects her comprehensive experience within the firm and the financial services industry. The information provided does not include details regarding Katie's education, credentials, personal interests, or community involvement.

Dean Patton is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Forvis Mazars and in various roles within the healthcare sector and public service. He also teaches at Williamson College. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management through a platform that integrates advisory services with brokerage and insurance products.

Joseph Borrelli is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates 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, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Iris Brashear is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. Her prior experience includes roles at Charles Schwab Bank SSB, AutoZone Corporate Headquarters, and Rocky Top Nutrition, as well as several years in full-time education. 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’s model combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a comprehensive range of integrated investment and custody services.

Jennifer Winchell is a CFP® professional with 20 years of industry experience, currently affiliated with Cetera in Nashville, TN. She also owns and manages Winchell CPA & Advisory Services PLLC, a certified public accounting firm providing accounting, tax, and financial consulting services. Her background includes roles at Avantax Advisory Services and long-term involvement with Jim R Durham CPA firms, where she also provides bookkeeping and bill payment services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operates a multi-manager platform, and manages over $256 billion in assets.

Allen Kuhn is a financial advisor at Merrill with Series 65 and Series 66 credentials and three years of industry experience. He previously worked at UBS and has a background that includes roles outside the financial sector. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Dunston is a financial advisor at Robert W. Baird & Co. with 30 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Bank of America, Merrill, and Fifth Third Securities. Based in Nashville, TN, he has been with Baird since 2025. Brian is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The team offers customized consulting and portfolio services, including financial planning and discretionary management, utilizing a range of strategies from traditional equities to complex private funds and real assets.

Thomas Perini is a Series 66-licensed financial advisor based in Nashville, TN, with nine years of industry experience. He has worked at firms including MBSC Securities Corporation, Foreside Fund Services, LLC, and Third Avenue Management LLC prior to joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and consulting services, utilizing model portfolios and research from both internal and third-party sources.

Scott Kesten is a CFP® credentialed financial advisor at Ameriprise with 19 years of industry experience. He previously worked at PNC Investments and J.P. Morgan Securities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Peter Choy is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds professional designations as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). Peter has completed a Bachelor of Interdisciplinary Studies (BIS) in Business and Communication from Arizona State University. He also earned an Executive's Certificate from the University of Pennsylvania's Wharton School of Business. He is proficient in English and Korean.

Trish Scott is a financial advisor at UBS Financial Services with 25 years of industry experience and holds a Series 66 designation. Her work history includes two significant tenures at UBS, spanning from 2012 to 2024 and resuming in 2025, as well as a one-year period at Pye-Barker Fire & Safety. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Tammy Alexander is a financial advisor at Raymond James & Associates with 32 years of industry experience. She holds a Series 63 designation and has worked at Raymond James since 2019, following previous roles at Wells Fargo Clearing and WELLS FARGO Advisors. 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 institutional fiduciary services.

Carson Odom is a Series 66-licensed financial advisor with Raymond James Financial in Nashville, TN, bringing seven years of industry experience. His background includes roles at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., Middle Tennessee State University, and Faulkner Mackie & Cochran, P.C. He serves as Treasurer and board member for the Down Syndrome Association of Middle Tennessee, where he provides strategic and financial oversight. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools, supporting clients through various advisory programs and specialized institutional consulting.

Christopher Rickard I is a financial advisor with Mass Mutual Investors Services holding Series 65 and Series 63 registrations and two years of industry experience. His prior roles include positions at Northwestern Mutual and Paul Winkler Inc. He is also an insurance agent focusing on life, disability, and long-term care products. Mass Mutual Investors Services 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 seminars, emphasizing collaborative, annual client relationships supported by firm-approved analytical tools.

M. Brandon Hall is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with various Fidelity entities since 2000 and currently serves in Franklin, TN. Outside of his advisory role, he owns a family horse business focused on rescue, training, and racing, and serves as Vice President of Fundraising for the Franklin High School Band Boosters. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios through intermediary platforms.

Jason Patterson is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Margarita Stanczak is a financial advisor at Stifel with 10 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory work, she owns a rental property in Antioch, Tennessee. Stifel serves a wide range of clients, including individuals, institutional accounts, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Evan Duvall is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he served in the United States Army from 2015 to 2019 and worked at Nissan from 2019 to 2022. He is also involved with Shoemaker Financial, a financial services DBA where he provides insurance, securities, and advisory services. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and retirement services, utilizing multiple program structures and third-party managers, with assets under management exceeding $256 billion.

Nell Hughes is a financial advisor with UBS Financial Services in Franklin, TN, holding a Series 66 designation and 13 years of industry experience. She has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and delivers tailored investment solutions supported by proprietary research and market analysis.

Bret Robbe is a CFP® professional with 11 years of industry experience, currently serving at Edward Jones since 2015. Based in Nashville, TN, he holds Series 63 and Series 66 licenses. Outside of his advisory role, he participates as a public speaker in church services and business groups. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages more than $1 trillion in assets and provides a range of advisory services through a large network of financial advisors and branch offices nationwide.