Kayla Weibel is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her background includes roles at Merrill, Bank of America, and U.S. Bancorp Investments. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining model-based asset allocations and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad platform of capital markets and investment solutions.

Loren Hansen is a financial advisor with Thrivent Investment Management in Nashville, TN, holding Series 63 and Series 65 credentials. He has 37 years of industry experience and has been with Thrivent and its affiliates since 2002. Outside of his advisory role, he is a secretary of H & L Farms LLC, an inherited family-owned farmland entity in Nebraska. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across various areas such as retirement, tax, and estate planning. The firm offers planning without discretionary trading authority and allows clients to combine planning with managed account services under a consolidated billing option.

Mary Whitaker is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

Olivia Howell is a Series 66-licensed financial advisor with five years of industry experience, currently affiliated with UBS Financial Services in Nashville, TN. She previously worked at Ameriprise and Bass Berry and Sims. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and advisory offerings, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and a broad platform to tailor client solutions.

Sophia Douglas is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at several firms, including Merrill Lynch and Bank of America, before joining Morgan Stanley Smith Barney LLC. Prior to her finance career, she was employed at PetSmart for one year. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Barry Butera Jr. is a financial advisor at Stifel in Nashville, TN, with 14 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2019, following an eight-year tenure at First Empire Securities, Inc. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and model asset allocations intended to support client decision-making.

Rodney Toothman is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 credentials and having 33 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he operates a family cattle ranch where he raises beef for sale. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Patrick Cook is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at UBS Securities LLC, Commonwealth Financial Network, LPL Financial LLC, and D.A. Davidson & Co. He also spent a year at the University of Notre Dame. UBS Financial Services Inc. 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, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Shaun Rowles is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He previously worked at UBS Financial Services and SunTrust Advisory Services. Outside of his advisory role, Rowles is involved in writing fiction and macroeconomic topics, serves as a guest lecturer for first-year MBA students at Vanderbilt University’s Owen School of Management, and advises his son’s media production company. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Christopher Agro is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and previously worked at Home City Ice and both the University of Kentucky and University of Louisville. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

James Johnson is a financial advisor at Stifel in Nashville, TN, holding a Series 66 credential with two years of industry experience. Prior to joining Stifel in 2024, he worked in banking and retail wine and spirits and serves as a color commentator for high school football broadcasts. Stifel serves a broad range of clients including individuals, institutions, and municipal entities, providing brokerage and advisory services supported by proprietary investment analysis and allocation methodologies.

Greg Moore is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked with Guardian Life Insurance Co. of America and Peachtree Planning before joining J.P. Morgan in 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, with recommendations limited to eligible strategies and may include an ESG eligibility framework.

Kent Kirby is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 63 designation and over 33 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Kirby is active in various business ventures and community boards, including partnerships in hospitality and retail sectors, a nonprofit education organization (KIPP Nashville), and leadership positions at the Nashville Zoo. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management offerings, including fiduciary financial planning and a broad range of capital markets services.

William Konves is a financial advisor with Morgan Stanley in Nashville, TN, holding CFP® and Series 66 designations and bringing 21 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Caren Poletti is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. Her career includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. She serves on the advisory board of High Hopes, Inc., a nonprofit focused on children and youth. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, with services including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its financial advice.

Alicia Jayo is a financial advisor at UBS Financial Services with nine years of industry experience. She holds a Series 66 designation and has worked at UBS since 2017. Prior to UBS, she held roles at Tideline, The Rockefeller Foundation, and Columbia Business School. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor plans to client goals. The firm combines institutional trading capabilities with wealth management services and offers a broad range of products and capital markets services.

Terry Brandon is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. He is based in Nashville, TN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides comprehensive financial services through both direct client engagements and corporate financial planning agreements.

Catherine Baron is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at Merrill, US Bank, Wiley Bros.-Aintree Capital, and a nonprofit organization, Ronald McDonald House Charities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management and also provides custody, underwriting, and capital markets services.

Frederick Long is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Christi Edwards is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has worked with Morgan Stanley and its affiliates since 2007 and has been involved with Morgan Stanley Private Bank since 2015. Edwards serves as a trustee in a trust-related capacity outside her primary advisory role. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling to support its planning process.