Jeff Fink is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 designation and 17 years of industry experience. His work history includes positions at United Community Bank, Ameriprise Financial Services, Merrill, and other firms. He is also involved with United Community Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

James Gibbs Jr. is a financial advisor with Raymond James Financial in Hendersonville, TN, holding the ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience and has worked with Raymond James since 2015, alongside a role at Lawrence Bank since 2020. Gibbs is also associated with F&M Wealth Management as an investment-related financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Gordon Mellin is a financial advisor at Equitable Advisors in Nashville, TN, holding Series 65 and Series 63 licenses with 10 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 2016. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions.

Charles Watson is a financial advisor at LPL Financial with 24 years of industry experience. He holds the CFP® and CFA® designations and has a longstanding career including roles at First Tennessee and Ftb Advisors, Inc. Watson is based in Mt. Juliet, TN. 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 a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Benjamin Bostic is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has worked in various roles prior to his current position, including at Northpointe Staffing and WileyBros Aintree Capital LLC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services such as fee-based financial planning and discretionary portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor investment strategies and combines institutional trading capabilities with wealth management services.

Melissa Gallant is a CFP®-designated financial advisor with 18 years of industry experience. She is currently with Cetera and has held prior roles at Winchester Financial Group, Trilogy Capital, LPL Financial, and Ameriprise Financial Services. Outside of her advisory work, she is also licensed as an insurance agent, selling health, disability, annuities, and long-term care products. 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 financial planning services and operates as a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Ashley Huffines is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and nine years of industry experience. Prior to joining UBS in 2017, she worked at Altria Group Distribution Company for three years. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Timothy Healy is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has worked at Cetera Investment Advisors LLC, Region Sbank, and Cetera Investment Services LLC since 2014. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting various program structures and custodial relationships.

Sean Johnston is a financial advisor with Osaic Wealth, Inc. based in Nashville, TN, holding Series 63 and Series 66 licenses and having 20 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, and Packerland Brokerage Services. Outside of his advisory work, he is the sole owner of a rental property business. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

John Skittone is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 65 designations and 29 years of industry experience. He previously worked at Prudential Equity Group, LLC from 2001 to 2003. Outside of his advisory role, he works as a flight instructor and owns an LLC that holds an aircraft. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to support portfolio construction and offers a range of brokerage and advisory solutions.

Dylan Richards is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2022. Richards also has outside employment with Cumberland Transit. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Joseph Patrick is a financial advisor with UBS Financial Services in Nashville, TN. He holds a Series 66 designation and began his advisory career in 2025. His prior work experience includes roles at LP Building Solutions, N3L Capital Hedge Fund, and Title Nash. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management. The firm combines wealth management with institutional trading capabilities and offers a broad range of financial products and services.

Dalton Boyd is a Series 66-licensed financial advisor with six years of industry experience, currently with UBS Financial Services since 2020. His prior roles include positions at Edward Jones, Reliance First Capital LLC, Commercial Bank & Trust Company, and McKenzie Banking Company/Foundation Bank. Boyd is also the sole owner of Boyd Holding Company, LLC, a business that manages mortgage note documentation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management. The firm employs model-based asset allocations and proprietary research to tailor investment plans aligned with clients’ goals and risk tolerances.

Robert Carollo is a financial advisor at Edward Jones in Nashville, TN, holding Series 66 and Series 63 credentials with 20 years of industry experience. He worked at Franklin Templeton for 19 years before joining Edward Jones in 2025. 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 programs and investment solutions, combining a large network of advisors and branch offices with affiliated capabilities such as a trust company, mutual funds, and securities-based lending.

Christopher Martinez is a financial advisor with Charles Schwab in Old Hickory, TN, holding a Series 66 designation and nine years of industry experience. He has been with Charles Schwab since 2015. Charles Schwab & Co., Inc. serves a large client base of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.

Brian Homra is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of his financial advisory role, he is involved in a small business, The Anna Company DBA Memphis Magic BBQ Sauce, which he has operated since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of account types. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Robert Seda is a financial advisor with Thrivent Investment Management in Nashville, TN, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, Seda serves as a board member of The Grant James Foundation, which focuses on supporting families facing challenges related to conception, adoption, and child loss, and he is a deacon involved in leading a young professionals ministry at Bellevue Church of Christ. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses that cover a broad range of planning topics without discretionary trading authority or institutional portfolio management.

Madeline Brunkey is a CFP®-certified financial advisor with Cambridge Investment Research Advisors in Nashville, TN, with four years of industry experience. She has worked with Cambridge Investment Research Inc. since 2014 and has also served as an independent contractor in the healthcare sector. Cambridge Investment Research Advisors serves a variety of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multibillion-dollar asset base and offers services through multiple platforms and custodians, including proprietary model strategies under the Founders Gate Capital brand.

Patrick Sims is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at ServisFirst Bank from 2015 to 2018. Outside of his advisory role, Sims is a minority owner and board member of Superior Care Home Inc., a healthcare and long-term care facility, and serves on the Board of Overseers at Bellarmine University, where he supports fundraising and alumni engagement. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Eskind is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding a Series 63 designation and 34 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2008 before joining Wells Fargo Clearing in 2016. Eskind serves as an investment committee member for the Jewish Federation of Nashville and Middle Tennessee and the West End Synagogue. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets, offering both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party databases.