Elizabeth Kiper is a financial advisor at Truist Advisory Services with two years of industry experience. She holds the Series 66 designation and has worked in various roles at Truist and related entities since 2024. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to manage client portfolios.

Erik Larson is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Focus Partners Wealth, LLC since 2024. Prior to this, he worked at InterOcean Capital Group, LLC and InterOcean Capital, LLC from 2014 to 2024. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Alanna Jacobson is a financial advisor at Robert Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has previously worked at firms including Merrill Lynch and Raymond James & Associates. Outside of her advisory role, she teaches dance part-time at the Fellowship School of Creative Arts and Studio 1:16. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals.

Antwun Fleming is a Series 66-licensed financial advisor with UBS Financial Services in Nashville, TN, with one year of industry experience. Before joining UBS, he worked at Amazon and Target. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating as a futures commission merchant and providing underwriting and principal trading activities.

Albert Rush is a financial advisor at Edward Jones in Nashville, TN, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016 and also maintains an ongoing role at SIB Development & Consulting, Inc. since 2011. Edward Jones is a full-service wealth management firm serving more than 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Madelyn Malczewski is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Kroll, Caterpillar Financial, and other firms. Robert Baird & Co. is a large institutional firm that provides wealth management services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and uses in-house research and technology to support its advisory processes.

Robert Mc Mahan is a financial advisor with Merrill in Nashville, TN, holding a Series 66 designation and 27 years of industry experience. He has been with Merrill since 1998 and has concurrently worked at Bank of America, N.A. since 2011. 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 strategies constructed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dempsey Moody IV is a financial advisor at Osaic with 20 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 21 years. Outside of advisory work, he is also licensed as an insurance agent offering fixed annuities, indexed annuities, and long-term care insurance. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, providing brokerage and advisory services including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk assessment tools and offers access to discretionary strategies, third-party managers, and alternative investments.

Christopher Otillio is a financial advisor with Robert Baird & Co. in Nashville, TN, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Merrill. He serves as a board member for YWCA Nashville. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning and portfolio management solutions.

Hunter Dodd is a Series 66-licensed financial advisor with Thrivent Investment Management and has been with the firm since 2025. He previously worked at Red Mountain Group and Descansando Partners, and has a background that includes education roles at the University of Mississippi and various schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and written recommendations across multiple planning areas. The firm offers these services as either one-time or ongoing engagements, separate from portfolio management.

James Pettigrew Jr. is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 license and 17 years of industry experience. His prior roles include positions at Sinor Marcum Group, Joshua Marcum, Thomas Sinor Jr., Waddell & Reed, Inc., and the W&R Insurance Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Robert Englehardt is a financial advisor with Ameriprise in Nashville, TN, holding a Series 66 designation. He has worked in the financial industry since 2023, including positions at Baird and Ameriprise, and has a background in education at Western Kentucky University and McLean County High School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement income planning with a written Recommendation Report and ongoing advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools, with enrollment requiring a minimum level of investable assets and the inclusion of Ameriprise managed accounts.

Caleb Graham is a financial advisor with Robert Baird & Co. holding a Series 66 designation. He has less than one year of industry experience, with prior positions including roles at MML Investors Services, LLC and MassMutual Life Insurance Co. Outside of finance, he has experience working at Woodward Park Church of Christ and educational institutions. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, featuring both discretionary and non-discretionary strategies supported by internal research and technology tools.

Cody Tellis is a Senior Financial Advisor with Merrill Lynch Wealth Management and the founder of The Tellis Group, established to provide a unified source for comprehensive wealth management. With over 25 years of experience across the private and public sectors, Cody's professional background combines business ownership, banking, tax planning, and law. This diverse experience equips him to address the unique opportunities and challenges associated with significant wealth. Cody holds a Juris Doctorate Degree from Trinity Law School and a Master’s Degree from St. Thomas University, enhancing his ability to offer informed financial insights to his clients. His areas of focus include tax-sensitive trust and estate planning services, financial services for nonprofits, business succession planning, individual and corporate captive insurance, college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, portfolio management services, and tax minimization. Cody does not provide legal or tax advice in his role with Merrill and advises clients to consult appropriate professionals for these services. Outside of his professional life, Cody enjoys music, spending time with his family, and traveling.

William Jontz Jr. is a financial advisor with Cambridge Investment Research Advisors holding a Series 63 designation and 43 years of industry experience. His prior work includes long-term tenures at Centaurus Financial, Inc. and Center Street Advisors. In addition to his advisory role, he has maintained ownership of Estate Management & Planning Co., where he is involved as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable clients, providing financial planning, investment management, and retirement-plan advisory services. The firm supports multiple management platforms and offers proprietary model strategies through its Founders Gate Capital brand.

Jamie Hogan is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has 15 years of industry experience. Prior to joining Raymond James in 2019, Hogan worked at Caldwell Advisors, LLC and LPL Financial, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.

Michael Burke is a CFP® with 30 years of industry experience, currently serving at LPL Financial in Nashville, TN. His prior roles include positions at Old National, Capstar Wealth Management, SunTrust Advisory Services, and several other firms in the financial services sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a broad range of investment approaches through a large network of advisors and offers access to proprietary and third-party resources along with various financial and institutional platforms.

Craig Burgess is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Waddell & Reed, Inc and various insurance carriers over 19 years, as well as a brief period running the Heirloom Shop. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational tools and a large network of advisors.

Kevin Wilson is a financial advisor at LPL Enterprise with 10 years of industry experience and holds a Series 66 designation. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Bank of Luxemburg Raymond James. Wilson serves as a board member of the Walk on Arts Foundation, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, as well as institutional clients such as retirement plans and charitable entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, insurance products, and affiliated trust and lending services.

Nicholas Deidiker is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and having 12 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Amputee Blade Runners, a nonprofit providing free running prosthetics for amputees, and is involved with the Nashville Symphony as Chair of the associate board and a member of the full Board of Directors. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines wealth management with institutional trading capabilities and provides a broad range of capital markets services.