James Hundley is a CFP® with 19 years of experience in financial planning and advisory services. He has been affiliated with Raymond James Financial Services Advisors, Inc., Vista Resources, and Pinnacle Bank since 2013. Hundley is also involved with Pinnacle Asset Management in Nashville, where he provides financial planning support. Raymond James Financial Services Advisors, Inc. offers a range of financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning using analytical tools and supports various specialized programs, including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Mark Brewer is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS Financial Services since 2002. UBS Financial Services 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.

Michael Baxter is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. His prior roles include positions with the Toronto Blue Jays and Seattle Mariners, as well as eight years at Vanderbilt University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across its network of over 14,000 financial advisors.

Reginald Ford is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2017, he worked at Truxton Trust Company. Outside of his advisory work, he is a certified yoga instructor and is involved in authoring and speaking through the RoseCrete Wellness Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, combining a broad range of advisory services with extensive non-advisory financial activities.

Brian Mckenzie is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2012. 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.

James Newsome is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 license and seven years of industry experience. His prior experience includes positions at Northwestern Mutual and Merrill Lynch. 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 supported by advanced research tools and oversees over $819 billion in discretionary assets through a large network of advisors.

Jennifer Kistner is a CFP®-credentialed financial advisor at Fidelity with 24 years of industry experience. Her career includes roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, Niemann Capital Management, Ameriprise Advisor Services, and UBS Financial Services. She is based in Old Hickory, Tennessee. Fidelity’s Strategic Advisers LLC, where she is affiliated, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct algorithm-driven model portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Lesa Fletcher is a financial advisor with Primerica Advisors in Mount Juliet, TN, holding Series 65 and Series 63 licenses and having 24 years of industry experience. She has worked with Pfs Investments Inc and Primerica Financial Services since 2001. In addition to her advisory role, she is involved in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services primarily through model portfolios managed by unaffiliated asset managers and supports accounts with custodial and trade execution services from BNY Mellon Advisors and Pershing.

Jennifer Hawthorne is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 66 designations and 27 years of industry experience. She has worked at Robert W. Baird since 2019 and previously held positions at Nationwide Investment Services Corp, Foreside Financial, and MSI Financial Services, Inc. Outside of her advisory role, she is a passive investor and LLC member of The Lakeside Group LLC, which operates Hometeam Pizza. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients with financial planning, portfolio management, and brokerage services. The firm combines manager-traded and model-traded strategies, tax management, and unified fee arrangements, and manages approximately $394 billion in assets under management as of December 2025.

Robert Blackburn Jr. is a Series 66-licensed financial advisor with 13 years of industry experience, currently serving at Thrivent Investment Management since 2018. Prior to joining Thrivent, he was involved with R & B Foodservice LLC and Millersville Church of Christ. He holds board and leadership roles in community organizations including Fellowship of Christian Athletes and BNI Give. Gain. Grow, and regularly preaches at various churches nationwide. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial analyses and planning without discretionary portfolio management, allowing clients to integrate planning with managed-account services under a consolidated billing arrangement.

Carolyn Fleury is a financial advisor with Merrill in Gallatin, TN, holding Series 63 and Series 65 credentials and nine years of industry experience. Her prior work includes roles at Bank of America, MassMutual Life Insurance Company, and New York Life. She is also the owner of Wemple Farm, a corn-growing sole proprietorship in Illinois. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Michael Lenahan is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and its affiliated firms since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm offers holistic, goal-based financial planning covering a broad range of topics, with options to combine planning and managed-account services under a consolidated billing approach.

George Mwai is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He previously worked at First Horizon National before joining Merrill and Bank of America in 2017. Outside of his advisory role, he serves as a General Partner and Managing Member of MFL LLC. 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Morgan is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at LPL Financial, Dempsey Lord Smith, LLC, and several other firms over his career. He operates a separate wealth management business under the name Morgan Wealth Management. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Lauren Gwinn is a financial advisor with Thrivent Investment Management in Nashville, TN, holding a Series 66 designation and five years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2021. Prior to her current role, Gwinn was involved with nonprofit organizations including the Adventure Science Center, The ALS Association of Tennessee, and Friends of the Zoo. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning on a range of topics and allows clients to combine planning with managed-account programs through a consolidated billing option.

Kevin Kostyk is a financial advisor at Thrivent Investment Management based in Nashville, TN, with six years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial since 2018, with prior experience including roles at Christian Care Ministry and Scoutcast. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides goal-based analyses and planning on a broad range of topics, operating separate planning and managed-account services without discretionary trading authority.

Travis Mcafee is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His career includes roles at Morgan Keegan & Company, LLC, and Union Planters Investment Advisors, Inc. 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 wide range of clients, including individuals, institutional investors, and charitable organizations, offering tailored financial planning and consulting through various specialized programs and affiliated resources.

Timothy Hutchinson Sr. is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 26 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven and emphasizes access to third-party asset managers, financial planning, and advisory services through a large network of investment adviser representatives.

Amanda Schween is a financial advisor with LPL Financial in Nashville, TN, holding Series 63 and Series 65 licenses with 23 years of industry experience. She has worked at LPL Financial since 2008 and spent one year at Edward Jones prior to that. 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, third-party asset management, and institutional platforms.

Brian Smith is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and Simmons Bank prior to joining LPL Financial. 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 and brokerage services, including financial planning and third-party asset management, supported by tools such as machine learning, while overseeing more than $819 billion in discretionary assets.