Michael Burke is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with LPL Financial and has previously worked at Old National, Capstar Wealth Management, and SunTrust Advisory Services. His background includes roles at multiple wealth management and advisory firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.

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.

Mark Hanson is a financial advisor with Cambridge Investment Research Advisors in Gallatin, TN, holding the ChFC® and Series 63 designations and bringing 35 years of industry experience. His career includes long-term roles at Principal Life Insurance Company and Principal Securities Inc., alongside ownership of Hanson Financial Services LLC since 2000. Outside of investment advisory, he is involved in insurance brokerage and the sale of fixed life, disability, long-term care, and health insurance products. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm features multiple investment platforms and proprietary models, emphasizing flexibility in portfolio management approaches.

Jessie Gallivan is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and previously worked at Deloitte. Outside of finance, she has experience with Pure Barre and has been involved with the Kappa Delta Sorority. 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, and offers tailored financial planning and consulting services with a range of portfolio management styles and affiliated research.

Jeffrey Williams is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brandon Di Simone is a financial advisor with Thrivent Investment Management holding a Series 66 designation and has two years of industry experience. His prior work includes roles at Arete Wealth Management and Center Street Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive planning across various topics without including implementation, and allowing clients to combine planning with managed-account programs under a consolidated billing option.

Jacob Stoney is a Series 66 licensed financial advisor at Merrill with three years of industry experience. His prior work includes roles at Bank of America and a position at Granite City Food and Brewery. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Dominic Calvani is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds the Series 66 designation and has been with UBS since 2008. In addition to his advisory role, he serves as a general partner at KC Partners, investing in Brentwood Capital Partners. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Donald Welch is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, he serves on the board of Old Orchard Cemetery, an unpaid position involving oversight of the site's upkeep. 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 clientele including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brian Silkwood is a CFP®-certified financial advisor with over 20 years of industry experience, currently with UBS Financial Services Inc. since 2005. He holds a leadership role as President of the 100 Club of Sumner, a charity supporting first responders, and serves on the boards of The Founders Club and the Industrial Development Board in Hendersonville, TN. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and utilizing proprietary research and model-based asset allocations.

Kenneth Luton is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, utilizing structured planning tools and modeling techniques to support client goals.

David Reynolds is a CFP® with 14 years of experience in the financial industry, currently serving as an advisor at Ameriprise in Lebanon, TN since 2020. He previously worked with Ameriprise Financial Services, Inc. from 2011 to 2020. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for assets held within Ameriprise-managed accounts.

Seth Huber is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and utilizing proprietary research and model-based asset allocations to tailor client plans.

John Long is a Series 66-credentialed financial advisor with Edward Jones in Mt Juliet, TN, where he has worked since 2010, totaling 15 years of industry experience. He is a partner in KDG Enterprises LLC, a real estate business based in Mt Juliet. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of households and organizations. The firm offers a variety of advisory programs, including discretionary and non-discretionary managed strategies, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Michael Bennett Jr. is a financial advisor at Raymond James & Associates in Nashville, TN. He holds a Series 66 designation and has recently begun his advisory career, having joined the firm in 2025. His prior experience includes roles at Barings and Monogram Health, as well as completing an MBA at Vanderbilt University. 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 that includes individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Hutch Huskey is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at Petter Supply for one year and spent five years in education at the middle and high school levels. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices across the United States.

Jacqueline Denton is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked with UBS Business Solutions and UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and investment products.

John Morris is a Private Wealth Manager at Merrill Private Wealth Management. He joined Merrill Private Wealth in 2021 after serving as a Senior Banker at J.P. Morgan's Private Bank in the Nashville office, where he advised high-net-worth clients on investment management, lending, family office services, estate planning, and trusts. With over 30 years of experience in professional investment management and private wealth management, John has held key positions including Partner at GenSpring Family Offices, Executive Vice President at SunTrust Banks, and Market Executive at Bank of America. He began his career with Bankers Trust Company in New York. His client focus areas include family wealth management strategies, liquidity management, managing new wealth, and tax minimization. John holds a Bachelor's degree from Syracuse University and an MBA from Columbia Business School. He is a Personal Investment Advisor (PIA) and serves as a Director for the nonprofit organization Bunker Labs. John lives with his wife, Mariann, and they have three sons. His personal interests include boating, football, and spending time with his family.

Wayne Lampley is a financial advisor with LPL Financial in Nashville, TN, holding a ChFC® designation and Series 63 license. He has 40 years of industry experience, including 22 years at NEXT Financial Group prior to joining LPL Financial in 2025. In addition to his advisory work, he is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and consulting services, supported by research and multiple investment strategies.

Lily Elise Cantrell is a financial advisor at UBS Financial Services with one year of industry experience. She holds the Series 66 designation and has a diverse background including roles in education and retail. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets solutions.