Jackson Dugger is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Fidelity Investments, Guardian Life Insurance Company, and Park Avenue Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses on a broad range of financial topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning engagements.

Benjamin Bowers is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior experience includes roles at Vanderbilt University, ChatTCL, PDG Realty, the University of Reading, and Robert W. Baird. He is also involved with Rainmaker Inc., where he develops new business relationships and conducts client service meetings. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

James Stern is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers structured planning processes supported by specialized tools and serves a broad client base through both direct and corporate financial planning arrangements.

Terry Jones is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He is based in Springfield, TN, and holds a Series 63 license. 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 supported by a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary investment solutions, operating under a fiduciary standard.

Victoria Marcello is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones, Coyle Hospitality Group, and iSecretsShop prior to joining Fidelity in 2025. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm serves a diverse clientele and maintains a formal advisory role to multiple registered investment companies, utilizing systematic methodologies and oversight controls in its investment process.

Brian Boccio is a financial advisor with Charles Schwab & Co., Inc. in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Charles Schwab since 2016. Charles Schwab & Co., Inc. serves 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 employs a multi-asset model portfolio approach supported by research and due diligence on alternative investments.

Youssef Fareed is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER) since 2005. Fareed also teaches a college course on investments at Vanderbilt University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, and institutions nationwide. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management alongside research-supported model portfolios.

James Gurman is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Ameriprise since 2016. Outside of his advisory role, Gurman serves on the Board of Directors of the Catholic Business League as a Career Transition Team Leader. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendations and annual planning advice focused on income sources and tax-aware withdrawal strategies for clients near or in retirement.

Amanda Sable is a financial advisor with Cambridge Investment Research Advisors in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Cambridge since 2019 and previously worked at Signator Investors. Outside of advisory roles, she serves as an executive director and owner of business entities involved in financial services and insurance. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, and trusts through a network of independent Financial Professionals. The firm offers financial planning, investment management, and retirement plan advisory services, with a variety of portfolio management and model-based solutions tailored to client objectives under multiple custody arrangements.

Stephen Yun is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 license and has worked at multiple firms including Bank of America, Merrill, and UBS Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by various model portfolios and research resources.

Jana Parham is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 credentials and having 30 years of industry experience. She has been with UBS since 2000. Parham serves on the Board of Directors for the Estate Planning Council of Middle Tennessee. UBS Financial Services serves individual, corporate, and institutional clients, offering a range of brokerage and investment advisory services including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based strategies to tailor client plans.

Curt W Denney is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2000 and holds Series 63 and Series 66 licenses. Denney also serves as an arbitrator for FINRA's Office of Dispute Resolution. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research to tailor investment strategies.

John Lankford is a CFP® professional with 11 years of experience in financial advising, currently serving at Edward Jones since 2014. Based in Lebanon, TN, he also performs as the lead singer and guitar player for the band DoubleTake. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and fiduciary services through a large nationwide network of advisors and branch offices.

Evan Muldoon is a Series 66 credentialed advisor with Edward Jones in Gallatin, Tennessee, bringing seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for Sumner County Schools for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is notable for its extensive retail advisor network, affiliated investment capabilities, and fiduciary standard of care.

Bryant Moritz is a financial advisor with Fidelity Investments, holding Series 66, Series 65, and Series 63 licenses and four years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., and TD Ameritrade, Inc. He has also worked in various capacities at Creighton University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and delivery of model portfolios to intermediary platforms.

Mark Pinkleton is a financial advisor with Ameriprise, holding a Series 63 designation and 32 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, serving clients through a broad range of advisory, brokerage, and insurance solutions.

Jasper Baptist is a financial advisor with Primerica Advisors in Madison, TN, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked with Primerica Advisors since 2013 and is also employed by Comcast Corporation and Prospecting Health Inc. Outside of his advisory role, he serves as a third key manager at Visionworks, a retail company. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers, uses a tiered wrap-fee structure, and delegates trading responsibilities to BNY Mellon Advisors.

Steven Ragan is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. 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 investment process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Brittany Greenwood is a CFP® and holds the Series 66 designation, with 10 years of experience in the financial industry. She has been with Edward Jones in Gallatin, TN since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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.