William Hickey is a Series 66-licensed financial advisor at Thrivent Investment Management in Nashville, TN, with one year of industry experience. Prior to joining Thrivent, he held various roles mainly in the music and education fields, including freelance musician and educator. He provides general freelance music services such as performing and teaching drum lessons outside of his advisory role. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning covering topics like retirement, income tax, estate, and special needs planning, with the option to combine planning with managed accounts under a consolidated billing program.

Taylor Mcbath is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. Mcbath’s career includes roles at Merrill Lynch, SunTrust, Fifth Third Bank, and Regions Bank before joining Cetera in 2021. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Christopher Carroll Sr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Cetera and Concourse Financial Group Securities Inc., and has served as a Vice President and Relationship Manager at Volunteer State Bank since 2002. Carroll is also involved in insurance and annuity product sales through Simplicity Financial. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and advisory solutions supported by analytical tools and also engages in municipal and public finance advisory services.

Bernard Ownby Jr. is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with UBS since 2015. Bernard is also involved in a privately held business, Ed Ownby, based in Nashville. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing access to proprietary research and diversified financial products.

Shane Dempster is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Bank of America, Merrill, and Morgan Stanley, where he worked from 2016 to 2021. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics to support its investment approach.

William Brabant is a financial advisor with Primerica Advisors in Gallatin, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Primerica Advisors since 2002 and Primerica Financial Services since 2001. His prior work includes roles at Bull Durham Contracting Inc. and Rutherford County Schools. Outside of advisory work, he is involved in the sale of home security and automation products through referrals with affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap-fee structure rather than fixed fees.

Kelly Welker is a financial advisor with Edward Jones in Gallatin, Tennessee, holding a Series 66 designation and 12 years of industry experience. Welker has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

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.

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 securities licenses. He has 26 years of industry experience, including prior roles at USAA Financial Planning Services, J.P. Morgan Securities, Chase Investment Services Corp., Waddell & Reed, Banc of America Investment Services, Inc., and Citigroup Global Markets. Charles Schwab serves a large client base, 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 multi-asset model portfolios supported by Schwab Center for Financial Research.

Youssef Fareed is a financial advisor at LPL Financial with 26 years of industry experience. He has been with LPL Financial and its predecessor firms since 2005 and holds a Series 66 designation. In addition to his advisory work, he teaches an investment-related college course at Vanderbilt University. 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, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

James Gurman is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services since 2016. Gurman serves on the board of directors for the Catholic Business League as a Career Transition Team Leader. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Amanda Sable is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked at firms including Signator Investors and Transamerica Financial Advisors. In addition to her advisory role, she serves as an executive director and is an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base of individuals and institutions, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and provides access to multiple platforms, proprietary model strategies, and third-party advisors.

Stephen Yun is a Series 66-licensed financial advisor with LPL Financial and has four years of industry experience. He has held roles at several firms including Bank of America, Merrill, UBS Financial Services, and Capital Financial Group. He is affiliated with Ascend Federal Credit Union through a related business entity for his LPL activities. 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 and access to various investment strategies, supported by a large network of over 22,800 advisors.

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.

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 at Fidelity with Series 63, 65, and 66 credentials and four years of industry experience. He has worked previously at Charles Schwab & Co., Inc. and TD Ameritrade, Inc. Bryant is based in Nashville, TN. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.