Sundi Puckett is a CFP® professional with four years of experience in the financial industry, currently working at Edward Jones since 2022. Prior to Edward Jones, Puckett held roles at David Patton Homes, Serpro Industries, PC&D, and the Center For Restorative Medicine. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Bruno Bulovas III is a financial advisor at Raymond James & Associates with two years of industry experience. He previously worked at Northwestern Mutual Investment Services, LLC and has an academic background from Mandeville High School, the University of Alabama, and Vanderbilt University. Bulovas serves as Treasurer for the Nashville Chapter of the University of Alabama National Alumni Association, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and affiliated research.

Jenna Hokanson is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. Prior to joining LPL, she spent nine years at UBS FS. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Jeffrey Weiner is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market models.

Raj Patnaik is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Outside of his advisory work, he is involved in a family-held general partnership managing a vacation property in Winchester, Tennessee. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and combines structured planning tools with firm-endorsed investment models.

Linda Grant Smith is a CFP®-certified financial advisor with 28 years of industry experience. She has been with Robert W. Baird & Co. since 2017 and previously worked at Sii. Outside of her advisory role, she is involved as a fitness coach with Beach Body, providing online support and training. She is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, and institutional clients through tailored financial planning and portfolio management services. The group employs a variety of investment strategies and offers both discretionary and non-discretionary management options.

Rebecca Cardozo Pfeiffer is a financial advisor at LPL Enterprise with two years of industry experience. She holds the Series 66 designation and has previously worked at Pruco Securities LLC, Cornerstone Financial Strategies Group, and operated her own advisory business. Outside of finance, she has been involved with Great Lakes Pilates and Wellness since 2019. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutions. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers and various financial planning solutions.

Holly Lockley is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 22 years of industry experience. She has worked at Pinnacle Financial Partners and SUNTRUST INVESTMENT SERVICES, INC. In addition to her advisory role, she is an associate at Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients, utilizing a range of analytical tools and tailored advisory programs.

Abigail Scott is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. Prior to joining Thrivent, she worked at Southern Energy Credit Union and has been involved in social media promotion and resale of clothing as side activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on comprehensive, goal-based financial planning without discretionary portfolio management.

James Wilkins is a financial advisor at LPL Financial with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James Financial, Banc of America Investment Services, Morgan Keegan & Company, and Life Credit Union. He has been with LPL Financial since 2013. 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, third-party asset management, and institutional platforms.

David I. Obolensky is a financial advisor with UBS Financial Services in Nashville, TN. He holds a Series 63 designation and has 47 years of industry experience. He has been with UBS Financial Services since 2009. 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 and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

William Sullivan is a Private Wealth Advisor with Merrill Private Wealth Management and a senior partner with The Sullivan Gardner Group. He focuses on advising entrepreneurs, C-suite executives, and their families, managing accumulated life savings to support business ventures, retirement planning, intergenerational wealth transfer, and charitable gifting. Bill delivers a comprehensive and customized suite of strategies, often anticipating client needs based on decades of experience. With over 25 years in financial services, Bill’s expertise includes family wealth management strategies, liquidity management, small business strategies, and tax minimization. His professional background spans private banking, capital markets, corporate finance, and public tax accounting, with prior roles at Credit Suisse, Morgan Stanley, ABN AMRO, and Arthur Andersen. Bill holds a Bachelor of Science degree in Accounting from Villanova University and the Personal Investment Advisor (PIA) designation. Bill maintains offices in Chicago and Nashville, serving a national clientele. He is involved with professional and community organizations, including The Fountains of Musica Foundation, BSA Troop 31, and Mending Hearts Inc. Personal interests include reading, running, and traveling.

Chirag Delwadia is a CFP® with 18 years of industry experience, currently with Wells Fargo Clearing since 2021. He previously worked at Bank of America and Merrill from 2009 to 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers.

Michael Murdock is a financial advisor at Morgan Stanley in Nashville, TN, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including UBS Financial Services, Wells Fargo Clearing, Edward Jones, and Stephens Inc. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and analysis from the Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and delivers services both directly to clients and through corporate financial planning agreements.

Bernie De Velle Jr. is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2018. Prior to that, he was employed at CORT Business Services for three years. Merrill, alongside 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 a variety of clients including individuals, high-net-worth investors, and institutional entities.

Stuart Smith is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 1993 to 2009. Outside of his advisory role, he serves as chair of the finance committee for the Tennessee Golf Foundation, which promotes amateur and professional golf in Tennessee. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and research.

Lisa Webb is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2003 with Banc of America Investment Services and joined Merrill in 2008. Lisa serves a diverse clientele of forward-thinking individuals and families across the greater Middle Tennessee area and nationwide, including active and retired physicians, educators, and senior-level executives in various industries such as technology. Her approach is centered on ongoing, comprehensive financial planning designed to identify clients’ goals and address potential risks. With expertise spanning education planning, retirement income, tax-minimization, estate planning, portfolio management, and socially responsible investing, Lisa builds customized financial strategies tailored to each client’s situation. She also assists clients in navigating Social Security, Medicare, long-term care, and coordinating with other professional advisors. Lisa holds a Bachelor’s degree from Pace University and holds the designations of CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). Outside of work, she enjoys cooking, tennis, and traveling.

Katharina Glover is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Raymond James & Associates since 2008. The firm oversees approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and municipal entities. Raymond James & Associates offers a range of services such as financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser network and multiple portfolio management styles.

Sarah Szpak is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. She has worked at Merrill since 2018 and previously held roles at Spa Haus and Carraway Center. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Shelly Pearson is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She previously worked for Morgan Stanley Smith Barney LLC for 13 years before joining Wells Fargo in 2022. 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.