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.

Shannon Lashlee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and currently based in Hendersonville, TN. She began her career in the financial industry in 2026 and has prior experience in law and government relations, as well as involvement with New Moon Yoga Studio. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a broad range of clients, including individuals, corporations, and institutions. The firm uses research and analytics to guide investment decisions and offers a variety of brokerage and advisory solutions.

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.

Milena Olvera Vanvoorhies is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has been with UBS since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.

Crystal Banning is a financial advisor at Edward Jones in Gallatin, TN, holding the ChFC® designation and Series 66 license with six years of industry experience. Prior to joining Edward Jones in 2019, she worked for 24 years at King's Court Builders, Inc. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm manages approximately $1.01 trillion in assets across a broad network of advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts.

Antoinette Doles Wong is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses with 30 years of industry experience. She has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Derek Decker is a CFP® professional with five years of industry experience. He currently works at Raymond James Financial Services Advisors and has prior experience at UBS Financial Services and Captrust. Outside of his advisory role, he owns and manages a rental property in Nashville, TN. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, supporting clients through its broad advisor network and specialized programs.

Joshua Travis is a financial advisor at Fisher Investments with Series 65 and Series 63 credentials and 25 years of industry experience. Prior to joining Fisher Investments in 2026, he worked at Lincoln Financial Distributors, Silver Oak Securities, and Jackson National Life Distributors. Outside of his advisory roles, he has been involved with Stretch Zone since 2018. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across various asset classes. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and applies tax-aware strategies and risk management techniques.

Maggie Gambrel is a financial advisor at UBS Financial Services in Nashville, TN, with 17 years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. She serves as Treasurer and a member of the Board of Directors for the Gus Owen Stephens Memorial Foundation, which provides continuing educational scholarships for nurses in Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research, custody, underwriting, and other capital markets services.

Greg Moore is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked with Guardian Life Insurance Co. of America and Peachtree Planning before joining J.P. Morgan in 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, with recommendations limited to eligible strategies and may include an ESG eligibility framework.

David Demars is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Advisors and Prudential Equity Group. He also serves as a trustee for the Demars Family Trust. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various strategies and third-party programs.

John Nanni is a financial advisor at OSAIC with 39 years of industry experience. He holds a Series 63 designation and has worked with several firms including Securities America Advisors, Inc. and Securities Service Network. In addition to his advisory role, he is the sole proprietor of Nanni Financial, specializing in life insurance and annuities. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with portfolio optimization tools and supports a range of programs including financial planning, managed portfolios, and retirement consulting.

Charles Rogers is a financial advisor at Edward Jones in Springfield, TN, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Outside the financial industry, Rogers is involved in agricultural business activities as Secretary and Treasurer of Rogers Farms, Inc. in Auburn, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Larry Jensen is a financial advisor with Ameriprise in Nashville, TN, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked with Ameriprise and its affiliated entities since 1990. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jesse Cofty is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding a Series 66 designation and three years of industry experience. Prior to his current role, he has worked at Wells Fargo Bank, Progressive Health, Auburn University of Montgomery, and Firebirds. Outside of finance, he owns and operates an online electronics and tools sales business and is active as a traveling musician, selling merchandise and streaming music online. 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 advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Todd Johnson is a CFP®-certified financial advisor at Edward Jones with 12 years of industry experience, all with the firm since 2014. He is based in Hendersonville, TN. Outside of his advisory role, he manages a rental property in Odenton, MD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Bridgit Bennett is a financial advisor with Edward Jones in Goodlettsville, TN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Edward Jones since 2017 and previously worked at SunTrust Advisory Services and SunTrust Investment Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial capabilities.