Jason Pharris is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with various divisions of Morgan Stanley since 2007 and serves as a board member and director of the Brandywine Pointe Home Owners Association. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and models.

John Halsell IV is a financial advisor with RBC Capital Markets in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He also serves as a trustee and holds power of attorney related to family investment matters. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile. The firm combines in-house and third-party investment resources and offers features such as tax management and responsible investing options.

Kyndra Chaffin is a financial advisor at Raymond James & Associates with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with Raymond James & Associates since 2006. Raymond James & Associates is a large 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 financial planning, investment consulting, and institutional advisory services through various specialized programs.

Daniel Smith is a CFP® professional with 28 years of industry experience, currently serving at LPL Financial since 1998. He holds the Series 63 designation and operates out of Nashville, TN. In addition to his advisory role, he is involved in independent insurance brokerage activities, focusing on non-variable life insurance, fixed annuities, and long-term care insurance. 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 institutions. The firm offers a range of financial planning and investment solutions, utilizing both proprietary and third-party model portfolios, and supports advisors with advanced operational and research tools.

Luz Taveras is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. since 2022. Outside of her advisory role, she is the sole owner of a rental property business. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Molly Cloud is a financial advisor at Morgan Stanley with 19 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Outside of her advisory role, she works part-time as a ski instructor for Deer Valley Ski School in Park City, Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

Devon Massi is a financial advisor at RBC Capital Markets with a Series 66 designation and four years of industry experience. Prior to joining RBC in 2026, he worked at Wells Fargo Clearing for five years and Comerica Bank for one year. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Stephen Sypek II is a CFA® charterholder and holds a Series 66 license, currently affiliated with Wells Fargo Clearing. He has one year of industry experience and has previously worked at UBS Financial Services, Hudson Independent Partnerships LLC, 7 Mile Advisors, and Wellington Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting with an emphasis on research-driven portfolio management and a broad range of brokerage and advisory solutions.

Connor Hartman is a financial advisor with UBS Financial Services in Nashville, TN. He holds the Series 66 designation and has been with UBS since 2024, following a role at DiNuzzo Wealth Management and experience owning a media business. Outside of finance, he has worked in media production through Hartman Imagery and PBA Media. 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 advice to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Susan Fuller is a financial advisor with Edward Jones in Nashville, TN, holding a Series 66 designation and 26 years of industry experience. She has worked at Edward Jones since 2009 and previously spent five years at Merrill. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated products, supported by a nationwide network of financial advisors and branch offices.

Andrew Zentmayer is a financial advisor at Morgan Stanley in Nashville, TN, with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Jennifer Baxter is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2015. Based in Nashville, TN, her career to date has been focused within the firm. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies constructed by internal and third-party managers.

Andrew Burd is a financial advisor with Raymond James & Associates in Nashville, TN, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he owns a small business involved in selling home decor, school supplies, clothing, and craft supplies through online platforms. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Peter Early is a financial advisor at Morgan Stanley Wealth Management with nine years of industry experience. He holds the Series 65, Series 63, and Series 66 designations. His prior roles include positions at Exos Asset Management LLC, Aspiration, and Guggenheim Investment Advisors, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with 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 employs structured planning tools supported by the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

James Snellen is a CFP® professional with 16 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors, where he has worked since 2017. Previously, he was employed by Mass Mutual Investors Services and METLIFE SECURITIES Inc. In addition to his advisory role, he works as a tax services employee at H&R Block. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Ethan Dycus is a financial advisor at UBS Financial Services with a Series 66 designation and experience beginning in 2024. His background includes multiple roles at Harding University and various other organizations prior to joining UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to develop tailored financial plans.

Jeremy Hansen is a Series 66-registered financial advisor with Thrivent Investment Management in Nashville, TN. He has been with Thrivent and its affiliates since 2025. Prior to his current role, he held positions at Tennessee Tech University and Cumberland University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses without discretionary trading authority. The firm allows clients to combine planning with managed accounts through a consolidated billing option called WealthPlan, while keeping planning and asset management separate.

Tammy Rogan is a financial advisor at Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 66 designations with 33 years of industry experience. She has been with Robert W. Baird & Co. for 25 years. Outside of her advisory role, she is a co-owner of Printer's Ink, a non-investment related business. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm provides a wide range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, supported by internal research, manager monitoring, and use of advanced investment technology.

Justin Newman is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 10 years of industry experience. He has worked at Pinnacle Bank since 2019 and held positions at Raymond James Financial Services Advisors Inc. and SunTrust Bank earlier in his career. Outside of his advisory role, he serves as Client Services Director at Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Joseph Reedy is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms including Cetera, Regions Bank, Axa Advisors, and Fifth Third Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to develop customized asset allocation advice, investment manager searches, and performance reporting, with clients retaining final decision-making authority.