Roxanne Lenfert is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at UBS since 2008. Outside of her advisory role, she is a principal and member of Meagaline, LLC, a company involved in small home repairs. UBS Financial Services Inc. 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 provides a broad range of capital markets and research resources.

Jamie Singleton is a financial advisor with Cambridge Investment Research Advisors in Springfield, TN, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. In addition to his advisory role, he serves as president of Singleton Financial Services LLC, which provides tax preparation and accounting services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies across multiple platforms.

Boyd Blair is a financial advisor with LPL Financial in Hendersonville, TN, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with LPL Financial since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Tammy Bowling is a financial advisor with Raymond James Financial Services Advisors, Inc. in Nashville, TN, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has held roles at Burton Hills Investment Partners, Pinnacle Asset Management, Pinnacle Bank, and Raymond James since 2009. Bowling’s additional responsibilities include operations management and sales support at Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth individuals, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and emphasizes the use of analytical tools and technology to support client goals while maintaining notable municipal advisory and specialized retirement plan consulting services.

Chance Meier is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and with two years of industry experience. He previously worked at Prudent Street Financial Advisors, LLC, and has experience with UBS Securities LLC since 2021. He also spent four years at the University of Tennessee, Knoxville. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Rosa Berger is a financial advisor at Edward Jones in Gallatin, TN, holding a Series 66 designation with three years of industry experience. She previously worked at Fifth Third Bank Corp from 2011 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, and it manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices.

Stephen Speers is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Old Natchez Country Club, Equitable Property Company, Centre College, and Montgomery Bell Academy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary capital market assumptions and research to tailor investment strategies aligned with clients’ goals and risk tolerances.

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® 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 an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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 with LPL Enterprise and holds a Series 66 designation. She has one year of industry experience and has worked at LPL Enterprise since 2024. Prior to that, she was associated with Pruco Securities LLC, operated her own advisory business, and worked at Cornerstone Financial Strategies Group. Outside of finance, she has been involved with Great Lakes Pilates and Wellness since 2019. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, leveraging model portfolios, third-party asset managers, and integrated financial products, including insurance, through a combined platform.

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 with LPL Financial in Goodlettsville, TN, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2013 and previously worked at Life Credit Union from 2018 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by proprietary research and third-party resources.

Brandon Fykes is a financial advisor with OSAIC in Gallatin, TN, holding a Series 66 designation and having two years of industry experience. He has worked with the Tennessee Titans since 2022 as a stadium operations assistant, assisting with event setup and stadium logistics. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

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.