Scott Kesten is a CFP® credentialed financial advisor at Ameriprise with 19 years of industry experience. He previously worked at PNC Investments and J.P. Morgan Securities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Trish Scott is a financial advisor at UBS Financial Services with 25 years of industry experience and holds a Series 66 designation. Her work history includes two significant tenures at UBS, spanning from 2012 to 2024 and resuming in 2025, as well as a one-year period at Pye-Barker Fire & Safety. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Christopher Rickard I is a financial advisor with Mass Mutual Investors Services holding Series 65 and Series 63 registrations and two years of industry experience. His prior roles include positions at Northwestern Mutual and Paul Winkler Inc. He is also an insurance agent focusing on life, disability, and long-term care products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual client relationships supported by firm-approved analytical tools.

Adam Hahne is a financial advisor with Fidelity and holds a Series 66 designation. He has eight years of industry experience, including roles at Cambridge Investment Research and Fidelity Brokerage Services. Prior to his financial services career, he worked with SportsMEDIA Technology and the Jacksonville Jaguars Foundation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs with oversight of affiliated and unaffiliated sub-advisers.

Keaton Smith is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. He has worked with several Raymond James entities as well as Thrivent Financial and has a background that includes roles at REI Co-op and academic positions at Belmont University and Vanderbilt University. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools such as deterministic and probability modeling to tailor its non-discretionary planning and consulting services to client goals.

Kristen Ann Kelly is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary market research and model-based asset allocations to tailor investment plans. The firm operates as both an investment adviser and broker-dealer, offering a broad range of services including financial planning, portfolio management, and institutional trading capabilities.

Noah Collier is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Before joining LPL Financial in 2022, he worked in various roles including positions at the University of Tennessee Knoxville and Lipscomb University. 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 offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing research and model portfolios to support diversified and alternative investment strategies.

Scott Wettengel is a financial advisor with LPL Financial in Gallatin, TN, holding a Series 63 designation and 27 years of industry experience. He has worked at First Tennessee Brokerage, Inc. since 1999 and First Tennessee Bank since 1994. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by model portfolios, third-party research, and various portfolio management options.

Russell Mason is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors and Securities Service Network, Inc. Mason is the sole owner of Master Financial Group LLC. OSAIC serves a diverse client base including individual, high-net-worth, pension, and charitable organizations through a large network of affiliated advisers. The firm offers a range of integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across multiple investment types.

Mary Robertson is a financial advisor with Wells Fargo Clearing in Madison, TN, holding a Series 63 designation and bringing 36 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of her advisory role, she is an independent consultant selling health and wellness products. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach is grounded in modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Donald Bruce is a financial advisor with Cambridge Investment Research Advisors in Nashville, TN, holding a Series 66 designation and 14 years of industry experience. His career includes multiple roles at Cambridge Investment Research and its affiliates since 2013, as well as positions at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, he serves as a director of an LLC involved in real estate purchasing. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors—by providing financial planning, investment management, and retirement advisory services. The firm offers both proprietary and third-party investment strategies through a network of independent financial professionals, with flexible implementation options tailored to client objectives.

Kelcey Cochran is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has worked at Pax Wealth Group and True North Advisors. Outside of his advisory work, he has been employed as a bartender at Westbound Honky-Tonk since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Eva Newbold is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. Her prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. She is currently based in Joelton, TN. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal advisory and SIMPLE IRA Employer Advisory programs.

Dimitris Lorandos is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 40 years of industry experience. He has been with Cambridge Investment Research Advisors since 2007. Outside of his advisory role, he is the owner of Financial Solutions Group, LLC, and also works as an independent insurance agent. Cambridge Investment Research Advisors is a large, SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing various investment strategies and platform arrangements tailored to client objectives.

Jared Jones is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and G4S. Jared has been with Fidelity Investments for five years, including his current role since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and advisory roles with multiple registered investment companies.

Sally Burgess is a financial advisor at UBS Financial Services in Nashville, TN, holding Series 63 and Series 66 licenses with 16 years of industry experience. She has been with UBS since 2017. 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 provides a broad array of capital markets and research resources.

Pate Shipley is a Planning Consultant on the Wealth Management Team at Fidelity's Franklin Investor Center. In this role, he partners with clients to identify and clarify their investment goals, developing tailored financial plans and strategies that align with each client's specific situation. His approach begins with a clear focus on the client's end objectives and prioritizes their interests throughout the planning process. Pate's professional experience includes positions as a Relationship Manager at Fidelity Investments from 2022 to 2023, and as a Financial Advisor at Raymond James Financial Services from 2020 to 2021. This background provides him with a foundation in client relationship management and financial advising within the investment and wealth management sectors. Outside of his professional work, Pate enjoys outdoor activities such as camping, canoeing, and hiking.

John Hannum is a financial advisor with Edward Jones in Gallatin, Tennessee, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2020, he worked at Farmers Insurance and Windham Professionals Inc. He also co-hosts a weekly two-hour radio show, "The JT and Johnny Show," which features Nashville songwriters discussing and performing their music. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions and separately managed accounts.

Robert McAleer is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with UBS since 2017 and serves on the Board of Trustees at Dexter Southfield School, including roles on the Audit Committee and as Co-Chair of the Development Committees. Additionally, he is involved with Vanderbilt University's capital campaign and oversees an irrevocable insurance trust for a family member with special needs. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and offers a broad range of investment products and capital markets services.

Scott Pimentel is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Quell Financial Group and Waddell And Reed, Inc. He has also worked in insurance-related activities through multiple carriers. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering advisory programs, financial planning, and brokerage services supported by in-house and third-party research.