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.

Christopher Royce is a financial advisor with Primerica Advisors in Gallatin, TN, holding Series 63 and Series 65 licenses and over 26 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1999 and is co-founder and leader of Band of Brothers Bootcamp, a men's ministry nonprofit. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors using model-based strategies managed by third parties.

Craig Mccomb is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with several Cetera-affiliated firms since 2016 and previously with First Allied Advisory Services and Summit Brokerage Services. Outside of his advisory work, he has experience as a landlord managing rental properties. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various program structures and investment options.

Andrew McLellan is a financial advisor with Raymond James Financial Services, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has worked at Pinnacle Financial Partners and Jackson National Life Distributors, among others. Outside of his primary advisory role, he is associated with Burton Hills Investment Partners, where he is involved in client prospecting and relationship 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 plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs for municipal finance and employer retirement plans.

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, holding a Series 66 designation and 25 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of advisory strategies, tax-efficient services, and affiliated investment options under a fiduciary standard.

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 10 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2015. The firm, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. Merrill offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Charles Wick II is a financial advisor with J.P. Morgan Securities in Mount Juliet, TN. He holds a Series 66 designation and has 20 years of industry experience. His prior roles include positions at TD Ameritrade, Scottrade, and JP Morgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Peter Early is a financial advisor with Morgan Stanley Wealth Management, holding Series 65, 63, and 66 credentials and nine years of industry experience. His prior roles include positions at Exos Asset Management LLC, Aspiration, and SoFi. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

James Snellen is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor with Cambridge Investment Research Advisors since 2017. His prior experience includes roles at Mass Mutual Investors Services and MetLife Securities. Outside of advisory work, he is involved as an independent insurance agent and is employed in tax services at H&R Block. Cambridge Investment Research Advisors provides a wide range of financial planning, investment management, and retirement plan advisory services to individual and institutional clients. The firm supports a network of independent advisors and offers diverse investment implementation options, including proprietary model strategies and access to third-party managers.

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 with Robert W. Baird & Co. in Dickson, Tennessee, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Robert W. Baird & Co. since 2001. Outside of her advisory role, she is a co-owner of Printer's Ink, a non-investment-related business. Robert W. Baird & Co.’s DDK Group, where she practices, serves individuals, families, pensions, corporations, and institutional clients by offering financial planning and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across a range of strategies and account types.

Ralph Ruby III is a Series 66–licensed financial advisor with Edward Jones in Hendersonville, TN, where he has worked since 2009. He has 17 years of industry experience. Outside of his advisory role, he is an owner of a timeshare rental business in Breckenridge, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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 Series 66-licensed financial advisor with 24 years of industry experience. He currently works at J.P. Morgan Securities, where he has been employed since 2022. His prior experience includes positions at Cetera, Regions Bank, AXA Advisors, Fifth Third Securities, and Morgan Stanley, among others. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.