Daniel Anderson is a financial advisor at J.P. Morgan Securities in Nashville, TN, holding a Series 66 designation with one year of industry experience. His prior roles include positions at NorthMarq Capital and involvement with Ruka Health and Oklahoma Student Leadership. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Dean Jacobs is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Park Avenue Securities and Guardian Life Insurance Company for 13 years. Outside of his advisory role, he is licensed as a property and casualty insurance agent in Tennessee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and provides model portfolios and research from both internal and third-party sources.

James Clarke III is a financial advisor at Robert Baird & Co. with Series 63 and Series 65 credentials and 43 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent significant time at J.J.B. Hilliard, W.L. Lyons, Inc. and Morgan Keegan & Company, Inc. Clarke serves as a donor advisor for the Community Foundation of Middle Tennessee and is a board member of the investment committee for the Guardianship and Trust Company. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional allocations with discretionary and non-discretionary management options.

Parker Logan is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. He previously worked at AllianceBernstein and attended the University of Georgia. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and maintains capabilities in public finance and institutional consulting.

Jordan Coffey is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 65 and Series 63 designations and has been with Thrivent since 2020. Outside of his advisory role, Coffey serves as president of Overflow Mission, a nonprofit that provides community relief and outreach in Zimba, Zambia. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and planning across a broad range of topics without discretionary trading authority.

Myles Zueger is a financial advisor with Raymond James Financial Services Advisors, Inc. in Nashville, TN, holding a Series 66 designation and 11 years of industry experience. He has been associated with Adams Wealth Partners and David Adams Wealth Group since 2018, focusing on operations and financial advising. Raymond James serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary advisory services supported by comprehensive financial planning, asset-allocation analysis, and access to various investment programs and institutional consulting.

Robert Hetherington is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2010, he has focused on delivering customized strategies and advice to individuals, families, and business owners through multiple and complex market cycles. His approach begins with a disciplined, goals-based process that seeks to fully understand each client’s specific needs, concerns, and priorities. Robert and his team specialize in serving corporate executives, people transitioning into retirement, and business owners. Robert’s expertise encompasses corporate executive services, education planning, family wealth management strategies, philanthropic planning, portfolio management, socially responsible and ESG investing, tax minimization, and trust and estate planning services. His team's comprehensive offerings also include business owner retirement plans, lending strategies, home financing, and long term care planning. They aim to provide clients with answers to financial questions that they may not have considered, offering insight and customized solutions to meet stated financial concerns and goals. He earned a Bachelor of Science degree in Business Administration from Washington and Lee University and holds the Personal Investment Advisor (PIA) professional designation. Robert is a native Washingtonian and resides in Chevy Chase, Maryland with his wife, Julia, and their three children. He maintains a commitment to community involvement through volunteering with local organizations.

David Darst is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, Darst serves on the board and finance committee of The Land Trust for Tennessee, where he also holds leadership roles including Treasurer and participates in strategic planning and stewardship committees. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Brett Clayton is a financial advisor with Raymond James Financial Services Advisors, Inc. in Nashville, TN, holding a Series 66 designation and three years of industry experience. Prior to his current role, he spent 12 years at Dell Technologies. Outside of his advisory work, he referees basketball games in the Middle Tennessee area. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various advisory services and utilizes asset-allocation analysis and firm research to tailor client recommendations.

Ann Duckworth is a Series 66-licensed financial advisor at Robert W. Baird & Co. in Nashville, TN, with two years of industry experience. She was previously employed at LBMC PC for seven years. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary portfolio management, separately managed accounts, and tax-management strategies supported by internal research and technological tools.

Thomas Vanderslice Jr. is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation. He has prior experience at Apex Capital and has worked in educational roles at Texas Christian University and Memphis University School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management offerings, including futures commission merchant activities and securities-backed lending programs.

Laura Doran is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. She has been with UBS 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 client plans.

Aaron Solomon is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Aaron earned a Bachelor's Degree from Middle Tennessee State University. His credentials reflect a focus on fiduciary responsibilities, personal investment management, and retirement planning.

Conner Beringer is a financial advisor with Thrivent Investment Management in Nashville, TN, holding a Series 66 designation and three years of industry experience. He previously worked at the University of Mississippi for ten years. Outside of his advisory role, Beringer serves as the Professional Development Chair for the Boys and Girls Club in Nashville and is a member of the Young Alumni Council's Membership Committee at the University of Mississippi. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm offers a planning service that can be combined with managed accounts through a consolidated billing option called WealthPlan, while maintaining separate planning and portfolio management functions.

Jason Reed is a financial advisor at Stifel with 23 years of industry experience. He has been with Stifel since 2015 and holds a Series 66 designation. Outside of his advisory role, he is involved in managing a family farm, Triple J Ranch, which generates minimal income from logging, hunting leases, and cattle leasing. Stifel serves a wide range of clients including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, supporting clients’ financial decisions.

Darrell Woodcock Jr. is a CFP® and holds a Series 66 license, with 20 years of experience in the financial industry. He has been with LPL Financial since 2016 and is also affiliated with Private Advisor Group, LLC. Outside of advisory work, he is a business owner of Woodcock Farms and has been involved with the Lions Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing various strategies supported by in-house research and third-party subadvisors.

Leonard Fernandez is a financial advisor with Morgan Stanley in Nashville, TN, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Adams Wealth Partners, Raymond James Financial Services, Wileybros Aintree Capital, and Wells Fargo. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored financial planning agreements.

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.

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 at Raymond James Financial with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has held roles at Burton Hills Investment Partners, Pinnacle Asset Management, Pinnacle Bank, and Raymond James Financial Services Advisors. Bowling also serves as an operations manager and sales assistant at Pinnacle Asset Management. Raymond James Financial Services Advisors provides financial planning and investment consulting to individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.