Bradley Pendleton is a CFA® charterholder and holds a Series 66 license with 22 years of experience in the financial industry. He has been with Stifel Nicolaus & Co. Inc. since 2013. Outside of his advisory role, he serves as an exam grader for the CFA Institute and participates on investment committees for nonprofit and fraternal organizations in the Nashville area. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment strategy methodology developed by its Investment Strategy Group, which supports asset allocation and financial planning guidance.

Richard Policht is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes multiple roles at Bank of America from 2016 to the present and a position at the University of Notre Dame from 2016 to 2017. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Gray is a financial advisor with Merrill who holds Series 63 and Series 65 licenses and has five years of industry experience. He has worked at several firms, including Bank of America and Triad Advisors. Outside of his advisory role, he owns and manages several rental properties. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Colin Kirkby is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2013. Outside of his advisory role, he is the founder and Pack Leader of Cub Scout Pack 39 at Julia Green Elementary in Nashville, where he organizes and plans scouting events. 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 broad client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Clifford Benjamin is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Securities America and Investacorp Advisory Services. He is also President and a Certified Valuation Analyst at Summit Business Valuation Associates, where he conducts business valuations related to family law, trust and estate planning, and mergers and acquisitions. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools.

James Hundley is a CFP® with 19 years of experience in financial planning and advisory services. He has been affiliated with Raymond James Financial Services Advisors, Inc., Vista Resources, and Pinnacle Bank since 2013. Hundley is also involved with Pinnacle Asset Management in Nashville, where he provides financial planning support. Raymond James Financial Services Advisors, Inc. offers a range of financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning using analytical tools and supports various specialized programs, including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

James Gattis is a financial advisor at Merrill in Nashville, TN, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2009, including prior roles at Bank of America, N.A. and Banc Of America Investment Services, Inc. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses model-based and discretionary investment strategies developed by internal teams and third-party managers, offering a range of portfolio implementation options including tax-aware asset allocation.

Lisa Theys is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She worked at Merrill for 29 years before joining UBS in 2018. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research to tailor investment plans to clients’ goals and risk tolerances.

James Brice is a financial advisor at UBS Financial Services in Nashville, TN, with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Kari Johnson is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career in financial services in 2002, gaining experience in consumer banking and private banking before becoming a financial advisor. Since joining Merrill in 2013, Kari has focused on helping individuals and families define their financial goals and develop personalized wealth management strategies to guide them through their financial futures. She also conducts seminars and tutorials to educate corporate employees about their retirement plans and assist employees transitioning from their companies in understanding their retirement asset choices. Kari is a CERTIFIED FINANCIAL PLANNER™ certificant and holds the Personal Investment Advisor designation. She is a member of the Financial Planning Association and earned a bachelor's degree in international marketing from the University of Wisconsin–La Crosse. Kari serves on the board of the American Red Cross Nashville Chapter. Outside of her professional work, Kari resides in Nashville with her husband and daughter. She enjoys attending her daughter's sporting events, traveling, hiking, and spending time with family and friends.

Mark Brewer is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS Financial Services since 2002. 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, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Lee Ziady is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Kenneth Sledge Jr. is a financial advisor at OSAIC with 50 years of industry experience. He holds a Series 63 designation and previously spent 37 years with Lincoln Financial Advisors Corporation. Outside of his advisory role, he operates Sledge Benefit Group, where he sells accident and health insurance and related products. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with various portfolio management options and is notable for its scale and recent consolidation activity.

Michael Baxter is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. His prior roles include positions with the Toronto Blue Jays and Seattle Mariners, as well as eight years at Vanderbilt University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across its network of over 14,000 financial advisors.

Tamara Hixson is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Outside of her advisory role, she serves as a successor trustee for estate and trust matters in Brentwood, Tennessee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of financial planning and advisory services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured, firm-approved planning tools to support tailored financial plans.

Jeffrey East is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has held positions at Raymond James Financial Services Advisors, Pinnacle Bank, and Raymond James Financial Services, Inc. since 2016. In addition to his advisory role, he is the managing director and owner of Moody + East Investment Partners, a support company based in Nashville, TN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Reginald Ford is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2017, he worked at Truxton Trust Company. Outside of his advisory work, he is a certified yoga instructor and is involved in authoring and speaking through the RoseCrete Wellness Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, combining a broad range of advisory services with extensive non-advisory financial activities.

Brian Mckenzie is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2012. 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 integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

James Newsome is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 license and seven years of industry experience. His prior experience includes positions at Northwestern Mutual and Merrill Lynch. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by advanced research tools and oversees over $819 billion in discretionary assets through a large network of advisors.

Jennifer Kistner is a CFP®-credentialed financial advisor at Fidelity with 24 years of industry experience. Her career includes roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, Niemann Capital Management, Ameriprise Advisor Services, and UBS Financial Services. She is based in Old Hickory, Tennessee. Fidelity’s Strategic Advisers LLC, where she is affiliated, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct algorithm-driven model portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.