Charles Montgomery is a financial advisor with LPL Financial, holding a Series 66 credential and 14 years of industry experience. He has previously worked with Sinor Marcum Group and served on various political committees, including the Davidson County Republican Party and the GOP Minority Coalition of Middle Tennessee. Montgomery has also been involved in music management and held leadership roles in university and state executive committees. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting, supported by research and technology-driven investment strategies.

Chance Meier is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and previously worked at Prudent Street Financial Advisors, LLC, and spent four years at the University of Tennessee, Knoxville. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including fee-based 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 plans to clients’ goals and risk tolerances.

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.

Bruno Bulovas III is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Services, LLC. Outside of his advisory role, he serves as Treasurer for the Nashville Chapter of the University of Alabama National Alumni Association, managing financial documentation for the nonprofit. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, and institutional entities. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs, with specialized services in public finance and municipal work.

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.

Michael Harris is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at OSAIC, Fsc Securities Corp, and NEXT Financial Group, Inc. He is also involved in managing Harris & Pratt LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, with investment approaches that include discretionary and non-discretionary management, model portfolios, and research support from multiple sources.

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 in Nashville, TN, holding a Series 66 designation and 21 years of industry experience. She previously worked at SunTrust Investment Services, Inc. for 11 years before joining Pinnacle Financial Partners and Raymond James Financial Services Advisors in 2018. Outside of her advisory role, she is an associate and registered client service associate at Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by asset-allocation analysis and firm research, with a distinctive focus on advisory and implementation-support services.

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.

Chirag Delwadia is a CFP® with 18 years of industry experience, currently with Wells Fargo Clearing since 2021. He previously worked at Bank of America and Merrill from 2009 to 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers.

Michael Murdock is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 66 licenses and 23 years of industry experience. His prior work includes positions at Global Shares Inc., Stephens Inc., Edward Jones, and Wells Fargo Clearing. He has been with Morgan Stanley since 2022. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Bernie De Velle Jr. is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2019. Prior to that, he was employed at CORT Business Services from 2015 to 2018. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America’s broader platform, which includes lending, custody, and other services.