Stuart Smith is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets. Outside of his advisory work, he serves as chair of the finance committee for the Tennessee Golf Foundation, which promotes amateur and professional golf in Tennessee. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

Lisa Webb is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2003 with Banc of America Investment Services and joined Merrill in 2008. Lisa serves a diverse clientele of forward-thinking individuals and families across the greater Middle Tennessee area and nationwide, including active and retired physicians, educators, and senior-level executives in various industries such as technology. Her approach is centered on ongoing, comprehensive financial planning designed to identify clients’ goals and address potential risks. With expertise spanning education planning, retirement income, tax-minimization, estate planning, portfolio management, and socially responsible investing, Lisa builds customized financial strategies tailored to each client’s situation. She also assists clients in navigating Social Security, Medicare, long-term care, and coordinating with other professional advisors. Lisa holds a Bachelor’s degree from Pace University and holds the designations of CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). Outside of work, she enjoys cooking, tennis, and traveling.

Jonathan Wickersheim is a financial advisor at Edward Jones in Hendersonville, TN, holding a Series 66 designation with 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he operates a photography business where he manages photo sessions and client communications. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

Katharina Glover is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. She has been with Raymond James & Associates since 2008. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a notable presence in public finance and municipal work.

Shelly Pearson is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She previously worked for Morgan Stanley Smith Barney LLC for 13 years before joining Wells Fargo in 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jason Pharris is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with various divisions of Morgan Stanley since 2007 and serves as a board member and director of the Brandywine Pointe Home Owners Association. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and models.

John Halsell IV is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a trustee and holds power of attorney related to family mineral royalty investments. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored portfolio management strategies utilizing both in-house and third-party managers.

Kyndra Chaffin is a financial advisor at Raymond James & Associates with 28 years of industry experience. She has been with Raymond James & Associates since 2006. She holds Series 63 and Series 66 designations. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services, maintaining capabilities in public financing and investment banking.

Luz Taveras is a financial advisor at Merrill with three years of industry experience. She holds a Series 66 designation and has been associated with Merrill since 2006, also working at Bank of America since 2022. Outside of her advisory role, she is the sole owner of a rental property business in Antioch, Tennessee. 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, and institutional investors.

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, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has held roles at Moody East Investment Partners, Manning Wealth Group, Pinnacle Financial Partners, and IFS Financial Services, among others. In addition to his advisory work, he is associated with Burton Hills Investment Partners, where he supports client prospecting and relationship management. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory solutions and maintains a notable focus on municipal and public finance through its affiliations and specialized programs.

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.

Nicholas Viviano is a financial advisor with Charles Schwab, holding the Series 66 designation. He has been with Charles Schwab and its affiliated entities since 2023. Prior to entering the financial industry, his work experience includes roles outside the sector such as with Oswego Auxiliary Services and Ben & Jerry’s Ice Cream. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options supported by centralized operations and a broad range of integrated wealth management services.

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 with Morgan Stanley in Nashville, TN, holding Series 63 and Series 66 licenses and with 24 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Its financial planning process uses firm-approved tools and models outcomes with resources like Monte Carlo simulations, focusing on advisory services rather than individual security recommendations.

Jennifer Baxter is a Series 66-credentialed financial advisor with Merrill in Nashville, TN, where she has worked since 2015. She has 10 years of industry experience. Merrill offers managed account services through the Select Portfolio Solutions program to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm’s investment approach involves model-based and discretionary strategies implemented by Managed Account Advisors LLC and affiliated managers, integrated within Bank of America’s broader platform.

Andrew Burd is a financial advisor with Raymond James & Associates in Nashville, TN, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a business owner involved in a small retail operation focusing on selling various consumer goods sourced from foreign manufacturers through online platforms. Raymond James & Associates offers 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 provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.