Austin Nephew is a financial advisor with UBS Financial Services, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining UBS, he worked in various roles including positions at FirstBank and Marco's Pizza, and has been involved with the business iMow since 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary market research with model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a wide range of capital markets and advisory solutions.

Timothy Healy is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has worked at Cetera Investment Advisors LLC, Region Sbank, and Cetera Investment Services LLC since 2014. 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 consulting services through a multi-manager platform, supporting various program structures and custodial relationships.

Sydney Shepard is a financial advisor at Morgan Stanley in Nashville, TN, holding Series 63 and Series 66 designations. Shepard has been with Morgan Stanley since 2026 and has prior experience at Charles Schwab & Co., Inc. and Cross & Smith LLC. Shepard’s background also includes several years dedicated to full-time education and roles outside the financial industry. 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, leveraging structured discovery processes, firm-approved tools, and scenarios modeled by its Global Investment Committee.

Jim Durham is a financial advisor at Cetera with 29 years of industry experience and holds a Series 63 designation. He operates Jim Durham CPA and is involved in accounting and tax preparation services through Winchell CPA & Advisory Services PLLC. Durham has a long career spanning various roles in advisory and insurance services since 1982. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, overseeing more than $256 billion in assets.

Sean Johnston is a financial advisor with Osaic Wealth, Inc. based in Nashville, TN, holding Series 63 and Series 66 licenses and having 20 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, and Packerland Brokerage Services. Outside of his advisory work, he is the sole owner of a rental property business. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Daniel Greaves is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2011 and joined Merrill in 2018. His approach centers on developing strategies and advice for individuals, their families, and their businesses by understanding their short and long-term financial objectives. Daniel's areas of expertise include corporate benefits, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and offers advice based on clients' goals and priorities, placing the investor at the center of his focus. He earned both his bachelor's degree in Professional Communications and his Master of Business Administration (MBA) from Wheeling Jesuit University. Daniel and his wife, Michelle, live in Nashville with their three children and are active in the community. His personal interests include basketball, biking, football, ice hockey, running, running marathons, soccer, and spending time with his family.

John Skittone is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 65 designations and 29 years of industry experience. He previously worked at Prudential Equity Group, LLC from 2001 to 2003. Outside of his advisory role, he works as a flight instructor and owns an LLC that holds an aircraft. 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 uses research and analytics to support portfolio construction and offers a range of brokerage and advisory solutions.

Dylan Richards is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2022. Richards also has outside employment with Cumberland Transit. 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, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Evin Edens is a CFP® certificant with seven years of industry experience, currently serving as a financial advisor at LPL Financial. Prior to joining LPL in 2025, he worked at FTB Advisors and First Tennessee Bank and spent six years at Belmont University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Cameron Junker is a financial advisor with UBS Financial Services in Nashville, TN. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, he has held roles with Priority 111 Insulation, Alpha Baseball, SugarCreek Packing Company, and worked five years with the Pittsburgh Pirates. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market insights and model-based asset allocations to tailor financial plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Abby Harris is a financial advisor at UBS Financial Services in Nashville, TN, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Merrill Lynch. She also has a background involving extended travel and attended the University of Mississippi. 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, providing a broad range of investment solutions supported by proprietary research and capital market insights.

Joseph Patrick is a financial advisor with UBS Financial Services in Nashville, TN. He holds a Series 66 designation and began his advisory career in 2025. His prior work experience includes roles at LP Building Solutions, N3L Capital Hedge Fund, and Title Nash. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management. The firm combines wealth management with institutional trading capabilities and offers a broad range of financial products and services.

Anna Huber is a financial advisor at J.P. Morgan Securities in Nashville, TN, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Evergreen Investment Advisors and Angeleye Health, as well as involvement with Blue Monkey Shaved Ice and the Gordon Jewish Community Center. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Dalton Boyd is a Series 66-licensed financial advisor with six years of industry experience, currently with UBS Financial Services since 2020. His prior roles include positions at Edward Jones, Reliance First Capital LLC, Commercial Bank & Trust Company, and McKenzie Banking Company/Foundation Bank. Boyd is also the sole owner of Boyd Holding Company, LLC, a business that manages mortgage note documentation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management. The firm employs model-based asset allocations and proprietary research to tailor investment plans aligned with clients’ goals and risk tolerances.

Dan Kingma is an Investment Consultant at Fidelity Investments, where he has been working since 2021. In his role, he focuses on providing investment consulting services to clients. Prior to joining Fidelity, Dan worked as an Associate Financial Consultant at Charles Schwab & Co. from 2019 to 2021, and as a Financial Advisor at Pacific Capital from 2018 to 2019. His professional experience spans multiple firms within the financial advisory and investment consulting industry. Outside of his professional work, Dan enjoys golf, hiking, and traveling.

Daniel Wright is a financial advisor at Stifel with 19 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2016, following prior roles at Wells Fargo Clearing and Morgan Stanley & Co. LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Robert Carollo is a financial advisor at Edward Jones in Nashville, TN, holding Series 66 and Series 63 credentials with 20 years of industry experience. He worked at Franklin Templeton for 19 years before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, combining a large network of advisors and branch offices with affiliated capabilities such as a trust company, mutual funds, and securities-based lending.

Christopher Martinez is a financial advisor with Charles Schwab in Old Hickory, TN, holding a Series 66 designation and nine years of industry experience. He has been with Charles Schwab since 2015. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.

Jeffrey Janes is a Series 66-licensed financial advisor with 21 years of experience, currently with OSAIC since 2025. He spent 20 years at Lincoln Financial Advisors prior to joining OSAIC. He also offers insurance products including disability, long-term care, traditional life insurance, and annuities through insurance agency roles. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach with discretionary and advisor-managed strategies, supported by a complex platform that includes affiliated broker-dealer and RIA relationships.

Briana Creel is a financial advisor with UBS Financial Services in Nashville, TN, holding the Series 66 designation with 11 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she is a partner in a mobile coffee trailer business owned with her husband, where she handles bookkeeping and daily operations. 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 tailor strategies to clients’ goals and risk tolerances.