Steven Mitchell is a CFP® and holds a Series 66 designation with 17 years of experience in the financial industry. He has been with Raymond James & Associates in Nashville, TN since 2013. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to 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 focus on public finance and municipal work.

Rickie Garner is a financial advisor at Edward Jones with 10 years of industry experience. He holds the ChFC® designation and Series 66 license. He has been with Edward Jones since 2015 and has been affiliated with Liberty University since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Seda is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 65 and Series 63 credentials and has been with Thrivent Financial since 2016. Outside of his advisory role, he serves as a board member of The Grant James Foundation, which supports families facing challenges related to conception, adoption, and child loss, and acts as a deacon at Bellevue Church of Christ, where he helps oversee the young professional's ministry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial recommendations without discretionary trading authority. The firm combines planning with managed-account solutions under a consolidated billing option called WealthPlan.

Joseph Zenker is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates provides financial planning and investment consulting services 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 using firm research and planning tools, and maintains capabilities in public finance and municipal work alongside its retail advisory services.

Spencer Provow is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors Inc. since 2015. He is based in Murfreesboro, TN. Outside of his advisory role, Provow is a partner in a real estate venture focused on property purchases in middle Tennessee. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by extensive research and a broad affiliate network.

Madeline Brunkey is a CFP® with three years of industry experience, currently serving at Cambridge Investment Research Advisors. She has been affiliated with Cambridge Investment Research Inc. since 2014. Brunkey also works as an independent contractor in healthcare for Servier Pharmaceuticals. Cambridge Investment Research Advisors is a large SEC-registered advisory firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Patrick Sims is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at ServisFirst Bank from 2015 to 2018. Outside of his advisory role, Sims is a minority owner and board member of Superior Care Home Inc., a healthcare and long-term care facility, and serves on the Board of Overseers at Bellarmine University, where he supports fundraising and alumni engagement. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Suzanne Smith is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill since 2010 and at Bank of America since 2016. In addition to her advisory role, she serves as a power of attorney for family members. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based, discretionary, and tax-aware investment strategies to individuals, high-net-worth clients, pension plans, and corporate fiduciaries.

Rosemary Lombardy is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. She has been with UBS since 2000. Outside of her advisory work, she is co-owner and secretary of Lombardy Farms LLC and Emporia LLC, businesses involved in citrus, fern, and gift fruit packing. She is also the author of a self-help book titled *Breaking Bonds: How to Divorce an Abuser and Heal—A Survival Guide*, which includes an associated website providing resources for abused women. 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 solutions to clients’ goals and risk tolerances.

Taylor Francis is a CFP® and ChFC® with 17 years of experience in financial advising. He has worked at Raymond James Financial Services Advisors Inc. since 2017 and previously spent seven years at Suntrust Investment Service, Inc. He serves as a committee member on the finance committee for Percy Priest Elementary PTO, advising on the management of funds raised through school events and donations. 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, providing tailored recommendations supported by firm research and a broad affiliate network.

William Eskind is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding a Series 63 designation and 34 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Eskind serves on the investment committees for the Jewish Federation of Nashville and Middle Tennessee and the West End Synagogue, and he acts as trustee and executor for several family trusts and estates. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and rooted in modern portfolio theory, serving plan objectives with a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Matthew Troconis is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank and Wells Fargo. Outside of his advisory role, he has served as a notary since 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jonathan Stone is a Series 65 credentialed financial advisor with Fisher Investments, based in Nashville, TN. He has eight years of industry experience, including one year at UC Davis prior to joining Fisher Investments in 2016. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Albert Hooper III is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 2001. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a combination of in-house and third-party managers across a range of investment strategies.

Jacob Collier is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked with Collier Wealth Insurance Services, where he is a 50% owner and insurance agent. Before entering the financial industry, his work history includes roles outside of finance such as Uber driver and DoorDash delivery. 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. The firm offers various advisory programs and financial planning services with access to multiple model portfolios, third-party research, and technology-driven solutions.

Carly Durard is a financial advisor at Edward Jones with four years of industry experience. She holds Series 66 and Series 63 designations and has previously worked at firms including Fifth Third Securities, Fifth Third Bank, Lendmark Financial, and SunTrust. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, operating under a fiduciary standard and supporting over 23,000 financial advisors nationwide.

Bradley Dildy is a financial advisor at Morgan Stanley in Nashville, TN, holding a Series 66 designation. He has been with Morgan Stanley and its Private Bank since 2025, with brief prior roles outside the financial industry. Morgan Stanley Wealth Management offers a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling but generally acts in an advisory capacity rather than as an ERISA fiduciary unless separately engaged.

Angela Williams is a financial advisor at Raymond James & Associates with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Raymond James & Associates since 2008, with a brief period at Robertson County Schools from 2021 to 2023. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and municipal finance services.

Steven Mason is a financial advisor at Merrill with 13 years of industry experience. He holds Series 66 and Series 63 designations and has been with Merrill and Bank of America since 2015 and 2018, respectively. Outside of his advisory role, Mason serves as an advisory board member for Junior Achievement of Middle Tennessee and the Tennessee Performing Arts Center. Merrill provides managed account services primarily to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Daniela Locke is a financial advisor at Raymond James Financial with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Merrill, UBS Securities LLC, and Success Mortgage Partners. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, leveraging asset-allocation analysis and firm research, with a significant portion of its advisory business conducted on a non-discretionary basis.