Robert Hebert Jr. is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Raymond James Financial Services Advisors Inc. in Nashville, TN. His prior roles include positions at Pinnacle Bank, US Bank, First Horizon Advisors, JPMorgan Chase Bank, and SunTrust Advisory Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to help clients meet their goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Joe Rowland is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he serves as President of a two-unit townhouse homeowners association in Nashville. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting, with a range of portfolio management styles supported by affiliated research and sub-advisers.

Briana Mullenax is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds a Series 66 designation and previously worked at LBMC, PC from 2008 to 2021. Outside of her advisory role, she serves as the treasurer for the Montessori Centre PTA in Nashville. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pension plans, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a range of strategies and managers tailored to client goals and risk tolerances.

Russell Garner is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL, he was associated with Grove Point Advisors, LLC, and operated his own advisory and insurance businesses. Outside of finance, he founded Little Dog Entertainment, a business related to the entertainment industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individual investors, retirement plan participants, banks, trust companies, and 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 more than 22,800 advisors.

Nick Izzi is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. 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, leveraging proprietary research and model-based asset allocations to tailor investment solutions.

Elizabeth Gearhardt is a financial advisor with J.P. Morgan Securities in Nashville, TN, holding Series 63 and Series 65 licenses and eight years of industry experience. Her background includes roles within J.P. Morgan Chase Bank NA and JPMorgan Securities LLC dating back to 2018. She has also been involved with Highland Park High School Girls Lacrosse for three years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through a combination of quantitative modeling and centralized due diligence.

Samantha Jenkins is a financial advisor at Ameriprise with five years of industry experience. She holds the Series 66 designation and has worked at several firms including LPL Financial and Stock Yards Financial. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides annual planning advice focused on income sources and tax-aware withdrawal strategies.

Benjamin Walker is a financial advisor with UBS Financial Services in Nashville, TN. He holds a Series 66 designation and has 20 years of industry experience, including 18 years with UBS. Outside of his advisory work, he is involved in managing several sole proprietorships related to investment real estate. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Christopher Boyd is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63, 65, and 66 licenses and 18 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including high-net-worth individuals, institutions, and municipal entities, offering tailored financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Joseph Jackson is a CFP® professional with 47 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. His previous roles include positions at LPL Financial for 11 years and Independent Financial Partners for 6 years. He operates a sole proprietorship, Jackson and Associates, where he engages in sales and marketing of securities, investment advisory, and insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and third-party money managers to construct and manage portfolios on both discretionary and non-discretionary bases.

Stephen Williams is a financial advisor with Edward Jones in Hendersonville, TN, holding a Series 66 credential and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Williams serves as a soccer coach at a local soccer club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans, corporate clients, and charitable organizations. The firm offers a range of managed solutions and advisory services supported by a nationwide network of over 23,000 financial advisors.

Thomas Moonshower is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm implements personalized investment strategies through a combination of in-house and third-party managers, supported by RBC’s capital-markets capabilities and affiliated asset managers.

Scott Pantuso Jr. is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes multiple roles at Wells Fargo Clearing Services and Wells Fargo Bank NA, as well as positions at PNC Capital Markets, PNC Bank, LPL Financial, and California Bank and Trust. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Laura Warren is a financial advisor at Edward Jones with 11 years of industry experience. She holds the CFP® and Series 66 designations and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Russell Barnard is a Series 66-licensed financial advisor with Morgan Stanley in Nashville, TN, and has eight years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he has been involved with The Country Club and Boston College for over a decade. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and investment advisory services supported by structured planning tools and broad market resources.

Aairiona Green is a financial advisor with Merrill in Nashville, Tennessee, holding a Series 66 credential and four years of industry experience. Prior to joining Merrill in 2021, she held roles at Western Kentucky University, Hoff Bujnoch and Associates, and Natural Investments. Outside of her advisory work, she manages several business ventures, including a limited liability company involved in purchasing investment real estate and operating an Amazon drop-shipping store, as well as monetizing lifestyle content on social media platforms. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Andrew Harrison is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and previously worked at Wood Financial Group, Cetera, B. Riley Wealth Advisors, B. Riley Wealth Management, and Randstad. Fidelity, through its Strategic Advisers LLC affiliate, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its work with registered investment companies, use of AI in research, and advisory role in delivering model portfolios for Fidelity Institutional Wealth Adviser.

Brian Bialek is a financial advisor with J.P. Morgan Securities in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with J.P. Morgan Securities since 2009 and JPMorgan Chase Bank since 2006. Outside of his advisory role, he is a passive investor and partner in EnergyX, a clean energy technology company focused on lithium and battery innovations. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Joseph Bishop is a financial advisor with Thrivent Investment Management based in Nashville, TN. He holds Series 65 and Series 66 licenses and has 15 years of industry experience. His prior work history includes roles at LPL Financial, Cetera Investment Services, Regions Bank, and Jackson National Life Distributors. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial plans without discretionary trading authority, and allows clients to combine planning with managed-account programs under a consolidated billing option.

Ryan Pearson is a financial advisor at RBC Capital Markets in Nashville, TN, holding a Series 66 designation. He has prior experience with Augusta Advisors and joined RBC Capital Markets in 2025. Pearson has no industry experience prior to 2016 and a period of unemployment from 2018 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party managers, with a notable focus on integrated capital markets and affiliated asset management capabilities.