James Candella is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2010 and holds a Series 66 designation. Outside of finance, he serves as an actor and model with the Dan Agency in Nashville. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, providing a range of capital markets, advisory, and research solutions.

Robert Soerens is a CFP® with 11 years of industry experience currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Bank of America, Merrill, Wells Fargo, and Sagespring Wealth Partners. He is also involved as an independent insurance agent and directs Clifton Street Wealth Management in Franklin, TN. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing both proprietary and third-party investment strategies tailored to client objectives.

Melissa Ward is a financial advisor with LPL Financial in Brentwood, TN, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Her prior roles include positions at Waddell & Reed, Inc., various insurance carriers, and Saltwater Therapy. She was also involved with Hope Clinic For Women for ten years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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 access to model portfolios and third-party asset managers.

Scott Pandillo is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Liberty Wealth Management, LLC and Next Financial Group, each for over a decade. 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 extensive technology and a broad network of over 22,800 advisors.

Kevin Riskevich is a financial advisor with Morgan Stanley in Franklin, TN, holding Series 63 and Series 65 registrations and 29 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He serves on the board of Blue Gray Lodge LLC, a private investment-related company. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets.

Catherine Oconnor is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

R Patteson is a financial advisor with Morgan Stanley in Franklin, TN, holding a Series 66 designation and 22 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory role, he is involved as a partner in Vogue Design Partners LLC, a wholesale and distribution business based in Nashville, Tennessee. Morgan Stanley Wealth Management provides advisory services and financial planning to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm uses structured planning tools and investment modeling techniques to support client financial goals.

William Radtke Jr. is a financial advisor with Edward Jones in Franklin, TN, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Ramsey Solutions and held various roles at Uber, Clear, and Starbucks, where he served as a shift supervisor. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

William Bundrant is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding a Series 63 designation and 23 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with METLIFE from 2013 to 2017. Outside of his advisory role, he is also an insurance agent specializing in property and casualty, health, and group life insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to support collaborative, goal-based planning.

Samuel Davis is a financial advisor at Cetera with 38 years of industry experience. He holds a Series 63 designation and has extensive prior experience at Avantax Advisory Services, where he worked for 35 years. Outside of his advisory role, he is involved in community organizations including serving as treasurer of the Hohenwald Arts Council and president of the Lewis County Museum Board, and he owns several businesses spanning tax preparation, accounting, cybersecurity services, and business consulting. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individual, institutional, and retirement plan clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform featuring both affiliated and third-party managers.

Ross Von Minden is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2020. Prior to this, he worked at Personal Capital Advisors Corporation for three years and Raymond James & Associates for two years. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management with a centralized investment approach that integrates quantitative and qualitative research.

Nicholas Highberger is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he operates Ohana GTR, an online shop selling car-themed apparel and goods. 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 that utilizes firm-approved tools and market models.

Steve Webster is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2001, holding various roles including Financial Consultant and Financial Representative. Prior to Fidelity, he worked as an Investment Consultant at TD Ameritrade and as an Internal Wholesaler at Curian Capital. Steve's professional experience spans over two decades in the financial services industry, where he focuses on helping clients develop tailored financial plans that align with their specific goals. He emphasizes consistent monitoring and adjustment of these plans to support clients' progress toward their objectives. Outside of his professional work, Steve enjoys biking, fishing, fitness activities, golf, hiking, and kayaking.

Benjamin Fordham is a financial advisor with LPL Financial in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Raymond James Financial Services and Pinnacle Bank, as well as Fifth Third Securities. Outside of finance, he is co-owner of Hotworx, a fitness franchise. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Darren Edwards is a financial advisor with Morgan Stanley in College Grove, Tennessee, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Outside of his advisory role, Edwards serves on the Finance Committee and board of Foster Nation, a nonprofit focused on children and youth facing hardship. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, with offerings that span both retail and institutional markets.

Patrick Bush is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding a Series 66 designation and six years of industry experience. His background includes roles at MML Investors Services, MassMutual Life Insurance, and positions in education and real estate. He is also active as an insurance broker specializing in life, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning along with asset management and educational programs, focusing on collaborative, goal-based advice without discretionary investment authority.

William Fuson is a CFP® professional with 15 years of experience in the financial services industry. He has worked with LPL Financial since 2018 and spent seven years at Invest Financial Corporation prior to that. Fuson is also involved in the sales of life, health, disability, and long-term care insurance, as well as fixed annuities through Ruckart Associates, Inc. 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, third-party asset management access, and institutional platforms, supported by a network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Trey Campbell is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding a Series 66 license and four years of industry experience. His career includes roles at MassMutual Life Insurance Co., State Farm, and Strategic Financial Partners. Prior to entering the financial industry, he worked in education at Middle Tennessee State University and Murfreesboro City Schools. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including educational seminars and specialized planning services such as divorce and estate settlement planning.

Grant Mowrer is a financial advisor at Fidelity with five years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at Ameriprise and Mutual of Omaha. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios and offers services such as discretionary and non-discretionary advisory work, fund advisory, and model portfolio delivery.

Thomas Fields III is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Raymond James in 2019, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a director and marketing and communications board member for the Exit Planning Institute. 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 individuals, institutions, and municipalities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.