Evan Malone is a financial advisor at RBC Capital Markets based in Nashville, TN, holding a Series 66 designation with 16 years of industry experience. His career includes roles at City National Bank, Renaissance Financial, Securian Financial Services Inc, and Minnesota Life Insurance Co. Outside of finance, he works part-time as a boxing instructor at a fitness facility. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients. The firm offers a variety of advisory programs featuring tailored investment strategies, discretionary and non-discretionary portfolio management, and integrated financial services.

Steven Ragan is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Gregory Smith is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 19 years of industry experience. He previously worked at LPL Financial and Wells Fargo in various advisory roles. Outside of his advisory work, he is the owner of an independent investment and insurance-related business. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement plan advisory, and wrap-fee programs through a large network of financial professionals, managing a multi-billion dollar asset base across multiple platforms and custodians.

Loren Hansen is a financial advisor with Thrivent Investment Management in Nashville, TN, holding Series 63 and Series 65 credentials. He has 37 years of industry experience and has been with Thrivent and its affiliates since 2002. Outside of his advisory role, he is a secretary of H & L Farms LLC, an inherited family-owned farmland entity in Nebraska. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across various areas such as retirement, tax, and estate planning. The firm offers planning without discretionary trading authority and allows clients to combine planning with managed account services under a consolidated billing option.

Andrew Kintz is a Certified Financial Planner (CFP®) with 21 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at FTB Advisors, Inc. and Truist Investment Services, Inc. He is based in Nashville, TN. 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 other institutions. The firm offers a range of financial planning and investment management solutions, combining scale with diverse non-advisory financial activities and oversight of more than $819 billion in discretionary assets.

Thaddeus Corbin is a Senior Financial Advisor at Merrill Lynch Wealth Management with 27 years of experience. He specializes in serving high net worth clients, focusing on investment policy review, asset allocation, manager search and selection, and implementing financial strategies for individuals, families, endowments, and foundations. He also oversees his team's investment direction and manages discretionary portfolios. In November 2006, he attained the designation of Portfolio Manager in the Investment Advisory Program, enabling him to manage personalized or defined investment strategies on a discretionary basis. Additionally, Thaddeus is responsible for the long-term business development of his team. Thaddeus holds a Bachelor of Arts degree in Economics from the University of Kentucky, where he was a four-year letterman on the football team. He has earned his Series 7 and 66 FINRA registrations, as well as the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) designations. He grew up in Springfield, Tennessee, and is involved with the Springfield High School Football Team. Thaddeus, his wife Lindsay, and daughter Elloit live in Nashville. His personal interests include cooking, football, spending time with his family, outdoor activities, time at his family farm, and participating in University of Kentucky Alumni activities.

Milena Olvera Vanvoorhies is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has been with UBS since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.

Mary Whitaker is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

Heather Barbour is a financial advisor with Merrill in Nashville, TN, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has worked at Merrill since 2010, including a current combined tenure of eight years at Merrill and Bank of America. Barbour serves on the advisory board of Mending Hearts, Inc., a nonprofit focused on helping women recover from addiction, and participates in fundraising efforts for the Maryland Farms YMCA. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a wide range of individual and institutional clients.

Olivia Howell is a Series 66-licensed financial advisor with five years of industry experience, currently affiliated with UBS Financial Services in Nashville, TN. She previously worked at Ameriprise and Bass Berry and Sims. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and advisory offerings, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and a broad platform to tailor client solutions.

Sophia Douglas is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at several firms, including Merrill Lynch and Bank of America, before joining Morgan Stanley Smith Barney LLC. Prior to her finance career, she was employed at PetSmart for one year. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Barry Butera Jr. is a financial advisor at Stifel in Nashville, TN, with 14 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2019, following an eight-year tenure at First Empire Securities, Inc. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and model asset allocations intended to support client decision-making.

Rodney Toothman is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 credentials and having 33 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he operates a family cattle ranch where he raises beef for sale. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Antoinette Doles Wong is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses with 30 years of industry experience. She has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Patrick Cook is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at UBS Securities LLC, Commonwealth Financial Network, LPL Financial LLC, and D.A. Davidson & Co. He also spent a year at the University of Notre Dame. UBS Financial Services Inc. 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, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Joshua Wood is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides investment management services along with access to customized credit and lending, commercial banking, and philanthropy support through Bank of America, N.A. Joshua assists clients in managing complexity in their financial lives by offering support and careful planning across various areas such as investment management, liquidity event strategies, trust and estate planning services, and more. Before joining Merrill, Joshua served as an intelligence analyst in the United States Army, completing three deployments to Afghanistan and receiving two Bronze Stars. His military experience instilled discipline and dedication, qualities he applies to his work as a financial advisor. Joshua holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Austin Peay State University. Outside of his professional role, Joshua enjoys spending time with his wife Veronica and their two children in Nolensville, Tennessee. His personal interests include chess, gardening, hunting, music, reading, and soccer.

Jeremy Hall is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. He has been with Robert W. Baird & Co. Inc since 2003 and holds a Series 66 designation. Outside of his advisory role, Hall serves as a trustee overseeing the investment of assets. Robert W. Baird & Co.’s DDK Group operates within the Private Wealth Management department, serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a range of strategies and internal research tools, including the use of artificial intelligence, to support client advice.

Julie Sandberg is a Wealth Management Advisor at Merrill Lynch Wealth Management. She is in her 21st year with Merrill and brings extensive experience in wealth management strategies. Prior to joining Merrill, Julie worked for a regional public accounting firm in the Washington, D.C. area and is a Certified Public Accountant by background. Julie received her Bachelor's degree in Accounting from The American University and holds a Master's degree from the University of Denver. She holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her areas of focus include college education planning, corporate executive services, divorce transition planning, executive compensation, equity compensation services, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, and personal retirement planning. Julie is a member of professional organizations such as Financial Executives International and Merrill Women's Exchange. Outside of her professional role, she enjoys cooking, music, reading, spending time with her family, traveling, and watching movies. Due to her role as a financial advisor, she does not provide tax or accounting advice.

Joshua Travis is a financial advisor at Fisher Investments with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Financial Distributors and Jackson National Life Distributors. Outside of finance, he has been involved with Stretch Zone since 2018. Fisher Investments serves institutional and private clients worldwide, managing discretionary portfolios across equities, fixed income, and blended mandates. The firm employs a centralized investment decision process combining quantitative and qualitative analysis, offering tax-aware risk management and sub-advisory services.

William Woody is a financial advisor with J.P. Morgan Securities in Nashville, TN, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He previously worked at UBS and UBS Financial Services for 20 years before joining J.P. Morgan in 2024. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager selection, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.