Craig Burgess is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Waddell & Reed, Inc and various insurance carriers over 19 years, as well as a brief period running the Heirloom Shop. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational tools and a large network of advisors.

Kevin Wilson is a financial advisor at LPL Enterprise with 10 years of industry experience and holds a Series 66 designation. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Bank of Luxemburg Raymond James. Wilson serves as a board member of the Walk on Arts Foundation, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, as well as institutional clients such as retirement plans and charitable entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, insurance products, and affiliated trust and lending services.

Phillip Knight is a CFP® professional based in Brentwood, TN, with 26 years of industry experience. He currently works at LPL Financial and has prior experience with Ftb Advisors, Inc. and First Tennessee Brokerage. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies through its network of over 22,800 advisors.

Nicholas Deidiker is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and having 12 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Amputee Blade Runners, a nonprofit providing free running prosthetics for amputees, and is involved with the Nashville Symphony as Chair of the associate board and a member of the full Board of Directors. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines wealth management with institutional trading capabilities and provides a broad range of capital markets services.

Wallace Holleman Jr. is a CFP® with 30 years of industry experience, currently affiliated with Raymond James Financial in Nashville, TN. He has worked at Raymond James Financial Services Advisors, Inc. since 2016 and previously at Franklin Synergy Wealth Management. Holleman owns Ascent Wealth Advisory, LLC, a support company associated with an independent Raymond James office. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions, providing tailored financial planning and investment consulting through various advisory programs and analytical tools. The firm also supports municipal and public-finance work and offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Jessie Gallivan is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and previously worked at Deloitte. Outside of finance, she has experience with Pure Barre and has been involved with the Kappa Delta Sorority. 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 municipal entities, and offers tailored financial planning and consulting services with a range of portfolio management styles and affiliated research.

William Massey is a financial advisor with Merrill in Brentwood, Tennessee, holding a Series 66 license and seven years of industry experience. He has worked at both Merrill and Bank of America since 2011. Outside of his advisory role, he is a member of MassMedia LLC, a social marketing and consulting business operated by his wife. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Jeffrey Williams is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 provides both brokerage and advisory solutions.

Jacob Stoney is a Series 66 licensed financial advisor at Merrill with three years of industry experience. His prior work includes roles at Bank of America and a position at Granite City Food and Brewery. 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 individuals, high-net-worth clients, and institutional accounts.

James Plasko is a financial advisor with OSAIC in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Signator Investors Inc for 10 years before joining OSAIC in 2018. Plasko is a founding partner of Beyond Asset Management, an LLC engaged in financial services, financial planning, insurance, and investment sales. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a model-based investment process that incorporates asset allocation, portfolio optimization, and risk management tools.

William Gollihue Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior work includes a four-year tenure at Morgan Stanley Dw Inc. from 2001 to 2005. He is based in Brentwood, Tennessee. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics guided by diversification principles and modern portfolio theory.

Richard Cardente Jr. is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, SunTrust, Honda Kingsport, and Cellular Sales Verizon. Outside of finance, he owns a sports card hobby shop called Replay Sports and works as a consultant and independent contractor for Uber. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

Timothy Roberson is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Bank of America. Roberson serves as a board member of the Nashville Sports Council, which helps bring sporting events to Nashville. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Dominic Calvani is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds the Series 66 designation and has been with UBS since 2008. In addition to his advisory role, he serves as a general partner at KC Partners, investing in Brentwood Capital Partners. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Donald Welch is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at Raymond James since 2009 and previously spent five years at UBS Financial Services. Welch serves on the board of Old Orchard Cemetery in Petersburg, TN, contributing to its upkeep and maintenance in an unpaid capacity. 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 municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Jack Priebe is a CFP®-designated financial advisor with Mass Mutual Investors Services, bringing 21 years of industry experience. He has worked with Mass Mutual Life Insurance Company since 2005 and joined Mass Mutual Investors Services in 2025. Outside of his advisory role, he owns a business consulting firm specializing in succession planning, risk reduction, and business valuations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based financial planning with optional implementation services.

Brian Silkwood is a CFP®-certified financial advisor with over 20 years of industry experience, currently with UBS Financial Services Inc. since 2005. He holds a leadership role as President of the 100 Club of Sumner, a charity supporting first responders, and serves on the boards of The Founders Club and the Industrial Development Board in Hendersonville, TN. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and utilizing proprietary research and model-based asset allocations.

Kenneth Luton is a financial advisor at Morgan Stanley with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015, Morgan Stanley Smith Barney LLC since 2009, and Citigroup Global Markets from 2004 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools.

Seth Huber is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and utilizing proprietary research and model-based asset allocations to tailor client plans.

John Long is a Series 66-credentialed financial advisor with Edward Jones in Mt Juliet, TN, where he has worked since 2010, totaling 15 years of industry experience. He is a partner in KDG Enterprises LLC, a real estate business based in Mt Juliet. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of households and organizations. The firm offers a variety of advisory programs, including discretionary and non-discretionary managed strategies, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.