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.

Derek Decker is a CFP® professional with five years of industry experience. He currently works at Raymond James Financial Services Advisors and has prior experience at UBS Financial Services and Captrust. Outside of his advisory role, he owns and manages a rental property in Nashville, TN. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, supporting clients through its broad advisor network and specialized programs.

Joshua Travis is a financial advisor at Fisher Investments with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Lincoln Financial Distributors, Silver Oak Securities, Inc., and Jackson National Life Distributors. Outside of his financial career, he has been involved with Stretch Zone since 2018. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended strategies. The firm employs a centralized investment process combining quantitative and qualitative analysis to construct diversified portfolios while employing tax-aware techniques and risk management strategies.

William Woody is a financial advisor with J.P. Morgan Securities in Nashville, TN, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. His prior work includes 13 years at UBS before joining JPMorgan Chase Bank and JPMorgan Securities in 2024. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a structured, non-discretionary process. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Angela Beckley is a financial advisor with Robert W. Baird & Co., Inc. in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Robert W. Baird since 2012. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring investment strategies to client goals and risk tolerances through both in-house and third-party managers.

Shaun Rowles is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He previously worked at UBS Financial Services and SunTrust Advisory Services. Outside of his advisory role, Rowles is involved in writing fiction and macroeconomic topics, serves as a guest lecturer for first-year MBA students at Vanderbilt University’s Owen School of Management, and advises his son’s media production company. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Christopher Agro is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and previously worked at Home City Ice and both the University of Kentucky and University of Louisville. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

Maggie Gambrel is a financial advisor at UBS Financial Services in Nashville, TN, with 17 years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. She serves as Treasurer and a member of the Board of Directors for the Gus Owen Stephens Memorial Foundation, which provides continuing educational scholarships for nurses in Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research, custody, underwriting, and other capital markets services.

James Johnson is a financial advisor at Stifel in Nashville, TN, holding a Series 66 credential with two years of industry experience. Prior to joining Stifel in 2024, he worked in banking and retail wine and spirits and serves as a color commentator for high school football broadcasts. Stifel serves a broad range of clients including individuals, institutions, and municipal entities, providing brokerage and advisory services supported by proprietary investment analysis and allocation methodologies.

Greg Moore is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Guardian Life Insurance Company of America and Peachtree Planning. 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 incorporating an ESG eligibility framework in its investment recommendations.

Bradley Gallimore is a financial advisor with LPL Financial based in Nashville, TN, holding a Series 66 designation and 23 years of industry experience. His work history includes roles at Simmons Bank, FTB Advisors, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Gallimore is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

David Demars is a Series 66-licensed financial advisor with 28 years of industry experience. He is currently with OSAIC, where he has worked since 2025. Prior to that, he spent over two decades at Lincoln Financial Advisors. Outside of his advisory role, he serves as a trustee for a family trust and is involved in offering certain insurance products. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to various third-party investment platforms.

Kent Kirby is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 63 designation and over 33 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Kirby is active in various business ventures and community boards, including partnerships in hospitality and retail sectors, a nonprofit education organization (KIPP Nashville), and leadership positions at the Nashville Zoo. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management offerings, including fiduciary financial planning and a broad range of capital markets services.

John Nanni is a financial advisor at OSAIC with 38 years of industry experience. He holds a Series 63 designation and has worked at OSAIC since 2024. Prior to that, he was affiliated with Securities America Advisors, Inc. and Securities Service Network. He also operates Nanni Financial, a life insurance sales and servicing business. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios with a variety of investment options.

Charles Rogers is a financial advisor at Edward Jones in Springfield, TN, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Outside the financial industry, Rogers is involved in agricultural business activities as Secretary and Treasurer of Rogers Farms, Inc. in Auburn, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Brian Hanrahan is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding a Series 66 designation and 23 years of industry experience. He has been with Robert W. Baird & Co. since 2005. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, with a range of traditional and non-traditional investment strategies.

William Konves is a financial advisor with Morgan Stanley in Nashville, TN, holding CFP® and Series 66 designations and bringing 21 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Caren Poletti is a financial advisor with Morgan Stanley in Nashville, Tennessee, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009, as well as having experience at Citigroup Global Markets starting in 1997. Outside of her advisory role, she serves on the advisory board of High Hopes, Inc., a nonprofit focused on children and youth in Franklin, Tennessee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Larry Jensen is a financial advisor with Ameriprise in Nashville, TN, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked with Ameriprise and its affiliated entities since 1990. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.