Holly Lockley is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 22 years of industry experience. She has worked at Pinnacle Financial Partners and SUNTRUST INVESTMENT SERVICES, INC. In addition to her advisory role, she is an associate at Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients, utilizing a range of analytical tools and tailored advisory programs.

Lanning Whitehead is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is a licensed notary and an affiliated real estate broker. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to both advisory and brokerage services through an integrated platform that combines adviser programs with other financial products.

Ryan Belwood is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at FTB Advisors, Inc. and First Tennessee Brokerage, Inc. for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and advanced technologies.

Abigail Scott is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. Prior to joining Thrivent, she worked at Southern Energy Credit Union and has been involved in social media promotion and resale of clothing as side activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on comprehensive, goal-based financial planning without discretionary portfolio management.

James Wilkins is a financial advisor with LPL Financial in Goodlettsville, TN, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2013 and previously worked at Life Credit Union from 2018 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by proprietary research and third-party resources.

David I. Obolensky is a financial advisor with UBS Financial Services in Nashville, TN. He holds a Series 63 designation and has 47 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services 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 and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Aaron Odom is a financial advisor with Mass Mutual Investors Services in Brentwood, TN, holding CFP® and ChFC® designations and nine years of industry experience. He previously worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he performs as a freelance cellist at weddings and special events. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools.

Trista Calvert is a financial advisor at LPL Financial with six years of industry experience. She holds the Series 66 designation and has worked at First Horizon Bank and First Tennessee Bank prior to joining LPL Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, model portfolios, and research across diversified and alternative strategies.

William Sullivan is a Private Wealth Advisor with Merrill Private Wealth Management and a senior partner with The Sullivan Gardner Group. He focuses on advising entrepreneurs, C-suite executives, and their families, managing accumulated life savings to support business ventures, retirement planning, intergenerational wealth transfer, and charitable gifting. Bill delivers a comprehensive and customized suite of strategies, often anticipating client needs based on decades of experience. With over 25 years in financial services, Bill’s expertise includes family wealth management strategies, liquidity management, small business strategies, and tax minimization. His professional background spans private banking, capital markets, corporate finance, and public tax accounting, with prior roles at Credit Suisse, Morgan Stanley, ABN AMRO, and Arthur Andersen. Bill holds a Bachelor of Science degree in Accounting from Villanova University and the Personal Investment Advisor (PIA) designation. Bill maintains offices in Chicago and Nashville, serving a national clientele. He is involved with professional and community organizations, including The Fountains of Musica Foundation, BSA Troop 31, and Mending Hearts Inc. Personal interests include reading, running, and traveling.

Chirag Delwadia is a CFP® with 18 years of industry experience, currently with Wells Fargo Clearing since 2021. He previously worked at Bank of America and Merrill from 2009 to 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers.

Michael Murdock is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 66 licenses and 23 years of industry experience. His prior work includes positions at Global Shares Inc., Stephens Inc., Edward Jones, and Wells Fargo Clearing. He has been with Morgan Stanley since 2022. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Bernie De Velle Jr. is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2018. Prior to that, he was employed at CORT Business Services for three years. Merrill, alongside 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 variety of clients including individuals, high-net-worth investors, and institutional entities.

Stuart Smith is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets. Outside of his advisory work, he serves as chair of the finance committee for the Tennessee Golf Foundation, which promotes amateur and professional golf in Tennessee. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

Jeffrey Sloan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2021 and previously spent seven years at Morgan Stanley and six years at Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lisa Webb is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2003 with Banc of America Investment Services and joined Merrill in 2008. Lisa serves a diverse clientele of forward-thinking individuals and families across the greater Middle Tennessee area and nationwide, including active and retired physicians, educators, and senior-level executives in various industries such as technology. Her approach is centered on ongoing, comprehensive financial planning designed to identify clients’ goals and address potential risks. With expertise spanning education planning, retirement income, tax-minimization, estate planning, portfolio management, and socially responsible investing, Lisa builds customized financial strategies tailored to each client’s situation. She also assists clients in navigating Social Security, Medicare, long-term care, and coordinating with other professional advisors. Lisa holds a Bachelor’s degree from Pace University and holds the designations of CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). Outside of work, she enjoys cooking, tennis, and traveling.

Jonathan Wickersheim is a financial advisor at Edward Jones in Hendersonville, TN, holding a Series 66 designation with 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he operates a photography business where he manages photo sessions and client communications. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

Katharina Glover is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Raymond James & Associates since 2008. The firm oversees approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and municipal entities. Raymond James & Associates offers a range of services such as financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser network and multiple portfolio management styles.

Shelly Pearson is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She previously worked for Morgan Stanley Smith Barney LLC for 13 years before joining Wells Fargo in 2022. 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 both brokerage and advisory solutions.

Neal Faught is a CFP® with 25 years of experience, currently serving at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2007. He holds Series 63 registration and is based in Brentwood, TN. Outside of his advisory role, he has ownership interests in a bookkeeping and tax preparation service, and he co-owns an LLC that pools funds to support practice expenses and marketing. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning relationships using analytical tools, with clients implementing recommendations through separate brokerage or insurance arrangements.

Jason Pharris is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with various divisions of Morgan Stanley since 2007 and serves as a board member and director of the Brandywine Pointe Home Owners Association. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and models.