Robert Buisson is a financial advisor with Primerica Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Primerica Advisors since 2008 and has additional experience with Primerica Financial Services and his own entity, R.T Buisson Inc. Outside of his advisory role, Buisson is involved in related business activities including the sale of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

George Varones is a financial advisor with Wells Fargo Advisors holding Series 63 and Series 65 licenses and 34 years of industry experience. His career includes roles at Ameriprise Financial Services, Morgan Stanley, Citigroup Global Markets, and Fifth Third Securities. He is currently based in Nashville, TN. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo research and tools, with tailored recommendations delivered through meetings and written summaries.

Michael Atnip is affiliated with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has worked as a CPA since 2008 and operates his own insurance and CPA practices. His advisory experience includes roles at Harpeth Investment Partners and Cambridge Investment Research. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm utilizes various portfolio management and investment platforms, combining proprietary and third-party strategies tailored to client goals.

Jae Waters is a CFP® professional with 26 years of industry experience currently serving at OSAIC since 2005. He also worked at H2O Reinsurance Company Inc. beginning in 2023. Waters owns and manages a life insurance and long-term care services business, Waters Wealth Management. OSAIC provides financial advisory and brokerage services to retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations. The firm employs asset-allocation tools and risk management techniques to construct diversified portfolios and offers a wide range of advisory platforms and third-party managed account solutions.

Stephen Speers is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Old Natchez Country Club, Equitable Property Company, Centre College, and Montgomery Bell Academy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary capital market assumptions and research to tailor investment strategies aligned with clients’ goals and risk tolerances.

Mark Lawrence is a financial advisor with LPL Financial in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Edward Jones from 2006 to 2012 before joining LPL Financial in 2012. Outside of his advisory role, he serves as a director of The Mark and Tonya Lawrence Family Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Bruno Bulovas III is a financial advisor at Raymond James & Associates with two years of industry experience. He previously worked at Northwestern Mutual Investment Services, LLC and has an academic background from Mandeville High School, the University of Alabama, and Vanderbilt University. Bulovas serves as Treasurer for the Nashville Chapter of the University of Alabama National Alumni Association, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and affiliated research.

Jenna Hokanson is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. Prior to joining LPL, she spent nine years at UBS FS. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Jeffrey Weiner is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 licenses. 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 utilizing firm-approved tools and market models.

Raj Patnaik is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Outside of his advisory work, he is involved in a family-held general partnership managing a vacation property in Winchester, Tennessee. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and combines structured planning tools with firm-endorsed investment models.

Michael Harris is a financial advisor with LPL Financial in Nashville, TN, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at OSAIC, Fsc Securities Corp, NEXT Financial Group, Inc., Ftb Advisors, Inc., and First Horizon Advisors, Inc. Outside of his advisory work, he is involved with Harris & Pratt LLC, an entity used for tax and investment purposes. 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, third-party asset management, and institutional platforms, supported by both proprietary and third-party research and technology tools.

Linda Grant Smith is a CFP®-certified financial advisor with 28 years of industry experience. She has been with Robert W. Baird & Co. since 2017 and previously worked at Sii. Outside of her advisory role, she is involved as a fitness coach with Beach Body, providing online support and training. She is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, and institutional clients through tailored financial planning and portfolio management services. The group employs a variety of investment strategies and offers both discretionary and non-discretionary management options.

Rebecca Cardozo Pfeiffer is a financial advisor at LPL Enterprise with two years of industry experience. She holds the Series 66 designation and has previously worked at Pruco Securities LLC, Cornerstone Financial Strategies Group, and operated her own advisory business. Outside of finance, she has been involved with Great Lakes Pilates and Wellness since 2019. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutions. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers and various financial planning solutions.

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 with LPL Enterprise in Brentwood, TN, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Principal Financial Services. Outside of his advisory work, he is a licensed notary public. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

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. over a 14-year span. 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 financial planning and investment management services, including model portfolio programs and institutional platforms, supported by advanced operational tools.

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 at LPL Financial with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James Financial, Banc of America Investment Services, Morgan Keegan & Company, and Life Credit Union. He has been with LPL Financial since 2013. LPL Financial is a national broker-dealer and SEC-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 portfolio programs, third-party asset management, and institutional platforms.

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.