Theodore Bryant Jr. is a financial advisor at UBS Financial Services in Nashville, TN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at 5th & Taylor, Frothy Monkey, and Warner Music Group, among others. He has also been involved in the restaurant industry and music-related businesses. 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 offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Michelle Oakley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at LPL Financial since 2019, including prior roles at Sinor Marcum Group LLC and various insurance carriers as well as Waddell & Reed, Inc. based in Nashville, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, financial planning, and retirement plan consulting supported by research from internal and third-party sources.

Adam Colombo is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at firms including Morgan Stanley and Wells Fargo Clearing. Colombo serves as a voting board member of the Taylor Germantown Homeowners Association in Nashville, Tennessee. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and specialized fund advisory.

Kevin Davis is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses. He has 20 years of industry experience, including prior roles at Cuso Financial Services and First Sentinel Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside research and model portfolios.

Daniel Hooper is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on assisting private ultra-high net worth families with complex legacy planning and comprehensive wealth management strategies. Daniel works with clients on areas including executive compensation, family wealth management, personal retirement planning, philanthropic planning, portfolio management, and tax minimization. Daniel began his career in the financial services industry in 2012 and joined Merrill in 2015, where he has supported the bank's most affluent clients in the Southeast region. In 2022, he co-founded the RHW Group at Merrill alongside partners Colby Robbins and Kayla Weibel, providing services such as cash flow, trust, and legacy analysis. He holds the CERTIFIED FINANCIAL PLANNER® designation and the Personal Investment Advisor credential. He earned a bachelor's degree in Human and Organizational Development with a concentration in Economics from Vanderbilt University in 2012. Outside of work, Daniel enjoys outdoor activities such as hiking, biking, and golfing, as well as spending time with his family.

Anne Wallace is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. She has been with UBS since 2000. Outside of her advisory role, she serves as the finance chair and a member of the board of directors for the Hundred Club of Nashville. 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 and utilizes proprietary research to tailor client plans.

Matthew Howley is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory work, he has a 25% ownership interest in ELG LLC, a commercial real estate holding company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy preparation, performance reporting, participant education, and plan benchmarking. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options in its investment menus.

Andrew Artis is a financial advisor with Charles Schwab in Nashville, TN, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Charles Schwab since 2020, with prior experience at BMW of Arlington, Pappasito's Cantina, and The Campbell Agency. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers multi-asset model portfolios, alternative investment options, and integrated custody and brokerage services.

Katherine Standard is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, N.A., and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

James Walker is a Series 66-licensed financial advisor with Morgan Stanley in Nashville, TN, having 12 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a trustee and executor for multiple trusts and estates in Franklin, Tennessee, and is a partner in a family partnership involved in investment and finance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured planning tools and does not provide individual security recommendations as part of its standalone planning program.

Jesse James Austin is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, he works one-on-one with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those goals. Jesse provides ongoing advice and adapts clients' portfolios as their situations change. He holds a Personal Investment Advisor (PIA) designation and has experience in areas including general investing, retirement planning, and preparing for unexpected financial needs. Jesse takes time to understand what is important to his clients and uses that insight to guide them in pursuing their financial objectives. Jesse earned a Bachelor's Degree from the Southern Illinois University System, an Associate's Degree from John Wood Community College, and a High School Diploma from Quincy High School. He is involved in community organizations such as the North Texas Humane Society and The Salvation Army.

Christopher Clifford is a Series 66 licensed financial advisor with UBS Financial Services in Nashville, Tennessee, where he has worked since 2008. He has 26 years of industry experience. Clifford serves on the Board of Directors for the Boys & Girls Clubs of San Francisco and is a trustee of an education trust funding educational expenses for children. 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 leverages proprietary research and model-based asset allocations to tailor client plans.

Clyde Mcfadden is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at John Hancock for 14 years before joining OSAIC in 2018. In addition to his advisory role, Mcfadden provides fixed insurance products as an agent. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers a range of services including brokerage, investment advisory, financial planning, and retirement plan consulting, utilizing asset allocation tools and third-party managed-account solutions.

Renee Hitchcock is a financial advisor with Osaic Wealth, Inc. in Nashville, TN, holding a Series 66 designation and three years of industry experience. She has worked at Osaic Wealth since 2022 and has prior experience with Innovative Financial Group/Beyond Asset Management dating back to 2018. Outside of advisory roles, she is a licensed notary public. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage, advisory, and financial planning services, employing asset-allocation tools and various portfolio management options that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Mitch Riddle is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. He brings experience from his previous roles within Fidelity Investments, including Relationship Manager from 2023 to 2025, and Financial Representative from 2022 to 2023. Prior to joining Fidelity, he worked as a Junior Financial Advisor at Freedom Wealth Management from 2021 to 2022. As a CERTIFIED FINANCIAL PLANNER, Mitch partners with clients to co-create financial plans tailored to their unique situations. He focuses on understanding what matters most to clients and their families to develop financial strategies that provide confidence moving forward. Outside of his professional role, Mitch enjoys spending time with friends and attending social events, as well as hiking and reading.

Daniel Banks is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2019, progressing through roles including Financial Consultant, Planning Consultant, and Relationship Manager. Prior to joining Fidelity, he worked at Vanguard Group in various roles such as Retirement Specialist, Series 7 Licensing Instructor, and Client Service Associate from 2017 to 2019. As a Certified Financial Planning Professional, Daniel focuses on collaborating with clients to create personalized financial plans. His experience has reinforced his commitment to helping families build clear and reliable plans that provide peace of mind. Outside of his professional duties, Daniel's personal interests include cooking and baking, family activities, exploring food as a foodie, football, parenthood, and spending time with pets.

Lechelle Moore is a CFP® professional with 28 years of experience, currently serving at UBS Financial Services since 2015. She holds Series 63 and Series 66 licenses and is based in Nashville, TN. 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 leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Annie Bienvenu is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding a Series 66 designation and 12 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association before joining Wells Fargo Clearing in 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Steven Brown is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and previously worked at Principal Financial Group and National Underwriting Services. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research.

Kathy Barrett is a financial advisor with Raymond James Financial in Nashville, TN, holding a Series 66 designation and 25 years of industry experience. She has been associated with Raymond James Financial Services Advisors, Inc. and Grahampton Wealth Management since 2016. Outside of her advisory role, she serves as an office manager at Grahampton Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs analytical tools for tailored, non-discretionary planning and supports various advisory programs across a broad network.