Conner Beringer is a financial advisor with Thrivent Investment Management in Nashville, TN, holding a Series 66 designation and three years of industry experience. He previously worked at the University of Mississippi for ten years. Outside of his advisory role, Beringer serves as the Professional Development Chair for the Boys and Girls Club in Nashville and is a member of the Young Alumni Council's Membership Committee at the University of Mississippi. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm offers a planning service that can be combined with managed accounts through a consolidated billing option called WealthPlan, while maintaining separate planning and portfolio management functions.

Jason Reed is a financial advisor at Stifel with 23 years of industry experience. He has been with Stifel since 2015 and holds a Series 66 designation. Outside of his advisory role, he is involved in managing a family farm, Triple J Ranch, which generates minimal income from logging, hunting leases, and cattle leasing. Stifel serves a wide range of clients including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, supporting clients’ financial decisions.

Darrell Woodcock Jr. is a CFP® and holds a Series 66 license, with 20 years of experience in the financial industry. He has been with LPL Financial since 2016 and is also affiliated with Private Advisor Group, LLC. Outside of advisory work, he is a business owner of Woodcock Farms and has been involved with the Lions Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing various strategies supported by in-house research and third-party subadvisors.

Leonard Fernandez is a financial advisor with Morgan Stanley in Nashville, TN, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Adams Wealth Partners, Raymond James Financial Services, Wileybros Aintree Capital, and Wells Fargo. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored financial planning agreements.

Roxanne Lenfert is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at UBS since 2008. Outside of her advisory role, she is a principal and member of Meagaline, LLC, a company involved in small home repairs. 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 provides a broad range of capital markets and research resources.

Julie Mc Cormick is a financial advisor with Mass Mutual Investors Services holding CFP® and Series 66 credentials and has seven years of industry experience. She has worked at MassMutual Life Insurance Company since 2019 and has been with Mass Mutual Investors Services since 2017. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning without discretionary investment authority.

Jake Embry is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill in 2000 and focuses on in-depth wealth-management planning, assisting clients in developing and implementing strategies to achieve their financial objectives. He works closely with retired clients on various income strategies and has knowledge in home financing, home equity lines, and securities-based loans, helping clients determine the best use of credit through services provided by Bank of America, N.A. As a Senior Portfolio Manager, Jake manages his own Personalized or Defined Strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He holds the CERTIFIED FINANCIAL PLANNER (CFP) and Chartered Retirement Planning Counselor (CRPC) designations. Jake earned a Bachelor of Science degree in Finance from the University of Alabama and a High School Diploma from Hendersonville High School. Outside of his professional work, Jake enjoys spending time with his family on Center Hill Lake, watching college football, and reading. He was named to the Forbes "Best-in-State Wealth Advisors" list from 2019 through 2024.

Boyd Blair is a financial advisor with LPL Financial in Hendersonville, TN, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with LPL Financial since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Tammy Bowling is a financial advisor with Raymond James Financial Services Advisors, Inc. in Nashville, TN, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has held roles at Burton Hills Investment Partners, Pinnacle Asset Management, Pinnacle Bank, and Raymond James since 2009. Bowling’s additional responsibilities include operations management and sales support at Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth individuals, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and emphasizes the use of analytical tools and technology to support client goals while maintaining notable municipal advisory and specialized retirement plan consulting services.

Charles Montgomery is a financial advisor with LPL Financial, holding a Series 66 credential and 14 years of industry experience. He has previously worked with Sinor Marcum Group and served on various political committees, including the Davidson County Republican Party and the GOP Minority Coalition of Middle Tennessee. Montgomery has also been involved in music management and held leadership roles in university and state executive committees. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting, supported by research and technology-driven investment strategies.

Joseph Mchale is a financial advisor with Primerica Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of his advisory role, he has experience as a disc jockey. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited selection of separately managed account options primarily for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Justin Jones is a financial advisor with LPL Financial in Brentwood, TN, holding the ChFC® designation and Series 66 license. He has 23 years of industry experience, including nine years with Bankers Life Advisory Services and related entities before joining LPL Financial in 2025. Outside of his advisory role, he is involved with Westgate Insurance Group Inc. in a non-variable insurance capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios and research from various sources.

Chance Meier is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and with two years of industry experience. He previously worked at Prudent Street Financial Advisors, LLC, and has experience with UBS Securities LLC since 2021. He also spent four years at the University of Tennessee, Knoxville. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

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.

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.

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® 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 an SEC-registered investment adviser and broker-dealer that serves a broad client base including 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, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.