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 at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and previously worked at Prudent Street Financial Advisors, LLC, and spent four years at the University of Tennessee, Knoxville. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including fee-based 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 plans to clients’ goals and risk tolerances.

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.

Rosa Berger is a financial advisor at Edward Jones in Gallatin, TN, holding a Series 66 designation with three years of industry experience. She previously worked at Fifth Third Bank Corp from 2011 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, and it manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices.

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 one year of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Services, LLC. Outside of his advisory role, he serves as Treasurer for the Nashville Chapter of the University of Alabama National Alumni Association, managing financial documentation for the nonprofit. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, and institutional entities. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs, with specialized services in public finance and municipal work.

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.

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, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at OSAIC, Fsc Securities Corp, and NEXT Financial Group, Inc. He is also involved in managing Harris & Pratt LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, with investment approaches that include discretionary and non-discretionary management, model portfolios, and research support from multiple sources.

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 with LPL Enterprise and holds a Series 66 designation. She has one year of industry experience and has worked at LPL Enterprise since 2024. Prior to that, she was associated with Pruco Securities LLC, operated her own advisory business, and worked at Cornerstone Financial Strategies Group. Outside of finance, she has been involved with Great Lakes Pilates and Wellness since 2019. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, leveraging model portfolios, third-party asset managers, and integrated financial products, including insurance, through a combined platform.

Holly Lockley is a financial advisor with Raymond James Financial in Nashville, TN, holding a Series 66 designation and 21 years of industry experience. She previously worked at SunTrust Investment Services, Inc. for 11 years before joining Pinnacle Financial Partners and Raymond James Financial Services Advisors in 2018. Outside of her advisory role, she is an associate and registered client service associate at Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by asset-allocation analysis and firm research, with a distinctive focus on advisory and implementation-support services.

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.

Brandon Fykes is a financial advisor with OSAIC in Gallatin, TN, holding a Series 66 designation and having two years of industry experience. He has worked with the Tennessee Titans since 2022 as a stadium operations assistant, assisting with event setup and stadium logistics. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

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.