Mason Mc Giboney is a financial advisor at Raymond James Financial with eight years of industry experience. His prior roles include positions at Morgan Stanley, UBS, and Wilson Bank & Trust. He serves as a volunteer committee member on the Finance Committee for the Special Olympics of Tennessee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals and supports these recommendations through various advisory programs and affiliated advisory firms.

Angela Wingfield is a financial advisor at Robert W. Baird & Co. in Franklin, TN, with 12 years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2019, following positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and complex investment strategies.

Brooke Thompson is a ChFC® credentialed financial advisor with Edward Jones in Brentwood, TN, bringing 27 years of industry experience exclusively with the firm since 1999. She has engaged in investor education, including speaking to an Army Corps of Engineers group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, distinguished by its extensive network of advisors and branch offices.

William Rotert is a financial advisor with UBS Financial Services, holding a Series 66 designation and eight years of industry experience. He has worked at UBS Financial Services since 2018 and previously at UBS AG from 2014 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to support client strategies.

James Dyes is a CFP® and Series 66-registered financial advisor with Edward Jones in Nashville, TN, where he has worked since 2016. He has nine years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Mark Smith is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Enterprise, Smith worked at Prudential Insurance Company of America and PRUCO Securities, LLC. LPL Enterprise offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal and third-party strategists and provides access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Blake Schneider is the Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2024. He also serves as an Adjunct Faculty member for the CFP® Certificant Program at Belmont University starting in 2023. Prior to his current roles, Blake held positions including Wealth Management Consultant at Avantax Wealth Management, Vice President and Financial Advisor at Regions Bank, Internal Wholesaler at Jackson National, and Licensed CSR at Transamerica Retirement Solutions. Blake's professional experience spans various aspects of wealth planning and financial advising, with a focus on education and client empowerment. His approach involves adopting the role of a teacher to help clients understand finance, economics, and psychology, which are important but often not covered in traditional education. This methodology aims to support clients in working toward their financial goals. Outside of his professional career, Blake has interests in fitness, football, golf, playing musical instruments, traveling, and volunteering.

Daniel Kramer is a CFP® with 30 years of experience in financial advising, currently affiliated with LPL Financial since 1998. He also operates Kramer Financial Group, LLC, established in 1996. 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, and institutional platforms, supported by a network of over 22,000 advisors and advanced research tools.

Matthew Rouillier is a CFP® professional based in Nashville, TN, with six years of experience in financial advisory roles. He is currently with Cetera and has previously worked at Concourse Financial Group Securities Inc, Price Waterhouse, and Frazier & Deeter. In addition to his advisory work, Rouillier provides accounting services as a CPA and is involved in the sales and service of insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual clients, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and unaffiliated managers, providing flexible investment strategies and comprehensive client reviews.

Robert Lauer is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing access to proprietary research and capital markets platforms.

Jackson Austin is a Series 66-credentialed financial advisor at Equitable Advisors with two years of industry experience. His prior work includes roles at Lake Area Tax Service and Fredonia Valley Bank, as well as positions at the Office of Congressman James Comer’s Madisonville Field Office. He is also involved in sales of tax account programs and ancillary insurance products through Realty Benefit Services and Dergalis Associates LLC. Equitable Advisors serves a diverse client base ranging from individuals to institutional clients, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party asset management platforms to deliver customized investment solutions.

Alice Mach is a CFP®-designated financial advisor with 29 years of industry experience, currently affiliated with Ameriprise in Franklin, TN. She has held positions at Ameriprise Financial Services since 2012, with roles also at LPL Financial and a brief period of unemployment. Outside of her primary role, she assists as an Associate Financial Advisor at MEW Practice Management, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and a centralized service team to provide ongoing advice within a structured investment framework.

Lloyd Gaw Jr. is a CFP® professional with 38 years of industry experience, currently affiliated with Raymond James & Associates. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advisory work, he owns and manages multiple family-related farm and rental real estate businesses in Tennessee. Raymond James & Associates is a large firm servicing individuals, institutions, and municipal entities with offerings that include financial planning, wealth advisory, and institutional consulting. The firm utilizes a variety of portfolio management styles and provides municipal advisory services alongside market-making and execution in municipal bonds.

John Sant Amour Jr. is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. He serves on the advisory board of the Murfreesboro Water and Sewer Department in Tennessee. Morgan Stanley Wealth Management provides a broad range of advisory programs for individual and institutional clients, combining financial planning and investment services supported by a structured planning process and firm-approved tools.

Peter Smith is a financial advisor with Ameriprise in Nashville, TN, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, utilizing a centralized consulting team to deliver written, non-discretionary recommendation reports. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Robert Rocha is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its Private Bank division since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Michael Rodriguez is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Stifel Nicolaus & Co., and Wells Fargo Clearing. Outside of his advisory role, he has ownership in ASRMCR Holdings LLC, a private investment-related business he co-owns with his spouse. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a range of portfolio management styles, firm research, and affiliated sub-advisers.

Bard Powell is a CERTIFIED FINANCIAL PLANNER™ professional with four years of industry experience, currently serving as a financial advisor at LPL Financial in Brentwood, TN. His prior roles include positions at First Horizon Bank and SA Stone Wealth Management Inc. Powell was also involved with Arthur Powell Group LLC for over two decades. 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 institutions. The firm offers a range of financial planning and asset management solutions through a large network of advisors and incorporates various model portfolios and third-party strategies.

Scott Hill is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at PricewaterhouseCoopers LLP and has been involved with Vanderbilt University’s Graduate School of Management. Outside of his advisory role, he develops new business relationships and manages an advisory business through Rainmaker Inc. Ameriprise Financial Services serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with a detailed Recommendation Report and ongoing advice that incorporates tax-aware withdrawal strategies and Social Security options.

Ryan Mccann is a financial advisor with UBS Financial Services in Franklin, TN, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with UBS Financial Services since 2013. 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 provides a broad range of capital markets and research resources.