Daniel Smith is a CFP® professional with 28 years of industry experience, currently serving at LPL Financial since 1998. He holds the Series 63 designation and operates out of Nashville, TN. In addition to his advisory role, he is involved in independent insurance brokerage activities, focusing on non-variable life insurance, fixed annuities, and long-term care insurance. 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 investment solutions, utilizing both proprietary and third-party model portfolios, and supports advisors with advanced operational and research tools.

Luz Taveras is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. since 2022. Outside of her advisory role, she is the sole owner of a rental property business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Steven Skipper is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior work includes roles at Life Credit Union, Edward Jones, and LPL Financial. He is also a partner in a real estate rental business outside of his advisory work. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Molly Cloud is a financial advisor at Morgan Stanley with 19 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Outside of her advisory role, she works part-time as a ski instructor for Deer Valley Ski School in Park City, Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

Devon Massi is a financial advisor at RBC Capital Markets with a Series 66 designation and four years of industry experience. Prior to joining RBC in 2026, he worked at Wells Fargo Clearing for five years and Comerica Bank for one year. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Frederick Dasso is a Financial Advisor at Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA). Frederick earned a Bachelor's Degree from the University of Kansas.

Andrew McLellan is a financial advisor with Raymond James Financial Services, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has worked at Pinnacle Financial Partners and Jackson National Life Distributors, among others. Outside of his primary advisory role, he is associated with Burton Hills Investment Partners, where he is involved in client prospecting and relationship management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs for municipal finance and employer retirement plans.

Stephen Sypek II is a CFA® charterholder and holds a Series 66 license, currently affiliated with Wells Fargo Clearing. He has one year of industry experience and has previously worked at UBS Financial Services, Hudson Independent Partnerships LLC, 7 Mile Advisors, and Wellington Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting with an emphasis on research-driven portfolio management and a broad range of brokerage and advisory solutions.

Connor Hartman is a financial advisor with UBS Financial Services in Nashville, TN. He holds the Series 66 designation and has been with UBS since 2024, following a role at DiNuzzo Wealth Management and experience owning a media business. Outside of finance, he has worked in media production through Hartman Imagery and PBA Media. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor advice to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Nicholas Viviano is a financial advisor with Charles Schwab, holding the Series 66 designation. He has been with Charles Schwab and its affiliated entities since 2023. Prior to entering the financial industry, his work experience includes roles outside the sector such as with Oswego Auxiliary Services and Ben & Jerry’s Ice Cream. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options supported by centralized operations and a broad range of integrated wealth management services.

Aaron Glass is a financial advisor at Edward Jones in Brentwood, Tennessee, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones in 2023, he worked at Assurion from 2019 to 2023 and Verizon from 1986 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Susan Fuller is a financial advisor with Edward Jones in Nashville, TN, holding a Series 66 designation and 26 years of industry experience. She has worked at Edward Jones since 2009 and previously spent five years at Merrill. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated products, supported by a nationwide network of financial advisors and branch offices.

Jannel Buckley is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services Inc. Outside of her advisory role, she serves on the Town of Wake Forest Planning Board, contributing to local land use and development planning. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, with portfolio implementation tailored to strategy and tax considerations.

Andrew Zentmayer is a financial advisor at Morgan Stanley in Nashville, TN, with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Morgan Stanley and its Private Bank since 2016. 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, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Jennifer Baxter is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2015. Based in Nashville, TN, her career to date has been focused within the firm. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies constructed by internal and third-party managers.

Andrew Burd is a financial advisor with Raymond James & Associates in Nashville, TN, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he owns a small business involved in selling home decor, school supplies, clothing, and craft supplies through online platforms. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Lydia Foutch is a financial advisor at Edward Jones in Nashville, TN, holding a Series 66 designation. She has been with Edward Jones since 2011 and has prior work experience at DoorDash. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its large nationwide network of advisors and branches, as well as its affiliated trust company and securities-based lending options.

Peter Early is a financial advisor at Morgan Stanley Wealth Management with nine years of industry experience. He holds the Series 65, Series 63, and Series 66 designations. His prior roles include positions at Exos Asset Management LLC, Aspiration, and Guggenheim Investment Advisors, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with 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 employs structured planning tools supported by the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

James Snellen is a CFP® professional with 16 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors, where he has worked since 2017. Previously, he was employed by Mass Mutual Investors Services and METLIFE SECURITIES Inc. In addition to his advisory role, he works as a tax services employee at H&R Block. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Ethan Dycus is a financial advisor at UBS Financial Services with a Series 66 designation and experience beginning in 2024. His background includes multiple roles at Harding University and various other organizations prior to joining UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to develop tailored financial plans.