Mark Smith is a financial advisor with LPL Enterprise in Brentwood, TN, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked with Prudential Insurance Company of America and PRUCO Securities, LLC. Mark's career includes roles in both advisory and insurance services. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, model portfolio programs, and brokerage and insurance products through an integrated platform.

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.

Kathryn Savage is a Series 66 licensed financial advisor with UBS Financial Services in Nashville, TN. She has one year of industry experience, having joined UBS in 2024. Prior to her advisory role, Kathryn worked at The University of Tennessee, Knoxville, and The Harpeth Hall School. 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 solutions and proprietary research to tailor plans aligned with clients’ goals and risk tolerances.

Chyna Bacchus is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in retirement planning and guiding clients through complex financial decisions with clear, collaborative, and personal strategies. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Chyna earned her Bachelor's degree from Vanderbilt University. Her approach centers on understanding clients' goals, values, and concerns to develop wealth management strategies that align with their objectives. Her areas of focus include college education planning, corporate executive services, equity compensation services, legacy planning, managing new wealth, personal retirement planning, women and wealth, and tax minimization. Outside of her professional work, Chyna is involved with the Watson Grove Baptist Church and contributes to community organizations such as the Second Harvest Food Bank and the University School of Milwaukee Alumni Board. Her personal interests include cooking, football, reading, spending time with family, and volleyball.

James Gibbs Jr. is a financial advisor at Raymond James Financial with 35 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Gibbs has worked at Raymond James Financial Services and Raymond James & Associates since 2014 and is also employed as a financial advisor at F&M Wealth Management in Hendersonville, TN. 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 clients, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools, and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Stacy Novak is a financial advisor at Morgan Stanley with 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market scenario modeling in its service offerings.

Gordon Mellin is a financial advisor with Equitable Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Equitable Advisors since 2016 and was previously with AXA Advisors, LLC. from 2016 to 2020. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth, retirement plans, corporations, charitable organizations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, working extensively through program sponsors and third-party managers to provide advisory and brokerage solutions.

Travis Skavlan is a Financial Consultant at Fidelity Investments, where he has been working since 2023. He specializes in comprehensive financial planning aimed at helping clients build, preserve, and transition wealth. Prior to his current role, Travis held several positions including Planning Consultant at Fidelity Investments from 2022 to 2023, Assistant Vice President and Product Manager at AllianceBernstein from 2020 to 2022, Senior ETF and Model Portfolio Specialist at Fidelity Investments from 2017 to 2020, and Regional Investment Consultant at Fidelity Investments from 2013 to 2017. Travis is a Certified Financial Planning Professional who focuses on partnering with clients and their families to understand their personal and financial priorities. His approach involves creating tailored plans designed to provide peace of mind over the long term. Outside of his professional work, Travis has interests in art, museums, painting, and traveling.

Eduardo Gumucio is a financial advisor at Merrill with 12 years of experience, including 4 years in the industry. He holds the Series 66 designation and is based in Nashville, TN. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kristen Beckstead is a financial advisor with LPL Financial in Nashville, TN, holding CFP® and ChFC® designations and 19 years of industry experience. She has worked at First Tennessee Brokerage and FTB Advisors, Inc. prior to her current roles at LPL Financial and First Horizon Bank. 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 wide range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Robert Ramsey is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 credentials and having 40 years of industry experience. He has been with Robert W. Baird since 2005. Outside of his advisory role, he serves as a board member for the 100 Club of Nashville, a charitable organization, and the Nashville Dolphins nonprofit. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a variety of investment strategies.

Bard Powell is a CFP®-certified financial advisor with four years of industry experience, currently affiliated with LPL Financial in Brentwood, TN. His prior work includes positions at First Horizon Bank and SA Stone Wealth Management Inc, with additional experience leading Arthur Powell Group LLC for over two decades. Powell is also involved with Arthur Powell Properties, LLC, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers diverse financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Benjamin Bostic is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has worked in various roles prior to his current position, including at Northpointe Staffing and WileyBros Aintree Capital LLC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services such as fee-based financial planning and discretionary portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor investment strategies and combines institutional trading capabilities with wealth management services.

Melissa Gallant is a CFP®-designated financial advisor with 18 years of industry experience. She is currently with Cetera and has held prior roles at Winchester Financial Group, Trilogy Capital, LPL Financial, and Ameriprise Financial Services. Outside of her advisory work, she is also licensed as an insurance agent, selling health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates as a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Sherri Overton is a financial advisor at Robert W. Baird & Co. in Nashville, TN, holding a Series 63 designation with 28 years of industry experience. She has been with Robert W. Baird & Co. since 2013. 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, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

John Cusick is a Senior Financial Advisor at Merrill Lynch Wealth Management. He employs a holistic approach that integrates various financial disciplines to provide personalized strategies aimed at helping clients manage and preserve their wealth effectively. His client focus areas include family wealth management strategies, legacy planning, liquidity management, retirement income, philanthropic planning, socially responsible and ESG investing, tax minimization, and portfolio management services. John began his professional career as a litigation and appellate attorney, representing cases across multiple domains such as divorce, paternity, criminal law, probate, and eminent domain. He has argued before every district court of appeal in Florida but does not provide legal advice in his role as a financial advisor. He holds a Bachelor's degree from the California State University System and a Juris Doctorate degree from Saint Thomas University. John is a Personal Investment Advisor (PIA) and is registered with FINRA. Outside of his professional commitments, John lives in Brentwood, Tennessee with his wife and son. He is involved in community activities including Habitat for Humanity and enjoys outdoor pursuits such as hiking, skiing, and traveling, as well as reading.

Ashley Huffines is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and nine years of industry experience. Prior to joining UBS in 2017, she worked at Altria Group Distribution Company for three years. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Austin Nephew is a financial advisor with UBS Financial Services, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining UBS, he worked in various roles including positions at FirstBank and Marco's Pizza, and has been involved with the business iMow since 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary market research with model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a wide range of capital markets and advisory solutions.

Timothy Healy is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has worked at Cetera Investment Advisors LLC, Region Sbank, and Cetera Investment Services LLC since 2014. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting various program structures and custodial relationships.

Sydney Shepard is a financial advisor at Morgan Stanley in Nashville, TN, holding Series 63 and Series 66 designations. Shepard has been with Morgan Stanley since 2026 and has prior experience at Charles Schwab & Co., Inc. and Cross & Smith LLC. Shepard’s background also includes several years dedicated to full-time education and roles outside the financial industry. 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, leveraging structured discovery processes, firm-approved tools, and scenarios modeled by its Global Investment Committee.