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 with Morgan Stanley in Franklin, TN, holding a Series 63 designation and 37 years of industry experience. He has worked at Morgan Stanley and affiliated entities since 1998, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market forecasts.

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.

John Cusick is a Senior Financial Advisor at Merrill Lynch Wealth Management. He employs a holistic approach that seeks to streamline both sides of a client's balance sheet and resolve the complexities associated with significant wealth. John works with individuals and families to understand their financial situations, risk tolerance, time horizons, and liquidity needs, helping them articulate their short- and long-term goals and recommending financial strategies aligned with their objectives. His expertise includes retirement planning, income generation, options strategies, college planning, commercial and residential lending opportunities through Bank of America, life change management, wealth preservation, and tax-efficient estate planning services. Before joining Merrill Lynch, John earned a Juris Doctorate Degree from Saint Thomas University and a Bachelor's Degree from the California State University System. He has extensive experience as a litigation and appellate attorney, having handled dozens of contested trials including divorce, paternity, criminal, probate, foreclosure, eminent domain, and homeowners association disputes. John has argued before every district court of appeal in Florida. He is a Personal Investment Advisor (PIA) and a member of the Florida Bar and Texas Bar. While he does not provide legal advice in his role as a financial advisor, his legal background informs his comprehensive approach to wealth management. John is committed to delivering the highest level of service to his clients and genuinely cares about their financial well-being. He is involved in community service through Habitat for Humanity. Outside of work, John enjoys baseball, boating, fishing, racquetball, reading, tennis, traveling, and spending time with his family.

James Bell is a CFP®-certified financial advisor with seven years of industry experience, currently affiliated with Mass Mutual Investors Services in Brentwood, TN. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance. He also operates James Bell Financial Services, LLC, a personal limited liability company, and sells life and health insurance through a separate broker role. Mass Mutual Investors Services, a subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing, collaborative financial planning engagements using firm-approved analytical tools and also offers specialized services such as divorce planning and employer-sponsored planning programs.

Andrew Kaelin is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. He has worked at Equitable Advisors since 2020 and has a background that includes roles in sports media relations and logistics. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management services delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory programs.

Jim Durham is a financial advisor at Cetera with 29 years of industry experience and holds a Series 63 designation. He operates Jim Durham CPA and is involved in accounting and tax preparation services through Winchell CPA & Advisory Services PLLC. Durham has a long career spanning various roles in advisory and insurance services since 1982. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, overseeing more than $256 billion in assets.

Hunter Davis is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked previously at Western Express and Towne Park. Hunter is based in Franklin, TN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a variety of advisory strategies and affiliated investment products under a fiduciary standard.

Lee Ficken is a financial advisor with Thrivent Investment Management in Fairview, Tennessee, holding a Series 66 designation and 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Ficken serves as a board member for One Vision International, a nonprofit organization providing aid in underserved regions globally. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm’s services include ongoing or one-time planning engagements addressing various financial topics and integrate with managed-account programs through a consolidated billing option called “WealthPlan.”

Robert Anderson is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Mass Mutual Investors Services since 2018 and previously held roles at Eagle Strategies and NYLife-related firms. Anderson maintains an individual life and health insurance agent position at The Legacy Financial Group. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual collaborative engagements using firm-approved analytical tools, offering additional programs including divorce planning and employer-sponsored planning services.

Erik Olson is a financial advisor at Edward Jones in Brentwood, TN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he served in the United States Army for 20 years and operated At Ease Home Inspections LLC for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Thomas Hunter Jr. is a CFP® certificant with 22 years of industry experience. He is a financial advisor at Raymond James Financial based in Brentwood, TN, and has been with the firm and its affiliated groups since 2017. Hunter also serves as a board member for Rolling Hills Community Church. 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, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and employs advanced analytical tools to support client goals.

Thomas Brandstater is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to evaluate investment options.

Jeremy Smith is a financial advisor with Cetera and holds Series 63, Series 65, and Series 66 designations. He has 21 years of industry experience, including long-term roles at Shoemaker Financial Advisors and Securian Financial Services. In addition to his advisory work, he is involved in fixed insurance sales. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform, with access to various investment strategies and third-party managers.

Lauren Wilson is a financial advisor at Morgan Stanley in Franklin, TN, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley, she worked at Berkeley Research Group and has experience related to Vanderbilt Owen Graduate School of Management and the Miss Alabama Organization. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and investment modeling techniques.

Jason Aldred is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations and possessing 18 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has a broader affiliation with Massachusetts Mutual Life Insurance Company dating back to 2016. In addition to his advisory role, Aldred operates as an independent insurance agent, focusing on dental, group disability income, life, accident, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides ongoing financial planning, asset management, and educational seminars, emphasizing annual, collaborative planning engagements using firm-approved analytical tools.