Steven Skipper is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various firms, including Life Credit Union and LPL Financial. Skipper is also the owner of Fortress Wealth Management and Investment Consulting Group, both investment-related businesses. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with discretionary and non-discretionary services.

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.

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.

Christopher Royce is a financial advisor with Primerica Advisors in Gallatin, TN, holding Series 63 and Series 65 licenses and over 26 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1999 and is co-founder and leader of Band of Brothers Bootcamp, a men's ministry nonprofit. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors using model-based strategies managed by third parties.

Andrew Mclellan is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has held roles at Moody East Investment Partners, Manning Wealth Group, Pinnacle Financial Partners, and IFS Financial Services, among others. In addition to his advisory work, he is associated with Burton Hills Investment Partners, where he supports client prospecting and relationship management. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory solutions and maintains a notable focus on municipal and public finance through its affiliations and specialized programs.

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.

Amanda Calvert is a financial advisor with Merrill in Brentwood, TN, holding a Series 66 designation and eight years of industry experience. She has been with Merrill since 2017 and previously worked at Clarksville Academy. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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, holding a Series 66 designation and 25 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than 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 through a large network of advisors and offers a range of advisory strategies, tax-efficient services, and affiliated investment options under a fiduciary standard.

Jannel Buckley is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. She previously worked at UBS Financial Services Inc. from 2016 to 2018 before joining Merrill in 2018. Buckley serves on the Town of Wake Forest Planning Board, which advises on land use and development issues. Merrill provides managed account services to Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies across diverse client segments, including individuals, high-net-worth clients, and institutional accounts.

Andrew Zentmayer is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 66 licenses and with 24 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Its financial planning process uses firm-approved tools and models outcomes with resources like Monte Carlo simulations, focusing on advisory services rather than individual security recommendations.

Jennifer Baxter is a Series 66-credentialed financial advisor with Merrill in Nashville, TN, where she has worked since 2015. She has 10 years of industry experience. Merrill offers managed account services through the Select Portfolio Solutions program to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm’s investment approach involves model-based and discretionary strategies implemented by Managed Account Advisors LLC and affiliated managers, integrated within Bank of America’s broader platform.

Andrew Burd is a financial advisor with Raymond James & Associates in Nashville, TN, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a business owner involved in a small retail operation focusing on selling various consumer goods sourced from foreign manufacturers through online platforms. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Charles Wick II is a financial advisor with J.P. Morgan Securities in Mount Juliet, TN. He holds a Series 66 designation and has 20 years of industry experience. His prior roles include positions at TD Ameritrade, Scottrade, and JP Morgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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 with Morgan Stanley Wealth Management, holding Series 65, 63, and 66 credentials and nine years of industry experience. His prior roles include positions at Exos Asset Management LLC, Aspiration, and SoFi. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

James Snellen is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor with Cambridge Investment Research Advisors since 2017. His prior experience includes roles at Mass Mutual Investors Services and MetLife Securities. Outside of advisory work, he is involved as an independent insurance agent and is employed in tax services at H&R Block. Cambridge Investment Research Advisors provides a wide range of financial planning, investment management, and retirement plan advisory services to individual and institutional clients. The firm supports a network of independent advisors and offers diverse investment implementation options, including proprietary model strategies and access to third-party managers.

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.