Mallory House is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her work history includes roles at Bank of America, Main Event, Inc., and Pilot.com. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jeremy Hansen is a Series 66-registered financial advisor with Thrivent Investment Management in Nashville, TN. He has been with Thrivent and its affiliates since 2025. Prior to his current role, he held positions at Tennessee Tech University and Cumberland University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses without discretionary trading authority. The firm allows clients to combine planning with managed accounts through a consolidated billing option called WealthPlan, while keeping planning and asset management separate.

Tammy Rogan is a financial advisor with Robert W. Baird & Co. in Dickson, Tennessee, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Robert W. Baird & Co. since 2001. Outside of her advisory role, she is a co-owner of Printer's Ink, a non-investment-related business. Robert W. Baird & Co.’s DDK Group, where she practices, serves individuals, families, pensions, corporations, and institutional clients by offering financial planning and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across a range of strategies and account types.

Suzanne Stewart is a financial advisor at Cetera with two years of industry experience. Prior to joining Cetera in 2025, she worked at Aristotle Circle for twelve years. Outside of financial advising, she owns Great Jones Events, a photography business focused on photo shoot set design. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of investment management and planning services through a large network of independent advisors, employing multiple portfolio management strategies and program options.

Ralph Ruby III is a Series 66–licensed financial advisor with Edward Jones in Hendersonville, TN, where he has worked since 2009. He has 17 years of industry experience. Outside of his advisory role, he is an owner of a timeshare rental business in Breckenridge, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Justin Newman is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Pinnacle Bank since 2019 and has been affiliated with Raymond James Financial Services Advisors, Inc. since 2018. Outside of his advisory role, he serves as Client Services Director at Pinnacle Asset Management in Nashville. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm focuses on non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and multiple implementation options.

Joseph Reedy is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Cetera, Regions Investments, Axa Advisors, Equitable Financial Life Insurance, and Fifth Third Securities. He is based in Nashville, TN. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Upshaw is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 1997. He holds a Series 63 license and is based in Brentwood, Tennessee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Van Pelt is a Series 66 credentialed financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, he held various roles including ownership of a sports card sales business where he sells cards through eBay and livestreams on WhatNot. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based planning covering retirement, tax, estate, and other financial topics without portfolio management or discretionary trading authority.

Morgan Bumbaugh is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and has worked previously at Cherry Bekaert LLP, Southern Baptist Foundation, Frasier, Dean & Howard, PLLC, and KPMG. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, combining manager-traded and model-traded strategies with ongoing manager selection and internal research.

Jacqueline Onan is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 credential and 18 years of industry experience. She previously worked at Edward Jones for 14 years and had a brief tenure at M&M Wealth Management, LLC. Outside of her advisory role, she owns Jackie Danza Enterprises, involved in non-investment-related business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from LPL Research and third-party subadvisors.

Jeff Fink is a financial advisor at LPL Financial based in Nashville, TN, holding a Series 66 designation with 16 years of industry experience. His work history includes roles at United Community Bank, Ameriprise Financial Services, and Investment Professionals Inc. Outside of advisory, he is involved with United Community Advisors, a business entity related to his LPL work. 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 range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Anne Morgan is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding a Series 66 designation and 22 years of industry experience. She has been with Robert W. Baird & Co. since 2006. 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 customized financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, with both discretionary and non-discretionary approaches.

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.

Andrew Guzman is a Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with individuals and families to assist in making educated decisions regarding their financial plans. His work involves considering appropriate investment strategies aligned with clients' future goals, including tax-efficient investing and estate planning, as well as co-creating customized retirement plans to ensure a sound financial structure. Andrew has been with Fidelity Investments since 2015, progressing through several roles including Financial Representative, Investment Solutions Representative, Workplace Planning Consultant II, Investment Consultant, and Financial Consultant before his current position. This progression reflects his growing experience in financial consulting and investment management.

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.

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. His career includes roles at Raymond James Financial Services Advisors and Lawrence Bank. He is also affiliated with F&M Wealth Management as a financial advisor. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory services and maintains a notable presence in municipal and public finance through its institutional and client service programs.

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.