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.

James Dyes is a CFP® and Series 66-registered financial advisor with Edward Jones in Nashville, TN, where he has worked since 2016. He has nine years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Mark Smith is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Enterprise, Smith worked at Prudential Insurance Company of America and PRUCO Securities, LLC. LPL Enterprise offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal and third-party strategists and provides access to financial planning, third-party asset managers, and insurance products through affiliated entities.

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.

James Gibbs Jr. is a financial advisor with Raymond James Financial in Hendersonville, TN, holding the ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience and has worked with Raymond James since 2015, alongside a role at Lawrence Bank since 2020. Gibbs is also associated with F&M Wealth Management as an investment-related financial advisor. 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 institutional entities. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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 at Equitable Advisors in Nashville, TN, holding Series 65 and Series 63 licenses with 10 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 2016. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions.

Charles Watson is a financial advisor at LPL Financial with 24 years of industry experience. He holds the CFP® and CFA® designations and has a longstanding career including roles at First Tennessee and Ftb Advisors, Inc. Watson is based in Mt. Juliet, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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 CFP® and ChFC® credentialed advisor with 20 years of industry experience. She currently works at LPL Financial and previously held roles at First Horizon Bank, Ftb Advisors, Inc., First Tennessee Brokerage, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, combining advisory services with a range of non-advisory financial activities.

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.

Audrey Roell is a financial advisor with UBS Financial Services in Nashville, TN. She holds a Series 66 designation and has one year of experience in the financial industry. Her prior roles include positions at Aflac Incorporated and FirstBank, as well as self-employment. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering proprietary research and model-based asset allocation strategies.

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.

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.