Dallas George is a financial advisor at Equitable Advisors with 22 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2003, previously associated with Axa Advisors, LLC. Outside of his advisory role, he is the owner and sole proprietor of Waypoint Financial Partners, LLC, and is involved in patent filings through DG Technologies. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage channels tailored through a client intake process that assesses goals, risk tolerance, and time horizon.

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.

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.

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.

Richard Carter is a Wealth Management Advisor at Merrill Lynch Wealth Management. He assists clients in developing personalized financial strategies that aim to pursue their long-term goals, integrating insights from Merrill with banking and lending solutions from Bank of America. His approach involves a disciplined wealth management process, including a comprehensive review of each client's financial situation to identify key areas such as estate planning, retirement planning, and insurance. He has expertise in areas including college education planning, corporate executive services, divorce transition planning, executive compensation, equity compensation services, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Richard holds a Bachelor's Degree from Cumberland University and a Master of Business Administration (MBA) from Belmont University. He has earned the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Originally from Brentwood, Tennessee, Richard now resides in Nashville. He is involved with the Massey School of Business Graduate Council and values community participation, which is reflected in his volunteer activities. In his free time, he enjoys playing golf, watching sports such as baseball and football, listening to music, reading, spending time with his family, and watching movies.

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.

William Hargett is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James & Associates, Jackson National Life Distributors LLC, and Edward Jones. Merrill provides managed account services through the Select Portfolio Solutions program to a broad client base, including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s corporate platform.

Brandon Sullivan is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds the Series 66 designation and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services, including fee-based financial planning and portfolio management.

William Webster is a Series 66-licensed advisor with LPL Enterprise, based in Franklin, TN, holding two years of industry experience. His prior roles include positions at Equitable Advisors, LLC, and various unrelated fields such as Walmart and Vanderbilt University Medical Center. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering services through advisory and brokerage channels supported by an integrated platform that includes financial planning, asset management programs, and insurance products.

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.

Adam Copp is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America N.A., Merrill, and Sculpture Hospitality. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Matthew Curtis is a financial advisor with Ameriprise in Murfreesboro, TN, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet specific asset thresholds. The firm uses a centralized consulting team to provide non-discretionary, research-driven recommendation reports that incorporate tax-smart strategies and adaptive withdrawals, primarily for clients with Ameriprise-managed accounts.

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.

William Hammer Jr. is a financial advisor with LPL Financial holding a Series 66 credential and 18 years of industry experience. Prior to joining LPL in 2024, he worked for SCF Investment Advisors and SCF Securities from 2015 to 2024. He is also an author outside of his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services supported by proprietary and third-party research and technology.

Sheala Smith is a financial advisor at RBC Capital Markets with Series 63 and Series 65 licenses and 29 years of industry experience. Her prior roles include positions at Janney Montgomery Scott, Wells Fargo Clearing, and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Dustin Scobey is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His prior roles include positions at LPL Enterprise and Prudential Insurance Company of America. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by 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 broker-dealer, relying extensively on LPL-sponsored programs and endorsed third-party managers to provide advisory and brokerage solutions.

Katherine Burgess is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. She has worked at LPL Financial since 2013, with a four-year period at CUNA Mutual Group and CUNA Brokerage Services between 2018 and 2022. Outside of her advisory role, she is employed by FORA in a non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios, third-party research, and technology-driven strategies.

Mason Mc Giboney is a financial advisor with Raymond James Financial Services Advisors, Inc. in Franklin, TN, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at UBS, Morgan Stanley, and Wilson Bank & Trust. He serves as a volunteer committee member on the Finance Committee for the Special Olympics of Tennessee. 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 offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through client interviews and risk profiling.

Angela Wingfield is a financial advisor at Robert W. Baird & Co. in Franklin, TN, with 12 years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2019, following positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. 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 tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and complex investment strategies.