Kelcey Cochran is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has worked at Pax Wealth Group and True North Advisors. Outside of his advisory work, he has been employed as a bartender at Westbound Honky-Tonk since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jackson Tucker is a financial advisor at Raymond James & Associates with two years of industry experience. He holds Series 65 and Series 63 licenses. His prior work history includes roles at Northwestern Mutual Investment Services, LLC, NMA Inc, and H. McKinley Wiggins. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Robert Richardson is a financial advisor at Morgan Stanley in Nashville, TN, holding a Series 66 designation with 16 years of industry experience. His prior work includes nine years at UBS Financial Services before joining Morgan Stanley Smith Barney LLC in 2019, and later Morgan Stanley Private Bank, N.A. from 2022 to 2025. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and utilizes structured planning tools such as Secular Return Estimates and Monte Carlo simulations to assist clients in modeling outcomes.

Brian Smith is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Eva Newbold is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. Her prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. She is currently based in Joelton, TN. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal advisory and SIMPLE IRA Employer Advisory programs.

Dimitris Lorandos is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 40 years of industry experience. He has been with Cambridge Investment Research Advisors since 2007. Outside of his advisory role, he is the owner of Financial Solutions Group, LLC, and also works as an independent insurance agent. Cambridge Investment Research Advisors is a large, SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing various investment strategies and platform arrangements tailored to client objectives.

Gavin Tarquinio is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he helps generations of families create comprehensive and personalized wealth strategies focused on the growth, preservation, and transfer of their wealth. He coordinates a team of specialists, including an Investment Manager, a member of the Advanced Planning team, and a Trust Officer, to enhance the planning process as needed. Gavin has been with Fidelity Investments since 2013, progressing through various roles including Financial Representative, Investment Consultant, Financial Consultant, and Vice President Financial Consultant before assuming his current position in 2018. His experience encompasses a broad range of wealth management and financial consulting responsibilities. Outside of his professional work, Gavin has interests in art, family activities, social events with friends, music, surfing, and traveling.

Jared Jones is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and G4S. Jared has been with Fidelity Investments for five years, including his current role since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and advisory roles with multiple registered investment companies.

Sally Burgess is a financial advisor at UBS Financial Services in Nashville, TN, holding Series 63 and Series 66 licenses with 16 years of industry experience. She has been with UBS since 2017. 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 array of capital markets and research resources.

Kate Mielke is a financial advisor at UBS Financial Services with a Series 66 designation and under one year of industry experience. Her prior work includes roles at Saltsman Brenzel and Executive Housing Consultants, Inc., as well as educational positions from 2015 to 2025. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor client plans. The firm’s platform includes institutional trading capabilities alongside wealth management offerings.

Waymon Tipton is a CFA charterholder with 34 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. He has also worked at Jjb Hilliard Wl Lyons and Avondale Partners, LLC. Outside of his advisory role, Tipton co-owns a car wash business operated primarily by his son. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations. The group provides a range of consulting and portfolio management services, tailoring investment strategies to client goals and risk tolerances through both in-house and third-party managers.

Pate Shipley is a Planning Consultant on the Wealth Management Team at Fidelity's Franklin Investor Center. In this role, he partners with clients to identify and clarify their investment goals, developing tailored financial plans and strategies that align with each client's specific situation. His approach begins with a clear focus on the client's end objectives and prioritizes their interests throughout the planning process. Pate's professional experience includes positions as a Relationship Manager at Fidelity Investments from 2022 to 2023, and as a Financial Advisor at Raymond James Financial Services from 2020 to 2021. This background provides him with a foundation in client relationship management and financial advising within the investment and wealth management sectors. Outside of his professional work, Pate enjoys outdoor activities such as camping, canoeing, and hiking.

Brenton Harrison is a financial advisor at OSAIC with 16 years of industry experience. He has held positions at OSAIC since 2018 and previously worked at Signator Investors Inc for nine years. Harrison is a member of the Vanderbilt Institutional Review Board and contributes to financial literacy through speaking engagements and video courses, in addition to writing articles for the Investopedia Advisor Council. OSAIC serves a diverse client base including individual, high-net-worth, and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and third-party solutions to manage portfolios across a range of investment types.

Josiah Lotz is a financial advisor with Merrill in Nashville, TN, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Bank of America, N.A., Fidelity Investments, and Western Governor's University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Hannum is a financial advisor with Edward Jones in Gallatin, Tennessee, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2020, he worked at Farmers Insurance and Windham Professionals Inc. He also co-hosts a weekly two-hour radio show, "The JT and Johnny Show," which features Nashville songwriters discussing and performing their music. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions and separately managed accounts.

Christopher Kelly is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory work, he serves as Secretary and board member of the West End Terrace Homeowners Association, a role he took over from his father. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by in-house research and a range of portfolio management styles.

Ronald Ganser is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in 1984 at Merrill's San Francisco office as an investment professional. Prior to his career in financial advising, Ron worked as the Controller for a small business for four years, providing him with insight into the challenges and opportunities associated with managing a growing business. Ron holds an Associate's Degree from the University of Wisconsin System and has earned the designation of Personal Investment Advisor (PIA). He and his wife, both alumni of the University of Wisconsin in Madison, reside in Columbia, Tennessee with their three children. They participate in various local activities and charitable organizations.

Malcom Liles is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2018. Prior to joining Baird, he worked at Sano Informed Prescribing, Inc. from 2015 to 2018. Outside of his advisory role, he is involved in community and educational activities, including coaching youth lacrosse and serving on the finance committee and as co-treasurer of the Martha O'Bryan Center, a nonprofit providing early learning and after-school programs. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including 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 to implement a variety of investment strategies.

Robert McAleer is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with UBS since 2017 and serves on the Board of Trustees at Dexter Southfield School, including roles on the Audit Committee and as Co-Chair of the Development Committees. Additionally, he is involved with Vanderbilt University's capital campaign and oversees an irrevocable insurance trust for a family member with special needs. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and offers a broad range of investment products and capital markets services.

Scott Pimentel is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Quell Financial Group and Waddell And Reed, Inc. He has also worked in insurance-related activities through multiple carriers. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering advisory programs, financial planning, and brokerage services supported by in-house and third-party research.