Holden Varvel is a CFP®-credentialed financial advisor with five years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He previously worked at Total Wealth Planning, LLC, and Penn Mutual Life Insurance Co. Outside of his advisory role, he is involved as a financial planner with Vocare Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations, using tailored, non-discretionary planning supported by advanced analytical tools.

Erica Feldblum is a CFP® professional with 33 years of industry experience, currently serving at LPL Financial since 1999. Based in Nashville, TN, she holds Series 63 and Series 66 licenses. Outside of her advisory role, she works part-time as a blackjack dealer. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, and institutions, offering a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Christopher Sigmund is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He is based in Nashville, TN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Guilbert Brandon IV is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. His previous roles include positions at Bank3 and B. Riley FBR, Inc., as well as experience with Birmingham Legion FC and Samford University. 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 client base, including individuals, institutions, and municipalities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Michelle Proctor is a CFP® with 25 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. She previously worked at Crown Capital Securities, LP for 12 years. In addition to her advisory role, she is involved in fixed insurance trails as a non-variable insurance activity. 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, financial planning, and retirement consulting, utilizing various model portfolios and research resources.

Zachary Rakestraw is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services Inc. 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 leverages proprietary research and model-based asset allocations to tailor client plans.

Alec Beauchemin is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His work history includes roles at MML Investors Services, MassMutual Life Insurance Company, and the International Marketing Company. In addition to advising, he is licensed as an insurance agent for various types of life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, annual financial planning engagements.

Kenneth Farley is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Pinnacle Financial Partners and Raymond James Financial Services since 2018. Outside of finance, he has been involved in photography since 2010. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

April Chapman is a financial advisor at Raymond James & Associates in Nashville, TN, with 26 years of industry experience. She holds the Series 66 designation and has worked at Raymond James & Associates since 2013. Outside of her advisory work, Chapman has been involved in part-time driving and delivery services with Uber since 2017. 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 client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Graham Kennedy III is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Shamrock Trading Corporation and Raymond James Financial, Inc. Outside of finance, he has held positions at various organizations including Amsterdam Cafe and Auburn University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, delegated management approaches, and advisory roles to multiple registered investment companies and fund-of-funds.

Marc Wilson is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in rental real estate ownership. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Jeffrey Jones is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Suntrust Advisory Services and Suntrust Investment Services. Outside of his advisory role, he is a one-third owner and investor in Stirr-up LLC, a private company based in Nashville. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies utilizing both in-house and third-party managers.

John Piovarcy is a financial advisor at Merrill with 24 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2000, concurrently affiliated with Bank of America since 2009. 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. The firm offers model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paola Delucas is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Alicia Vanderschuere is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and has prior work experience at JOANN Stores and Big Lots. In addition to advising, she is a partner in The Bridge, an organization that provides networking and educational support for individuals experiencing job transitions, and she owns The Retail Boutique LLC, which offers sales support between vendors and retailers. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting through various advisory programs, employing tailored, non-discretionary strategies supported by extensive research and a diverse portfolio management approach.

Andrea Devon is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and 12 years of industry experience. She has worked at UBS since 2019 and has concurrently held roles with Elmira Savings Bank and LPL Financial since 2014. 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. The firm utilizes proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Karissa Jackson is a financial advisor at Osaic with two years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Lincoln Financial Advisors Corporation and other financial firms. Outside of her advisory work, she operates a dog-sitting business. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisors, offering integrated investment advisory and brokerage services across multiple platforms. The firm employs asset-allocation tools and model portfolios, catering to individual and institutional investors with both discretionary and non-discretionary account management.

Linda Vanauken is a financial advisor at Raymond James & Associates with 28 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2013. Outside of her advisory role, she is the owner of a rental condominium in Nashville, TN. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and specialized services such as municipal advisory and employer retirement plan consulting.

Alden Cox Jr. is a financial advisor with LPL Enterprise holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He previously worked at Prudential Insurance Company of America and PRUCO Securities, LLC. His other business activities include affiliations with Manhattan National Life Insurance Company, Mutual of Omaha, and Shenandoah Life Insurance Company. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products, utilizing an integrated platform that combines adviser programs with active sales of other financial products.

Ryland Smith is a financial advisor at Ameriprise with a Series 66 designation. He joined Ameriprise in 2024 and has held various positions across industries including consulting and education since 2016. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income and tax-aware withdrawal strategies through its Premier Retirement Income service.