Alanna Jacobson is a financial advisor at Robert Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has previously worked at firms including Merrill Lynch and Raymond James & Associates. Outside of her advisory role, she teaches dance part-time at the Fellowship School of Creative Arts and Studio 1:16. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals.

James Forster is a CFP® with 16 years of industry experience, currently serving at Raymond James & Associates since 2013. He is based in Franklin, TN, and participates on the investment committee of Saint-Andrew's Sewanee School’s advisory board. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research and model managers.

Dennis Pompa Jr. is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Charles Schwab since 1995 and served with the Battle of Franklin Trust from 2011 to 2024. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through Schwab Wealth Advisory and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Michael Baron is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds the Series 66 designation and has previously worked at ACUFF & Associates / JULY Services, MML Distributors LLC, and Massachusetts Mutual Life Insurance Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and institutional consulting services.

Stephen Elliott is a financial advisor at LPL Financial with 38 years of industry experience. He holds a Series 63 designation and has worked in the financial sector since 2004, including a 21-year tenure at Linsco Private Ledger Corp prior to his current role. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on integrating strategic, tactical, and alternative investment approaches.

Antwun Fleming is a Series 66-licensed financial advisor with UBS Financial Services in Nashville, TN, with one year of industry experience. Before joining UBS, he worked at Amazon and Target. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating as a futures commission merchant and providing underwriting and principal trading activities.

Albert Rush is a financial advisor at Edward Jones in Nashville, TN, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016 and also maintains an ongoing role at SIB Development & Consulting, Inc. since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Matthew Barnes is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having four years of industry experience. He has worked with Primerica Advisors since 2022 and Primerica Financial Services since 2021. Prior to that, Barnes held roles with the Tennessee Department of Transportation and Johnson Barnes Government Relations. In addition to his advisory work, he is involved in sales of loan products and home security services through Primerica-affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients with approximately $15.5 billion in assets under management. The firm uses primarily model-driven investment strategies supported by third-party asset managers and offers a range of portfolio approaches including strategic, tactical, and income-distribution models.

Madelyn Malczewski is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Kroll, Caterpillar Financial, and other firms. Robert Baird & Co. is a large institutional firm that provides wealth management services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and uses in-house research and technology to support its advisory processes.

Randall Wilson is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, manages approximately $1.01 trillion in assets, and operates a nationwide network of more than 23,700 financial advisors.

Robert Mc Mahan is a financial advisor with Merrill in Nashville, TN, holding a Series 66 designation and 27 years of industry experience. He has been with Merrill since 1998 and has concurrently worked at Bank of America, N.A. since 2011. 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 strategies constructed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dempsey Moody IV is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 21 years. Outside of his advisory role, he is also licensed as an agent offering fixed annuities, indexed annuities, and long-term care insurance. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides a range of financial services such as brokerage and investment advisory, retirement plan consulting, and access to third-party money managers through a large network of affiliated advisors.

Christopher Otillio is a financial advisor with Robert W. Baird & Co. in Nashville, TN. He holds a Series 66 designation and has 17 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Otillio serves as a board member of YWCA Nashville. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing both manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Lee Slotnik is a financial advisor with Morgan Stanley in Franklin, TN, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley, he worked at International Business Machines from 2011 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning through dedicated teams. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.

Hunter Dodd is a Series 66-licensed financial advisor with Thrivent Investment Management and has been with the firm since 2025. He previously worked at Red Mountain Group and Descansando Partners, and has a background that includes education roles at the University of Mississippi and various schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and written recommendations across multiple planning areas. The firm offers these services as either one-time or ongoing engagements, separate from portfolio management.

Frank Haviland is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Raymond James since 2015 and currently serves as Vice President and Financial Advisor at FirstBank Wealth Partners in Franklin, TN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

James Pettigrew Jr. is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 license and 17 years of industry experience. His prior roles include positions at Sinor Marcum Group, Joshua Marcum, Thomas Sinor Jr., Waddell & Reed, Inc., and the W&R Insurance Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Robert Englehardt is a financial advisor with Ameriprise in Nashville, TN, holding a Series 66 designation. He has worked in the financial industry since 2023, including positions at Baird and Ameriprise, and has a background in education at Western Kentucky University and McLean County High School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement income planning with a written Recommendation Report and ongoing advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools, with enrollment requiring a minimum level of investable assets and the inclusion of Ameriprise managed accounts.

Caleb Graham is a financial advisor with Robert Baird & Co. holding a Series 66 designation. He has less than one year of industry experience, with prior positions including roles at MML Investors Services, LLC and MassMutual Life Insurance Co. Outside of finance, he has experience working at Woodward Park Church of Christ and educational institutions. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, featuring both discretionary and non-discretionary strategies supported by internal research and technology tools.

Cody Tellis is a Senior Financial Advisor with Merrill Lynch Wealth Management and the founder of The Tellis Group, established to provide a unified source for comprehensive wealth management. With over 25 years of experience across the private and public sectors, Cody's professional background combines business ownership, banking, tax planning, and law. This diverse experience equips him to address the unique opportunities and challenges associated with significant wealth. Cody holds a Juris Doctorate Degree from Trinity Law School and a Master’s Degree from St. Thomas University, enhancing his ability to offer informed financial insights to his clients. His areas of focus include tax-sensitive trust and estate planning services, financial services for nonprofits, business succession planning, individual and corporate captive insurance, college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, portfolio management services, and tax minimization. Cody does not provide legal or tax advice in his role with Merrill and advises clients to consult appropriate professionals for these services. Outside of his professional life, Cody enjoys music, spending time with his family, and traveling.