Spencer Provow is a CFP®-certified financial advisor with Raymond James Financial, based in Nashville, TN, and has 18 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2015. Outside of his advisory role, he is involved as an investment advisor with Adams Wealth Partners and is a partner in a real estate venture focused on property acquisitions in Middle Tennessee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, and institutional clients. The firm employs a non-discretionary advisory approach using risk profiling and modeling tools to tailor recommendations to client goals.

Madeline Brunkey is a CFP®-certified financial advisor with Cambridge Investment Research Advisors in Nashville, TN, with four years of industry experience. She has worked with Cambridge Investment Research Inc. since 2014 and has also served as an independent contractor in the healthcare sector. Cambridge Investment Research Advisors serves a variety of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multibillion-dollar asset base and offers services through multiple platforms and custodians, including proprietary model strategies under the Founders Gate Capital brand.

Patrick Sims is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at ServisFirst Bank from 2015 to 2018. Outside of his advisory role, Sims is a minority owner and board member of Superior Care Home Inc., a healthcare and long-term care facility, and serves on the Board of Overseers at Bellarmine University, where he supports fundraising and alumni engagement. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Robinette is a financial advisor with Mass Mutual Investors Services in Brentwood, TN, holding a Series 66 designation and 14 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2011. Robinette is the founder of Lighthouse Planning LLC, a fee-based financial planning firm, and also operates The Chris Robinette Company, which focuses on non-financial business activities such as speaking, coaching, and training. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as ongoing collaborative relationships that use firm-approved analytical tools to develop written recommendations.

Suzanne Smith is a financial advisor with Merrill in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Merrill since 2010 and also has a tenure at Bank of America, N.A. since 2016. Outside of her advisory role, she serves as a power of attorney for several family members. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rosemary Lombardy is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. She has been with UBS since 2000. Outside of her advisory work, she is co-owner and secretary of Lombardy Farms LLC and Emporia LLC, businesses involved in citrus, fern, and gift fruit packing. She is also the author of a self-help book titled *Breaking Bonds: How to Divorce an Abuser and Heal—A Survival Guide*, which includes an associated website providing resources for abused women. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor solutions to clients’ goals and risk tolerances.

Taylor Francis is a CFP® and ChFC® with 18 years of experience in the financial services industry. He has worked at Raymond James Financial Services Advisors Inc., Pinnacle Bank/Pinnacle Financial Partners, and SunTrust Investment Service, Inc. since 2010. He serves on the finance committee for Percy Priest Elementary PTO, providing financial recommendations to support the organization's goals. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting aligned with client objectives and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

William Eskind is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding a Series 63 designation and 34 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2008 before joining Wells Fargo Clearing in 2016. Eskind serves as an investment committee member for the Jewish Federation of Nashville and Middle Tennessee and the West End Synagogue. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets, offering both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party databases.

Stef Jordan is a Series 66-licensed financial advisor with Edward Jones, based in Brentwood, TN, and has two years of industry experience. Prior to joining Edward Jones, Stef held positions at UBS and spent several years in higher education roles at Lipscomb University and Marymount University, where they currently serve part-time as a budget analyst. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Troconis is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 designations and has worked at JPMorgan Chase Bank, N.A. since 2021. Prior to that, he was employed at Wells Fargo and has held various roles in the automotive industry and at the U.S. Census Bureau. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and includes broader derivatives and commodities capabilities.

Jonathan Stone is a Series 65-licensed financial advisor with Fisher Investments, based in Nashville, TN. He has nine years of industry experience, all of which he has spent with Fisher Investments since 2016. Fisher Investments provides discretionary portfolio management for a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment decision process combining quantitative and qualitative analysis to construct diversified portfolios and employs various risk management and tax-aware strategies.

Albert Hooper III is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 2001. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a combination of in-house and third-party managers across a range of investment strategies.

Hugh Sloan is a financial advisor with Wells Fargo Clearing who holds a Series 63 designation and has 45 years of industry experience. His career includes tenures at Wells Fargo Clearing from 1999 to 2009, UBS Financial Services from 2009 to 2014, and Morgan Stanley from 2014 to 2021 before returning to Wells Fargo in 2021. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and combines research from its Wells Fargo Investment Institute with third-party data to guide investment and retirement plan offerings.

James Wilson is a CFP® professional with 40 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Brentwood Financial Partners, Commonwealth Financial Network, and Mass Mutual Investors Services. Outside of his advisory work, he has been involved in fixed insurance sales and leads Wilson Financial Group, LLC, which operates as Brentwood Financial Partners. 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 and access to model portfolios and third-party asset managers.

Jacob Collier is a financial advisor with LPL Financial in Hendersonville, TN, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he operated Collier Wealth Insurance Services, where he remains a 50% owner and insurance agent. His background includes roles outside finance such as driving for Uber and DoorDash. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a wide range of investment strategies.

Carly Durard is a financial advisor with Edward Jones in Hendersonville, TN, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Edward Jones in 2023, she worked at Fifth Third Securities, Fifth Third Bank, Lendmark Financial, and SunTrust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Bradley Dildy is a financial advisor at Morgan Stanley in Nashville, TN, holding a Series 66 designation. He has been with Morgan Stanley and its Private Bank since 2025, with brief prior roles outside the financial industry. Morgan Stanley Wealth Management offers a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling but generally acts in an advisory capacity rather than as an ERISA fiduciary unless separately engaged.

Angela Williams is a financial advisor at Raymond James & Associates with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James & Associates since 2008, with a brief period at Robertson County Schools from 2021 to 2023. 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 and non-discretionary investment consulting through various programs and affiliated research resources.

Roger Rhodes Jr. serves as a Senior Resident Director and Wealth Management Advisor at Merrill. He focuses on empowering busy professionals by providing personalized, holistic financial strategies to help achieve their goals. His responsibilities include working with clients to develop goal-based strategies, servicing new and existing clients, delivering client reviews, and advising on life insurance and annuities. Roger engages closely with clients to address their concerns and assist in reaching their financial objectives. Roger began his financial services career in 2006 as a licensed personal banker and joined Merrill in 2012. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his Bachelor’s degree from the University of Tennessee. Roger specializes in client areas such as college education planning, corporate benefits, divorce transition planning, employee benefits planning, family wealth management strategies, personal retirement planning, socially responsible investing, tax minimization, and retirement income. Originally from Knoxville, Roger now resides in Nashville with his wife Kristi and their three children. He volunteers with Ronald McDonald House and enjoys boating, chess, fishing, golfing, spending time with family, and traveling.

Cade Nicholson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their attitudes towards opportunity and risk in the marketplace, aiming to develop asset allocations that align with their goals. Through continuous reassessment and a goals-based approach to wealth management, Cade prioritizes building strong relationships that foster open dialogue to address multiple aspects of clients' financial lives. Cade holds a Bachelor of Arts degree in Business Management from Texas State University. He entered the financial services industry in 2012 as a client associate at Merrill Lynch in Midland, Texas, working alongside his mother, Rebecca Nicholson. He holds the Series 7, 66, 9, and 10 FINRA registrations and the Personal Investment Advisor (PIA) designation. Together, they serve a diverse group of individuals, families, and businesses. Residing in Tennessee with his wife Katie White, Cade manages the family farm known as the White Nickel Ranch. Outside of work, he is involved in activities such as western riding lessons, managing grass-fed beef and pasture-raised poultry, alongside their three farm dogs. Cade is also engaged in community organizations including the Arts Council of Midland, Big Brothers Big Sisters of the Permian Basin, and serves as a Venture Crew Advisor for the Boy Scouts of America.