John Madison is a financial advisor with Stifel Nicolaus & Co Inc in Nashville, TN, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group.

Michael Maroni is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management, where he has been serving clients for over 31 years. He leads a team of 10 professionals based on Bainbridge Island, Washington, assisting clients across 32 states with managing their wealth and achieving their financial goals. His approach emphasizes listening closely to clients to tailor strategies that align with their unique objectives. His expertise spans retirement income, legacy planning, portfolio management services, and tax minimization. Michael's career began at Merrill Lynch in 1990, and after over a decade in advisory roles and management, he returned to direct client engagement. He now leads a multigenerational team focused on serving retirees, executives, business owners, and their families. Michael holds a Bachelor's Degree from Vanderbilt University and the Personal Investment Advisor (PIA) designation. He has served as a board member of Big Brothers Big Sisters in Puget Sound and is involved with the Cold Water Conservation Board of Trout Unlimited. Outside of work, he enjoys boating, fishing, golfing, and spending time with his family.

Lisa Strane is a financial advisor at Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses with 33 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007. Outside of her advisory work, she is involved in a private placement with Mrs. Pride/Dream Team Racing LLC. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by proprietary tools and serves clients through both direct and corporate financial planning agreements.

Franklin Ballard Jr. is a Series 66-licensed financial advisor with Edward Jones, based in Nashville, TN. He has 19 years of industry experience, including 17 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christian Sarver is a financial advisor with LPL Financial, holding Series 66 and Series 63 credentials and eight years of industry experience. He has worked at LPL Financial since 2022 and has prior experience with firms including Edward Jones and Luken Investment Analytics. Outside of advisory work, he is a contract driver for Uber Eats. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios, providing both discretionary and non-discretionary management options.

Nicole Mcleod is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. 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, institutional plans, and municipal entities, offering financial planning, advisory programs, and institutional consulting through specialized divisions.

Lydia Thompson is a financial advisor with LPL Financial in Hendersonville, TN, holding Series 63 and Series 66 credentials with 26 years of industry experience. She has been associated with Linsco Private Ledger since 2006. Thompson also provides tax return preparation and bookkeeping services during tax season and is a licensed notary. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Bryce Snyder is a financial advisor with Raymond James Financial in Nashville, TN, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles in education and the hospitality industry. He is also involved with Adams Wealth Partners, a non-investment-related support company based in Nashville. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Colin Nasser is a financial advisor at Morgan Stanley in Nashville, TN, holding a Series 66 designation. He has been with Morgan Stanley since 2026 and previously worked at Onieal and Associates in 2024. Before entering the industry, he was a full-time student and has no prior industry experience. 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 emphasizing structured financial planning and employs firm-approved planning tools to support client outcomes.

Jonathan Johnson is a Series 65-licensed financial advisor with Fisher Investments, based in Mt Juliet, TN. He has 12 years of industry experience and has been with Fisher Investments since 2013. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research, and it offers sub-advisory and retirement plan services to a diverse client base.

Kenneth Ford is a CFP® with 18 years of industry experience, currently affiliated with Raymond James Financial in Nashville, TN. He previously worked for LPL Financial for nine years and is also associated with Pinnacle Asset Management and Pinnacle Bank/Pinnacle Financial Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting, utilizing advanced modeling tools, and supports municipal and public finance work alongside employer advisory programs.

Mitchell Nini is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2014, including a concurrent role at Bank of America, N.A. since 2022. 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, and institutions.

Barry Bresnahan is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 credential and previously worked for AstraZeneca LLP for 22 years. Outside of his advisory role, he owns Bresnahan Wealth Management, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Gary Rzucidlo is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66, Series 63, and Series 65 licenses. Prior to joining J.P. Morgan Securities and J.P. Morgan Chase Bank in 2019, he worked at Bank of New York Mellon for nine years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework to its investment recommendations.

Susan Biederstedt is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Her career includes roles at JPMorgan Chase Bank and Meridian Hills, as well as involvement with educational institutions and nonprofit programs such as Culver Academies, Denison University, and the Washington Township Tennis Program. She also worked with Sweet Things Chocolate, reflecting a diverse range of professional experiences outside finance. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, emphasizing asset-allocation advice and manager searches. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Chase Mehaffey is a financial advisor at Raymond James & Associates with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Trinity Wealth Securities, Florida Financial Advisors, and a period as an employee of The University of Alabama. 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, and offers a range of financial planning and advisory services with a focus on tailored, non-discretionary investment consulting.

Ashley Chavarria is a financial advisor at UBS Financial Services in Nashville, TN, with two years of industry experience. She holds the Series 66 designation and has previous experience at Morgan Stanley and Strickler and Prieto CPA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services.

Crystal Beastrom is a financial advisor with Merrill in Nashville, TN, holding a Series 66 credential and having one year of industry experience. She previously worked at Truist for nine years before joining Merrill. Outside of her advisory role, she serves as the secretary and a board member of the Chickering Homeowners Association in Atlanta. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kevin Commander is a financial advisor with Edward Jones in Gallatin, TN, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Bryan Brinks is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He previously worked at Affinaquest for 15 years and is also the owner of Optimum Wealth Group, LLC. Brinks holds a Series 66 designation and operates in Hermitage, Tennessee. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers a range of investment implementation options, including proprietary and third-party strategies, and maintains formal compliance and supervisory processes.