W. Curzon is a CFP®-designated financial advisor with 34 years of industry experience, currently affiliated with LPL Financial in Little Rock, AR. Prior to LPL, Curzon spent over 16 years with Simmons First Investment Group, Inc., and continues to serve in roles related to investment services at Simmons Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, supported by model portfolios and research from LPL Research and third-party subadvisors.

Frank Bellar III is a financial advisor at Stifel with 16 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services before joining Stifel in 2020. Bellar serves on the advisory board of the East Tennessee Historical Society, providing guidance on the organization’s financial operations. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support client planning and decision-making.

Jessica Harris is a financial advisor at RBC Capital Markets with three years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and First Look Consulting. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s Advisory Risk Profile.

Patsy Bass is a Series 66-licensed financial advisor at Merrill with 28 years of industry experience. She has been with Merrill and Merrill Lynch since 1996, based in Nashville, TN. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its offerings within Bank of America’s broader platform, providing access to a wide set of products and services.

Mark Summers is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its process.

Benjamin Nathan is a Series 66 licensed financial advisor with seven years of industry experience. He has worked at Wells Fargo Clearing Services since 2020 and previously held positions at Merrill, Bank of America, and MassMutual. Outside of his advisory role, he co-manages a rental property in Nashville with his fiancée. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Jeremy Stephens is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 credential and has previously worked at Bank of America and Merrill. Outside of his advisory role, he serves as a trustee for irrevocable trusts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

George Moody is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and previously worked at Taylor Securities, Inc. for 14 years before joining Pinnacle Asset Management and Pinnacle Bank. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth individuals, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies through detailed client assessments and a variety of implementation options.

Jeffrey Pratt is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at OSAIC, Fsc Securities Corp, and Next Financial Group Inc, in addition to operating his own firm, Jeff Pratt And Associates, since 2009. He is also involved in Harris and Pratt Wealth Management, which he manages as part of his investment-related activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning services, and access to research and model portfolios, supporting both discretionary and non-discretionary investment management.

Trenton Sipes is a financial advisor with Edward Jones in Goodlettsville, TN, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as an Infantry Officer and State Level Operations Officer in the Tennessee Army National Guard. 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 through a large nationwide network of advisors and offers a range of investment advisory programs and affiliated financial services.

Nathaniel Fredricks is a financial advisor with J.P. Morgan Securities in Nashville, TN, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Morgan Stanley and The Prudential Insurance Company of America. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting alongside affiliated brokerage and investment management capabilities.

Tammy Nevil is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Peyton Haley is a financial advisor at Raymond James & Associates with four years of industry experience and holds the Series 66 designation. Prior to joining Raymond James in 2021, Haley worked at Cat Financial and TSSAA and also held roles with the University of Tennessee's Recreational Department and Knoxville campus. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and government entities. The firm provides non-discretionary wealth advisory planning and investment consulting through its Wealth Advisory Services Program and offers specialized services such as municipal advisory and institutional fiduciary solutions.

Dakota Corum is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. Prior to joining Cetera, Dakota worked at ERP Retirement Services and Acuff & Associates. Outside of finance, Dakota is involved in entrepreneurial activities including Shelbyville Cheer and Tumble LLC and Corum Real Estate Group LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a large nationwide network of independent advisors and employs a multi-manager approach with access to affiliated and third-party portfolio managers.

Michael Williams Glaser is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds the Series 66 designation and previously worked at SunTrust Advisory Services and Suntrust Investment Services, Inc. from 2014 to 2024. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s Advisory Risk Profile.

Robert Cook is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leads a boutique advisory team focused on delivering high-touch, high-quality services to a select group of affluent families. His practice specializes in addressing the unique needs of corporate executives, business owners, and retirees by providing customized strategies that leverage Merrill’s resources to simplify financial complexities and help clients achieve their family priorities and long-term goals. With over 25 years of experience, Robert advises successful business owners and executives on wealth management, exit planning, equity compensation, cash flow planning, risk management, and tax-efficient strategies. As a Certified Exit Planning Advisor® (CEPA), he guides business owners through the exit planning process, aligning business, personal, and financial objectives to maximize value and preserve wealth and legacy. For executives, he offers strategic support to navigate transitions from executive roles into retirement or their next life phase. Robert holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Certified Private Wealth Advisor® (CPWA) designations, along with FINRA Series 7, 24, and 66 registrations, and is insurance licensed. His educational credentials include a Bachelor’s degree from Lipscomb University and a Master of Business Administration with a focus on finance from Georgia State University. Beyond his professional commitments, Robert serves on the Board of Directors for the Second Harvest Food Bank of Middle Tennessee. His personal interests include basketball, football, golfing, music, reading, running, singing, soccer, and spending time with his family.

Samuel Oakley is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at SunTrust for 33 years before joining Pinnacle Bank and Raymond James in 2017. Oakley is also involved with The Oakley Group, where he is a member and namesake of the team. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed risk profiling and supported by extensive research and asset-allocation analysis.

Heather Hickman is a financial advisor at Raymond James & Associates with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. Raymond James & Associates offers financial planning and investment consulting to a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships, and maintains specialized capabilities in public finance and municipal services.

Sara Hay is a financial advisor with Raymond James Financial Services Advisors, Inc. in Nashville, TN, holding a Series 66 designation and 21 years of industry experience. Her prior work includes roles at UBS Financial Services, Merrill, Macquarie, and B. Riley Wealth Management. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm specializes in financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored investment recommendations while maintaining client decision authority.

Jay Cloud is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. He previously worked at GenSpring Family Offices, LLC for seven years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee’s research.