George Moody is a financial advisor with Raymond James Financial in Brentwood, TN, holding a Series 66 designation and over 20 years of industry experience. His prior work includes 14 years at Taylor Securities, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and maintains unique municipal advisory capabilities alongside specialized retirement plan consulting services.

Jeffrey Pratt is a CFP® with 26 years of experience in the financial services industry. He is currently associated with LPL Financial and has held positions at firms including OSAIC, FSC Securities Corp, and U.S. Bancorp Investments. Pratt also operates Harris and Pratt Wealth Management, which serves as a business entity related to his investment advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm supports its advisors with model portfolios, third-party subadvisors, and technology tools while maintaining diverse non-advisory financial services and overseeing over $819 billion in discretionary assets.

Trenton Sipes is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and 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 individual and institutional clients with a broad range of investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Nathaniel Fredricks is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and The Prudential Insurance Company of America. Outside of finance, he was involved with Yang Ming Yu Braised Chicken USA Group Inc. from 2017 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, specializing in non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process leverages both quantitative and qualitative research and incorporates ESG considerations, supported by affiliates offering investment management and portfolio services.

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. He holds the Series 66 designation and has worked at Raymond James since 2019, with prior roles at TSSAA, Cat Financial, and the University of Tennessee. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning and consulting with various portfolio management styles supported by affiliated research and sub-advisers.

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. 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 Raymond James in 2017. Outside of his advisory role, he is involved with The Oakley Group, a team he is named after. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses detailed risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports advisory programs across a large advisor network.

Heather Hickman is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 credentials. She has 24 years of industry experience and has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

Sara Hay is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 22 years of industry experience. Her previous firms include UBS Financial Services, Merrill, Macquarie, and B. Riley Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals and high-net-worth clients to corporations and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and is noted for its municipal advisor affiliation and specialized advisory programs.

Jay Cloud is a financial advisor at Morgan Stanley with 15 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously spent seven years at GenSpring Family Offices, LLC. He holds Series 65 and Series 63 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Walter Juarez is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has developed and refined a process to guide families, business owners, and executives in making informed financial decisions while avoiding costly mistakes. This process involves understanding clients' objectives, creating clear strategies to achieve desired outcomes, and regularly reviewing progress. Walter brings nine years of industry experience, with seven of those years at Merrill. He is bilingual in English and Spanish and holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his education from Westminster College. Walter is involved in community activities through organizations such as the American Cancer Society and the American Red Cross. He is also a member of Toastmasters International. Outside of his professional work, Walter enjoys interests including chess, cooking, hiking, horseback riding, ice skating, and spending time with his family.

Steven Laughlin is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. He has been with Bank of America, N.A. and Merrill since 2016. Merrill, alongside 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 plans, corporations, and charitable organizations.

Kevin Barajas is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has three years of industry experience, including prior roles at Principal Securities, Inc. and Centurio Wealth/One America Securities. Outside of his advisory work, he has been involved with soccer organizations such as the Massapequa Soccer Club and North Atlanta Soccer Association. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships focused on goal analysis and written recommendations.

Jonathan Winkler is a financial advisor at LPL Financial with nine years of industry experience. He previously worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. for eight and ten years, respectively. His credentials include a Series 66 designation. 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 portfolios, third-party asset management, and institutional platforms.

John Williams is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America, Merrill, Truist, and U.S. Bank. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Benjamin Miller is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing tax-efficient global portfolios designed for long-term capital appreciation for individuals and families. Utilizing alternative investments, options, and private credit, he collaborates closely with clients through open and consistent communication to establish personalized financial strategies. His areas of expertise include divorce transition planning, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, tax minimization, and retirement income. Benjamin holds a Bachelor's Degree from the University of Wisconsin and has the professional designation of Personal Investment Advisor (PIA). Outside of his professional work, Benjamin volunteers in his community and pursues personal interests that include cooking, football, golfing, hunting, music, reading, and tennis. He lives in College Grove, Tennessee, with his wife, Dionne, and their children, Oliver and Kendall.

Elizabeth Lo Grande is a financial advisor at OSAIC with 33 years of industry experience. She holds a Series 66 designation and has worked at firms including Lincoln Financial Advisors and Lincoln Financial Securities Corporation. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment process focuses on model-based asset allocation and portfolio optimization supported by various tools, with options for discretionary and advisor-managed strategies.