David Doll is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its private bank since 2017, following prior roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory role, he serves as a director of Pinch, Inc. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and combines its advisory services with financial planning and estate strategies.

Matthew Mc Culley is a CFP® with 12 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2022, and previously spent nine years at Edward Jones. Mc Culley is also involved in a separate investment-related business, Good Life Insurance Associates, where he works as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management backed by research and model portfolio options.

Wade Mcminn Jr. is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 37 years of industry experience, including 15 years with Cambridge. Outside of his advisory role, he owns a retail business specializing in antiques. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using multiple custody platforms and a variety of discretionary and non-discretionary strategies.

Gregory Leifel is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at JPMorgan Chase Bank, Pulte Homes, and Sears. Outside of his financial career, he has been involved with Telcom Power and Installation Trainers for eight years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Marion Quina III is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2013. He holds a Series 63 license and is based in Nashville, TN. UBS Financial Services Inc. provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Chadwick Richards is a financial advisor with LPL Financial in Hendersonville, TN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and various insurance carriers for W & R Insurance Agencies. Outside of his advisory work, Richards is involved in non-variable insurance and has maintained real estate rental activities through CWMG, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.

Kevin Macwilliams is a financial advisor with LPL Financial, holding the Series 63 and Series 66 designations and bringing 26 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for 11 years each prior to joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Michael Neal is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with LPL Financial since 2014. Neal is involved as a referral partner with Digital Benefit Advisors and operates a separate business entity, Scotty Neal Wealth. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Binu Ittycheriah is a financial advisor with Primerica Advisors in Hermitage, TN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, providing portfolio management primarily for individual investors rather than institutional pension or profit-sharing plans.

Gregg Waller is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016 and has been with Duncan Financial Planning Advisors since 2021. Outside of his advisory role, he is also an independent insurance agent and is involved in the travel and transportation services sector. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement plan advisory services. The firm employs a range of investment strategies through a network of independent Financial Professionals and provides both discretionary and non-discretionary management across various platform arrangements.

Debra Hooper is a financial advisor at LPL Financial with 26 years of industry experience. She has held roles at FTB Advisors and Synovus entities prior to joining LPL Financial in 2025. Outside of her advisory work, she is the director and CEO of Achieving Success Martial Arts in Mt Juliet, TN. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and various investment technologies.

Alexis Bourdeau is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has two years of industry experience and has worked at JPMorgan Chase Bank, NA, and Bank of America Merrill Lynch. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers advisory services alongside brokerage and investment management capabilities.

Harrison Kidd is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Raymond James Financial since 2002 and Pinnacle Bank since 2014. Outside of his advisory role, Kidd is involved with Kidd Private Wealth Group, where he dedicates significant time as a financial advisor, and serves as a trustee for Kidd Brock. 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 offers financial planning and non-discretionary investment consulting, focusing on tailored financial plans supported by asset-allocation analysis and firm research, with a distinctive emphasis on advisory and implementation-support services.

Lee Wolfe is a financial advisor at Raymond James Financial with 30 years of industry experience. He previously worked at Wells Fargo Advisors and Stifel Independent Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored non-discretionary advisory services and maintains notable municipal and public finance capabilities.

Aaron Halterman is a financial advisor at Primerica Advisors with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica since 2008. Prior to his advisory role, he spent three years working at Westmoreland Middle School. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers a wrap-fee asset management program driven by model-delivery strategies from unaffiliated asset managers and operates a large network of advisors and offices.

Bradley Pendleton is a CFA® charterholder and holds a Series 66 license with 22 years of experience in the financial industry. He has been with Stifel Nicolaus & Co. Inc. since 2013. Outside of his advisory role, he serves as an exam grader for the CFA Institute and participates on investment committees for nonprofit and fraternal organizations in the Nashville area. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment strategy methodology developed by its Investment Strategy Group, which supports asset allocation and financial planning guidance.

Brandon Bourque is a financial advisor at Osaic with 25 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2024, Bourque has been associated with Roussel and Associates since 2001, where he is also the owner and president of an employee benefits and insurance agency. He is a Tennessee Notary Public in a sole proprietorship unrelated to investment activities. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, providing brokerage and investment advisory services through a large network of affiliated advisers. The firm employs various asset-allocation and portfolio management tools and offers access to multiple third-party managers and wrap programs, supporting both discretionary and non-discretionary account management.

Richard Policht is a financial advisor with Merrill in Nashville, TN, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes multiple roles at Bank of America since 2016 alongside over a decade at Merrill. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated within Bank of America’s broader platform.

David Krauklis is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Legacy Wealth Management Group and MassMutual Life Insurance Co. Outside of his advisory role, he owns DLA Coaching, LLC, where he provides online fitness coaching focused on workout and diet plans. Mass Mutual Investors Services is a subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using advanced analytical tools and provides various event-driven planning programs.

Joe Comer is a financial advisor with Raymond James Financial in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Raymond James and its affiliates since 2005 and is also associated with Pinnacle Asset Management and Pinnacle Bank as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, supported by extensive research and a broad affiliate network.