Christopher Sigmund is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He is based in Nashville, TN. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Hollie Frazier is a financial advisor at LPL Financial with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Truxton Trust, The R.O.W. Group, Nashville Zoo, and Cash-McKeown. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Guilbert Brandon IV is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. His previous roles include positions at Bank3 and B. Riley FBR, Inc., as well as experience with Birmingham Legion FC and Samford University. 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 municipalities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Michelle Proctor is a financial advisor with LPL Financial, holding CFP®, Series 63, Series 65, and Series 66 credentials and 25 years of industry experience. Her prior experience includes roles at Crown Capital Securities, Stifel, and Powell Johnson. She is also involved in a fixed insurance-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions through a broad network of investment adviser representatives, offering a range of advisory and brokerage services alongside non-advisory financial products.

Zachary Rakestraw is a financial advisor at UBS Financial Services in Nashville, TN, holding a Series 66 designation with 13 years of industry experience. He has worked at UBS since 2013. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets offerings.

Alec Beauchemin is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His work history includes roles at MML Investors Services, MassMutual Life Insurance Company, and the International Marketing Company. In addition to advising, he is licensed as an insurance agent for various types of life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, annual financial planning engagements.

Kenneth Farley is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Pinnacle Financial Partners and Raymond James Financial Services since 2018. Outside of finance, he has been involved in photography since 2010. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jeremiah Houston is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, Movado Group, and PHP Agency Inc. He has also been involved with the YMCA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

April Chapman is a financial advisor at Raymond James & Associates in Nashville, TN, with 26 years of industry experience. She holds the Series 66 designation and has worked at Raymond James & Associates since 2013. Outside of her advisory work, Chapman has been involved in part-time driving and delivery services with Uber since 2017. 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, non-discretionary investment consulting, and municipal advisory services.

Marc Wilson is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked within various Morgan Stanley entities since 2002, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is involved in rental real estate ownership. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and investment models.

Jeffrey Jones is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Suntrust Advisory Services and Suntrust Investment Services. Outside of his advisory role, he is a one-third owner and investor in Stirr-up LLC, a private company based in Nashville. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies utilizing both in-house and third-party managers.

Anastasiia Wagoner is a financial advisor with Charles Schwab & Co., Inc. She holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Charles Schwab, she worked at The Huntington Investment Company and Huntington National Bank in various roles. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and centralized custody and operational capabilities.

John Piovarcy is a financial advisor at Merrill with 24 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2000, concurrently affiliated with Bank of America since 2009. 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 tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paola Delucas is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 65 and Series 63 designations and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Alicia Vanderschuere is a financial advisor with Raymond James & Associates in Nashville, TN, holding a Series 66 credential and three years of industry experience. She has prior work experience at JOANN Stores and Big Lots, and she owns The Retail Boutique LLC. Additionally, Alicia is a partner in The Bridge, an organization that provides networking and educational support for individuals undergoing job transitions. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a variety of portfolio management styles and affiliated research, with additional notable services in municipal advisory and small employer retirement plan consulting.

Andrea Devon is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at UBS since 2019 and previously held positions at Elmira Savings Bank, LPL Financial, and VOYA Financial Advisors. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, supported by proprietary research and a broad platform of capital markets services.

Karissa Jackson is a financial advisor at OSAIC with Series 63 and Series 66 licenses and two years of industry experience. She previously worked at Lincoln Financial Advisors Corporation and has held roles at Kris Kinslow and Katherine Reall, CPA. Outside of her advisory work, she operates a dog-sitting business. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with an emphasis on model-based asset allocation, portfolio optimization, and a range of investment programs delivered through an extensive multi-advisor platform.

Linda Vanauken is a financial advisor at Raymond James & Associates with 28 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2013. Outside of her advisory role, she is the owner of a rental condominium in Nashville, TN. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and specialized services such as municipal advisory and employer retirement plan consulting.

Rhea England is a financial advisor with Raymond James Financial in Nashville, TN. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Raymond James in 2022, she worked at Global Retirement Partners and ARGI Financial Group. Outside of her advisory role, she is involved with Adams Wealth Partners, where she contributes to operations and financial advising. 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, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Timothy Jester is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services, Park Avenue Securities, and Guardian Life Insurance. Outside of finance, he is a semi-professional violinist, a wedding officiant, serves as a Metro Arts Commissioner in Nashville, and is a board member for a charity golf tournament supporting families of emergency services members. OSAIC serves a diverse client base including retail and institutional investors, offering a broad range of brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization while supporting various investment strategies and custodial arrangements.