Steven Roussel is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Washington Square Securities, Inc. for 27 years before joining OSAIC in 2024. Outside of his advisory role, he is president and CEO of Roussel & Assoc, LLC, a life insurance sales and service business. OSAIC serves retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to managed accounts and third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across a range of asset types.

Kevin Kostyk is a financial advisor at Thrivent Investment Management based in Nashville, TN, with six years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial since 2018, with prior experience including roles at Christian Care Ministry and Scoutcast. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides goal-based analyses and planning on a broad range of topics, operating separate planning and managed-account services without discretionary trading authority.

Mark Gallups is a financial advisor with Merrill in Brentwood, TN, holding a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, UBS, and Merrill Lynch, as well as a year with New York Empire Baseball. Merrill, together 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 plans, corporations, and charitable organizations.

Brandon Edmondson is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a sole proprietor involved in real estate property management. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and approved tools to develop customized financial plans.

Travis Mcafee is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2013. 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 financial planning, investment consulting, and municipal advisory services.

James Reed is a financial advisor at Cetera with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including Concourse Financial Group Securities Inc, Lincoln Financial Securities Corporation, and Independent Advisers Group Corp. Reed also operates Reed Financial Group Inc, providing insurance products and financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and advisory services through a multi-manager platform that supports various investment strategies and program structures.

Timothy Hutchinson Sr. is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios, combining investment advice with brokerage and insurance products through an integrated platform.

Tavis Mccourt is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2019. He previously worked at 12th Street Asset Management LLC and has additional responsibilities as a trustee for a personal trust. 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, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Amanda Schween is a financial advisor at LPL Financial with 23 years of industry experience. She holds the Series 63 and Series 65 designations and has been with LPL Financial since 2008. Her other business activities include involvement with Heartwood Wealth Management, a DBA for her LPL business. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, corporations, and nonprofits, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Lauren Jones is a financial advisor at Morgan Stanley in Nashville, TN, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Vibe Volleyball Lab and held teaching positions at Belmont University and South High School. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools and scenarios to model outcomes. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Tammy Brown is a financial advisor with Thrivent Investment Management in Hendersonville, TN, holding Series 63 and Series 65 designations and 25 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2014. Outside of her advisory role, she serves as a trustee for the Brown Dynasty Trust, overseeing farm land rental activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across multiple financial planning topics without portfolio management for institutional clients.

William Nichols is a financial advisor with Osaic Wealth, Inc. in Nashville, TN, holding a Series 63 designation and bringing 37 years of industry experience. He previously spent 32 years with Lincoln Financial Advisors Corporation. Nichols is also involved in providing and servicing corporate and individual employee benefits including major medical, disability, life insurance, and fixed annuities. Osaic Wealth serves a wide range of retail and institutional clients, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisors and multiple advisory platforms.

Hal Johnson III is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co., Inc. since 2006. He holds Series 63 and Series 66 licenses and is based in Nashville, TN. Stifel serves a diverse client base including individuals, institutional clients, and municipalities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analytical guidance intended as a basis for client decisions.

Benjamin Wakefield is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services Inc. since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor strategies to client goals and risk profiles. The firm integrates institutional trading capabilities with wealth management, offering a wide range of products and capital markets services.

Brian Smith is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones for seven years and Simmons Bank since 2024. Prior to his advisory career, he held positions in the restaurant industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and a range of investment strategies.

Daniel Bellet is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Vanguard Group and The R.O.W. Group. He is also involved in Truxton Trust, a financial institution. 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 provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Devin Rohner is a financial advisor with LPL Financial in Brentwood, TN, holding the CFP® and Series 66 designations and bringing 14 years of industry experience. He previously worked at Bankers Life and its affiliated entities from 2008 to 2025. 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, utilizing both discretionary and non-discretionary management, supported by in-house and third-party research.

Meshan Smith is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has previously worked at Regions Bank, Independent Financial Group, Royal Alliance Associates, and Fifth Third Securities. Smith serves as a board member of the Urban League of Middle Tennessee, a nonprofit focused on community and civic involvement for underserved populations in the region. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing various program structures and affiliated and third-party managers.

William Sanderson III is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with UBS since 2004. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Brittany Thomas is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. Her prior work includes positions at Bank of America Private Bank and Elwood & Goetz, as well as experience as a full-time college student. Merrill, together 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 various institutional investors.