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 with Merrill in Nashville, TN. She holds a Series 66 designation and has been with Merrill since 2022. Prior to joining Merrill, she worked at Bank of America Private Bank and Elwood & Goetz. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Robert Hebert Jr. is a CFP®-credentialed financial advisor with 17 years of industry experience, currently with Raymond James Financial Services Advisors in Nashville, TN. His prior roles include positions at Pinnacle Bank, US Bank, First Horizon Advisors, and JPMorgan Chase. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth investors, pension plans, and municipal entities. The firm offers tailored, primarily non-discretionary advisory services and features specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Soren Croxall is a CFP® professional with 15 years of industry experience, currently serving as an advisor at LPL Financial since 2017. Prior to joining LPL, he worked at National Planning Corporation for three years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Joe Rowland is a financial advisor at Raymond James & Associates with 37 years of industry experience. He has been with Raymond James since 2007 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves as President of New Brighton Townhouses, LLC, a nonprofit homeowners association in Nashville, TN. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and emphasizes public finance and municipal work alongside its retail advisory services.

Ginger Moore is a Senior Financial Advisor with Merrill Lynch Wealth Management. She joined Merrill in 2017 following over two decades of experience managing her familys chiropractic practice. In her current role, Ginger employs a holistic approach to help clients align their personal and financial goals, utilizing the resources of Merrill and Bank of America to support retirement planning for individuals, families, and small business owners. Ginger holds Series 7 and 66 FINRA registrations, is licensed as a Life and Health Insurance Producer, and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's Degree from Delta State University. Her client focus areas include college education planning, divorce transition planning, employee financial health, managing new wealth, personal retirement planning, women and wealth, and retirement income. Residing in Franklin, Tennessee, Ginger lives with her husband Woodie. Outside of her professional work, she serves as a team manager for a youth soccer team and enjoys reading, soccer, spending time with her family, and traveling.

Briana Mullenax is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds a Series 66 designation and previously worked at LBMC, PC from 2008 to 2021. Outside of her advisory role, she serves as the treasurer for the Montessori Centre PTA in Nashville. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pension plans, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a range of strategies and managers tailored to client goals and risk tolerances.

Scott Barton is a Series 66-licensed financial advisor with nine years of industry experience. He currently works at MassMutual Investors Services and has held prior roles at Hornor Townsend & Kent, Penn Mutual Life Insurance, Park Avenue Securities, and Guardian Life Insurance. In addition to his advisory work, he engages in life insurance sales as an insurance agent. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, software-supported planning methods without discretionary authority over client investments.

Russell Garner is a financial advisor with LPL Financial and holds a Series 66 designation. He has two years of industry experience, including prior roles at Grove Point Advisors, LLC and self-employment as a financial professional. Outside of finance, he has a background as a professional musician and is involved in entrepreneur activities, including founding Little Dog Entertainment. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, and institutions. The firm offers a wide range of advisory programs and financial planning services, utilizing model portfolios and research to support discretionary and non-discretionary management strategies.

Nick Izzi is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor investment solutions.

Elizabeth Gearhardt is a financial advisor with J.P. Morgan Securities in Nashville, TN, holding Series 63 and Series 65 licenses and eight years of industry experience. Her background includes roles within J.P. Morgan Chase Bank NA and JPMorgan Securities LLC dating back to 2018. She has also been involved with Highland Park High School Girls Lacrosse for three years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through a combination of quantitative modeling and centralized due diligence.

Samantha Jenkins is a financial advisor at Ameriprise with five years of industry experience. She holds the Series 66 designation and has worked at several firms including LPL Financial and Stock Yards Financial. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides annual planning advice focused on income sources and tax-aware withdrawal strategies.

Benjamin Walker is a financial advisor with UBS Financial Services in Nashville, TN. He holds a Series 66 designation and has 20 years of industry experience, including 18 years with UBS. Outside of his advisory work, he is involved in managing several sole proprietorships related to investment real estate. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Christopher Boyd is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63, Series 66, and Series 65 licenses. He has 18 years of industry experience, including 12 years with Raymond James & Associates. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm serves a diverse client base, including individuals, pension plans, corporations, and government entities, providing non-discretionary wealth advisory planning and investment consulting through various programs and institutional services.

Joseph Jackson is a CFP® professional with 47 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. His previous roles include positions at LPL Financial for 11 years and Independent Financial Partners for 6 years. He operates a sole proprietorship, Jackson and Associates, where he engages in sales and marketing of securities, investment advisory, and insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and third-party money managers to construct and manage portfolios on both discretionary and non-discretionary bases.

Stephen Williams is a financial advisor with Edward Jones in Hendersonville, TN, holding a Series 66 credential and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Williams serves as a soccer coach at a local soccer club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans, corporate clients, and charitable organizations. The firm offers a range of managed solutions and advisory services supported by a nationwide network of over 23,000 financial advisors.