John Connelly Jr. is a financial advisor at LPL Financial with 36 years of industry experience. He holds a Series 63 designation and has previously worked at CVWM LLC/COVA Wealth Management and Raymond James Financial Services in various capacities since 2012. His ongoing involvement includes COVA Wealth Management as a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, research, and technology-driven investment strategies.

Justin Harnick is a financial advisor at LPL Enterprise with two years of industry experience. He holds Series 66 and Series 63 credentials. His prior work history includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Bankers Life, and teaching positions at Belmont University, Nassau Community College, and Village School. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by model portfolios, third-party asset management, and a range of financial products.

Zachary Pagano is a financial advisor with Cambridge Investment Research Advisors in Brentwood, TN, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Cambridge Investment Research, Jackson National Life Distributors, and Residential Investment Advisors. Outside of his advisory work, he is involved in food and beverage service and acts as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers various portfolio management options and employs both proprietary and third-party strategies, with a range of custody arrangements and business features designed to support advisors and clients.

Brian Edkin is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Charles Schwab since 1999 and was previously with TD Ameritrade for one year. Based in Franklin, TN, he has spent the majority of his career with Schwab. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and maintains a large, integrated structure supporting a broad client base.

Mark Richards III is a CFP® certificant affiliated with Raymond James Financial Services Advisors, Inc., with 23 years of industry experience. He previously spent 10 years at Commonwealth Financial Network before joining Raymond James in 2025. Richards is also the owner and president of Radnor Wealth Management LLC, where he manages financial planning and investment advice alongside overseeing the firm’s operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning supported by analytical tools and delivers a range of advisory programs, including specialized services in municipal and public finance.

Ivie Burns II is a financial advisor with Morgan Stanley in Franklin, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Robert Levy is a financial advisor with Mass Mutual Investors Services in Brentwood, TN, holding a Series 63 designation and bringing 40 years of industry experience. He has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1997. Outside of advisory services, he is also involved in life, health, and fixed index annuity insurance sales. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Suzanne Nelson is a CFP®-certified financial advisor with 33 years of industry experience. She joined LPL Financial in 2024 after 27 years with Royal Alliance Associates, Inc. She is also a notary public in Tennessee. 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 advisor representatives. The firm offers a range of advisory programs, financial planning, and consulting services with access to model portfolios, third-party research, and various investment strategies.

Michael Prokop is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at New York Life Securities LLC and New York Life Insurance Company. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual collaborative planning engagements using firm-approved tools and supports event-driven planning such as divorce and estate-settlement strategies.

Rachel Schultz is a CFP®-designated financial advisor at Charles Schwab with six years of industry experience. She has held roles at Charles Schwab Bank, Schwab, and CORE Finance, among others. Outside of her advisory career, she has experience with Butler University Tableware Everywhere. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and access to alternative investments.

Campbell Dowling is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he was affiliated with the University of Tennessee Knoxville for four years and has worked with the Nashville Golf and Athletic Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios built from mutual funds, ETFs, and ETPs.

Stanley Ham is a financial advisor at Cetera with 11 years of industry experience and holds a Series 66 designation. He previously worked at Avantax Advisory Services and Avantax Investment Services, INC. for nearly a decade. Outside of his advisory role, he is a partner in Anchor Financial Group, LLC, which provides tax preparation and accounting services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

James Candella is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2010 and holds a Series 66 designation. Outside of finance, he serves as an actor and model with the Dan Agency in Nashville. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, providing a range of capital markets, advisory, and research solutions.

Leonidas Vaughan IV is a CFP® with 27 years of industry experience, currently serving at LPL Financial since 2024. His career includes roles at Mass Mutual and Raymond James Financial Services as well as ownership of Cova Wealth Management and CVWM LLC. He is also involved with Lazy Acres LLC, a non-investment business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of advisors. The firm provides a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by various model portfolios and research.

Robert Soerens is a CFP® with 11 years of industry experience currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Bank of America, Merrill, Wells Fargo, and Sagespring Wealth Partners. He is also involved as an independent insurance agent and directs Clifton Street Wealth Management in Franklin, TN. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing both proprietary and third-party investment strategies tailored to client objectives.

Angela Hall is a Series 66 licensed financial advisor at Stifel with 10 years of industry experience. She previously worked at Wells Fargo Clearing, UBS Financial Services, and Merrill. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group.

Melissa Ward is a financial advisor with LPL Financial in Brentwood, TN, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. Her career includes roles at Waddell & Reed and various insurance carriers, as well as involvement with Saltwater Therapy and Hope Clinic For Women. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from multiple sources.

Scott Pandillo is a financial advisor at LPL Financial with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at LPL Financial since 2025. Prior to this, he was with Liberty Wealth Management, LLC and Next Financial Group, both for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, leveraging both discretionary and non-discretionary management supported by proprietary and third-party research.

Kevin Riskevich is a financial advisor with Morgan Stanley in Franklin, TN, holding Series 63 and Series 65 registrations and 29 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He serves on the board of Blue Gray Lodge LLC, a private investment-related company. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets.

Cara Rhodes is a financial advisor with LPL Financial and holds the Series 66 designation. She has 16 years of industry experience, with prior roles at First Horizon Advisors, Wells Fargo Clearing, Wells Fargo Bank, Infinex Investments, and Gibraltar Private Bank & Trust. Rhodes also serves as a notary in relation to her investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.