Christopher Milner is a financial advisor with Merrill in Franklin, Tennessee, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. He has also worked at Bank of America since 2018. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Justin Harnick is a financial advisor with LPL Enterprise, holding Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and Bankers Life. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Zachary Pagano is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has four years of industry experience, including previous roles at Jackson National Life Distributors and Residential Investment Advisors. Outside of his advisory work, he is involved in food and beverage service and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services through various platforms, managing a multi-billion dollar asset base.

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.

Joseph Mc Clearn is a CFP® certificant with six years of experience in the financial services industry. He is currently with Mass Mutual Investors Services and has previously worked at SageSpring Wealth Partners, Raymond James Financial Services, CPRG, and Hilliard Lyons. He also serves as an independent contractor financial advisor and mentee with Dobyns McMillin Wealth Team. Mass Mutual Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and supports implementation through brokerage and insurance arrangements.

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 Certified Financial Planner (CFP®) with 33 years of industry experience. She has worked at LPL Financial since 2024 and was previously with Royal Alliance Associates, Inc. for 27 years. Suzanne is also a commissioned notary in the State of Tennessee. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of advisory strategies alongside various non-advisory financial services.

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.

Caleb Sams is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at several firms, including Commonwealth Financial Network and Thrivent Financial. Prior to his advisory career, he held positions outside finance, including at Amazon. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Rachel Schultz is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Charles Schwab in Franklin, TN. Her career includes prior roles at CORE Finance and Old National Bank Center for Closely Held Businesses. Charles Schwab & Co., Inc. serves a large client base, 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 separately managed accounts and utilizes multi-asset model portfolios along with a formal alternative-investment onboarding process.

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.

James Aid is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 28 years of industry experience. His career includes roles at Pinnacle Asset Management, City National Bank, RBC Capital Markets, Wells Fargo Clearing, and Marsh Securities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and various organizations. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools, and supports municipal and public finance work through its affiliation with a municipal advisor.

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® professional affiliated with LPL Financial, with 27 years of industry experience. He has worked at firms including MassMutual and Merrill, and he operates Cova Wealth Management and CVWM LLC. Vaughan is also a licensed notary in Tennessee. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Robert Soerens is a CFP® professional with 11 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Sagespring Wealth Partners, Southwestern Investment Advisory Group, Raymond James Financial Services, Bank of America, Merrill Lynch, and Wells Fargo. He is also involved in independent insurance agencies and manages his own wealth management practice in Franklin, Tennessee. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms and custodians.

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.

Joseph Martinez is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the ChFC® designation and Series 63 and Series 65 licenses, and has 24 years of industry experience. Prior to joining Raymond James, Martinez worked at Wells Fargo Clearing, U.S. Bancorp Investments, Ameriprise, and Truist Investment Services. Outside of his advisory role, he is a partner in several business ventures in the Nashville area, including a restaurant partnership. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Melissa Ward is a financial advisor with LPL Financial in Brentwood, TN, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Her prior roles include positions at Waddell & Reed, Inc., various insurance carriers, and Saltwater Therapy. She was also involved with Hope Clinic For Women for ten years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios and third-party asset managers.