Jeff Fink is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 designation and 17 years of industry experience. His work history includes positions at United Community Bank, Ameriprise Financial Services, Merrill, and other firms. He is also involved with United Community Advisors, a related business entity. 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, supported by a large network of investment adviser representatives.

Mason Mc Giboney is a financial advisor at Raymond James Financial with eight years of industry experience. His prior roles include positions at Morgan Stanley, UBS, and Wilson Bank & Trust. He serves as a volunteer committee member on the Finance Committee for the Special Olympics of Tennessee. 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 non-discretionary planning and consulting tailored to client goals and supports these recommendations through various advisory programs and affiliated advisory firms.

Anne Morgan is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding a Series 66 designation and 22 years of industry experience. She has been with Robert W. Baird & Co. since 2006. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, with both discretionary and non-discretionary approaches.

Angela Wingfield is a financial advisor at Robert W. Baird & Co. in Franklin, TN, with 12 years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2019, following positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and complex investment strategies.

Brooke Thompson is a ChFC® credentialed financial advisor with Edward Jones in Brentwood, TN, bringing 27 years of industry experience exclusively with the firm since 1999. She has engaged in investor education, including speaking to an Army Corps of Engineers group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, distinguished by its extensive network of advisors and branch offices.

Andrew Guzman is a Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with individuals and families to assist in making educated decisions regarding their financial plans. His work involves considering appropriate investment strategies aligned with clients' future goals, including tax-efficient investing and estate planning, as well as co-creating customized retirement plans to ensure a sound financial structure. Andrew has been with Fidelity Investments since 2015, progressing through several roles including Financial Representative, Investment Solutions Representative, Workplace Planning Consultant II, Investment Consultant, and Financial Consultant before his current position. This progression reflects his growing experience in financial consulting and investment management.

William Rotert is a financial advisor with UBS Financial Services, holding a Series 66 designation and eight years of industry experience. He has worked at UBS Financial Services since 2018 and previously at UBS AG from 2014 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to support client strategies.

Mark Smith is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Enterprise, Smith worked at Prudential Insurance Company of America and PRUCO Securities, LLC. LPL Enterprise offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal and third-party strategists and provides access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Blake Schneider is the Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2024. He also serves as an Adjunct Faculty member for the CFP® Certificant Program at Belmont University starting in 2023. Prior to his current roles, Blake held positions including Wealth Management Consultant at Avantax Wealth Management, Vice President and Financial Advisor at Regions Bank, Internal Wholesaler at Jackson National, and Licensed CSR at Transamerica Retirement Solutions. Blake's professional experience spans various aspects of wealth planning and financial advising, with a focus on education and client empowerment. His approach involves adopting the role of a teacher to help clients understand finance, economics, and psychology, which are important but often not covered in traditional education. This methodology aims to support clients in working toward their financial goals. Outside of his professional career, Blake has interests in fitness, football, golf, playing musical instruments, traveling, and volunteering.

Donald Steely II is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000 and worked for Marshall Co. School from 2019 to 2020. Outside of his advisory role, he is involved in the sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,948 advisors and $15.5 billion in assets under management. The firm uses model-driven investment strategies provided by third-party asset managers and offers limited discretionary separately managed accounts.

Robert Lauer is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing access to proprietary research and capital markets platforms.

Kathryn Savage is a Series 66 licensed financial advisor with UBS Financial Services in Nashville, TN. She has one year of industry experience, having joined UBS in 2024. Prior to her advisory role, Kathryn worked at The University of Tennessee, Knoxville, and The Harpeth Hall School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions and proprietary research to tailor plans aligned with clients’ goals and risk tolerances.

Nicholas Mitchell is a financial advisor with Edward Jones in Murfreesboro, TN, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is a rental property owner. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over one trillion dollars in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large retail advisor and branch network.

Todd Matherly is a financial advisor with Edward Jones in Murfreesboro, TN, holding CFP® and Series 66 credentials and having six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Ciena Communications from 2013 to 2019. He is also a property owner managing rental property operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm is notable for its extensive nationwide network of advisors and branches, offering discretionary and non-discretionary strategies alongside tax-efficient and overlay services.

Jackson Austin is a Series 66-credentialed financial advisor at Equitable Advisors with two years of industry experience. His prior work includes roles at Lake Area Tax Service and Fredonia Valley Bank, as well as positions at the Office of Congressman James Comer’s Madisonville Field Office. He is also involved in sales of tax account programs and ancillary insurance products through Realty Benefit Services and Dergalis Associates LLC. Equitable Advisors serves a diverse client base ranging from individuals to institutional clients, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party asset management platforms to deliver customized investment solutions.

Stacy Novak is a financial advisor at Morgan Stanley with 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market scenario modeling in its service offerings.

Gordon Mellin is a financial advisor with Equitable Advisors in Nashville, TN, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has worked with Equitable Advisors since 2016, including its predecessor AXA Advisors, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs primarily delivered through a network of Investment Adviser Representatives and third-party asset managers.

Lloyd Gaw Jr. is a CFP® professional with 38 years of industry experience, currently affiliated with Raymond James & Associates. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advisory work, he owns and manages multiple family-related farm and rental real estate businesses in Tennessee. Raymond James & Associates is a large firm servicing individuals, institutions, and municipal entities with offerings that include financial planning, wealth advisory, and institutional consulting. The firm utilizes a variety of portfolio management styles and provides municipal advisory services alongside market-making and execution in municipal bonds.

James Yarbrough is a financial advisor at Raymond James & Associates with 27 years of industry experience. He has been with Raymond James since 2013 and previously worked at St. Rose Of Lima Catholic School for seven years. Yarbrough serves as a director on the board of the Tops'l Beach Manor Condominium Owners' Association. 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, providing financial planning, non-discretionary investment consulting, and institutional advisory services.

Charles Watson is a financial advisor at LPL Financial with 24 years of industry experience. He holds the CFP® and CFA® designations and has a longstanding career including roles at First Tennessee and Ftb Advisors, Inc. Watson is based in Mt. Juliet, TN. 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 a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.