Mallory House is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes roles at Bank of America, Main Event, Inc., Pilot.com, and Delek US Holdings, Inc. Merrill, along 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 strategies for individuals, high-net-worth clients, and various institutional investors.

William Hargett is a financial advisor with Merrill, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Edward Jones, Jackson National Life Distributors LLC, and Raymond James & Associates. He is based in Franklin, TN. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Brandon Sullivan is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds the Series 66 designation and has been with UBS since 2012. 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, including fee-based financial planning and portfolio management.

Jeremy Hansen is a Series 66-registered financial advisor with Thrivent Investment Management in Nashville, TN. He has been with Thrivent and its affiliates since 2025. Prior to his current role, he held positions at Tennessee Tech University and Cumberland University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses without discretionary trading authority. The firm allows clients to combine planning with managed accounts through a consolidated billing option called WealthPlan, while keeping planning and asset management separate.

William Webster is a Series 66-licensed advisor with LPL Enterprise, based in Franklin, TN, holding two years of industry experience. His prior roles include positions at Equitable Advisors, LLC, and various unrelated fields such as Walmart and Vanderbilt University Medical Center. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering services through advisory and brokerage channels supported by an integrated platform that includes financial planning, asset management programs, and insurance products.

Tammy Rogan is a financial advisor with Robert W. Baird & Co. in Dickson, Tennessee, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Robert W. Baird & Co. since 2001. Outside of her advisory role, she is a co-owner of Printer's Ink, a non-investment-related business. Robert W. Baird & Co.’s DDK Group, where she practices, serves individuals, families, pensions, corporations, and institutional clients by offering financial planning and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across a range of strategies and account types.

Suzanne Stewart is a financial advisor at Cetera with two years of industry experience. Prior to joining Cetera in 2025, she worked at Aristotle Circle for twelve years. Outside of financial advising, she owns Great Jones Events, a photography business focused on photo shoot set design. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of investment management and planning services through a large network of independent advisors, employing multiple portfolio management strategies and program options.

Justin Newman is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 10 years of industry experience. He has worked at Pinnacle Bank since 2019 and held positions at Raymond James Financial Services Advisors Inc. and SunTrust Bank earlier in his career. Outside of his advisory role, he serves as Client Services Director at Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Matthew Curtis is a financial advisor with Ameriprise in Murfreesboro, TN, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet specific asset thresholds. The firm uses a centralized consulting team to provide non-discretionary, research-driven recommendation reports that incorporate tax-smart strategies and adaptive withdrawals, primarily for clients with Ameriprise-managed accounts.

David Upshaw is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 1997. He holds a Series 63 license and is based in Brentwood, Tennessee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sheala Smith is a financial advisor at RBC Capital Markets with Series 63 and Series 65 licenses and 29 years of industry experience. Her prior roles include positions at Janney Montgomery Scott, Wells Fargo Clearing, and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Matthew Van Pelt is a Series 66 credentialed financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, he held various roles including ownership of a sports card sales business where he sells cards through eBay and livestreams on WhatNot. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based planning covering retirement, tax, estate, and other financial topics without portfolio management or discretionary trading authority.

Dustin Scobey is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His prior roles include positions at LPL Enterprise and Prudential Insurance Company of America. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, relying extensively on LPL-sponsored programs and endorsed third-party managers to provide advisory and brokerage solutions.

Katherine Burgess is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. She has worked at LPL Financial since 2013, with a four-year period at CUNA Mutual Group and CUNA Brokerage Services between 2018 and 2022. Outside of her advisory role, she is employed by FORA in a non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios, third-party research, and technology-driven strategies.

Morgan Bumbaugh is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and has worked previously at Cherry Bekaert LLP, Southern Baptist Foundation, Frasier, Dean & Howard, PLLC, and KPMG. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, combining manager-traded and model-traded strategies with ongoing manager selection and internal research.

Jacqueline Onan is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 credential and 18 years of industry experience. She previously worked at Edward Jones for 14 years and had a brief tenure at M&M Wealth Management, LLC. Outside of her advisory role, she owns Jackie Danza Enterprises, involved in non-investment-related business activities. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from LPL Research and third-party subadvisors.

Jeff Fink is a financial advisor at LPL Financial based in Nashville, TN, holding a Series 66 designation with 16 years of industry experience. His work history includes roles at United Community Bank, Ameriprise Financial Services, and Investment Professionals Inc. Outside of advisory, he is involved with United Community Advisors, a business entity related to his LPL work. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

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.