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.

Christopher Agro is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and previously worked at Home City Ice and both the University of Kentucky and University of Louisville. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

Maggie Gambrel is a financial advisor at UBS Financial Services in Nashville, TN, with 17 years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. She serves as Treasurer and a member of the Board of Directors for the Gus Owen Stephens Memorial Foundation, which provides continuing educational scholarships for nurses in Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research, custody, underwriting, and other capital markets services.

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.

James Johnson is a financial advisor at Stifel in Nashville, TN, holding a Series 66 credential with two years of industry experience. Prior to joining Stifel in 2024, he worked in banking and retail wine and spirits and serves as a color commentator for high school football broadcasts. Stifel serves a broad range of clients including individuals, institutions, and municipal entities, providing brokerage and advisory services supported by proprietary investment analysis and allocation methodologies.

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.

Greg Moore is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked with Guardian Life Insurance Co. of America and Peachtree Planning before joining J.P. Morgan in 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, with recommendations limited to eligible strategies and may include an ESG eligibility framework.

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.

Bradley Gallimore is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. His career background includes roles at Simmons Bank, FTB Advisors, Wells Fargo Clearing, Wachovia Bank, and Banc of America Investment Services. He is also a commissioned notary in Nashville, TN. 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 and model portfolio programs, supported by extensive operational tools and a large network of advisors.

David Demars is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Advisors and Prudential Equity Group. He also serves as a trustee for the Demars Family Trust. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various strategies and third-party programs.

Kent Kirby is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 63 designation and over 33 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Kirby is active in various business ventures and community boards, including partnerships in hospitality and retail sectors, a nonprofit education organization (KIPP Nashville), and leadership positions at the Nashville Zoo. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management offerings, including fiduciary financial planning and a broad range of capital markets services.

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.

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.

John Nanni is a financial advisor at OSAIC with 39 years of industry experience. He holds a Series 63 designation and has worked with several firms including Securities America Advisors, Inc. and Securities Service Network. In addition to his advisory role, he is the sole proprietor of Nanni Financial, specializing in life insurance and annuities. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with portfolio optimization tools and supports a range of programs including financial planning, managed portfolios, and retirement consulting.

Brian Hanrahan is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding a Series 66 designation and 23 years of industry experience. He has been with Robert W. Baird & Co. since 2005. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, with a range of traditional and non-traditional investment strategies.

William Konves is a financial advisor with Morgan Stanley in Nashville, TN, holding CFP® and Series 66 designations and bringing 21 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Caren Poletti is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. Her career includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. She serves on the advisory board of High Hopes, Inc., a nonprofit focused on children and youth. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, with services including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its financial advice.

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.