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.

Scott Pandillo is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Liberty Wealth Management, LLC and Next Financial Group, each for over a decade. 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 extensive technology and a broad network of over 22,800 advisors.

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, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at First Horizon Advisors, Wells Fargo, Infinex Investments, Gibraltar Private Bank & Trust, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Catherine Oconnor is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

R Patteson is a financial advisor with Morgan Stanley in Franklin, TN, holding a Series 66 designation and 22 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory role, he is involved as a partner in Vogue Design Partners LLC, a wholesale and distribution business based in Nashville, Tennessee. Morgan Stanley Wealth Management provides advisory services and financial planning to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm uses structured planning tools and investment modeling techniques to support client financial goals.

Martha Mason is a financial advisor with Raymond James Financial in Brentwood, TN, holding a Series 63 designation and bringing 32 years of industry experience. She previously worked at Taylor Securities, Inc. and Taylor Financial Corporation for over three decades before joining her current firm. Martha is also associated with Pinnacle Asset Management as an Investment Representative. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes, supporting a broad range of client needs including municipal and public finance.

Tucker Rosbrook is a financial advisor with Equitable Advisors in Franklin, TN, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he held positions at Anthony Stevens, General Brown Central School District, SUNY Oswego University, and The Channelside. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of advisory models implemented through third-party asset managers and LPL-sponsored programs, offering a broad range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Tomas Czernek is a financial advisor with Primerica Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2012. Outside of advisory work, he owns Czernek Financial, LLC and CZ Global, LLC, entities related to his Primerica business activities. Primerica Advisors primarily serves individual investors, including high-net-worth clients, as well as corporate and charitable clients through a wrap-fee asset management program that utilizes model-driven strategies managed by unaffiliated asset managers.

William Radtke Jr. is a financial advisor with Edward Jones in Franklin, TN, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Ramsey Solutions and held various roles at Uber, Clear, and Starbucks, where he served as a shift supervisor. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Daniel Greene is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pinnacle Bank/Pinnacle Financial Partners and Putnam Retail Management. Outside of his advisory role, he is involved as a partner in a private business venture and provides financial backing for other business investments. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

William Bundrant is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding a Series 63 designation and 23 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with METLIFE from 2013 to 2017. Outside of his advisory role, he is also an insurance agent specializing in property and casualty, health, and group life insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to support collaborative, goal-based planning.

Samuel Davis is a financial advisor at Cetera with 38 years of industry experience. He holds a Series 63 designation and has extensive prior experience at Avantax Advisory Services, where he worked for 35 years. Outside of his advisory role, he is involved in community organizations including serving as treasurer of the Hohenwald Arts Council and president of the Lewis County Museum Board, and he owns several businesses spanning tax preparation, accounting, cybersecurity services, and business consulting. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individual, institutional, and retirement plan clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform featuring both affiliated and third-party managers.

William Parrott is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Raymond James Financial in Brentwood, TN. His prior experience includes roles at Merrill Lynch and Bank of America. He is a member of the Finance and Investment Committee at Belle Meade United Methodist Church. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary advice supported by advanced analytical tools. The firm also offers municipal advisory services and specialized employer retirement plan consulting.

Regina Tucker is a Series 66-credentialed financial advisor with 12 years of industry experience, currently practicing at Ameriprise in Thompsons Station, Tennessee. She has worked at Ameriprise and its affiliated entities continuously since 2010. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Ross Von Minden is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2020. Prior to this, he worked at Personal Capital Advisors Corporation for three years and Raymond James & Associates for two years. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management with a centralized investment approach that integrates quantitative and qualitative research.