William Porter is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Porter has been with Morgan Stanley since 2011, including roles at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and models, providing advisory services without individual security recommendations in standalone plans.

Gaven Peal is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and one year of industry experience. His work history includes roles at MassMutual/Continuum Planning Partners, TBH Wealth Advisors, Ameriprise, and ClearTrust Wealth Advisors. Outside of financial advising, he was involved with Tomato Head Pizza Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using firm-approved analytical tools, with a recent addition of standalone Divorce Planning and detailed event-driven planning services.

Lucy Chism is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 19 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she is also a client associate at Pinnacle and assists financial advisors in building relationships and managing prospect opportunities. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through wrap-fee programs and institutional consulting.

Jonathan Dixon is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He has also been involved with Shoemaker Financial since 2023, providing financial planning services. His prior work includes entrepreneurial activities and roles outside the financial sector. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Taylor Mcbath is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. Mcbath’s career includes roles at Merrill Lynch, SunTrust, Fifth Third Bank, and Regions Bank before joining Cetera in 2021. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Christopher Carroll Sr. is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera and Concourse Financial Group Securities. In addition to his advisory role, he serves as a Vice President and Relationship Manager at Volunteer State Bank, providing commercial lending and financial services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to assist clients in achieving their financial goals.

Bernard Ownby Jr. is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with UBS since 2015. Bernard is also involved in a privately held business, Ed Ownby, based in Nashville. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing access to proprietary research and diversified financial products.

Lee Gillock is a financial advisor with Morgan Stanley in Nashville, Tennessee, holding a Series 63 designation and 42 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that includes firm-approved tools and scenario modeling.

Fred Mclaughlin is a financial advisor at Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Robert W. Baird since 2000. Outside of his advisory role, he serves as a trustee on the investment committee for the Goodwill of Middle TN Foundation and is a board member of the Sugartree HOA investment and finance committee. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio services, including discretionary and non-discretionary management, utilizing a range of strategies from traditional allocations to complex alternatives.

Shane Dempster is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Bank of America, Merrill, and Morgan Stanley Private Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Gary Collier is a financial advisor with Raymond James Financial Services Advisors, Inc. in Nashville, TN, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been associated with Pinnacle Bank and Raymond James since 2009. Collier serves as Executive Director and Advisor at Pinnacle Asset Management and acts as a Private Wealth Manager with Burton Hills Investment Partners, a team operating under Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm employs a tailored, non-discretionary approach using risk profiling and analytical modeling, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kristine Feil is a Series 66 licensed financial advisor with Merrill, based in Brentwood, TN, and has 12 years of industry experience. She has worked at Merrill in two separate periods, from 2014 to 2021 and from 2022 to the present, with a one-year tenure at Nilsine Partners in between. Outside of her advisory role, she is employed as a server at Beyond Details, a sole proprietorship based in Nashville. 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, offering model-based and discretionary investment strategies to a range of clients including individuals, high-net-worth clients, and institutional investors.

Keith Davis is a financial advisor with Raymond James Financial in Nashville, TN, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James Financial and related entities since 2008. Outside of his advisory role, Davis serves as a board and committee member for the Hard Bargain Association, a nonprofit focused on affordable housing. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm uses tailored, non-discretionary planning supported by analytical tools and also provides specialized municipal and SIMPLE IRA advisory services.

Justin Butterfield is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding a Series 66 designation and seven years of industry experience. He has worked at Baird since 2018 and previously at William Blair from 2015 to 2018. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Thomas Hall is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2005, he has held various roles, including portfolio strategist and wealth management specialist. Currently, he uses his background in investment management to design investment portfolios and is part of a select group of Merrill advisors designated as Retirement Benefits Consultants. He serves as a lead advisor to healthcare executives, business owners, medical and dental practitioners, and other professionals, delivering strategies that integrate their business and personal financial lives. Thomas holds a bachelor's degree from Lafayette College and several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His client focus areas include divorce transition planning, family wealth management strategies, employee financial health, legacy planning, liquidity management, personal retirement planning, portfolio management services, individual and corporate investment strategy, and tax minimization. Thomas and his wife, Miriam, live in Brentwood with their four children. He is involved with the Charley Foundation, INC, and in his personal time enjoys football, golfing, and spending time with his family.

James Landers is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 23 years of industry experience. He has worked at several firms, including Pinnacle Financial Partners and Royalty Wealth Group, where he also serves as CEO. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports various advisory programs and institutional consulting through a large advisor network.

Brandon Muehl is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and business owners to help them make informed financial decisions aligned with their unique goals and priorities. Brandon provides personalized guidance and ongoing support by leveraging the resources of Merrill and the banking capabilities of Bank of America. Brandon has expertise in areas including general investing, retirement planning, and saving for unexpected events. He served five years in the United States Army before beginning his financial advisory career. He holds a Bachelor's degree in Finance from The Ohio State University and holds the Personal Investment Advisor (PIA) designation. He is involved in community organizations such as Honor Flight, the Ohio State Alumni Association - Middle Tennessee, and Operation Stand Down.

Kate Lunn is a CFP® professional with 22 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Outside of her advisory role, she co-owns a mini storage business with her spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Eddie Ard Jr. is a financial advisor with Primerica Advisors in Smyrna, TN, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has worked with PFS Investments, Inc. since 2012 and Primerica Financial Services since 2011. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed-fee billing.

Jackson Dugger is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Fidelity Investments, Guardian Life Insurance Company, and Park Avenue Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses on a broad range of financial topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning engagements.