Brian Fisher is a financial advisor with Equitable Advisors in Franklin, TN, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Equitable Advisors in 2017, he was self-employed as an independent commodities trader for over two decades. Fisher serves as Chair of the Business Conduct Committee and Probable Cause Committee for CME Group’s regulatory committee and is a Certified Divorce Financial Analyst assisting clients during divorce proceedings. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs, including third-party asset managers and LPL-sponsored solutions, focusing on personalized risk assessment and tailored investment strategies.

Joshua Libler is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has previously worked at AllianceBernstein and TD Ameritrade, among other firms. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and a formal alternative-investment process.

Tessa Dueker is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at Charles Schwab Bank, Charles Schwab, Fidelity Investments, and TDAmeritrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Abigail Spaulding is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at MassMutual Life Insurance Company and its affiliated services since 2008. Outside of her advisory role, she is involved in several business ventures including co-owning AAFS, LLC, which supports her practice operations, and holds an equity interest in Corvida Inc., a bookkeeping and tax preparation service. MassMutual Investors Services, LLC 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 programs, structuring planning engagements as annual, collaborative relationships that focus on goal analysis and strategy recommendations.

Robert Carlson is a financial advisor with Raymond James Financial in Brentwood, TN, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His career includes roles at Pinnacial Financial Partners and Pinnacle Financial, where he has also been associated since 2005. He is involved with Pinnacle Asset Management, focusing on client relationship building and investment account management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance advisory services alongside custom retirement plan solutions.

Stephen Moser is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 10 years of industry experience. He previously worked with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. In addition to his advisory work, he is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm employs thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Bradley Gooch is a financial advisor with MassMutual Investors Services in Brentwood, TN, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been with MML Investors Services since 2011 and with MassMutual Life Insurance Company since 2010. Outside of his advisory role, he owns BG Construction Group LLC, a construction oversight and contracting business. MassMutual Investors Services, LLC 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 programs, using firm-approved tools to develop written recommendations tailored to clients’ goals.

Cory Holman is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has one year of industry experience and has worked with several real estate firms, including Parks Compass Real Estate, where he is also a licensed realtor and owner. Holman’s prior work includes roles at Landmark Homes of Tennessee and Bob Parks Realty. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-based planning using firm-approved software and various event-driven planning programs.

David Capozzi is a financial advisor with Mass Mutual Investors Services in Brentwood, TN, holding Series 63 and Series 66 registrations and 21 years of industry experience. His prior work includes roles at MassMutual Life Insurance, PRUCO Securities, and AllState Financial Services. Outside of his advisory work, he is an enrolled agent providing CPA and tax preparation services and is a licensed notary public in Tennessee. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a structured planning process using firm-approved software and offers programs including divorce planning, estate settlement, and employer-sponsored planning.

Kyle Donahoe is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, with a centralized investment approach that incorporates quantitative and qualitative research.

William Wade is a financial advisor at Stifel with Series 63 and Series 65 designations and 31 years of industry experience. He previously worked at Bank of America from 2011 to 2021 before joining Stifel Nicolaus & Co Inc in 2021. Outside of his advisory role, Wade serves as a director on the board of the Nashville Symphony Association. Stifel serves a broad range of clients, including individuals, institutional accounts, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and allocation guidance based on forward-looking capital market assumptions.

Dean Patton is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has one year of industry experience and prior work history in firms including Forvis Mazars and Healthcare Corporation of America. Outside of financial advising, he teaches at Williamson College. LPL Enterprise provides investment advisory and brokerage services to a diverse client base such as individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach using portfolios developed by internal and third-party strategists and offers additional services including financial planning, insurance product facilitation, and affiliated trust and lending programs.

Joseph Borrelli is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2013. 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Iris Brashear is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. Her prior experience includes roles at Charles Schwab Bank SSB, AutoZone Corporate Headquarters, and Rocky Top Nutrition, as well as several years in full-time education. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s model combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a comprehensive range of integrated investment and custody services.

Jennifer Winchell is a CFP® with 21 years of industry experience, currently serving as an advisor at Cetera. She has held roles at Avantax Advisory Services and Avantax Investment Services and operates her own CPA firm, Winchell CPA & Advisory Services PLLC, providing accounting, tax, and financial consulting services. Winchell also manages bookkeeping and bill pay services for CPA clients through her firm. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporations, charities, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party investment managers.

Tammy Alexander is a financial advisor with Raymond James & Associates in Franklin, TN, holding a Series 63 designation and bringing 32 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Southstate Securities Corp. since 2004. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

M. Brandon Hall is a financial advisor at Fidelity with 25 years of industry experience and holds Series 63 and Series 66 licenses. He has been with Fidelity Investments since 2000, including seven years at Fidelity Personal and Workplace Advisors. Outside of his financial career, he owns and manages a family horse business involved in rescue, training, and racing, and serves as Vice President of Fundraising for the Franklin High School Band Boosters. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company providing investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it is noted for its use of systematic methodologies and AI-driven research.

Margarita Stanczak is a financial advisor at Stifel with 10 years of industry experience. She holds Series 65 and Series 63 designations and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Evan Duvall is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he served in the United States Army from 2015 to 2019 and worked at Nissan from 2019 to 2022. He is also involved with Shoemaker Financial, a financial services DBA where he provides insurance, securities, and advisory services. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and retirement services, utilizing multiple program structures and third-party managers, with assets under management exceeding $256 billion.

Nell Hughes is a financial advisor with UBS Financial Services in Franklin, TN, holding a Series 66 designation and 13 years of industry experience. She has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and delivers tailored investment solutions supported by proprietary research and market analysis.