Brooke Pack is the Vice President, Wealth Planner at Fidelity Investments, a role held since 2021. In this capacity, Brooke partners closely with families to develop personalized strategies aimed at growing and protecting their wealth, ensuring the thoughtful transfer of assets to create lasting legacies. Brooke has accumulated extensive experience in the financial services industry, beginning as a Retirement Specialist at JP Morgan in 2005. Brooke has held various positions at Fidelity Investments since 2007, including Financial Representative, Private Client Specialist, Branch Service Manager, Senior Relationship Manager, and Financial Consultant prior to the current role. Additionally, Brooke worked as Assistant Operations Manager at UBS from 2014 to 2015. Specific details regarding Brooke's education, credentials, personal interests, and community involvement have not been provided.

Anthony Stevens is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2012, including work under the AxA Advisors name prior to rebranding. He is also involved as an outside insurance carrier. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charities, and institutional clients by providing financial planning, retirement consulting, and asset management programs. The firm delivers advice through a network of Investment Adviser Representatives, utilizing a range of third-party advisory programs and proprietary tools without sponsoring its own wrap fee program.

Keith Avery is a CFP® with 23 years of industry experience, all of which he has spent with Edward Jones since 2003. He is based in Franklin, TN. Outside of his advisory role, he provides nursing services to patients. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of investment strategies and fiduciary advisory services.

Andrew McLellan is a financial advisor with Raymond James Financial Services, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has worked at Pinnacle Financial Partners and Jackson National Life Distributors, among others. Outside of his primary advisory role, he is associated with Burton Hills Investment Partners, where he is involved in client prospecting and relationship 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 plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs for municipal finance and employer retirement plans.

Stephen Sypek II is a CFA® charterholder and holds a Series 66 license, currently affiliated with Wells Fargo Clearing. He has one year of industry experience and has previously worked at UBS Financial Services, Hudson Independent Partnerships LLC, 7 Mile Advisors, and Wellington Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting with an emphasis on research-driven portfolio management and a broad range of brokerage and advisory solutions.

Connor Hartman is a financial advisor with UBS Financial Services in Nashville, TN. He holds the Series 66 designation and has been with UBS since 2024, following a role at DiNuzzo Wealth Management and experience owning a media business. Outside of finance, he has worked in media production through Hartman Imagery and PBA Media. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor advice to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Dallas George is a Series 66-licensed financial advisor with Equitable Advisors in Franklin, TN, where he has worked since 2003. He has 23 years of industry experience, including 17 years with Axa Advisors, LLC. Outside of advising, George is the owner of Waypoint Financial Partners, LLC, and holds patent filings through DG Technologies. Equitable Advisors serves a broad range of clients including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm employs a variety of third-party asset managers and utilizes program models tailored to clients’ risk tolerance and goals.

Nicholas Viviano is a financial advisor with Charles Schwab, holding the Series 66 designation. He has been with Charles Schwab and its affiliated entities since 2023. Prior to entering the financial industry, his work experience includes roles outside the sector such as with Oswego Auxiliary Services and Ben & Jerry’s Ice Cream. Charles Schwab & Co., Inc. serves primarily 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 offers both non-discretionary and discretionary investment options supported by centralized operations and a broad range of integrated wealth management services.

Aaron Glass is a financial advisor at Edward Jones in Brentwood, Tennessee, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones in 2023, he worked at Assurion from 2019 to 2023 and Verizon from 1986 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Susan Fuller is a financial advisor with Edward Jones in Nashville, TN, holding a Series 66 designation and 26 years of industry experience. She has worked at Edward Jones since 2009 and previously spent five years at Merrill. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated products, supported by a nationwide network of financial advisors and branch offices.

Jannel Buckley is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services Inc. Outside of her advisory role, she serves on the Town of Wake Forest Planning Board, contributing to local land use and development planning. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, with portfolio implementation tailored to strategy and tax considerations.

Andrew Zentmayer is a financial advisor at Morgan Stanley in Nashville, TN, with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Jennifer Baxter is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2015. Based in Nashville, TN, her career to date has been focused within the firm. 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 constructed by internal and third-party managers.

Andrew Burd is a financial advisor with Raymond James & Associates in Nashville, TN, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he owns a small business involved in selling home decor, school supplies, clothing, and craft supplies through online platforms. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Charles Wick II is a financial advisor with J.P. Morgan Securities in Mount Juliet, TN. He holds a Series 66 designation and has 20 years of industry experience. His prior roles include positions at TD Ameritrade, Scottrade, and JP Morgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Lydia Foutch is a financial advisor at Edward Jones in Nashville, TN, holding a Series 66 designation. She has been with Edward Jones since 2011 and has prior work experience at DoorDash. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its large nationwide network of advisors and branches, as well as its affiliated trust company and securities-based lending options.

Richard Carter is a Wealth Management Advisor at Merrill Lynch Wealth Management. He applies a disciplined wealth management process to help clients simplify financial complexities and pursue personal and professional goals. His approach includes a thorough review of each client's financial situation to address areas such as estate planning, retirement planning, and insurance. Richard's expertise encompasses college education planning, corporate executive services, divorce transition planning, executive compensation, equity compensation services, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Cumberland University and a Master of Business Administration from Belmont University. Richard is involved with the Massey School of Business Graduate Council. Originally from Brentwood, Tennessee, he now lives in Nashville. In his free time, he enjoys playing golf and watching sports.

Peter Early is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at firms including Exos Asset Management LLC, Aspiration, and Guggenheim Investment Advisors, LLC. His experience includes roles at several financial services and asset management companies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

James Snellen is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor with Cambridge Investment Research Advisors since 2017. His prior experience includes roles at Mass Mutual Investors Services and MetLife Securities. Outside of advisory work, he is involved as an independent insurance agent and is employed in tax services at H&R Block. Cambridge Investment Research Advisors provides a wide range of financial planning, investment management, and retirement plan advisory services to individual and institutional clients. The firm supports a network of independent advisors and offers diverse investment implementation options, including proprietary model strategies and access to third-party managers.

Ethan Dycus is a financial advisor at UBS Financial Services with a Series 66 designation and experience beginning in 2024. His background includes multiple roles at Harding University and various other organizations prior to joining UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to develop tailored financial plans.