Kevin Thompson is a financial advisor with J.P. Morgan Securities in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Ross, Sinclaire & Associates, LLC, and Waddell & Reed, Inc. He has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities, LLC since 2020. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Sophia Douglas is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at several firms, including Merrill Lynch and Bank of America, before joining Morgan Stanley Smith Barney LLC. Prior to her finance career, she was employed at PetSmart for one year. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Barry Butera Jr. is a financial advisor at Stifel in Nashville, TN, with 14 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2019, following an eight-year tenure at First Empire Securities, Inc. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and model asset allocations intended to support client decision-making.

Rodney Toothman is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 credentials and having 33 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he operates a family cattle ranch where he raises beef for sale. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Antoinette Doles Wong is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses with 30 years of industry experience. She has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Patrick Cook is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at UBS Securities LLC, Commonwealth Financial Network, LPL Financial LLC, and D.A. Davidson & Co. He also spent a year at the University of Notre Dame. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Joshua Wood is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides investment management services along with access to customized credit and lending, commercial banking, and philanthropy support through Bank of America, N.A. Joshua assists clients in managing complexity in their financial lives by offering support and careful planning across various areas such as investment management, liquidity event strategies, trust and estate planning services, and more. Before joining Merrill, Joshua served as an intelligence analyst in the United States Army, completing three deployments to Afghanistan and receiving two Bronze Stars. His military experience instilled discipline and dedication, qualities he applies to his work as a financial advisor. Joshua holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Austin Peay State University. Outside of his professional role, Joshua enjoys spending time with his wife Veronica and their two children in Nolensville, Tennessee. His personal interests include chess, gardening, hunting, music, reading, and soccer.

Jeremy Hall is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. He has been with Robert W. Baird & Co. Inc since 2003 and holds a Series 66 designation. Outside of his advisory role, Hall serves as a trustee overseeing the investment of assets. Robert W. Baird & Co.’s DDK Group operates within the Private Wealth Management department, serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a range of strategies and internal research tools, including the use of artificial intelligence, to support client advice.

Julie Sandberg is a Wealth Management Advisor at Merrill Lynch Wealth Management. She is in her 21st year with Merrill and brings extensive experience in wealth management strategies. Prior to joining Merrill, Julie worked for a regional public accounting firm in the Washington, D.C. area and is a Certified Public Accountant by background. Julie received her Bachelor's degree in Accounting from The American University and holds a Master's degree from the University of Denver. She holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her areas of focus include college education planning, corporate executive services, divorce transition planning, executive compensation, equity compensation services, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, and personal retirement planning. Julie is a member of professional organizations such as Financial Executives International and Merrill Women's Exchange. Outside of her professional role, she enjoys cooking, music, reading, spending time with her family, traveling, and watching movies. Due to her role as a financial advisor, she does not provide tax or accounting advice.

Gregory Sirko is a CFP® and Series 66 registered financial advisor with Mass Mutual Investors Services, where he has worked since 2007. He has 18 years of industry experience and is based in Brentwood, TN. Sirko is also the managing member of an entity that receives advisory compensation to fund business expenses. 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 provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning approaches.

Joshua Travis is a financial advisor at Fisher Investments with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Financial Distributors and Jackson National Life Distributors. Outside of finance, he has been involved with Stretch Zone since 2018. Fisher Investments serves institutional and private clients worldwide, managing discretionary portfolios across equities, fixed income, and blended mandates. The firm employs a centralized investment decision process combining quantitative and qualitative analysis, offering tax-aware risk management and sub-advisory services.

William Woody is a financial advisor with J.P. Morgan Securities in Nashville, TN, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. His prior work includes 13 years at UBS before joining JPMorgan Chase Bank and JPMorgan Securities in 2024. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a structured, non-discretionary process. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Angela Beckley is a financial advisor with Robert W. Baird & Co., Inc. in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Robert W. Baird since 2012. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring investment strategies to client goals and risk tolerances through both in-house and third-party managers.

William Perry is a financial advisor with Raymond James Financial Services Advisors Inc. in Brentwood, TN, holding a Series 66 designation and 11 years of industry experience. Prior to joining Raymond James in 2018, he worked at Strategy Corps, Inc. and Journal Communications. He serves on the City of Franklin, TN, Health, Education, and Housing Facilities Board and is Vice President of the City of Franklin Industrial Development Board. 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 uses analytical modeling tools, supporting its clients through various advisory programs and maintaining a notable affiliation with a municipal advisor.

Brandon Lunke is a financial advisor with Raymond James Financial Services Advisors Inc. in Nashville, TN, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at COVA Wealth Management and Franklin Synergy Bank. He serves as a trustee for family trusts and owns a tax preparation business, High Forest Partners. 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 provides non-discretionary planning tailored to client goals and supports a wide network of advisors with institutional consulting and portfolio management.

John Connelly Jr. is a financial advisor at LPL Financial with 36 years of industry experience. He holds a Series 63 designation and has worked with firms including Merrill, Prudential Equity Group, Raymond James Financial Services, and COVA Wealth Management. Connelly also operates COVA Wealth Management as a DBA in connection with his LPL business. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Shaun Rowles is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He previously worked at UBS Financial Services and SunTrust Advisory Services. Outside of his advisory role, Rowles is involved in writing fiction and macroeconomic topics, serves as a guest lecturer for first-year MBA students at Vanderbilt University’s Owen School of Management, and advises his son’s media production company. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Zachary Pagano is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 66 designations. He has four years of industry experience, including prior roles at Jackson National Life Distributors and Residential Investment Advisors. Outside of advising, he is involved in independent insurance sales and food and beverage service. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals and employs a variety of portfolio management strategies, including proprietary models and third-party solutions.

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.