Mallory House is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes roles at Bank of America, Main Event, Inc., Pilot.com, and Delek US Holdings, Inc. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

William Hargett is a financial advisor with Merrill, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Edward Jones, Jackson National Life Distributors LLC, and Raymond James & Associates. He is based in Franklin, TN. 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.

Brandon Sullivan is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds the Series 66 designation and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services, including fee-based financial planning and portfolio management.

Jeremy Hansen is a Series 66-registered financial advisor with Thrivent Investment Management in Nashville, TN. He has been with Thrivent and its affiliates since 2025. Prior to his current role, he held positions at Tennessee Tech University and Cumberland University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses without discretionary trading authority. The firm allows clients to combine planning with managed accounts through a consolidated billing option called WealthPlan, while keeping planning and asset management separate.

William Webster is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. He previously worked at Equitable Advisors, LLC and has a background that includes roles outside the financial industry such as at Walmart and Vanderbilt University Medical Center. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and a variety of brokerage and insurance-related services.

Tammy Rogan is a financial advisor with Robert W. Baird & Co. in Dickson, Tennessee, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Robert W. Baird & Co. since 2001. Outside of her advisory role, she is a co-owner of Printer's Ink, a non-investment-related business. Robert W. Baird & Co.’s DDK Group, where she practices, serves individuals, families, pensions, corporations, and institutional clients by offering financial planning and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across a range of strategies and account types.

Suzanne Stewart is a financial advisor at Cetera with two years of industry experience. She previously worked at Aristotle Circle for 12 years and has owned Great Jones Events, a photography-related business, since 2002. Stewart also serves as a financial advisor at Shoemaker Financial. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a network of over 10,000 advisors and approximately $256 billion in assets under management.

Adam Copp is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America N.A., Merrill, and Sculpture Hospitality. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Justin Newman is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 10 years of industry experience. He has worked at Pinnacle Bank since 2019 and held positions at Raymond James Financial Services Advisors Inc. and SunTrust Bank earlier in his career. Outside of his advisory role, he serves as Client Services Director at Pinnacle Asset 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 and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Matthew Curtis is a financial advisor with Ameriprise in Murfreesboro, TN, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet specific asset thresholds. The firm uses a centralized consulting team to provide non-discretionary, research-driven recommendation reports that incorporate tax-smart strategies and adaptive withdrawals, primarily for clients with Ameriprise-managed accounts.

Joseph Reedy is a Series 66-licensed financial advisor with 24 years of industry experience. He currently works at J.P. Morgan Securities, where he has been employed since 2022. His prior experience includes positions at Cetera, Regions Bank, AXA Advisors, Fifth Third Securities, and Morgan Stanley, among others. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

David Upshaw is a CFP® professional with 29 years of experience in the financial services industry, all of which he has spent with Edward Jones. He is registered in Brentwood, TN, and holds a Series 63 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Sheala Smith is a financial advisor at RBC Capital Markets with Series 63 and Series 65 licenses and 29 years of industry experience. Her prior roles include positions at Janney Montgomery Scott, Wells Fargo Clearing, and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Matthew Van Pelt is a Series 66 credentialed financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, he held various roles including ownership of a sports card sales business where he sells cards through eBay and livestreams on WhatNot. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based planning covering retirement, tax, estate, and other financial topics without portfolio management or discretionary trading authority.

Dustin Scobey is a financial advisor with Equitable Advisors holding Series 63 and Series 66 designations and 20 years of industry experience. His prior roles include positions at LPL Enterprise, Prudential Insurance Company of America, and Pruco Securities, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm relies on a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions.

Katherine Burgess is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. Her prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, Inc., and The Huntington Investment Company. She is also involved with FORA in a capacity outside of investment-related activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory, brokerage, and institutional platforms with various investment strategies supported by advisor-facing tools.

Morgan Bumbaugh is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and has worked previously at Cherry Bekaert LLP, Southern Baptist Foundation, Frasier, Dean & Howard, PLLC, and KPMG. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, combining manager-traded and model-traded strategies with ongoing manager selection and internal research.

Jacqueline Wolosek is a financial advisor with LPL Financial holding a Series 66 credential and 18 years of industry experience. Her prior work includes 14 years at Edward Jones and a year at M&M Wealth Management, LLC. Outside of her advisory role, she owns Jackie Danza Enterprises and Jackie Danza Entertainment, LLC, which are not investment related. 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 broad range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by various investment strategies and operational tools.

Jeff Fink is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 designation and 17 years of industry experience. His work history includes positions at United Community Bank, Ameriprise Financial Services, Merrill, and other firms. He is also involved with United Community Advisors, a related business entity. 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 a large network of investment adviser representatives.

Mason Mc Giboney is a financial advisor at Raymond James Financial with eight years of industry experience. His prior roles include positions at Morgan Stanley, UBS, and Wilson Bank & Trust. He serves as a volunteer committee member on the Finance Committee for the Special Olympics of Tennessee. 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 non-discretionary planning and consulting tailored to client goals and supports these recommendations through various advisory programs and affiliated advisory firms.