Taylor Van Neste is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Ligo Financial, and Coin Metrics. His current role at J.P. Morgan Securities and JPMorgan Chase Bank began in 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Maleah Stephens is a CFP®-certified financial advisor with 20 years of industry experience, currently practicing at OSAIC since 2012 and previously with Osaic FA, Inc. from 2006 to 2012. She is also the owner of Ridiculously Hopeful, an LLC focused on her activity as an author. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, offering a broad range of integrated brokerage and advisory services supported by firm-provided asset allocation tools and third-party managed account solutions.

Peter Danilaitis is a Series 66 licensed financial advisor at Fisher Investments with 19 years of industry experience. His prior roles include positions at Summitview Consultants, Wells Fargo Clearing, Wells Fargo Advisors LLC, Ameriprise, and Edward Jones. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management across equities, fixed income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and applies tax-aware and risk management strategies.

Tamara Brentley is a financial advisor at Edward Jones in Nashville, TN, holding Series 63 and Series 66 registrations with 11 years of industry experience. She previously worked at UBS Financial Services Inc for 10 years before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Tiffany Greer is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Avantax Insurance Services and Avantax Investment Services for over two decades before joining Cetera in 2025. Greer also has a long-standing association with Jim Durham since 2003. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party investment strategies.

Amy Nash is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has worked at Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market return models.

Jordan Wilde is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various entities within JPMorgan, including JPMorgan Chase Bank and BDI Automation. Wilde also has experience with DNA Nutricoach and the University of Miami. 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 an ESG eligibility framework in their investment process.

Jennifer Miller is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at OSAIC. She has previously worked with Waters Wealth/Royal Alliance and has been self-employed since 1995, providing bookkeeping and tax-related services. In addition to her advisory role, she serves as a poll worker for the Wilson County Election Commission and acts as Power of Attorney for her parents. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of advisors. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Holly Adams is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has worked previously at UBS Financial Services Inc. and Morgan Stanley. Adams is based in Nashville, TN. 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 investment strategies for individuals, high-net-worth clients, and institutions.

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.

Stephen Mathews Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James since 2016 and was the owner of Grahampton Wealth Management LLC from 2016 to 2020. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional clients, offering tailored non-discretionary planning supported by analytical tools and a diverse advisory network.

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.

Ian Jones is an Investment Consultant at Fidelity Investments, where he has been working since 2026. Prior to this role, he served as a Relationship Manager at Fidelity Investments from 2025 to 2026, and as a Financial Representative from 2023 to 2025. Ian connects with individuals and families to provide personalized support and guidance aimed at helping them work towards their financial goals. He focuses on aligning the right financial tools with what matters most to his clients in pursuit of their objectives. Outside of his professional work, Ian has interests in cars, hiking, music, and soccer.

Glenn Bradley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at First Tennessee Brokerage, Inc., Truist Investment Services, Inc., and Ftb Advisors, Inc. based in Nashville, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Stephen Moser is a financial advisor with Cambridge Investment Research Advisors in Brentwood, TN, holding a Series 66 designation and 10 years of industry experience. He previously worked at MassMutual Investors Services and Massachusetts Mutual Life Insurance Co before joining Cambridge in 2019. Moser is also an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual clients, retirement plans, charitable organizations, and trusts through a network of independent financial professionals. The firm offers a range of investment management and financial planning services, utilizing multiple custody platforms and both proprietary and unaffiliated strategies tailored to client objectives.

Kathleen Ward is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and possessing 15 years of industry experience. Her prior roles include positions at Vanderbilt University, Williams Hunter Wealth Group, Raymond James Financial Services Advisors Inc., and Wells Fargo Advisors. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services using a mix of in-house and third-party managers, offering both traditional and complex investment strategies.

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.

Swati Smith is a financial advisor with Merrill in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at Merrill since 2011. 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 a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Frederick Congdon is a financial advisor at Cetera with 13 years of industry experience. He holds Series 65 and Series 66 licenses. His prior roles include positions at Foundation Investment Management, TrustCore Financial Services, and Valic Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, 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 that includes affiliated and third-party managers.