Mark Richards III is a CFP® certificant affiliated with Raymond James Financial Services Advisors, Inc., with 23 years of industry experience. He previously spent 10 years at Commonwealth Financial Network before joining Raymond James in 2025. Richards is also the owner and president of Radnor Wealth Management LLC, where he manages financial planning and investment advice alongside overseeing the firm’s operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning supported by analytical tools and delivers a range of advisory programs, including specialized services in municipal and public finance.

James Johnson is a financial advisor at Stifel in Nashville, TN, holding a Series 66 credential with two years of industry experience. Prior to joining Stifel in 2024, he worked in banking and retail wine and spirits and serves as a color commentator for high school football broadcasts. Stifel serves a broad range of clients including individuals, institutions, and municipal entities, providing brokerage and advisory services supported by proprietary investment analysis and allocation methodologies.

Robert Levy is a financial advisor with Mass Mutual Investors Services in Brentwood, TN, holding a Series 63 designation and bringing 40 years of industry experience. He has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1997. Outside of advisory services, he is also involved in life, health, and fixed index annuity insurance sales. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Suzanne Nelson is a Certified Financial Planner (CFP®) with 33 years of industry experience. She has worked at LPL Financial since 2024 and was previously with Royal Alliance Associates, Inc. for 27 years. Suzanne is also a commissioned notary in the State of Tennessee. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of advisory strategies alongside various non-advisory financial services.

Greg Moore is a financial advisor with J.P. Morgan Securities in Nashville, TN, holding Series 63 and Series 65 designations and 14 years of industry experience. His prior work includes nearly a decade at Guardian Life Insurance Co. of America and Peachtree Planning before joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Bradley Gallimore is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Simmons Bank, FTB Advisors, Wells Fargo Clearing, Wells Fargo Advisors LLC, Wachovia Bank, and Banc of America Investment Services. He is also a licensed notary in Nashville, TN. 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 access to third-party asset managers, supported by its broad platform and network of over 22,800 advisors.

David Demars is a Series 66-licensed financial advisor with 28 years of industry experience. He is currently with OSAIC, where he has worked since 2025. Prior to that, he spent over two decades at Lincoln Financial Advisors. Outside of his advisory role, he serves as a trustee for a family trust and is involved in offering certain insurance products. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to various third-party investment platforms.

Kent Kirby is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 63 designation and over 33 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Kirby is active in various business ventures and community boards, including partnerships in hospitality and retail sectors, a nonprofit education organization (KIPP Nashville), and leadership positions at the Nashville Zoo. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management offerings, including fiduciary financial planning and a broad range of capital markets services.

James Aid is a financial advisor with Raymond James Financial holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, Wells Fargo Advisors, and Wells Fargo Clearing. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and utilizes analytical tools such as risk profiling and scenario modeling to support client goals.

Leonidas Vaughan IV is a CFP®-designated financial advisor with 27 years of industry experience. He is currently affiliated with LPL Financial and has held previous roles at Mass Mutual, Raymond James, Merrill, Wells Fargo Clearing, and Prudential Equity Group. Vaughan is also a commissioned notary in Tennessee. 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 wide range of advisory and brokerage services, incorporating diverse investment strategies and technology tools to support its extensive network of advisors.

John Nanni is a financial advisor at OSAIC with 39 years of industry experience. He holds a Series 63 designation and has worked at firms including Securities America Advisors, Inc. and Securities Service Network. He is also the primary proprietor of Nanni Financial, focusing on life insurance sales and servicing. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Brian Hanrahan is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding a Series 66 designation and 23 years of industry experience. He has been with Robert W. Baird & Co. since 2005. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, with a range of traditional and non-traditional investment strategies.

William Konves is a financial advisor with Morgan Stanley in Nashville, TN, holding CFP® and Series 66 designations and bringing 21 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Caren Poletti is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. Her career includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. She serves on the advisory board of High Hopes, Inc., a nonprofit focused on children and youth. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, with services including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its financial advice.

Angela Hall is a Series 66 licensed financial advisor at Stifel with 10 years of industry experience. She previously worked at Wells Fargo Clearing, UBS Financial Services, and Merrill. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group.

Larry Jensen is a financial advisor with Ameriprise in Nashville, TN, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked with Ameriprise and its affiliated entities since 1990. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Alicia Jayo is a financial advisor with UBS Financial Services in Nashville, Tennessee, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Tideline and The Rockefeller Foundation, as well as work affiliated with Columbia Business School. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning and portfolio management solutions supported by proprietary research and capital market insights. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading activities.

Regan Calvert is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2016, progressing through roles including Financial Representative, Investment Solutions Representative, Fixed Income Specialist, Investment Consultant, and Financial Consultant before his current position. In his role, Regan focuses on helping clients plan for retirement by analyzing their complete financial picture and implementing tailored strategies. He works closely with clients to understand their family life, work, concerns, hopes, and dreams to provide personalized financial guidance. Outside of his professional responsibilities, Regan has interests in baseball, bowling, comedy, football, golf, and traveling.

Jesse Cofty is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding a Series 66 designation and three years of industry experience. Prior to his current role, he has worked at Wells Fargo Bank, Progressive Health, Auburn University of Montgomery, and Firebirds. Outside of finance, he owns and operates an online electronics and tools sales business and is active as a traveling musician, selling merchandise and streaming music online. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Todd Johnson is a CFP®-certified financial advisor at Edward Jones with 12 years of industry experience, all with the firm since 2014. He is based in Hendersonville, TN. Outside of his advisory role, he manages a rental property in Odenton, MD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.