Evan Muldoon is a Series 66 credentialed advisor with Edward Jones in Gallatin, Tennessee, bringing seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for Sumner County Schools for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is notable for its extensive retail advisor network, affiliated investment capabilities, and fiduciary standard of care.

Bryant Moritz is a financial advisor with Fidelity Investments, holding Series 66, Series 65, and Series 63 licenses and four years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., and TD Ameritrade, Inc. He has also worked in various capacities at Creighton University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and delivery of model portfolios to intermediary platforms.

Thomas Sinor Jr. is a financial advisor with LPL Financial in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at Sinor Marcum Group, his own practice Thomas Sinor, and Waddell & Reed, Inc. He has also managed an unrelated business entity, Sinor Marcum Group LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations with a wide range of financial planning and advisory services offered through a national network of investment adviser representatives.

Jasper Baptist is a financial advisor with Primerica Advisors in Madison, TN, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked with Primerica Advisors since 2013 and is also employed by Comcast Corporation and Prospecting Health Inc. Outside of his advisory role, he serves as a third key manager at Visionworks, a retail company. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers, uses a tiered wrap-fee structure, and delegates trading responsibilities to BNY Mellon Advisors.

Christy Cole is a Series 66-licensed financial advisor with Merrill in Nashville, TN, bringing 25 years of industry experience. She has been with Merrill Lynch since 2000 and concurrently with Bank of America since 2009. Outside of her advisory role, she holds a half ownership interest in a family farm devoted to forestry and serves on the boards of local nonprofit organizations, including the YMCA Middle TN Camp Widiji and the Leukemia and Lymphoma Society of Middle Tennessee. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing model-based and discretionary investment strategies to a broad range of clients including individuals, high-net-worth clients, and institutional fiduciaries.

Kayla Weibel is a financial advisor at UBS Financial Services with nine years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Merrill, Bank of America, and other financial institutions. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Evan Malone is a financial advisor at RBC Capital Markets based in Nashville, TN, holding a Series 66 designation with 16 years of industry experience. His career includes roles at City National Bank, Renaissance Financial, Securian Financial Services Inc, and Minnesota Life Insurance Co. Outside of finance, he works part-time as a boxing instructor at a fitness facility. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients. The firm offers a variety of advisory programs featuring tailored investment strategies, discretionary and non-discretionary portfolio management, and integrated financial services.

Steven Ragan is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. 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 investment process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Gunter Lugg is a CFP® professional with 13 years of experience in financial advising. He has worked at Wells Fargo Advisors, LLC from 2013 to 2016 and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Brittany Greenwood is a CFP® and holds the Series 66 designation, with 10 years of experience in the financial industry. She has been with Edward Jones in Gallatin, TN since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Gregory Smith is a Series 66-licensed financial advisor with 19 years of industry experience, currently with Cambridge Investment Research Advisors since 2022. He previously worked at LPL Financial for 10 years. Outside of his advisory role, he owns and operates an independent insurance agency and is involved with Storied Wealth as an owner. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers a range of implementation strategies, including proprietary and third-party models, across multiple custody platforms.

Hunter Berry is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Jackson National Life Distributors, LLC for four years. His background also includes roles in education and the automotive retail sector. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning and investment management services delivered through a network of independent Financial Professionals, utilizing multiple custody platforms and proprietary as well as third-party strategies.

Ryan Lipman is a financial advisor with Raymond James Financial in Nashville, TN, holding a Series 66 designation and one year of industry experience. His previous roles include positions at Pinnacle Bank and Pinnacle Asset Management, alongside brief experience as a self-employed professional and academic work at the University of Texas and Vanderbilt University. He is also involved with Pinnacle Asset Management through a non-investment-related business activity. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and public entities. The firm offers tailored, primarily non-discretionary advisory services, including a specialized SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Loren Hansen is a financial advisor with Thrivent Investment Management in Nashville, TN, holding Series 63 and Series 65 credentials. He has 37 years of industry experience and has been with Thrivent and its affiliates since 2002. Outside of his advisory role, he is a secretary of H & L Farms LLC, an inherited family-owned farmland entity in Nebraska. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across various areas such as retirement, tax, and estate planning. The firm offers planning without discretionary trading authority and allows clients to combine planning with managed account services under a consolidated billing option.

Andrew Kintz is a CFP® professional with 21 years of experience in the financial industry, currently affiliated with LPL Financial. He has been with FTB Advisors, INC since 2016 and joined LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Thaddeus Corbin is a Senior Financial Advisor at Merrill Lynch Wealth Management with 27 years of experience. He specializes in serving high net worth clients, focusing on investment policy review, asset allocation, manager search and selection, and implementing financial strategies for individuals, families, endowments, and foundations. He also oversees his team's investment direction and manages discretionary portfolios. In November 2006, he attained the designation of Portfolio Manager in the Investment Advisory Program, enabling him to manage personalized or defined investment strategies on a discretionary basis. Additionally, Thaddeus is responsible for the long-term business development of his team. Thaddeus holds a Bachelor of Arts degree in Economics from the University of Kentucky, where he was a four-year letterman on the football team. He has earned his Series 7 and 66 FINRA registrations, as well as the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) designations. He grew up in Springfield, Tennessee, and is involved with the Springfield High School Football Team. Thaddeus, his wife Lindsay, and daughter Elloit live in Nashville. His personal interests include cooking, football, spending time with his family, outdoor activities, time at his family farm, and participating in University of Kentucky Alumni activities.

Luke Gray is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at AllianceBernstein and Bernstein Private Wealth Management. Outside of his advisory work, he manages rental property holdings to ensure tenant satisfaction. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management with multi-asset model portfolios and integrated wealth management services.

Thomas Ferraro III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he owns and operates a cattle business focused on raising, breeding, and selling Angus cattle. 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. The firm’s approach is based on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Milena Olvera Vanvoorhies is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has been with UBS since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.

Crystal Banning is a financial advisor at Edward Jones in Gallatin, TN, holding the ChFC® designation and Series 66 license with six years of industry experience. Prior to joining Edward Jones in 2019, she worked for 24 years at King's Court Builders, Inc. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm manages approximately $1.01 trillion in assets across a broad network of advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts.