Janeen Gregory is a financial advisor at Stifel with 20 years of experience at the firm and a Series 66 designation. She is based in Nashville, TN, and has served as a substitute organist for Redeemer Lutheran Church since 1985. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Phillip Branch is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2016 after over four years in the wealth management department of a regional bank in Kentucky. Phillip works with corporate executives, entrepreneurs, medical professionals, and recent retirees to organize finances, mitigate tax risk, and pursue their financial goals through tailored wealth management strategies. Phillip holds a bachelor’s degree in Finance and Economics as well as an MBA from Middle Tennessee State University. He provides services including wealth forecasting, portfolio management, tax minimization strategies, insurance planning, and retirement income analysis. His approach emphasizes developing a precise and individualized financial plan, regularly tracking progress to help clients achieve their lifelong objectives. Outside of his professional work, Phillip is involved in community activities such as Habitat for Humanity, St. Jude Hero, and Susan G. Komen Team. He serves on the Nashville Children's Theatre Board of Trustees. His personal interests include fishing, football, golfing, hiking, running marathons, and skiing.

Steven Mitchell is a CFP® professional with 18 years of industry experience, currently serving clients at Raymond James & Associates since 2013. He holds the Series 66 designation and is based in Nashville, TN. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and consulting through a variety of specialized advisory programs.

Rickie Garner is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. In addition to his role at Edward Jones since 2015, Garner has been associated with Liberty University since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Seda is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 65 and Series 63 credentials and has been with Thrivent Financial since 2016. Outside of his advisory role, he serves as a board member of The Grant James Foundation, which supports families facing challenges related to conception, adoption, and child loss, and acts as a deacon at Bellevue Church of Christ, where he helps oversee the young professional's ministry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial recommendations without discretionary trading authority. The firm combines planning with managed-account solutions under a consolidated billing option called WealthPlan.

Joseph Zenker is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2009. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser network and a diverse range of portfolio management styles.

Alexander Johnson is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His background includes roles at Belmont University and involvement with organizations such as TOCA Football and Hattie B's Hot Chicken. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and providing access to model portfolios and research.

Robert Collins III is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 30 years of industry experience. He has worked at LPL Financial since 2001 and has been affiliated with Glidepath Financial, LLC since 2020. Collins also engages in non-variable insurance sales, including life, health, disability, and long-term care policies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and brokerage, supported by in-house and third-party research and advanced portfolio management technologies.

Spencer Provow is a CFP®-certified financial advisor with Raymond James Financial, based in Nashville, TN, and has 18 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2015. Outside of his advisory role, he is involved as an investment advisor with Adams Wealth Partners and is a partner in a real estate venture focused on property acquisitions in Middle Tennessee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, and institutional clients. The firm employs a non-discretionary advisory approach using risk profiling and modeling tools to tailor recommendations to client goals.

Madeline Brunkey is a CFP® with four years of industry experience, currently affiliated with Cambridge Investment Research Advisors. She has been with Cambridge since 2014 in various roles and also serves as an independent contractor for Servier Pharmaceuticals in the healthcare sector. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Evan Forte is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley since 2008 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Ryan Vollero is a financial advisor at Morgan Stanley based in Franklin, TN. He holds the Series 66 designation and began his career with Morgan Stanley in 2025. Prior to joining the firm, he worked at the University of Tennessee and Hillwood Country Club, as well as Christ Presbyterian Academy and the Gordon Jewish Community Center. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Ryan Guth is a CFP® professional with nine years of experience in the financial industry. He currently practices at LPL Financial and previously worked at SCF Investment Advisors, SCF Securities, and Edward Jones. Guth is also an author of the book *Permission to Exit: Prepare to sell your business without regret*. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Cade Graham is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at Working Distributors and The Club at Olde Stone. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Christopher Robinette is a financial advisor with Mass Mutual Investors Services in Brentwood, TN, holding a Series 66 designation and 14 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2011. Robinette is the founder of Lighthouse Planning LLC, a fee-based financial planning firm, and also operates The Chris Robinette Company, which focuses on non-financial business activities such as speaking, coaching, and training. MassMutual Investors Services 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 seminars, structuring planning engagements as ongoing collaborative relationships that use firm-approved analytical tools to develop written recommendations.

Suzanne Smith is a financial advisor with Merrill in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Merrill since 2010 and also has a tenure at Bank of America, N.A. since 2016. Outside of her advisory role, she serves as a power of attorney for several family members. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rosemary Lombardy is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. She has been with UBS since 2000. Outside of her advisory work, she is co-owner and secretary of Lombardy Farms LLC and Emporia LLC, businesses involved in citrus, fern, and gift fruit packing. She is also the author of a self-help book titled *Breaking Bonds: How to Divorce an Abuser and Heal—A Survival Guide*, which includes an associated website providing resources for abused women. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor solutions to clients’ goals and risk tolerances.

Taylor Francis is a CFP® and ChFC® with 18 years of experience in the financial services industry. He has worked at Raymond James Financial Services Advisors Inc., Pinnacle Bank/Pinnacle Financial Partners, and SunTrust Investment Service, Inc. since 2010. He serves on the finance committee for Percy Priest Elementary PTO, providing financial recommendations to support the organization's goals. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting aligned with client objectives and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

William Eskind is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding a Series 63 designation and 34 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Eskind serves on the investment committees for the Jewish Federation of Nashville and Middle Tennessee and the West End Synagogue, and he acts as trustee and executor for several family trusts and estates. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and rooted in modern portfolio theory, serving plan objectives with a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Stef Jordan is a Series 66-licensed financial advisor with Edward Jones, based in Brentwood, TN, and has two years of industry experience. Prior to joining Edward Jones, Stef held positions at UBS and spent several years in higher education roles at Lipscomb University and Marymount University, where they currently serve part-time as a budget analyst. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.