Alexander Verrone is a financial advisor with Equitable Advisors in Franklin, TN, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities LLC from 2014 to 2022. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a combination of proprietary and third-party investment solutions and offers services that include mutual funds, ETFs, separately managed accounts, alternative investments, and ERISA fiduciary services.

Anthony Youssefi is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at Mass Mutual Investors Services before joining Cambridge in 2016. In addition to his advisory role, he is an independent insurance agent with various companies and a member of Capital Wealth Advisors LLC. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple account platforms and proprietary model strategies while managing a multi-billion dollar asset base.

Travis Curatolo is a Series 65-credentialed financial advisor with Cambridge Investment Research Advisors, based in Franklin, TN. He has one year of industry experience, with prior roles at SageSpring Wealth Partners and LeTourmeau University, as well as four years of service in the USAF. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through a variety of platforms and proprietary model strategies under the Founders Gate Capital brand.

Joshua Ely is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Ely is co-owner of IWM LLC and owner of 3 Man, Inc., managing advisory businesses alongside his role at Ameriprise. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering tailored recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated recommendations within a large institutional platform providing advisory, brokerage, and insurance solutions.

Hugh Swart is a financial advisor with Charles Schwab in Nashville, TN, holding the Series 63 and Series 66 designations and possessing seven years of industry experience. His prior work includes roles at TD Ameritrade and Fidelity Brokerage Services. He serves on the board of Justice Industries, a nonprofit organization, where he assists with fundraising and business development. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Brandon Brager is a financial advisor at Raymond James Financial with Series 63 and Series 66 licenses and one year of industry experience. He previously worked at Northwestern Mutual in various capacities from 2024 to 2026 and was employed by Sound City Realty and Metro Nashville Public Schools before entering the financial industry. 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, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting through comprehensive analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Douglas Jones is a Certified Financial Planner (CFP®) with 36 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked concurrently with Pinnacle Financial Partners and Southern Lawn and Landscape, LLC for over a decade. Jones also serves as a personal representative for family estate matters. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes non-discretionary planning tailored to client goals, supported by analytical tools and advisory programs.

William Yawn is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera and related affiliates since 2019, following prior roles at Summit Financial Group Inc. He is also licensed to sell life insurance and annuities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies, financial planning, and consulting services, overseeing more than $256 billion in assets through a network of over 10,000 advisors.

David Reynolds is a financial advisor with UBS Financial Services in Franklin, TN, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets services through its extensive network of financial advisors.

Riley Fair is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and no prior industry experience. Outside of financial services, Riley is involved in the fitness industry through ownership of two Pilates businesses. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

Jeff Good is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with LPL Financial and has previously worked at Fifth Third Securities, Fifth Third Bank, Edward Jones, and Gannett. 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 financial planning and investment management services supported by advisory representatives who utilize various model portfolios, third-party subadvisors, and customized strategies across multiple asset classes.

Kenneth Smith is a financial advisor with Cetera in Franklin, TN, holding a Series 66 designation and six years of industry experience. He has worked at Cetera since 2020 and also serves as a wealth advisor at Regions Bank, where he works with high-net-worth clients on loans, trusts, mortgage, insurance, and estate planning. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors, leveraging multiple investment platforms and third-party managers.

Bradley Dickens is a financial advisor at RBC Capital Markets with 33 years of industry experience and holds a Series 63 designation. His prior work includes roles at Janney Montgomery Scott, Wells Fargo Clearing, and City National Bank. He serves on the board of the Joshua Chamberlain Society, a nonprofit organization that assists military veteran families in Nashville. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, and brokerage services, with tailored strategies implemented through a combination of in-house and third-party investment managers.

Michael McNicholas is a financial advisor with LPL Financial based in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior experience includes roles at Securities America Advisors and his own business under his name. Outside of finance, he is involved in a film and photography business. 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.

Mary Yerdon is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. She previously worked at Campbell Johnson Wealth Advisors, Royal Alliance Associates, and Innovative Financial Group. Outside of her advisory role, she serves as Director of Branch Services and financial advisor at Highroad Financial, a support company in Franklin, TN. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm emphasizes non-discretionary consulting tailored to client goals, utilizing analytical tools to model potential outcomes and supporting a large network of advisors.

Brian Meyers is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding a Series 66 designation and 14 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with Metlife Securities from 2014 to 2017. In addition to his advisory role, Meyers serves as a Notary Public. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap programs, and educational seminars, structuring client relationships around detailed planning and written recommendations.

Drew Powell is an advisor at LPL Financial with a Series 66 designation and experience beginning in 2026. Prior to joining LPL Financial, he worked at First Horizon Bank and has a background that includes roles at Wake Forest University and Montgomery Bell Academy. 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, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Charles Spears is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 27 years of industry experience. He has been with Raymond James since 2016 and is a partner in Cordell Holdings, LLC. Spears serves on the investment committee for the Missions Endowment Fund at Forest Hills Baptist Church. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized services including municipal advisory and SIMPLE IRA employer consulting programs.

Wesley Sullivan is a financial advisor at Robert Baird & Co. with 31 years of industry experience. He has been with R.W. Baird since 2002 and holds a Series 63 designation. Based in Nashville, TN, he works within a large institutional firm. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing both in-house and third-party managers to implement a variety of investment strategies.

Benjamin Hollis is a financial advisor at UBS Financial Services with five years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a range of capital markets and advisory solutions.