John Connelly Jr. is a financial advisor at LPL Financial with 36 years of industry experience. He holds a Series 63 designation and has previously worked at CVWM LLC/COVA Wealth Management and Raymond James Financial Services in various capacities since 2012. His ongoing involvement includes COVA Wealth Management as a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, research, and technology-driven investment strategies.

Shaun Rowles is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He previously worked at UBS Financial Services and SunTrust Advisory Services. Outside of his advisory role, Rowles is involved in writing fiction and macroeconomic topics, serves as a guest lecturer for first-year MBA students at Vanderbilt University’s Owen School of Management, and advises his son’s media production company. 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 grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Zachary Pagano is a financial advisor with Cambridge Investment Research Advisors in Brentwood, TN, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Cambridge Investment Research, Jackson National Life Distributors, and Residential Investment Advisors. Outside of his advisory work, he is involved in food and beverage service and acts as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers various portfolio management options and employs both proprietary and third-party strategies, with a range of custody arrangements and business features designed to support advisors and clients.

Christopher Agro is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and previously worked at Home City Ice and both the University of Kentucky and University of Louisville. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

Maggie Gambrel is a financial advisor at UBS Financial Services in Nashville, TN, with 17 years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. She serves as Treasurer and a member of the Board of Directors for the Gus Owen Stephens Memorial Foundation, which provides continuing educational scholarships for nurses in Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research, custody, underwriting, and other capital markets services.

Mark Richards III is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Raymond James Financial. Prior to joining Raymond James in 2025, he spent 10 years at Commonwealth Financial Network. He is also an officer and owner of Radnor Wealth Management LLC, where he provides financial planning and investment advice while managing the firm's operations. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm provides tailored, typically non-discretionary advisory solutions and supports small businesses through its SIMPLE IRA Employer Advisory & Consulting Services Program.

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 CFP®-certified financial advisor with 33 years of industry experience. She joined LPL Financial in 2024 after 27 years with Royal Alliance Associates, Inc. She is also a notary public in Tennessee. 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 advisor representatives. The firm offers a range of advisory programs, financial planning, and consulting services with access to model portfolios, third-party research, and various investment strategies.

Greg Moore is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Guardian Life Insurance Company of America and Peachtree Planning. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its investment recommendations.

Bradley Gallimore is a financial advisor with LPL Financial based in Nashville, TN, holding a Series 66 designation and 23 years of industry experience. His work history includes roles at Simmons Bank, FTB Advisors, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Gallimore is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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 in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Pinnacle Financial Partners, City National Bank, RBC Capital Markets, and Wells Fargo Advisors. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers specialized services such as the SIMPLE IRA Employer Advisory & Consulting Services program for small businesses and maintains capabilities in municipal and public finance through affiliated departments.

Leonidas Vaughan IV is a CFP® with 27 years of industry experience, currently serving at LPL Financial since 2024. His career includes roles at Mass Mutual and Raymond James Financial Services as well as ownership of Cova Wealth Management and CVWM LLC. He is also involved with Lazy Acres LLC, a non-investment business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of advisors. The firm provides a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by various model portfolios and research.

John Nanni is a financial advisor at OSAIC with 38 years of industry experience. He holds a Series 63 designation and has worked at OSAIC since 2024. Prior to that, he was affiliated with Securities America Advisors, Inc. and Securities Service Network. He also operates Nanni Financial, a life insurance sales and servicing business. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios with a variety of investment options.

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, Tennessee, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009, as well as having experience at Citigroup Global Markets starting in 1997. Outside of her advisory role, she serves on the advisory board of High Hopes, Inc., a nonprofit focused on children and youth in Franklin, Tennessee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

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.