Jeffrey Pratt is a CFP® with 26 years of experience in the financial services industry. He is currently associated with LPL Financial and has held positions at firms including OSAIC, FSC Securities Corp, and U.S. Bancorp Investments. Pratt also operates Harris and Pratt Wealth Management, which serves as a business entity related to his investment advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm supports its advisors with model portfolios, third-party subadvisors, and technology tools while maintaining diverse non-advisory financial services and overseeing over $819 billion in discretionary assets.

Tammy Nevil is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Jay Cloud is a financial advisor at Morgan Stanley with 15 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously spent seven years at GenSpring Family Offices, LLC. He holds Series 65 and Series 63 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Chloe Cline is a financial advisor at Morgan Stanley in Nashville, TN, with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2021, including a role at Morgan Stanley Private Bank, N.A. prior to her current position. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Elisabeth Ervin is a financial advisor at Osaic with six years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Osaic in 2024, she worked at Woodbury Financial Services Inc. from 2018 to 2024 and has been associated with Doug O'Rear & Associates since 2016. Outside of her advisory role, Ervin serves as chairperson of the Cheatham County Democratic Party. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, consolidation activity, and complex affiliate network.

Charles Goldman Jr. is a financial advisor at LPL Financial in Nashville, TN, with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at OSAIC, Fsc Securities Corp, and NEXT Financial Group. 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 a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Marion Quina III is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2013. He holds a Series 63 license and is based in Nashville, TN. UBS Financial Services Inc. provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Bradley Pendleton is a CFA® charterholder and holds a Series 66 license with 22 years of experience in the financial industry. He has been with Stifel Nicolaus & Co. Inc. since 2013. Outside of his advisory role, he serves as an exam grader for the CFA Institute and participates on investment committees for nonprofit and fraternal organizations in the Nashville area. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment strategy methodology developed by its Investment Strategy Group, which supports asset allocation and financial planning guidance.

James Hundley is a CFP® with 19 years of experience in financial planning and advisory services. He has been affiliated with Raymond James Financial Services Advisors, Inc., Vista Resources, and Pinnacle Bank since 2013. Hundley is also involved with Pinnacle Asset Management in Nashville, where he provides financial planning support. Raymond James Financial Services Advisors, Inc. offers a range of financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning using analytical tools and supports various specialized programs, including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Lisa Theys is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She worked at Merrill for 29 years before joining UBS in 2018. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research to tailor investment plans to clients’ goals and risk tolerances.

James Brice is a financial advisor at UBS Financial Services in Nashville, TN, with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Lee Ziady is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Tamara Hixson is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Outside of her advisory role, she serves as a successor trustee for estate and trust matters in Brentwood, Tennessee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of financial planning and advisory services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured, firm-approved planning tools to support tailored financial plans.

Michael Lenahan is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and its affiliated firms since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm offers holistic, goal-based financial planning covering a broad range of topics, with options to combine planning and managed-account services under a consolidated billing approach.

Ellie Ivancich is a financial advisor with Morgan Stanley in Nashville, TN, holding a Series 66 designation and eight years of industry experience. She has been with Morgan Stanley and its Private Bank since 2017 and also served at Belmont University from 2014 to 2018. Outside of her advisory work, she serves on the advisory board of STARS Nashville, a local children and youth organization, and is a board member of the Belmont Athletics Hall of Fame Committee. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets, with a focus on structured planning tools and a diverse suite of investment offerings.

Lee Burklow Sr. is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a board member for the M.A.D. Mavericks Baseball Organization, a youth-focused nonprofit in Brentwood, Tennessee. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved planning tools and strategies developed by its Global Investment Committee.

Lauren Gwinn is a financial advisor with Thrivent Investment Management in Nashville, TN, holding a Series 66 designation and five years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2021. Prior to her current role, Gwinn was involved with nonprofit organizations including the Adventure Science Center, The ALS Association of Tennessee, and Friends of the Zoo. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning on a range of topics and allows clients to combine planning with managed-account programs through a consolidated billing option.

Brandon Edmondson is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a sole proprietor involved in real estate property management. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and approved tools to develop customized financial plans.

Lauren Jones is a financial advisor at Morgan Stanley in Nashville, TN, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Vibe Volleyball Lab and held teaching positions at Belmont University and South High School. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools and scenarios to model outcomes. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Hal Johnson III is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co., Inc. since 2006. He holds Series 63 and Series 66 licenses and is based in Nashville, TN. Stifel serves a diverse client base including individuals, institutional clients, and municipalities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analytical guidance intended as a basis for client decisions.