Bruce Shahan is a CFP® with 28 years of industry experience, currently affiliated with Ameriprise in Brentwood, TN. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in business ownership through Overlook Business Partners, LLC. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research-driven modeling and tax-efficiency analysis to provide tailored recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Daniel Tedesco is a CFP®-certified financial advisor with Morgan Stanley in Nashville, TN, with 29 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2014. Outside of his advisory role, he serves on the project committee of Hillsboro Elementary/Middle School's PTO in Franklin, Tennessee. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools.

Freda Evans is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Raymond James since 2017, following prior roles at SunTrust Advisory Services and SunTrust Investment Services. Evans serves as a board member of Recovery Community Inc., a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and nonprofit entities, providing financial planning and non-discretionary investment consulting supported by a broad network of research and portfolio management resources.

William Phillips is a financial advisor with LPL Financial in Brentwood, Tennessee. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Wiley Bros Aintree Capital for 19 years and Morgan Stanley for four years. Outside of his advisory work, he is an owner-trustee of Triple 7 Farm Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and technology tools.

Boone Lancaster is a financial advisor with Osaic Wealth, Inc. based in Nashville, TN. He holds a Series 66 designation and has 19 years of industry experience, including prior roles at Jhfn Sii and Securian Financial Services. Lancaster serves as a board member and finance chair for Calvary Young Children's School, participating in budget review and school project approvals. OSAIC Wealth, Inc. serves a diverse client base ranging from individual and high-net-worth investors to pension plans and charitable organizations, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers through multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Mary Robertson is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding a Series 63 designation and 37 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously was with Wells Fargo Advisors LLC and UBS Financial Services. Outside of her advisory role, she works as an independent consultant selling health and wellness products. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Donald Bruce is a financial advisor with Cambridge Investment Research Advisors in Nashville, TN, holding a Series 66 designation and 14 years of industry experience. His career includes multiple roles at Cambridge Investment Research and its affiliates since 2013, as well as positions at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, he serves as a director of an LLC involved in real estate purchasing. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors—by providing financial planning, investment management, and retirement advisory services. The firm offers both proprietary and third-party investment strategies through a network of independent financial professionals, with flexible implementation options tailored to client objectives.

Chris Mitchell is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads The Mitchell Group, a team that provides a holistic approach to addressing the complex financial needs of individuals, families, and business owners. The group develops personalized financial strategies tailored to each client's unique situation, focusing on areas such as retirement planning, education planning, legacy planning, investments, and insurance. Chris has more than two decades of experience in the financial services industry, having started his career in 1998. His areas of expertise include college education planning, corporate executive services, executive compensation, institutional and corporate benefit services, legacy planning, philanthropic planning, portfolio management services, small business strategies, individual and corporate investment strategy, and tax minimization. The Mitchell Group utilizes Merrill's research and specialists to provide comprehensive service, working collaboratively with clients' CPAs and attorneys to integrate estate planning and tax considerations into wealth management strategies. Chris holds a Bachelor's Degree from Belmont University and has earned several professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is involved in community service through organizations such as the Commodore Yacht Club and Second Harvest Food Bank. Outside of work, Chris enjoys boating, gardening, golfing, tennis, and spending time with his family.

Darryl Thompson Jr. is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Thompson serves as CEO and an officer on the board of Amazima Ministries, a nonprofit organization focused on financial oversight and governance. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving individuals, institutional clients, pension plans, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.

Joe McCranie is a Financial Consultant at Fidelity Investments, where he has been working since 2024. In this role, he focuses on creating an educative and collaborative environment tailored to the unique needs of his clients, aiming to help them build personalized financial plans. His experience at Fidelity Investments includes roles as an Investment Consultant (2023-2024), Investment Solutions Representative (2022-2023), and Customer Relationship Advocate (2021-2022). Prior to joining Fidelity, Joe worked as a Personal Banker at Ameris Bank from 2018 to 2021.

Jackson Tucker is a financial advisor with Raymond James & Associates in Nashville, TN. He holds Series 63 and Series 65 designations and has two years of industry experience. His prior work includes roles at NMA Inc and H. McKinley Wiggins. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Eric Stanley is a financial advisor at Primerica Advisors in Nashville, TN, holding Series 63 and Series 65 licenses with over a decade of experience since 2013. His prior work spans several companies across various industries, including Spectrum Brands, Cook Medical, Philips, and Bridgestone Americas. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies supported by third-party asset managers and custodians.

Michael Sandifer is a financial advisor with LPL Financial in Brentwood, TN, holding a Series 63 designation and 28 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2001. Outside of his advisory work, Sandifer is also involved as a musician with Little Cur Music. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including third-party asset management and institutional platforms, supported by a large network of investment adviser representatives.

Robert Richardson is a financial advisor at Morgan Stanley in Nashville, TN, holding a Series 66 designation with 16 years of industry experience. His prior work includes nine years at UBS Financial Services before joining Morgan Stanley Smith Barney LLC in 2019, and later Morgan Stanley Private Bank, N.A. from 2022 to 2025. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and utilizes structured planning tools such as Secular Return Estimates and Monte Carlo simulations to assist clients in modeling outcomes.

Brian Smith is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Eva Newbold is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. Her prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. She is currently based in Joelton, TN. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal advisory and SIMPLE IRA Employer Advisory programs.

James Hinson Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014. Outside of his advisory work, he serves on the boards of St. Henry School, Seven Hills Swim and Tennis Club, and Green Hills Girls Softball League in Nashville. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment solutions through its network of independent financial professionals, utilizing proprietary models and third-party strategies across multiple custodial platforms.

Gavin Tarquinio is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he helps generations of families create comprehensive and personalized wealth strategies focused on the growth, preservation, and transfer of their wealth. He coordinates a team of specialists, including an Investment Manager, a member of the Advanced Planning team, and a Trust Officer, to enhance the planning process as needed. Gavin has been with Fidelity Investments since 2013, progressing through various roles including Financial Representative, Investment Consultant, Financial Consultant, and Vice President Financial Consultant before assuming his current position in 2018. His experience encompasses a broad range of wealth management and financial consulting responsibilities. Outside of his professional work, Gavin has interests in art, family activities, social events with friends, music, surfing, and traveling.

Sally Burgess is a financial advisor at UBS Financial Services in Nashville, TN, holding Series 63 and Series 66 licenses with 16 years of industry experience. She has been with UBS since 2017. 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 and provides a broad array of capital markets and research resources.

Kate Mielke is a financial advisor at UBS Financial Services with a Series 66 designation and under one year of industry experience. Her prior work includes roles at Saltsman Brenzel and Executive Housing Consultants, Inc., as well as educational positions from 2015 to 2025. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor client plans. The firm’s platform includes institutional trading capabilities alongside wealth management offerings.