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.

Larry Jensen is a financial advisor with Ameriprise in Nashville, TN, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked with Ameriprise and its affiliated entities since 1990. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Alicia Jayo is a financial advisor with UBS Financial Services in Nashville, Tennessee, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Tideline and The Rockefeller Foundation, as well as work affiliated with Columbia Business School. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning and portfolio management solutions supported by proprietary research and capital market insights. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading activities.

Stella Murphy is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Murphy is based in Nashville, TN. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and focuses its financial planning process on structured discovery and firm-approved tools.

Regan Calvert is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2016, progressing through roles including Financial Representative, Investment Solutions Representative, Fixed Income Specialist, Investment Consultant, and Financial Consultant before his current position. In his role, Regan focuses on helping clients plan for retirement by analyzing their complete financial picture and implementing tailored strategies. He works closely with clients to understand their family life, work, concerns, hopes, and dreams to provide personalized financial guidance. Outside of his professional responsibilities, Regan has interests in baseball, bowling, comedy, football, golf, and traveling.

Jesse Cofty is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding a Series 66 designation and three years of industry experience. Prior to his current role, he has worked at Wells Fargo Bank, Progressive Health, Auburn University of Montgomery, and Firebirds. Outside of finance, he owns and operates an online electronics and tools sales business and is active as a traveling musician, selling merchandise and streaming music online. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Todd Johnson is a CFP®-certified financial advisor at Edward Jones with 12 years of industry experience, all with the firm since 2014. He is based in Hendersonville, TN. Outside of his advisory role, he manages a rental property in Odenton, MD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Terry Brandon is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutions, including financial and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by approved tools and modeling techniques.

Bridgit Bennett is a financial advisor with Edward Jones in Goodlettsville, TN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Edward Jones since 2017 and previously worked at SunTrust Advisory Services and SunTrust Investment Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial capabilities.

Catherine Baron is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at Merrill, US Bank, Wiley Bros.-Aintree Capital, and a nonprofit organization, Ronald McDonald House Charities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management and also provides custody, underwriting, and capital markets services.

Joseph Martinez is a financial advisor with Raymond James Financial in Nashville, TN. He holds the ChFC® designation and has 24 years of industry experience, including prior roles at Wells Fargo Clearing and Pinnacle. Outside of his advisory work, he is a partner in several restaurant-related businesses in Nashville. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth investors, and institutional clients, with specialized programs for small businesses and municipal entities.

Cara Rhodes is a financial advisor with LPL Financial and holds the Series 66 designation. She has 16 years of industry experience, with prior roles at First Horizon Advisors, Wells Fargo Clearing, Wells Fargo Bank, Infinex Investments, and Gibraltar Private Bank & Trust. Rhodes also serves as a notary in relation to her investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Lauren Ladd is a financial advisor with Merrill in Nashville, TN, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. She has been with Merrill since 2012 and concurrently associated with Bank of America, N.A. since 2015. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm operates within Bank of America’s broader platform, providing access to a wide set of products and services.

Martha Mason is a financial advisor at Raymond James Financial with 31 years of industry experience. She holds a Series 63 designation and has worked extensively with Taylor Securities, Inc. and Taylor Financial Corporation. Mason is also involved as an associate with Pinnacle Asset Management in Nashville. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations and a broad affiliate network to support municipal and institutional clients.

Tomas Czernek is a financial advisor with Primerica Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2012. Outside of advisory work, he owns Czernek Financial, LLC and CZ Global, LLC, entities related to his Primerica business activities. Primerica Advisors primarily serves individual investors, including high-net-worth clients, as well as corporate and charitable clients through a wrap-fee asset management program that utilizes model-driven strategies managed by unaffiliated asset managers.

Frederick Long is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS since 2009. 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 integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Christi Edwards is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has worked with Morgan Stanley and its affiliates since 2007 and has been involved with Morgan Stanley Private Bank since 2015. Edwards serves as a trustee in a trust-related capacity outside her primary advisory role. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling to support its planning process.

John Madison is a financial advisor at Stifel with 29 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach includes proprietary asset allocation and planning analyses developed by its Investment Strategy Group, designed to support client decision-making.

Michael Maroni is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management, where he has been serving clients for over 31 years. He leads a team of 10 professionals based on Bainbridge Island, Washington, assisting clients across 32 states with managing their wealth and achieving their financial goals. His approach emphasizes listening closely to clients to tailor strategies that align with their unique objectives. His expertise spans retirement income, legacy planning, portfolio management services, and tax minimization. Michael's career began at Merrill Lynch in 1990, and after over a decade in advisory roles and management, he returned to direct client engagement. He now leads a multigenerational team focused on serving retirees, executives, business owners, and their families. Michael holds a Bachelor's Degree from Vanderbilt University and the Personal Investment Advisor (PIA) designation. He has served as a board member of Big Brothers Big Sisters in Puget Sound and is involved with the Cold Water Conservation Board of Trout Unlimited. Outside of work, he enjoys boating, fishing, golfing, and spending time with his family.

Lisa Strane is a financial advisor at Morgan Stanley with 32 years of industry experience. She has been with Morgan Stanley and its related entities since 2007. Outside of her advisory role, she is involved in a private placement with Mrs. Pride/Dream Team Racing LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.