Rosemary Lombardy is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. She has been with UBS since 2000. Outside of her advisory work, she is co-owner and secretary of Lombardy Farms LLC and Emporia LLC, businesses involved in citrus, fern, and gift fruit packing. She is also the author of a self-help book titled *Breaking Bonds: How to Divorce an Abuser and Heal—A Survival Guide*, which includes an associated website providing resources for abused women. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor solutions to clients’ goals and risk tolerances.

Taylor Francis is a CFP® and ChFC® with 18 years of experience in the financial services industry. He has worked at Raymond James Financial Services Advisors Inc., Pinnacle Bank/Pinnacle Financial Partners, and SunTrust Investment Service, Inc. since 2010. He serves on the finance committee for Percy Priest Elementary PTO, providing financial recommendations to support the organization's goals. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting aligned with client objectives and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

William Eskind is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding a Series 63 designation and 34 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Eskind serves on the investment committees for the Jewish Federation of Nashville and Middle Tennessee and the West End Synagogue, and he acts as trustee and executor for several family trusts and estates. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and rooted in modern portfolio theory, serving plan objectives with a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Stef Jordan is a Series 66-licensed financial advisor with Edward Jones, based in Brentwood, TN, and has two years of industry experience. Prior to joining Edward Jones, Stef held positions at UBS and spent several years in higher education roles at Lipscomb University and Marymount University, where they currently serve part-time as a budget analyst. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Troconis is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank and Wells Fargo. Outside of his advisory role, he has served as a notary since 2019. 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 applying an ESG eligibility framework in its recommendations.

Lonnie Liston is a financial advisor with LPL Financial, holding a Series 63 designation and 34 years of industry experience. His career includes long-term roles at First Tennessee Brokerage, Inc. and Ftb Advisors, Inc. He is based in Franklin, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning, advisory programs, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by extensive research and technology.

Jonathan Stone is a Series 65 credentialed financial advisor with Fisher Investments, based in Nashville, TN. He has eight years of industry experience, including one year at UC Davis prior to joining Fisher Investments in 2016. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Jennifer Morris is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Wells Fargo Clearing, Kestra Advisory, Raymond James Financial Services, and SageSpring Wealth Partners. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services that include comprehensive planning through its Financial Advisors and Estate Planning Strategies Group.

Albert Hooper III is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 2001. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a combination of in-house and third-party managers across a range of investment strategies.

Benjamin Zeidman is a financial advisor with Cetera, holding a Series 66 credential and three years of industry experience. He has worked at Cetera and its affiliated entities since 2016 and also has over two decades of experience at Regions Bank, where he serves as a wealth advisor. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through various program structures and custodial relationships.

Hugh Sloan is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 44 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings than typical large institutional advisers.

Brian Kuefler is a financial advisor with LPL Financial in Franklin, TN, holding CFP® and ChFC® designations and over 26 years of industry experience. He previously worked at First Tennessee and its related entities from 2001 to 2025 and was affiliated with FTB Advisors, Inc. for 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Elijah Kramer is a financial advisor at LPL Financial with the Series 66 designation and one year of industry experience. His prior experience includes roles at Third Bridge Group Limited and NorthernCross Partners, LLC, as well as service in the United States Army Reserves. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Bradley Dildy is a financial advisor at Morgan Stanley in Nashville, TN, holding a Series 66 designation. He has been with Morgan Stanley and its Private Bank since 2025, with brief prior roles outside the financial industry. Morgan Stanley Wealth Management offers a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling but generally acts in an advisory capacity rather than as an ERISA fiduciary unless separately engaged.

Angela Williams is a financial advisor at Raymond James & Associates with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James & Associates since 2008, with a brief period at Robertson County Schools from 2021 to 2023. 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 municipal entities, offering financial planning and non-discretionary investment consulting through various programs and affiliated research resources.

Roger Rhodes Jr. serves as a Senior Resident Director and Wealth Management Advisor at Merrill. He focuses on empowering busy professionals by providing personalized, holistic financial strategies to help achieve their goals. His responsibilities include working with clients to develop goal-based strategies, servicing new and existing clients, delivering client reviews, and advising on life insurance and annuities. Roger engages closely with clients to address their concerns and assist in reaching their financial objectives. Roger began his financial services career in 2006 as a licensed personal banker and joined Merrill in 2012. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his Bachelor’s degree from the University of Tennessee. Roger specializes in client areas such as college education planning, corporate benefits, divorce transition planning, employee benefits planning, family wealth management strategies, personal retirement planning, socially responsible investing, tax minimization, and retirement income. Originally from Knoxville, Roger now resides in Nashville with his wife Kristi and their three children. He volunteers with Ronald McDonald House and enjoys boating, chess, fishing, golfing, spending time with family, and traveling.

Nathan Wise is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and Liberty Mutual Insurance Company prior to joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2021. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Cade Nicholson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their attitudes towards opportunity and risk in the marketplace, aiming to develop asset allocations that align with their goals. Through continuous reassessment and a goals-based approach to wealth management, Cade prioritizes building strong relationships that foster open dialogue to address multiple aspects of clients' financial lives. Cade holds a Bachelor of Arts degree in Business Management from Texas State University. He entered the financial services industry in 2012 as a client associate at Merrill Lynch in Midland, Texas, working alongside his mother, Rebecca Nicholson. He holds the Series 7, 66, 9, and 10 FINRA registrations and the Personal Investment Advisor (PIA) designation. Together, they serve a diverse group of individuals, families, and businesses. Residing in Tennessee with his wife Katie White, Cade manages the family farm known as the White Nickel Ranch. Outside of work, he is involved in activities such as western riding lessons, managing grass-fed beef and pasture-raised poultry, alongside their three farm dogs. Cade is also engaged in community organizations including the Arts Council of Midland, Big Brothers Big Sisters of the Permian Basin, and serves as a Venture Crew Advisor for the Boy Scouts of America.

Steven Mason is a financial advisor with Merrill in Nashville, TN, holding Series 66 and Series 63 credentials and 13 years of industry experience. He has worked at Merrill since 2015 and Bank of America since 2018. Mason serves on the advisory boards of Junior Achievement of Middle Tennessee and the Tennessee Performing Arts Center. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alona Brandon is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 credentials and one year of industry experience. Her prior experience includes five years at Alliance Bernstein and positions in other sectors before entering financial advising. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting with a range of portfolio management styles and affiliated research.