Peter Danilaitis is a financial advisor at Fisher Investments with 19 years of industry experience. He holds a Series 66 designation and has worked at Summitview Consultants, Wells Fargo Clearing, Ameriprise, and Edward Jones. Fisher Investments serves a diverse global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative methods to construct diversified portfolios and utilizes tax-aware strategies and risk management techniques.

Tamara Brentley is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at UBS Financial Services Inc for 10 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operates under a fiduciary standard, and is noted for its extensive retail advisor and branch network.

Tiffany Greer is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked at Avantax Insurance Services and Avantax Investment Services for over 20 years and has been affiliated with Jim Durham since 2003. Cetera Investment Advisers LLC operates through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and provides access to a multi-manager platform with varied program structures and custodial relationships.

Amy Nash is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has worked at Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market return models.

Jordan Wilde is a financial advisor at J.P. Morgan Securities in Nashville, TN, holding Series 63 and Series 65 licenses with seven years of industry experience. His work history includes roles at JPMorgan Securities, JPMorgan Chase Bank, BDI Automation, and as a nutri-coach with DNA Nutricoach. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Warren Rogers II is a financial advisor with Cetera who holds Series 66, Series 65, and Series 63 licenses and has 19 years of industry experience. His prior roles include positions at Morgan Stanley, SunTrust, Fifth Third Bank, and Regions Bank. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that provides access to affiliated and third-party investment managers.

Jennifer Miller is a CFP® certificant affiliated with OSAIC, bringing 16 years of industry experience. She has worked with Waters Wealth/Royal Alliance for 14 years and has been self-employed since 1995, primarily in bookkeeping and tax preparation for family and friends. Additionally, she serves as a poll worker for the Wilson County Election Commission during election years and acts as Power of Attorney for her parents. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of advisory and brokerage services supported by model-based asset allocation, portfolio optimization tools, and multiple investment program options.

Holly Adams is a financial advisor at Merrill with 11 years of industry experience and holds the Series 66 designation. Her career includes roles at UBS Financial Services Inc. and Morgan Stanley before joining Merrill and Bank of America, N.A. in 2026. 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.

Joshua Libler is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has previously worked at AllianceBernstein and TD Ameritrade, among other firms. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and a formal alternative-investment process.

Stephen Mathews Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James since 2016 and was the owner of Grahampton Wealth Management LLC from 2016 to 2020. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional clients, offering tailored non-discretionary planning supported by analytical tools and a diverse advisory network.

Abigail Spaulding is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at MassMutual Life Insurance Company and its affiliated services since 2008. Outside of her advisory role, she is involved in several business ventures including co-owning AAFS, LLC, which supports her practice operations, and holds an equity interest in Corvida Inc., a bookkeeping and tax preparation service. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring planning engagements as annual, collaborative relationships that focus on goal analysis and strategy recommendations.

Robert Carlson is a financial advisor with Raymond James Financial in Brentwood, TN, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His career includes roles at Pinnacial Financial Partners and Pinnacle Financial, where he has also been associated since 2005. He is involved with Pinnacle Asset Management, focusing on client relationship building and investment account management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance advisory services alongside custom retirement plan solutions.

Ian Jones is an Investment Consultant at Fidelity Investments, where he has been working since 2026. Prior to this role, he served as a Relationship Manager at Fidelity Investments from 2025 to 2026, and as a Financial Representative from 2023 to 2025. Ian connects with individuals and families to provide personalized support and guidance aimed at helping them work towards their financial goals. He focuses on aligning the right financial tools with what matters most to his clients in pursuit of their objectives. Outside of his professional work, Ian has interests in cars, hiking, music, and soccer.

Glenn Bradley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at First Tennessee Brokerage, Inc., Truist Investment Services, Inc., and Ftb Advisors, Inc. based in Nashville, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Stephen Moser is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 10 years of industry experience. He previously worked with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. In addition to his advisory work, he is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm employs thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Kathleen Ward is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and possessing 15 years of industry experience. Her prior roles include positions at Vanderbilt University, Williams Hunter Wealth Group, Raymond James Financial Services Advisors Inc., and Wells Fargo Advisors. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services using a mix of in-house and third-party managers, offering both traditional and complex investment strategies.

Bradley Gooch is a financial advisor with MassMutual Investors Services in Brentwood, TN, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been with MML Investors Services since 2011 and with MassMutual Life Insurance Company since 2010. Outside of his advisory role, he owns BG Construction Group LLC, a construction oversight and contracting business. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved tools to develop written recommendations tailored to clients’ goals.

Frederick Congdon is a financial advisor at Cetera with 13 years of industry experience. He holds the Series 66 and Series 65 designations. His prior experience includes roles at Foundation Investment Management, TrustCore Financial Services, Equity Services, Inc., and Valic Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party managers.

David Capozzi is a financial advisor with Mass Mutual Investors Services in Brentwood, TN, holding Series 63 and Series 66 registrations and 21 years of industry experience. His prior work includes roles at MassMutual Life Insurance, PRUCO Securities, and AllState Financial Services. Outside of his advisory work, he is an enrolled agent providing CPA and tax preparation services and is a licensed notary public in Tennessee. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a structured planning process using firm-approved software and offers programs including divorce planning, estate settlement, and employer-sponsored planning.

George Lifsey is a financial advisor at Raymond James & Associates with 34 years of industry experience. He has been with Raymond James & Associates since 2007. Lifsey holds the Series 63 and Series 65 designations and is based in Nashville, TN. 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, investment consulting, and municipal advisory services.