Stuart Goss is a CFP® professional with 19 years of industry experience, currently serving at LPL Financial. His prior experience includes roles at First Tennessee and New York Life Investment Management LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and institutional platforms.

Zachary Rakestraw is a financial advisor at UBS Financial Services in Nashville, TN, holding a Series 66 designation with 13 years of industry experience. He has worked at UBS since 2013. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets offerings.

Alec Beauchemin is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His work history includes roles at MML Investors Services, MassMutual Life Insurance Company, and the International Marketing Company. In addition to advising, he is licensed as an insurance agent for various types of life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, annual financial planning engagements.

Jeremiah Houston is a Series 66-licensed financial advisor with Merrill in Nashville, TN, bringing one year of industry experience. His prior roles include positions at Bank of America, Movado Group, and PHP Agency Inc. Merrill, together 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 strategies for individuals, high-net-worth clients, and institutions.

April Chapman is a financial advisor at Raymond James & Associates in Nashville, TN, with 26 years of industry experience. She holds the Series 66 designation and has worked at Raymond James & Associates since 2013. Outside of her advisory work, Chapman has been involved in part-time driving and delivery services with Uber since 2017. 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, non-discretionary investment consulting, and municipal advisory services.

Graham Kennedy III is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Shamrock Trading Corporation and Raymond James Financial, Inc. Outside of finance, he has held positions at various organizations including Amsterdam Cafe and Auburn University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, delegated management approaches, and advisory roles to multiple registered investment companies and fund-of-funds.

Marc Wilson is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked within various Morgan Stanley entities since 2002, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is involved in rental real estate ownership. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and investment models.

Jeffrey Jones is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Suntrust Advisory Services and Suntrust Investment Services. Outside of his advisory role, he is a one-third owner and investor in Stirr-up LLC, a private company based in Nashville. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies utilizing both in-house and third-party managers.

Anastasiia Wagoner is a financial advisor with Charles Schwab & Co., Inc. She holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Charles Schwab, she worked at The Huntington Investment Company and Huntington National Bank in various roles. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and centralized custody and operational capabilities.

John Piovarcy is a financial advisor at Merrill with 24 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2000, concurrently affiliated with Bank of America since 2009. 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. The firm offers model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paola Delucas is a financial advisor at Morgan Stanley with 21 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 65 licenses. 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 tailored financial planning, managing approximately $2.74 trillion in client assets.

Alicia Vanderschuere is a financial advisor with Raymond James & Associates in Nashville, TN, holding a Series 66 credential and three years of industry experience. She has prior work experience at JOANN Stores and Big Lots, and she owns The Retail Boutique LLC. Additionally, Alicia is a partner in The Bridge, an organization that provides networking and educational support for individuals undergoing job transitions. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a variety of portfolio management styles and affiliated research, with additional notable services in municipal advisory and small employer retirement plan consulting.

Andrea Devon is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at UBS since 2019 and previously held positions at Elmira Savings Bank, LPL Financial, and VOYA Financial Advisors. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, supported by proprietary research and a broad platform of capital markets services.

Karissa Jackson is a financial advisor at Osaic with two years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Lincoln Financial Advisors Corporation and other financial firms. Outside of her advisory work, she operates a dog-sitting business. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisors, offering integrated investment advisory and brokerage services across multiple platforms. The firm employs asset-allocation tools and model portfolios, catering to individual and institutional investors with both discretionary and non-discretionary account management.

Linda Vanauken is a financial advisor at Raymond James & Associates with 28 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2013. Outside of her advisory role, she is the owner of a rental condominium in Nashville, TN. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and specialized services such as municipal advisory and employer retirement plan consulting.

Rhea England is a financial advisor with Raymond James Financial in Nashville, TN. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Raymond James in 2022, she worked at Global Retirement Partners and ARGI Financial Group. Outside of her advisory role, she is involved with Adams Wealth Partners, where she contributes to operations and financial advising. 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, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Michael Weed is a financial advisor at Edward Jones in Brentwood, TN, with 10 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Timothy Jester is a financial advisor with Osaic Wealth, Inc. based in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Woodbury Financial Services, Park Avenue Securities, and Guardian Life Insurance. Outside of his advisory practice, he serves as a Metro Arts Commissioner, is a semi-professional violinist, officiates weddings, and sits on the board for a charity golf tournament supporting families of emergency services members. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates brokerage and advisory services with various investment platforms, employing asset-allocation tools and third-party money managers to construct diversified portfolios.

Louis Glaser is a financial advisor with RBC Capital Markets in Nashville, TN, holding Series 63 and Series 66 licenses and 39 years of industry experience. He previously worked at Suntrust Advisory Services, Inc. and SunTrust Investment Services, Inc. for a combined 36 years. Outside of finance, he is a partner in The Glaser Brothers Partnership, which manages musical and songwriting royalties from the group Tompall and The Glaser Brothers and their solo work. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations, offering discretionary and non-discretionary portfolio management alongside financial planning and brokerage services tailored to each client’s risk profile.

Kyle Killett is a financial advisor at Morgan Stanley with seven years of industry experience. He has worked at various Morgan Stanley entities since 2018 and has prior experience at Aegis Sciences Corporation and Reference Services, Inc. Killett holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.