Linda Vanauken is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2013. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and institutional consulting via its Institutional Fiduciary Solutions division.

Rhea England is a financial advisor at Raymond James Financial with seven years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Global Retirement Partners and ARGI Financial Group. She is also associated with Adams Wealth Partners in Nashville, where she is involved in operations and financial advising. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and firm research.

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 at OSAIC with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Woodbury Financial Services, Park Avenue Securities, and Guardian Life Insurance. Outside of finance, he is a semi-professional violinist, a wedding officiant, serves as a commissioner on the Metro Arts Board in Nashville, and is involved with a charity golf tournament supporting families of emergency services members. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services and employs asset-allocation tools and third-party platforms to manage a wide range of investment portfolios.

Louis Glaser is a financial advisor with RBC Capital Markets in Nashville, TN, holding Series 63 and Series 66 registrations and bringing 38 years of industry experience. His prior roles include over two decades at Suntrust Investment Services and Suntrust Advisory Services. Outside of finance, he is a partner in The Glaser Brothers Partnership, which manages musical royalties and releases remastered and previously unreleased music from the group Tompall and The Glaser Brothers. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, pension plans, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management solutions and integrates both in-house and third-party investment resources.

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.

Terry Davis is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously worked at AXA Advisors LLC before joining Raymond James in 2017. Outside of his advisory role, Davis serves as a Compliance and Risk Manager at Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and advisory services supported by extensive research and asset-allocation analysis.

John Reynolds II is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has worked at UBS since 2019. Prior to his advisory role, his background includes multiple positions at the University of Tennessee and experience with Brown Bag and Harper Auto Square. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

John Ellett is a CFP® with nine years of experience in financial advising, currently serving at Raymond James Financial in Louisville, KY. He has worked at UBS Financial Services and is a principal at Sturgeon & Ellett Wealth Management. Ellett is also associated with Pinnacle Financial Partners and Pinnacle Asset Management. 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 strategies developed through client interviews and risk profiling.

Robert Stokes is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he serves as Director of Business Development for Professional Women's Anonymous, consulting on fund development strategies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Taryn Simm is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and seven years of industry experience. Her career includes roles at Morgan Stanley Private Bank and Morgan Stanley, as well as prior experience at Rating Dynamics and Florida State University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through fiduciary fee-based planning, portfolio management, and proprietary research.

John Johnson is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and 38 years of industry experience. He worked at Edward Jones for 13 years before joining LPL Financial in 2017. 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 advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, research, and technology-driven investment strategies.

Christopher Cannon is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds a Series 66 designation and has been with UBS since 2007. Outside of his advisory role, he serves as treasurer for a homeowners association in Knoxville, Tennessee. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary capital market assumptions and model-based asset allocations to tailor strategies aligned with clients' goals and risk tolerances.

David White is an Associate Resident Director at Merrill, where he provides financial planning and investment management services. He works with successful families, individuals, executives, and businesses to develop comprehensive wealth strategies tailored to their specific goals. His responsibilities include addressing family wealth management, portfolio management, individual and corporate investment strategies, tax minimization, and retirement income planning. David holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Western Kentucky University. His experience includes managing the overall integration of clients' financial lives and supporting businesses with tailored lending and cash management strategies.

Terrell Perry is a financial advisor with OSAIC based in Nashville, TN, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. His prior work includes roles at Securities America, Inc., Molette Investment Services, Investacorp, and Prudential Insurance Company of America. Outside of advising, he owns SSP Fitness, a fitness training and consulting business, and serves as a board member for the Guardianship and Trust Corporation, an organization that provides conservatorship services for persons with special needs. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations through an extensive network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing tools such as asset-allocation software, risk-tolerance assessments, and automated rebalancing to build portfolios that may include a wide range of investment products.

Patrick Galloway is a financial advisor with Morgan Stanley in Nashville, TN, holding a Series 66 designation and 22 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the Finance Committee of the YMCA of Middle Tennessee and is involved as a partner in agricultural and real estate ventures. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and models investment outcomes but generally provides advisory services rather than individual security recommendations.

Seth Crist is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Raymond James since 2010. Outside of advising, he is pursuing a real estate license to facilitate the sale and purchase of his personal residence. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients, with a focus on tailored financial plans and institutional fiduciary solutions.

John Fenoglio is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. Prior to joining RBC, he held positions at Dell Technologies, Medhost, Cavalry Logistics, and Youth Education in the Arts. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile and utilizing a range of investment managers and solutions.

Vance Lahey is a financial advisor with Ameriprise in Franklin, TN, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for NaCoMe Camp & Retreat Center in Pleasantville, TN. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, using a centralized consulting team to deliver non-discretionary, research-driven recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Charles Brooks is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has held prior roles in various fields including data analytics and the restaurant industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing services such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to client goals.