Hugh Swart is a financial advisor with Charles Schwab in Nashville, TN, holding the Series 63 and Series 66 designations and possessing seven years of industry experience. His prior work includes roles at TD Ameritrade and Fidelity Brokerage Services. He serves on the board of Justice Industries, a nonprofit organization, where he assists with fundraising and business development. 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, offering a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Victoria Kindma is a Series 66 licensed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, she worked at Cbiz and Publix and has a background that includes experience outside finance, such as modeling for a Miami-based agency and freelance pet sitting in Nashville. Strategic Advisers LLC, a Fidelity Investments company where she is affiliated, provides investment management and advisory services to a broad client base, utilizing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction.

Brandon Brager is a financial advisor at Raymond James Financial with Series 63 and Series 66 licenses and one year of industry experience. He previously worked at Northwestern Mutual in various capacities from 2024 to 2026 and was employed by Sound City Realty and Metro Nashville Public Schools before entering the financial industry. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting through comprehensive analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

John Burt is a financial advisor with Thrivent Investment Management in Nashville, TN. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, he worked at Deloitte and One Source, Inc., and has experience in both financial services and other business sectors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers planning on a one-time or ongoing basis and integrates planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Mark Rossi is a financial advisor at Stifel with 26 years of industry experience and holds a Series 66 designation. He has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Douglas Jones is a Certified Financial Planner (CFP®) with 36 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked concurrently with Pinnacle Financial Partners and Southern Lawn and Landscape, LLC for over a decade. Jones also serves as a personal representative for family estate matters. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes non-discretionary planning tailored to client goals, supported by analytical tools and advisory programs.

Adam Ravenelle is a Series 66-licensed financial advisor with Morgan Stanley in Nashville, Tennessee, and has two years of industry experience. Prior to joining Morgan Stanley, he held roles at WIN Reality, C Spire, MDsave, Vanderbilt University, and the Detroit Tigers. He is also involved with Ravenelle Ventures, an investment and finance-related business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and research.

Aaron Fuller is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds a Series 66 designation and has been with UBS since 2008. Outside of his advisory role, he owns and operates Fuller Farms LLC, which involves livestock and general farming activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody services.

Riley Fair is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and no prior industry experience. Outside of financial services, Riley is involved in the fitness industry through ownership of two Pilates businesses. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

Thomas Bernstein is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and four years of industry experience. Prior to joining UBS in 2022, he worked with Elevate Sports Ventures and General Specialist, LLC. He serves as an advisory board member for Collective Hotels & Retreats, a hospitality startup, and provides advisory support to RISE Sports LLC, focusing on professional training content and networking for business leaders in the sports industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and investment products.

Arthur Gray is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 65 licenses and 38 years of industry experience. He previously worked at Bank of America N.A. and Merrill from 2014 to 2020. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing roughly $671 billion in assets with over 14,000 financial advisors.

Dakota Meekins is a Series 66-licensed financial advisor with UBS Financial Services in Nashville, TN. Meekins joined UBS in 2025 and has prior experience in diverse roles across the banking, restaurant, retail, and workforce solutions sectors. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients' goals.

Paul Burd is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is an investor in a private investment business named Avalan. 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, pension plans, and municipal entities, offering financial planning, consulting, and institutional fiduciary services through a non-discretionary investment approach.

Drew Powell is an advisor at LPL Financial with a Series 66 designation and experience beginning in 2026. Prior to joining LPL Financial, he worked at First Horizon Bank and has a background that includes roles at Wake Forest University and Montgomery Bell Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other 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 extensive operational tools and a large network of advisors.

Camden Bickel is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has worked in various roles at JPMorgan Chase Bank and J.P. Morgan Securities since 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with a non-discretionary program supported by centralized due diligence and an ESG eligibility framework.

Thomas Norsworthy is a Financial Advisor at Merrill Lynch Wealth Management. He leads a team of investment professionals that combines industry knowledge and the global resources of Merrill to provide wealth management services to corporate executives, business owners, and high net worth families. He has worked alongside David Hepner for nearly a decade and has experience with corporate benefit programs, equity compensation, and nonqualified deferred compensation plans. Tom's approach to wealth management is comprehensive and client-focused. He prioritizes understanding each client's financial situation and priorities before creating a customized wealth management plan that can adapt to changes in client needs and market conditions. His services cover areas including college education planning, family wealth management strategies, legacy planning, retirement income, portfolio management, and tax minimization. He holds a Master's in Business Administration from the University of Mississippi and a Bachelor's degree from the University of Arkansas. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Tom resides in Brentwood, Tennessee with his wife and daughter and is actively involved with Christ Presbyterian Church, the Ole Miss Alumni Association, and the Brentwood Friends of the Library.

Andrew Graham is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He has held positions at J.J.B. Hilliard W.L. Lyons, Inc. and its affiliates before joining Robert Baird in 2019. Outside of his advisory role, he is involved as an owner and landlord of a rental property in Nashville, TN. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning, consulting, and portfolio management services. The firm combines manager-traded and model-traded strategies with tax management and uses internal research tools, including artificial intelligence, in its advisory process.

Patrick Moody is a financial advisor with Raymond James Financial in Nashville, TN, holding Series 63 and 65 licenses and having 34 years of industry experience. He has worked with Raymond James Financial and its affiliated entities since 2002 and also serves on the committee responsible for reviewing architectural plans related to historical homesites within the Monteagle Sunday Assembly. Additionally, he is president of Moody + East Investment Partners, providing financial advice to clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs non-discretionary planning tailored to client goals through analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.

Wesley Sullivan is a financial advisor at Robert Baird & Co. with 31 years of industry experience. He has been with R.W. Baird since 2002 and holds a Series 63 designation. Based in Nashville, TN, he works within a large institutional firm. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing both in-house and third-party managers to implement a variety of investment strategies.

John Halbruner is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at Thrivent Investment Management Inc and Hyland Design Group, as well as experience in sports performance and education sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and engages in oversight of sub-advisers and conflict of interest evaluations.