Benjamin Lifsey is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016. Raymond James & Associates, Inc. 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, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various advisory programs.

Thomas Fuller is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cetera Advisors LLC since 2013. In addition to his advisory role, Fuller is also a fixed insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and more than $256 billion in assets under management.

William Wade is a financial advisor at Stifel with Series 63 and Series 65 designations and 31 years of industry experience. He previously worked at Bank of America from 2011 to 2021 before joining Stifel Nicolaus & Co Inc in 2021. Outside of his advisory role, Wade serves as a director on the board of the Nashville Symphony Association. Stifel serves a broad range of clients, including individuals, institutional accounts, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and allocation guidance based on forward-looking capital market assumptions.

Rhonda Williams is a financial advisor at Morgan Stanley with 39 years of industry experience and holds a Series 66 designation. She previously worked at Merrill for 36 years before joining Morgan Stanley Smith Barney LLC in 2022. 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, including tailored financial planning supported by firm-approved tools and methodologies.

Austin Goodwin is a financial advisor with Morgan Stanley in Nashville, TN, holding a Series 66 designation and five years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A. since 2021 and prior experience with the West Virginia University Foundation and West Virginia University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and market simulations.

Nathan Kurita is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Merrill and Pinnacle Wealth Advisors before joining Raymond James. Kurita is also involved as a financial advisor with Pinnacle Asset Management, where he builds client relationships and manages investment accounts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using analytical modeling and supports a broad advisor network, with specialized municipal advisory and SIMPLE IRA consulting programs.

Adrian Davis is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations. His prior experience includes roles at FSC Securities Corporation and operating under Frank Davis. Additionally, he has worked as an independent contractor assembling living trusts since 2013. Osaic Wealth serves a diverse clientele including individual investors, retirement plan participants, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization supported by a range of program options and third-party managers.

Robert Mason is a financial advisor at Robert W. Baird & Co. with 21 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2000. Based in Nashville, TN, Mason works within a large firm that includes over 3,000 advisors. 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 offers customized consulting and portfolio services, utilizing a combination of in-house and third-party managers to implement tailored investment strategies.

Katie Clayton is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2020. In this role, she focuses on fostering a collaborative, engaged, and inclusive work culture to support associates in their career development and to help clients achieve their financial goals and well-being. Katie has a long-standing career at Fidelity Investments, beginning in 2005. Her experience encompasses various leadership roles including Regional Center Support Leader, Talent Champion, and multiple team leader positions across Workplace Planning and Advice, Investment Solutions, Premium Relationship, College Planning, and Client Service. This breadth of roles reflects her comprehensive experience within the firm and the financial services industry. The information provided does not include details regarding Katie's education, credentials, personal interests, or community involvement.

Dean Patton is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has one year of industry experience and prior work history in firms including Forvis Mazars and Healthcare Corporation of America. Outside of financial advising, he teaches at Williamson College. LPL Enterprise provides investment advisory and brokerage services to a diverse client base such as individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach using portfolios developed by internal and third-party strategists and offers additional services including financial planning, insurance product facilitation, and affiliated trust and lending programs.

Jennifer Winchell is a CFP® with 21 years of industry experience, currently serving as an advisor at Cetera. She has held roles at Avantax Advisory Services and Avantax Investment Services and operates her own CPA firm, Winchell CPA & Advisory Services PLLC, providing accounting, tax, and financial consulting services. Winchell also manages bookkeeping and bill pay services for CPA clients through her firm. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporations, charities, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party investment managers.

Kevin Collier is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at LPL Financial since 2004 and previously spent four years at UBS Financial Services. Outside of advising, he serves as a notary for Sumner County, Tennessee. 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 a network of over 22,800 advisors.

Allen Kuhn is a financial advisor at Merrill with Series 65 and Series 66 licenses and three years of industry experience. He previously worked at UBS and has a background that includes roles at Talentwave, Southern Glazer Wine & Spirits, and the University of Mississippi. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Dunston is a financial advisor at Robert W. Baird & Co. with 30 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Bank of America, Merrill, and Fifth Third Securities. Based in Nashville, TN, he has been with Baird since 2025. Brian is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The team offers customized consulting and portfolio services, including financial planning and discretionary management, utilizing a range of strategies from traditional equities to complex private funds and real assets.

Thomas Perini is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has previously worked at MBSC Securities Corporation, Foreside Fund Services, LLC, and Third Avenue Management LLC. He is based in Nashville, TN. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Matthew Dudiak is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 63 designation and 23 years of industry experience. He has been with UBS since 2000. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a broad platform that includes proprietary research and multiple capital markets functions.

Scott Kesten is a financial advisor at Ameriprise with 19 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 65. His prior roles include positions at PNC Investments, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of advising, he has reported ownership in single-family real estate investments. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on retirement income planning, utilizing proprietary research, third-party data, and algorithmic tools.

Peter Choy is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds professional designations as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). Peter has completed a Bachelor of Interdisciplinary Studies (BIS) in Business and Communication from Arizona State University. He also earned an Executive's Certificate from the University of Pennsylvania's Wharton School of Business. He is proficient in English and Korean.

Trish Scott is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds the Series 66 designation and has previously worked at firms including Wells Fargo, Morgan Stanley, and Citigroup Global Markets. In addition to her advisory role, she is a partner in an LLC related to real estate investment. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, using proprietary research and model-based asset allocations to customize financial plans. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets and custody services.

Carson Odom is a Series 66-licensed financial advisor with Raymond James Financial in Nashville, TN, bringing seven years of industry experience. His background includes roles at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., Middle Tennessee State University, and Faulkner Mackie & Cochran, P.C. He serves as Treasurer and board member for the Down Syndrome Association of Middle Tennessee, where he provides strategic and financial oversight. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools, supporting clients through various advisory programs and specialized institutional consulting.