Alma Rostagni is a Planning Consultant at Fidelity Investments, where she collaborates closely with financial consultants to identify meaningful opportunities within each client's financial picture. She focuses on bringing clarity and thoughtfulness to the planning process, ensuring that clients feel informed, confident, and supported as their goals evolve. Alma joined Fidelity Investments in 2024, initially serving as a Customer Relationship Advocate and then as an Investment Solutions Representative before taking on her current role in 2026. Through these positions, she has gained experience in client relations and investment solutions, contributing to her expertise in financial planning. Outside of her professional work, Alma has personal interests that include enjoying the beach, fitness activities, exploring food, and caring for pets.

Donna Negus is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has held roles at multiple firms, including True North Wealth Solutions, Central Illinois Group LLC (dba Lifewise Wealth Advisors), and Carleton Financial Inc., where she provides advisory and brokerage services. Cetera Investment Advisers LLC is an SEC-registered adviser operating a large nationwide network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through multiple program structures and third-party managers.

Christopher Marshall is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and previously worked at The Crichton Group for two years before joining UBS in 2017. Outside of his advisory role, he is a proprietor of a residential rental duplex in Nashville, Tennessee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Brian Mahoney is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America N.A. and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to evaluate investment options within a broad platform of brokerage and advisory solutions.

Michael Duggan is a financial advisor with J.P. Morgan Securities in Nashville, TN. He holds a Series 66 designation and has four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022, he worked at Regions Financial for ten years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Robert Wills is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with PFS Investments Inc. since 2009 and Primerica Financial Services since 2008. Outside of advisory services, he is involved in sales of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm uses third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Claton Heath is a financial advisor with LPL Financial based in Brentwood, TN, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Edward Jones, Merrill, UBS, Bank of America, Mutual of Omaha, and Burnett, Dobson and Pinchek. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a broad network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from LPL Research and third-party subadvisors.

Harry Woosley is a CFP® with 36 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Woosley is a trustee for the Woosely Family Foundation, overseeing charitable activities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Erica Scott is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James and Associates for 12 years and Athleta for one year. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by integrated capital-markets and asset management capabilities.

Marles Wyman is a financial advisor with Fidelity, holding the Series 63 and Series 66 designations and bringing 24 years of industry experience. He previously worked at AIG Capital Services, Inc. and American General Life. Outside of his advisory role, he serves as secretary for the World Bible Center, a nonprofit organization. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

David Bachman is a Wealth Management Advisor with Merrill Lynch Wealth Management, leading the Bachman, Herron & Associates team. He provides comprehensive wealth planning and asset management services to individuals, families, and institutional clients, focusing on delivering customized financial strategies tailored to each client's unique circumstances. His areas of expertise include retirement plan services, portfolio management, legacy planning, tax minimization, and addressing complex financial needs such as divorce transition planning and managing new wealth. David began his wealth management career in 1992 after serving 24 years in the U.S. Air Force, retiring as a Lieutenant Colonel. His military experience includes flying 34 combat missions during Operation Desert Storm. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). David earned bachelor's degrees in aeronautical engineering and mechanical engineering from California Polytechnic State University. David resides in Nashville with his wife, Leslie, and their three grown children. Outside of his professional work, he is involved in his church and community and supports Christian nonprofit organizations. His team-oriented approach and commitment to client service underpin the long-term relationships he builds with high-net-worth individuals such as attorneys, physicians, entertainers, corporate executives, entrepreneurs, and business owners.

Anthony Youssefi is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge-affiliated firms since 2016. Prior to that, he worked at MML Investor Services and MassMutual Life Insurance Company from 2009 to 2016. Outside of his advisory role, Youssefi is an independent insurance agent and a member of multiple investment-related LLCs. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services. The firm employs a range of investment strategies through independent Financial Professionals and offers both discretionary and non-discretionary portfolio management across multiple platform arrangements.

John Webb is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc. in Nashville, Tennessee, where he has worked since 2019. He has six years of industry experience and serves as a Private Wealth Advisor at Kidd Private Wealth Group and Pinnacle Asset Management. Webb also holds a role on the advisory board of Mindflow. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing client collaboration and tailored recommendations supported by extensive research and a broad affiliate network.

Hunter Snauwaert is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he focuses on helping individuals and families in Nashville by understanding their goals and what matters most to them. He develops personalized strategies to guide clients toward building wealth, planning for the future, and securing peace of mind. Hunter has accumulated experience in various positions within Fidelity Investments since 2021, including Relationship Manager, Financial Representative, Investment Solutions Representative, High Net Worth Associate, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as a Financial Representative at Wealth Strategies from 2020 to 2021. Outside of his professional work, Hunter has interests in fitness and golf.

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 with Raymond James Financial in Brentwood, TN, holding Series 63 and Series 66 credentials and one year of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Before entering the financial industry, he worked for Metro Nashville Public Schools for ten years. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, pension plans, charitable organizations, and government entities. The firm’s offerings include tailored non-discretionary advisory services and a specialized SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

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 CFP®-credentialed financial advisor with 36 years of industry experience, currently serving clients through Raymond James Financial in Brentwood, TN. He has worked with Pinnacle Financial Partners and Pinnacle Bank, and his outside activities include acting as a personal representative for family estate matters. Jones is also engaged with Pinnacle Asset Management and Legacy Planning Partners in financial advisory roles. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual investors, institutions, and municipal clients. The firm offers tailored, non-discretionary advisory services and is noted for its integration of public finance capabilities alongside comprehensive investment solutions.