Ian Jones is an Investment Consultant at Fidelity Investments, where he has been working since 2026. Prior to this role, he served as a Relationship Manager at Fidelity Investments from 2025 to 2026, and as a Financial Representative from 2023 to 2025. Ian connects with individuals and families to provide personalized support and guidance aimed at helping them work towards their financial goals. He focuses on aligning the right financial tools with what matters most to his clients in pursuit of their objectives. Outside of his professional work, Ian has interests in cars, hiking, music, and soccer.

Glenn Bradley is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked in various capacities since 2012, including roles at First Tennessee Brokerage, Inc. and Ftb Advisors, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios from both internal and third-party sources.

Stephen Moser is a financial advisor with Cambridge Investment Research Advisors in Brentwood, TN, holding a Series 66 designation and 10 years of industry experience. He previously worked at MassMutual Investors Services and Massachusetts Mutual Life Insurance Co before joining Cambridge in 2019. Moser is also an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual clients, retirement plans, charitable organizations, and trusts through a network of independent financial professionals. The firm offers a range of investment management and financial planning services, utilizing multiple custody platforms and both proprietary and unaffiliated strategies tailored to client objectives.

Kathleen Ward is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and possessing 15 years of industry experience. Her prior roles include positions at Vanderbilt University, Williams Hunter Wealth Group, Raymond James Financial Services Advisors Inc., and Wells Fargo Advisors. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services using a mix of in-house and third-party managers, offering both traditional and complex investment strategies.

Bradley Gooch is a financial advisor with MassMutual Investors Services in Brentwood, TN, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been with MML Investors Services since 2011 and with MassMutual Life Insurance Company since 2010. Outside of his advisory role, he owns BG Construction Group LLC, a construction oversight and contracting business. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved tools to develop written recommendations tailored to clients’ goals.

Swati Smith is a financial advisor with Merrill in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at Merrill since 2011. 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, offering a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Frederick Congdon is a financial advisor with Cetera in Nashville, TN, holding Series 65 and Series 66 designations and 13 years of industry experience. His prior work includes nearly a decade at Foundation Investment Management and roles at Hoxton Planning and Management, Regions Bank, and Cetera Investment Services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform with access to affiliated and third-party managers across diverse program structures.

George Lifsey is a financial advisor at Raymond James & Associates with 34 years of industry experience. He has been with Raymond James & Associates since 2007. Lifsey holds the Series 63 and Series 65 designations and is based in Nashville, TN. 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, investment consulting, and municipal advisory services.

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 18 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Pinnacle Wealth Advisors and Pinnacle Financial Partners. He is also an associate at Pinnacle Asset Management, where he focuses on building relationships and managing client investment accounts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports clients through various advisory programs and specialized offerings.

Adrian Davis is a financial advisor with Osaic Wealth, Inc., holding Series 63, 65, and 66 designations and 17 years of industry experience. He previously worked at FSC Securities Corporation and independently as Frank Davis before joining Osaic in 2023. Outside of his advisory work, he has experience as an independent contractor organizing living trusts. Osaic Wealth serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing firm-provided asset allocation tools and third-party managers to create portfolios across multiple asset classes.

Justin Dorris is a CFP® with 14 years of industry experience, currently affiliated with Raymond James Financial in Mount Juliet, Tennessee. He has worked at Wilson Bank & Trust and Raymond James Financial Services Advisors, Inc. since 2012. 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 using advanced analytical tools and supports various advisory programs across a large network of advisors.

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.

Benjamin Brazier is a financial advisor with Edward Jones in Hendersonville, TN, holding a Series 66 designation and bringing four years of industry experience. Prior to joining Edward Jones in 2023, he worked at Ally Financial, Dream Builders Construction, LLC, Nick Mayer Ford Lincoln, General Motors Financial, and Cornerstone National Title. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates an SEC-registered advisory program and manages approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

Jennifer Winchell is a CFP® professional with 20 years of industry experience, currently affiliated with Cetera in Nashville, TN. She also owns and manages Winchell CPA & Advisory Services PLLC, a certified public accounting firm providing accounting, tax, and financial consulting services. Her background includes roles at Avantax Advisory Services and long-term involvement with Jim R Durham CPA firms, where she also provides bookkeeping and bill payment services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operates a multi-manager platform, and manages over $256 billion in assets.