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 at UBS Financial Services in Nashville, TN, with three years of industry experience. He holds the Series 66 designation and previously worked at Elevate Sports Ventures and General Specialist, LLC. He serves as an advisory board member for Collective Hotels & Retreats, a hospitality startup, and provides advisory services to RISE Sports LLC, which focuses on professional training in the sports industry. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm operates both as an investment adviser and broker-dealer, offering a broad range of capital markets services alongside wealth management.

Arthur Gray is a financial advisor with Wells Fargo Clearing based in Nashville, TN. He holds Series 63 and Series 65 designations and has 37 years of industry experience. Prior to joining Wells Fargo Clearing in 2020, he worked at Bank of America N.A. and Merrill from 2014 to 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Paul Burd is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 41 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 personal investment business based in Madison, Alabama. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, with both non-discretionary and discretionary advisory programs.

Drew Powell is a financial advisor with LPL Financial in Brentwood, TN. He holds a Series 66 credential and has been in the industry since 2025, with prior experience at First Horizon Bank. Before entering the financial sector, he worked in education at Wake Forest University and Montgomery Bell Academy. 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Camden Bickel is a financial advisor at J.P. Morgan Securities with a Series 66 designation. He began his advisory role in 2025 and has prior experience working at JPMorgan Chase Bank, Brown-Forman Corp., and Government Consultants, Inc. Camden also attended the University of Kentucky from 2021 to 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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 with Robert Baird & Co. in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent over 17 years at J.J.B. Hilliard, W.L. Lyons, Inc. Graham is also a property owner outside of his advisory role. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, using a combination of in-house and third-party managers, and offers a range of investment strategies from traditional to complex allocations.

Patrick Moody is a financial advisor with Raymond James Financial in Nashville, TN, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Raymond James Financial since 2002 and also holds an officer position at Moody + East Investment Partners, where he provides financial advice. Additionally, he serves as a committee member for the Monteagle Sunday Assembly, reviewing architectural plans for historical homesites. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory and implementation-support roles through tailored financial plans and a broad affiliate network.

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 with Fidelity, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Thrivent Investment Management and various organizations outside finance, including Hyland Design Group and the Baseball Performance Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Ray DeNeefe is a Planning Consultant at Fidelity Investments, a position he has held since 2022. He focuses on understanding clients' personal and financial needs and collaborates with both clients and advisors to develop customized financial plans. Ray is motivated by relationship-based work and aims to help clients gain confidence in their financial goals. His professional experience includes roles as a Relationship Manager at Fidelity Investments from 2021 to 2022, a Paraplanner at Southwestern Investment Group from 2020 to 2021, and a Financial Representative at Fidelity Investments from 2018 to 2020. Earlier in his career, Ray worked in Wealth Management Services at Union Bank of Switzerland (UBS) in 2016 and in Client Services at Securities Service Network in 2015.

James Smith is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 11 years of industry experience. He has worked with Cetera and its affiliated entities since 2015, based in Nashville, TN. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and program structures, supported by a nationwide network of over 10,000 advisors.

Ryan Tracy is a financial advisor with Cetera in Nashville, TN, holding a Series 66 designation and 12 years of industry experience. He has been with Cetera and Cetera Investment Services LLC since 2015 and has a concurrent role at Regions Bank since 2014. In addition to his advisory work, he engages in fixed insurance sales through the bank and refers clients to the mortgage department for loan services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, combining affiliated and third-party managers with various program structures and custodial relationships.

James Miller Sr. is a financial advisor with OSAIC in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He was previously with Lincoln Financial Advisors for 22 years before joining OSAIC. Outside of his advisory work, Miller serves as a United Methodist minister, officiating at funeral committal services and weddings. OSAIC serves a diverse range of retail and institutional clients through multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that may include a broad array of investment types.

Geoffrey Aunger is a financial advisor with RBC Capital Markets in Nashville, TN, holding a Series 66 designation and 23 years of industry experience. He has worked at RBC Capital Markets since 2012 and also serves City National Bank since 2019. Outside of finance, he is an investor in a family entertainment venture based in Costa Rica. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers advisory programs with portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Christopher Palermo is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and maintains capabilities in public finance and municipal work.

Gordon Brewer is a financial advisor at UBS Financial Services in Nashville, TN, with 27 years of industry experience. He has been with UBS Financial Services since 2002 and holds Series 63 and Series 65 designations. 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 and utilizes proprietary research and model-based asset allocations to tailor solutions for clients.