Benjamin Lifsey is a Series 66-licensed financial advisor with Raymond James & Associates in Nashville, TN, where he has worked since 2016. He has nine years of industry experience. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm serves a diverse client base including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

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 with Raymond James Financial in Nashville, TN, holding Series 66 and Series 63 credentials and 18 years of industry experience. He previously worked at Pinnacle Wealth Advisors for nine years and currently maintains a role as a financial advisor with Pinnacle Asset Management, focusing on client relationships and investment management. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers customized, typically non-discretionary advisory services and has a notable affiliation with municipal and public finance activities.

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 13 years of experience, currently serving as a financial advisor at Raymond James Financial in Mount Juliet, TN. He has worked at Wilson Bank & Trust and Raymond James Financial Services since 2012. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through client collaboration and supported by extensive research and asset-allocation analysis.

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.

Kevin Collier is a financial advisor with LPL Financial in Hendersonville, TN, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, Collier serves as a notary for Sumner County, Tennessee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology solutions.

Allen Kuhn is a financial advisor at Merrill with Series 65 and Series 66 credentials and three years of industry experience. He previously worked at UBS from 2018 to 2022 and has held positions at Talentwave, Southern Glazer Wine & Spirits, and the University of Mississippi. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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.

Garrett Dickerson is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and bringing 10 years of industry experience. He has been with Thrivent Financial and its investment management arm since 2016. Outside of his advisory role, Dickerson serves on the board of Living Sent Ministries, hosts a podcast focused on faith and community service, and leads the Grant James Foundation, which supports families affected by infertility, miscarriage, and abortion. He is also an author of a devotional series and works as a football official in post-secondary athletics. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based planning without discretionary portfolio management. The firm’s approach includes thorough analyses and periodic review of recommendations, with the option to combine planning with managed-account services under a consolidated billing structure.

Thomas Perini is a Series 66-licensed financial advisor based in Nashville, TN, with nine years of industry experience. He has worked at firms including MBSC Securities Corporation, Foreside Fund Services, LLC, and Third Avenue Management LLC prior to joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and consulting services, utilizing model portfolios and research from both internal and third-party sources.

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 CFP® credentialed financial advisor at Ameriprise with 19 years of industry experience. He previously worked at PNC Investments and J.P. Morgan Securities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Carson Odom is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and seven years of industry experience. His career includes roles at Raymond James Financial Services, Middle Tennessee State University, and Faulkner Mackie & Cochran, P.C. Odom serves as Treasurer and Board Member of the Down Syndrome Association of Middle Tennessee, where he contributes to governance, fundraising, and financial oversight. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services for small businesses and maintains a notable presence in municipal and public finance.