Boone Lancaster is a Series 66-credentialed financial advisor with 18 years of industry experience. He has worked at OSAIC since 2018 and previously at Jhfn Sii from 2011 to 2018. Lancaster serves as a board member and finance chair for Calvary Young Children's School in Nashville, where he participates in budget reviews and project approvals. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios across various asset classes.

Mary Robertson is a financial advisor with Wells Fargo Clearing in Madison, TN, holding a Series 63 designation and bringing 36 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of her advisory role, she is an independent consultant selling health and wellness products. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach is grounded in modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Donald Bruce is a financial advisor with Cambridge Investment Research Advisors in Nashville, TN, holding a Series 66 designation and 14 years of industry experience. His career includes multiple roles at Cambridge Investment Research and its affiliates since 2013, as well as positions at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, he serves as a director of an LLC involved in real estate purchasing. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors—by providing financial planning, investment management, and retirement advisory services. The firm offers both proprietary and third-party investment strategies through a network of independent financial professionals, with flexible implementation options tailored to client objectives.

Edward Hood III is a financial advisor with Edward Jones in Nolensville, TN. He holds a Series 66 designation and has six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Verizon Wireless and The Global Swap Shop. Outside of his advisory role, he is the starting founder and past president of the Nolensville BNI Chapter and currently serves as its Membership Host. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets with a large nationwide network and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Chris Mitchell is a Wealth Management Advisor with The Mitchell Group at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to develop personalized financial strategies that address their complex financial needs. His approach involves a thorough discovery process to understand clients' long-term financial goals and create customized plans that include retirement planning, education planning, legacy planning, investments, and insurance. Chris collaborates with clients' CPAs and attorneys to integrate estate planning and tax considerations into wealth management strategies. Chris holds several professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Belmont University. With experience since beginning his career in 1998, Chris guides clients in areas such as portfolio management, executive compensation, philanthropic planning, tax minimization, and legacy planning. In addition to his professional role, Chris is involved in his community, serving with organizations such as the Commodore Yacht Club and Second Harvest Food Bank. His personal interests include boating, gardening, golfing, tennis, and spending time with his family. Chris's philosophy centers on working closely with clients to develop financial strategies that support their long-term goals.

Darryl Thompson Jr. is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Thompson serves as CEO and an officer on the board of Amazima Ministries, a nonprofit organization focused on financial oversight and governance. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving individuals, institutional clients, pension plans, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.

Joe McCranie is a Financial Consultant at Fidelity Investments, where he has been working since 2024. In this role, he focuses on creating an educative and collaborative environment tailored to the unique needs of his clients, aiming to help them build personalized financial plans. His experience at Fidelity Investments includes roles as an Investment Consultant (2023-2024), Investment Solutions Representative (2022-2023), and Customer Relationship Advocate (2021-2022). Prior to joining Fidelity, Joe worked as a Personal Banker at Ameris Bank from 2018 to 2021.

Kelcey Cochran is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has worked at Pax Wealth Group and True North Advisors. Outside of his advisory work, he has been employed as a bartender at Westbound Honky-Tonk since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jackson Tucker is a financial advisor at Raymond James & Associates with two years of industry experience. He holds Series 65 and Series 63 licenses. His prior work history includes roles at Northwestern Mutual Investment Services, LLC, NMA Inc, and H. McKinley Wiggins. Raymond James & Associates is a large 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, providing financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Eric Stanley is a financial advisor at Primerica Advisors in Nashville, TN, holding Series 65 and Series 63 licenses. He has been with Primerica Financial Services since 2013 and has work experience at several companies including Spectrum Brands, PFS Investments Inc., and Insight Global. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based investment strategies and discretionary separately managed accounts.

Michael Sandifer is a financial advisor with LPL Financial in Brentwood, TN, holding a Series 63 designation and 28 years of industry experience. He has been with LPL Financial and its predecessor firm since 2001. Outside of his advisory role, Sandifer is also involved as a musician with Little Cur Music. 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 various advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.

Robert Richardson is a financial advisor at Morgan Stanley in Nashville, TN, holding a Series 66 designation with 16 years of industry experience. His prior work includes nine years at UBS Financial Services before joining Morgan Stanley Smith Barney LLC in 2019, and later Morgan Stanley Private Bank, N.A. from 2022 to 2025. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning and utilizes structured planning tools such as Secular Return Estimates and Monte Carlo simulations to assist clients in modeling outcomes.

Brian Smith is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Eva Newbold is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. Her prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. She is currently based in Joelton, TN. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal advisory and SIMPLE IRA Employer Advisory programs.

Leandro Christiano Silva is a Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 2014 and focuses on assisting clients by simplifying complex financial concepts and tailoring customized planning to help them achieve their financial goals. Leandro works closely with clients to define their goals and develop portfolio strategies designed to help them reach those objectives, providing ongoing advice as clients' situations evolve. Leandro's areas of expertise include College Education Planning, Executive Compensation, Equity Compensation Services, Personal Retirement Planning, Portfolio Management Services, Socially Responsible, Values Based, and ESG Investing, Sports & Entertainment, Tax Minimization, and Retirement Income. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned both his Bachelor's and Master's degrees from Middle Tennessee State University. Originally from Rio de Janeiro, Brazil, Leandro has lived in the Middle Tennessee area since 2006. Outside of his professional work, he enjoys swimming, biking, running, and spending time with his wife and their two energetic boys.

Dimitris Lorandos is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 40 years of industry experience. He has been with Cambridge Investment Research Advisors since 2007. Outside of his advisory role, he is the owner of Financial Solutions Group, LLC, and also works as an independent insurance agent. Cambridge Investment Research Advisors is a large, SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing various investment strategies and platform arrangements tailored to client objectives.

James Hinson Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014. Outside of his advisory work, he serves on the boards of St. Henry School, Seven Hills Swim and Tennis Club, and Green Hills Girls Softball League in Nashville. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment solutions through its network of independent financial professionals, utilizing proprietary models and third-party strategies across multiple custodial platforms.

Gavin Tarquinio is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he helps generations of families create comprehensive and personalized wealth strategies focused on the growth, preservation, and transfer of their wealth. He coordinates a team of specialists, including an Investment Manager, a member of the Advanced Planning team, and a Trust Officer, to enhance the planning process as needed. Gavin has been with Fidelity Investments since 2013, progressing through various roles including Financial Representative, Investment Consultant, Financial Consultant, and Vice President Financial Consultant before assuming his current position in 2018. His experience encompasses a broad range of wealth management and financial consulting responsibilities. Outside of his professional work, Gavin has interests in art, family activities, social events with friends, music, surfing, and traveling.

Jared Jones is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and G4S. Jared has been with Fidelity Investments for five years, including his current role since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and advisory roles with multiple registered investment companies.

Sally Burgess is a financial advisor at UBS Financial Services in Nashville, TN, holding Series 63 and Series 66 licenses with 16 years of industry experience. She has been with UBS since 2017. 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 array of capital markets and research resources.