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.

Kate Mielke is a financial advisor at UBS Financial Services with a Series 66 designation and under one year of industry experience. Her prior work includes roles at Saltsman Brenzel and Executive Housing Consultants, Inc., as well as educational positions from 2015 to 2025. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor client plans. The firm’s platform includes institutional trading capabilities alongside wealth management offerings.

Patrick Conger is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2011 and also works with Fiduciary Advisors, LLC since 2017. His other business activities include providing insurance services related to athletes and non-variable insurance through third-party agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, research, and various specialized investment strategies.

Hunter Rodgers is a financial advisor at LPL Financial with 19 years of industry experience. He has held prior roles at Raymond James Financial Services, Moody + East Investment Partners, Pinnacle Asset Management, Pinnacle Bank, New York Life, and American Century Investment Services. Rodgers holds Series 63 and Series 66 credentials. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology-based strategies.

Thomas Bateman III is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience at Wells Fargo Clearing and Wells Fargo Advisors LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm provides multiple investment implementation options across various custodial platforms, including proprietary models and access to third-party strategists.

Waymon Tipton is a CFA charterholder with 34 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2019. He has also worked at Jjb Hilliard Wl Lyons and Avondale Partners, LLC. Outside of his advisory role, Tipton co-owns a car wash business operated primarily by his son. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations. The group provides a range of consulting and portfolio management services, tailoring investment strategies to client goals and risk tolerances through both in-house and third-party managers.

Pate Shipley is a Planning Consultant on the Wealth Management Team at Fidelity's Franklin Investor Center. In this role, he partners with clients to identify and clarify their investment goals, developing tailored financial plans and strategies that align with each client's specific situation. His approach begins with a clear focus on the client's end objectives and prioritizes their interests throughout the planning process. Pate's professional experience includes positions as a Relationship Manager at Fidelity Investments from 2022 to 2023, and as a Financial Advisor at Raymond James Financial Services from 2020 to 2021. This background provides him with a foundation in client relationship management and financial advising within the investment and wealth management sectors. Outside of his professional work, Pate enjoys outdoor activities such as camping, canoeing, and hiking.