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.

Brenton Harrison is a financial advisor at OSAIC with 16 years of industry experience. He has held positions at OSAIC since 2018 and previously worked at Signator Investors Inc for nine years. Harrison is a member of the Vanderbilt Institutional Review Board and contributes to financial literacy through speaking engagements and video courses, in addition to writing articles for the Investopedia Advisor Council. OSAIC serves a diverse client base including individual, high-net-worth, and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and third-party solutions to manage portfolios across a range of investment types.

Josiah Lotz is a financial advisor with Merrill in Nashville, TN, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Bank of America, N.A., Fidelity Investments, and Western Governor's University. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

L Scott Thompson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2007 and has over two decades of experience developing customized wealth management, retirement planning, and tax minimization strategies for individuals and institutions. Scott focuses on supporting corporate retirement plans and business owners, aiming to address every detail so clients can focus on their lives and careers. He holds a Bachelor of Science degree in Finance from the University of Tennessee in Knoxville and has earned professional designations including Certified Private Wealth Advisor® (CPWA®), Chartered Retirement Planning Counselor™ (CRPC), and Certified 401(k) Professional (CKP). Scott has been recognized by Forbes on the "Best-in-State Wealth Advisors" list for multiple consecutive years and as part of the Forbes "Best-in-State Wealth Management Teams." Scott resides in Brentwood with his wife, Paige, and their two children. Outside of work, he volunteers for Habitat for Humanity and enjoys spending time with his family, including golfing and boating.

Elizabeth Knight is a CFP® professional affiliated with LPL Financial with 24 years of industry experience. She has worked at First Tennessee Brokerage since 2004 and was associated with FTB Advisors, Inc. from 2013 to 2025 before joining LPL Financial and First Horizon Bank in 2025. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Christopher Kelly is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory work, he serves as Secretary and board member of the West End Terrace Homeowners Association, a role he took over from his father. 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 clientele including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by in-house research and a range of portfolio management styles.

Ronald Ganser is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in 1984 at Merrill's San Francisco office as an investment professional. Prior to his career in financial advising, Ron worked as the Controller for a small business for four years, providing him with insight into the challenges and opportunities associated with managing a growing business. Ron holds an Associate's Degree from the University of Wisconsin System and has earned the designation of Personal Investment Advisor (PIA). He and his wife, both alumni of the University of Wisconsin in Madison, reside in Columbia, Tennessee with their three children. They participate in various local activities and charitable organizations.

Malcom Liles is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2018. Prior to joining Baird, he worked at Sano Informed Prescribing, Inc. from 2015 to 2018. Outside of his advisory role, he is involved in community and educational activities, including coaching youth lacrosse and serving on the finance committee and as co-treasurer of the Martha O'Bryan Center, a nonprofit providing early learning and after-school programs. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a variety of investment strategies.

Robert McAleer is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with UBS since 2017 and serves on the Board of Trustees at Dexter Southfield School, including roles on the Audit Committee and as Co-Chair of the Development Committees. Additionally, he is involved with Vanderbilt University's capital campaign and oversees an irrevocable insurance trust for a family member with special needs. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and offers a broad range of investment products and capital markets services.

Angela Tostenson is a financial advisor at UBS Financial Services with 26 years of industry experience. She has worked at UBS since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. She holds the Series 63 designation. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, combining institutional trading capabilities with wealth management services.

Scott Pimentel is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Quell Financial Group and Waddell And Reed, Inc. He has also worked in insurance-related activities through multiple carriers. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering advisory programs, financial planning, and brokerage services supported by in-house and third-party research.

Holden Varvel is a CFP®-credentialed financial advisor with five years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He previously worked at Total Wealth Planning, LLC, and Penn Mutual Life Insurance Co. Outside of his advisory role, he is involved as a financial planner with Vocare Wealth Advisors. 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, institutions, and charitable organizations, using tailored, non-discretionary planning supported by advanced analytical tools.

Erica Feldblum is a CFP® professional with 33 years of industry experience, currently serving at LPL Financial since 1999. Based in Nashville, TN, she holds Series 63 and Series 66 licenses. Outside of her advisory role, she works part-time as a blackjack dealer. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, and institutions, offering a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Christopher Sigmund is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He is based in Nashville, TN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Hollie Frazier is a financial advisor at LPL Financial with five years of industry experience. She has previously worked at Truxton Trust, The R.O.W. Group, Cash-Mckeown, and was involved with the Nashville Zoo. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and technology-driven strategies.