Robert Stokes is a financial advisor with Edward Jones in Brentwood, TN, holding a Series 66 designation and 18 years of industry experience, all with Edward Jones since 2008. He serves as Director of Business Development for Professional Women's Anonymous, where he consults and assists with fund development strategies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Taryn Simm is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and seven years of industry experience. Her career includes roles at Morgan Stanley Private Bank and Morgan Stanley, as well as prior experience at Rating Dynamics and Florida State University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through fiduciary fee-based planning, portfolio management, and proprietary research.

John Johnson is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and 38 years of industry experience. He worked at Edward Jones for 13 years before joining LPL Financial in 2017. 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, financial planning, and retirement plan consulting, with access to model portfolios, research, and technology-driven investment strategies.

Christopher Cannon is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds a Series 66 designation and has been with UBS since 2007. Outside of his advisory role, he serves as treasurer for a homeowners association in Knoxville, Tennessee. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary capital market assumptions and model-based asset allocations to tailor strategies aligned with clients' goals and risk tolerances.

David White is an Associate Resident Director at Merrill, where he provides financial planning and investment management services. He works with successful families, individuals, executives, and businesses to develop comprehensive wealth strategies tailored to their specific goals. His responsibilities include addressing family wealth management, portfolio management, individual and corporate investment strategies, tax minimization, and retirement income planning. David holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Western Kentucky University. His experience includes managing the overall integration of clients' financial lives and supporting businesses with tailored lending and cash management strategies.

Terrell Perry is a financial advisor with OSAIC based in Nashville, TN, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. His prior work includes roles at Securities America, Inc., Molette Investment Services, Investacorp, and Prudential Insurance Company of America. Outside of advising, he owns SSP Fitness, a fitness training and consulting business, and serves as a board member for the Guardianship and Trust Corporation, an organization that provides conservatorship services for persons with special needs. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations through an extensive network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing tools such as asset-allocation software, risk-tolerance assessments, and automated rebalancing to build portfolios that may include a wide range of investment products.

Patrick Galloway is a financial advisor with Morgan Stanley in Nashville, TN, holding a Series 66 designation and 22 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the Finance Committee of the YMCA of Middle Tennessee and is involved as a partner in agricultural and real estate ventures. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and models investment outcomes but generally provides advisory services rather than individual security recommendations.

Seth Crist is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and possessing 18 years of industry experience. He has been with Raymond James since 2010. Outside of his advisory work, he is licensed as a real estate agent primarily to facilitate the sale and purchase of his personal residences. 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 wide range of clients—including individuals, institutions, and municipal entities—and offers financial planning, investment consulting, and institutional advisory services with a focus on tailored, non-discretionary client relationships.

John Fenoglio is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. Prior to joining RBC, he held positions at Dell Technologies, Medhost, Cavalry Logistics, and Youth Education in the Arts. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile and utilizing a range of investment managers and solutions.

Vance Lahey is a financial advisor with Ameriprise in Franklin, TN, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for NaCoMe Camp & Retreat Center in Pleasantville, TN. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, using a centralized consulting team to deliver non-discretionary, research-driven recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Charles Brooks is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has held prior roles in various fields including data analytics and the restaurant industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing services such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to client goals.

Alma Rostagni is a Planning Consultant at Fidelity Investments, where she collaborates closely with financial consultants to identify meaningful opportunities within each client's financial picture. She focuses on bringing clarity and thoughtfulness to the planning process, ensuring that clients feel informed, confident, and supported as their goals evolve. Alma joined Fidelity Investments in 2024, initially serving as a Customer Relationship Advocate and then as an Investment Solutions Representative before taking on her current role in 2026. Through these positions, she has gained experience in client relations and investment solutions, contributing to her expertise in financial planning. Outside of her professional work, Alma has personal interests that include enjoying the beach, fitness activities, exploring food, and caring for pets.

Donna Negus is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has held roles at multiple firms, including True North Wealth Solutions, Central Illinois Group LLC (dba Lifewise Wealth Advisors), and Carleton Financial Inc., where she provides advisory and brokerage services. Cetera Investment Advisers LLC is an SEC-registered adviser operating a large nationwide network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through multiple program structures and third-party managers.

Christopher Marshall is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and previously worked at The Crichton Group for two years before joining UBS in 2017. Outside of his advisory role, he is a proprietor of a residential rental duplex in Nashville, Tennessee. 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, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Brian Mahoney is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America N.A. and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to evaluate investment options within a broad platform of brokerage and advisory solutions.

Michael Duggan is a financial advisor with J.P. Morgan Securities in Nashville, TN. He holds a Series 66 designation and has four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022, he worked at Regions Financial for ten years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Robert Wills is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with PFS Investments Inc. since 2009 and Primerica Financial Services since 2008. Outside of advisory services, he is involved in sales of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm uses third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Claton Heath is a financial advisor with LPL Financial based in Brentwood, TN, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Edward Jones, Merrill, UBS, Bank of America, Mutual of Omaha, and Burnett, Dobson and Pinchek. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a broad network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from LPL Research and third-party subadvisors.

Harry Woosley is a CFP® with 36 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Woosley is a trustee for the Woosely Family Foundation, overseeing charitable activities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Erica Scott is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James and Associates for 12 years and Athleta for one year. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by integrated capital-markets and asset management capabilities.