Daniel Tedesco is a CFP®-certified financial advisor with Morgan Stanley in Nashville, TN, with 29 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2014. Outside of his advisory role, he serves on the project committee of Hillsboro Elementary/Middle School's PTO in Franklin, Tennessee. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools.

Freda Evans is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Raymond James since 2017, following prior roles at SunTrust Advisory Services and SunTrust Investment Services. Evans serves as a board member of Recovery Community Inc., a nonprofit organization. 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 client base including individuals, institutions, and nonprofit entities, providing financial planning and non-discretionary investment consulting supported by a broad network of research and portfolio management resources.

William Phillips is a financial advisor with LPL Financial in Brentwood, Tennessee. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Wiley Bros Aintree Capital for 19 years and Morgan Stanley for four years. Outside of his advisory work, he is an owner-trustee of Triple 7 Farm Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and technology tools.

Boone Lancaster is a financial advisor with OSAIC in Nashville, TN, holding a Series 66 designation and 19 years of industry experience. He has worked at Osaic Wealth, Inc. since 2018 and previously at Jhfn Sii and Securian Financial Services, Inc. He serves as a board member and finance chair for Calvary Young Children’s School, a local daycare and pre-kindergarten organization. OSAIC serves a broad mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, providing various managed account options and third-party money manager programs.

Mary Robertson is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding a Series 63 designation and 37 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and briefly at UBS Financial Services in 2004. Outside of her advisory role, she consults independently on health and wellness products. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services, managing approximately $671 billion in assets with more than 14,000 advisors.

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. He has worked with Cambridge Investment Research and its affiliates since 2013, with prior experience at Park Avenue Securities and Guardian Life Insurance Company of America. Outside of his advisory role, Bruce is a director of an LLC involved in real estate acquisition. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm employs thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms, supporting both discretionary and non-discretionary management approaches with proprietary and third-party model strategies.

Chris Mitchell is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads The Mitchell Group, a team that provides a holistic approach to addressing the complex financial needs of individuals, families, and business owners. The group develops personalized financial strategies tailored to each client's unique situation, focusing on areas such as retirement planning, education planning, legacy planning, investments, and insurance. Chris has more than two decades of experience in the financial services industry, having started his career in 1998. His areas of expertise include college education planning, corporate executive services, executive compensation, institutional and corporate benefit services, legacy planning, philanthropic planning, portfolio management services, small business strategies, individual and corporate investment strategy, and tax minimization. The Mitchell Group utilizes Merrill's research and specialists to provide comprehensive service, working collaboratively with clients' CPAs and attorneys to integrate estate planning and tax considerations into wealth management strategies. Chris holds a Bachelor's Degree from Belmont University and has earned 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 is involved in community service through organizations such as the Commodore Yacht Club and Second Harvest Food Bank. Outside of work, Chris enjoys boating, gardening, golfing, tennis, and spending time with his family.

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 and has prior work history with Northwestern Mutual Investment Services, NMA Inc, and H. McKinley Wiggins. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers non-discretionary financial planning and investment consulting services supported by a nationwide adviser force and a range of portfolio management strategies.

Eric Stanley is a financial advisor with Primerica Advisors in Nashville, TN, holding Series 65 and Series 63 licenses. He has over a decade of experience in the financial services industry and has worked at various companies including Spectrum Brands, Insight Global, and Cook Medical. Stanley has been with Primerica Financial Services since 2013. Primerica Advisors is a large-scale firm that provides wrap-fee asset management programs primarily for individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-driven investment strategies managed by third-party asset managers and supports clients through an extensive network of advisors.

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, formerly LINSCO/PRIVATE LEDGER CORP., since 2001. Outside of his advisory work, Sandifer is also involved as a musician with Little Cur Music. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including third-party asset management and institutional platforms, supported by a large network of investment adviser representatives.

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 at Raymond James Financial with 26 years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Wells Fargo Clearing and multiple divisions within Raymond James since 2018. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Dimitris Lorandos is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2007. Outside of his advisory role, he is the owner of Financial Solutions Group, LLC, an independent insurance agent, and a member of Forevia Holdings, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by providing financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms while maintaining proprietary model strategies under the Founders Gate Capital brand.

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. His prior roles include positions at New England Securities and Mass Mutual Investors Services. Outside of his advisory work, he serves on multiple boards, including St. Henry School, Seven Hills Swim and Tennis Club, and the Green Hills Girls Softball League. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary strategies through various platforms and proprietary model portfolios.

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.