Dan Slowinski is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He provides clients access to Fidelity's brand, technology, and investment platform, working closely with his team to deliver financial consulting services. His professional experience spans multiple roles primarily at Fidelity Investments, including Financial Advisor, Investment Consultant, Financial Planning Consultant, Senior Financial Representative, Premium Service Representative, Mutual Fund Representative, and Corporate Rollover Specialist, covering the period from 1994 to 2014. Additionally, he worked as a Financial Advisor at Merrill Lynch from 2009 to 2014 and as a Credit Analyst at Chemical Bank Bay Area, Michigan, from 1992 to 1994. No information about his education, credentials, personal interests, or community involvement was provided.

Ellie Ivancich is a financial advisor with Morgan Stanley in Nashville, TN, holding a Series 66 designation and eight years of industry experience. She has been with Morgan Stanley and its Private Bank since 2017 and also served at Belmont University from 2014 to 2018. Outside of her advisory work, she serves on the advisory board of STARS Nashville, a local children and youth organization, and is a board member of the Belmont Athletics Hall of Fame Committee. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets, with a focus on structured planning tools and a diverse suite of investment offerings.

Justin Martin is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. He is based in Nashville, TN. 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 applying an ESG eligibility framework in its recommendations.

Michael Clower is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. Prior to joining Merrill in 2018, he worked at DSI Security, Dollar General, and American Income Life Insurance Company. He serves as a board member of the Nashville Predators Foundation’s Young Professionals Board, where he participates in event promotion and fundraising activities. Merrill, together 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, and various institutions.

Lee Burklow Sr. is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a board member for the M.A.D. Mavericks Baseball Organization, a youth-focused nonprofit in Brentwood, Tennessee. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved planning tools and strategies developed by its Global Investment Committee.

Lauren Gwinn is a financial advisor with Thrivent Investment Management in Nashville, TN, holding a Series 66 designation and five years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2021. Prior to her current role, Gwinn was involved with nonprofit organizations including the Adventure Science Center, The ALS Association of Tennessee, and Friends of the Zoo. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning on a range of topics and allows clients to combine planning with managed-account programs through a consolidated billing option.

Steven Roussel is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Washington Square Securities, Inc. for 27 years before joining OSAIC in 2024. Outside of his advisory role, he is president and CEO of Roussel & Assoc, LLC, a life insurance sales and service business. OSAIC serves retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to managed accounts and third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across a range of asset types.

Kevin Kostyk is a financial advisor at Thrivent Investment Management based in Nashville, TN, with six years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial since 2018, with prior experience including roles at Christian Care Ministry and Scoutcast. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides goal-based analyses and planning on a broad range of topics, operating separate planning and managed-account services without discretionary trading authority.

Mark Gallups is a financial advisor with Merrill in Brentwood, TN, holding a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, UBS, and Merrill Lynch, as well as a year with New York Empire Baseball. Merrill, together 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.

Brandon Edmondson is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a sole proprietor involved in real estate property management. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and approved tools to develop customized financial plans.

James Reed is a financial advisor at Cetera with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including Concourse Financial Group Securities Inc, Lincoln Financial Securities Corporation, and Independent Advisers Group Corp. Reed also operates Reed Financial Group Inc, providing insurance products and financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and advisory services through a multi-manager platform that supports various investment strategies and program structures.

Tavis Mccourt is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2019. He previously worked at 12th Street Asset Management LLC and has additional responsibilities as a trustee for a personal trust. Raymond James & Associates, Inc. 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 municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Hazel Heriges is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 25 years of industry experience. She has been with Raymond James since 2013. Outside of her advisory role, she works as a part-time DoorDash driver. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, charitable organizations, and government entities. The firm offers financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Amanda Schween is a financial advisor at LPL Financial with 23 years of industry experience. She holds the Series 63 and Series 65 designations and has been with LPL Financial since 2008. Her other business activities include involvement with Heartwood Wealth Management, a DBA for her LPL business. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, corporations, and nonprofits, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Lauren Jones is a financial advisor at Morgan Stanley in Nashville, TN, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Vibe Volleyball Lab and held teaching positions at Belmont University and South High School. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools and scenarios to model outcomes. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

William Nichols is a financial advisor with Osaic Wealth, Inc. in Nashville, TN, holding a Series 63 designation and bringing 37 years of industry experience. He previously spent 32 years with Lincoln Financial Advisors Corporation. Nichols is also involved in providing and servicing corporate and individual employee benefits including major medical, disability, life insurance, and fixed annuities. Osaic Wealth serves a wide range of retail and institutional clients, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisors and multiple advisory platforms.

Hal Johnson III is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co., Inc. since 2006. He holds Series 63 and Series 66 licenses and is based in Nashville, TN. Stifel serves a diverse client base including individuals, institutional clients, and municipalities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analytical guidance intended as a basis for client decisions.

Benjamin Wakefield is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services Inc. since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor strategies to client goals and risk profiles. The firm integrates institutional trading capabilities with wealth management, offering a wide range of products and capital markets services.

Daniel Honeycutt Jr. is a financial advisor at Edelman Financial Engines with three years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Edelman Financial Engines in 2026, he worked at Empower Financial Services and Fidelity Investments, and he has experience outside the financial industry with Covenant Transport. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary management and online advice with an emphasis on diversified portfolios and long-term investing.

Daniel Bellet is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Vanguard Group and The R.O.W. Group. He is also involved in Truxton Trust, a financial institution. 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 provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.