Tamara Hixson is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Outside of her advisory role, she serves as a successor trustee for estate and trust matters in Brentwood, Tennessee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of financial planning and advisory services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured, firm-approved planning tools to support tailored financial plans.

Jeffrey East is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has held positions at Raymond James Financial Services Advisors, Pinnacle Bank, and Raymond James Financial Services, Inc. since 2016. In addition to his advisory role, he is the managing director and owner of Moody + East Investment Partners, a support company based in Nashville, TN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Reginald Ford is a Series 66 licensed advisor with LPL Financial, where he has worked since 2017. He has nine years of industry experience, including two years at Truxton Trust Company. Outside of his advisory role, he is a certified yoga instructor and is involved in authoring and speaking through RoseCrete Wellness Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services supported by research and multiple portfolio management options.

Keegan Haines is a financial advisor at Merrill with Series 66 credentials and five years of industry experience. He previously worked at Bank of America, N.A. and has a background that includes entrepreneurial experience with Green Cut Lawn. 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, and institutional accounts.

Matthew Stalcup is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Cambridge, he worked at Aegis Capital Corp and LPL Financial. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm offers multiple platform arrangements and a range of investment strategies, including proprietary models and access to unaffiliated managers.

Brian Mckenzie is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Barry Mccall is a financial advisor with Raymond James Financial in Brentwood, TN, holding a Series 63 designation and 28 years of industry experience. He has worked at Raymond James Financial since 1999, including a period with Mccall And Associates from 2010 to 2017. Outside his advisory role, he is the owner of McCall Wealth Advisors, LLC. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

James Newsome is a financial advisor with LPL Financial, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Northwestern Mutual and Merrill Lynch. Before his advisory career, he worked at Sterling National Bank and was involved in the hospitality industry through Kilroys Sports Bar. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Charles Collier is a Series 66-licensed advisor at Raymond James Financial with one year of industry experience. Prior to joining Raymond James, he worked at William Morris Endeavor and spent several years in education at the University of Tennessee and Christ Presbyterian Academy. He is also a junior advisor affiliated with Pinnacle Asset Management and Burton Hills Investment Partners. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports clients through its advisory programs and partnerships, including a municipal advisor affiliation and a SIMPLE IRA Employer Advisory & Consulting Services program.

Olivia Tirrill is a financial advisor at Raymond James Financial with Series 65 and Series 63 credentials and four years of industry experience. Her background includes roles at Bank of America, Merrill, and Equitable Advisors, among others. She supports both private client and retirement planning through her involvement with Pinnacle Asset Management and Moody East Investment Partners in Nashville. 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, pension plans, corporations, and institutions. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting, and it offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Steven Samuel is a financial advisor with MassMutual Investors Services in Franklin, TN, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has worked at MassMutual Investors Services since 2017 and at Massachusetts Mutual Life Insurance Company since 2016, following two years at MetLife Securities Inc. He also works as an insurance agent specializing in individual life, property and casualty, and group health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs, using collaborative, technology-supported approaches to analyze client goals and recommend investment strategies.

Larry Carter is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding a Series 66 credential and 25 years of industry experience. He has been with Robert W. Baird & Co. since 2001. Outside of his advisory role, Carter owns an LLC providing tax preparation services to non-Baird clients. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across a range of investment strategies.

Lesa Fletcher is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and 24 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2001. Outside of advisory services, she is involved in the sale of loan products and home-related services through Primerica affiliates. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering model-based investment strategies supported by third-party asset managers and custodial services.

Jennifer Hawthorne is a financial advisor at Robert W. Baird & Co. in Nashville, TN, with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Robert W. Baird since 2019, following roles at Nationwide Investment Services Corp, Foreside Financial, and a period as self-employed. Outside of her advisory work, she is a passive investor and LLC member of The Lakeside Group LLC, which operates Hometeam Pizza. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing both manager-traded and model-traded strategies along with tax management and direct-indexing capabilities.

Richard Vaughn is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advising, he is a limited partner in a private investment partnership with two associates. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing non-discretionary financial planning and investment consulting supported by a broad network of advisers and affiliated research resources.

Frank Downey is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. He has worked at Robert W. Baird since 2000 and at Nmis since 2001. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio management services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Clyde Allen III is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes nearly a decade at Ameriprise Financial Services, Inc. and a year at LPL Financial before returning to Ameriprise in 2024. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice primarily for clients maintaining assets within Ameriprise-managed accounts.

Robert Mcgrew is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2013. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Tyler Wadlington is a financial advisor at Edward Jones in Brentwood, TN, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Bass, Berry & Sims PLC for four years and spent one year with the United States Federal Courts. Outside of his advisory role, he is involved in residential rental property management in Nashville, TN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Charles Poston is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Raymond James Financial in Nashville, TN. His prior experience includes roles at Pinnacle Wealth Advisors, Truist Advisory Services, The Vanguard Group, and Appalachian State University. In addition to his advisory work, he holds a position as a bank associate at Pinnacle Bank. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using various analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.