John Piovarcy is a financial advisor at Merrill with 24 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2000, concurrently affiliated with Bank of America since 2009. 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. The firm offers model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paola Delucas is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Alicia Vanderschuere is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and has prior work experience at JOANN Stores and Big Lots. In addition to advising, she is a partner in The Bridge, an organization that provides networking and educational support for individuals experiencing job transitions, and she owns The Retail Boutique LLC, which offers sales support between vendors and retailers. 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 financial planning and consulting through various advisory programs, employing tailored, non-discretionary strategies supported by extensive research and a diverse portfolio management approach.

Andrea Devon is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and 12 years of industry experience. She has worked at UBS since 2019 and has concurrently held roles with Elmira Savings Bank and LPL Financial since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Karissa Jackson is a financial advisor at Osaic with two years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Lincoln Financial Advisors Corporation and other financial firms. Outside of her advisory work, she operates a dog-sitting business. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisors, offering integrated investment advisory and brokerage services across multiple platforms. The firm employs asset-allocation tools and model portfolios, catering to individual and institutional investors with both discretionary and non-discretionary account management.

Linda Vanauken is a financial advisor at Raymond James & Associates with 28 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2013. Outside of her advisory role, she is the owner of a rental condominium in Nashville, TN. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and specialized services such as municipal advisory and employer retirement plan consulting.

Rhea England is a financial advisor with Raymond James Financial in Nashville, TN. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Raymond James in 2022, she worked at Global Retirement Partners and ARGI Financial Group. Outside of her advisory role, she is involved with Adams Wealth Partners, where she contributes to operations and financial advising. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Michael Weed is a financial advisor at Edward Jones in Brentwood, TN, with 10 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Brent Walker is a financial professional with 11 years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked at Cetera Advisors LLC since 2021 and LPL Financial from 2015 to 2021. Outside of his advisory role, he serves as a board member for The Timothy Network, a nonprofit organization, and coaches cross country at Stewarts Creek High School. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and operates a multi-manager platform with options spanning automated allocations to bespoke strategies.

Timothy Jester is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Woodbury Financial Services, Park Avenue Securities, and Guardian Life Insurance. Outside of finance, he is a semi-professional violinist, a wedding officiant, serves as a commissioner on the Metro Arts Board in Nashville, and is involved with a charity golf tournament supporting families of emergency services members. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services and employs asset-allocation tools and third-party platforms to manage a wide range of investment portfolios.

Alden Cox Jr. is a financial advisor with LPL Enterprise holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He previously worked at Prudential Insurance Company of America and PRUCO Securities, LLC. His other business activities include affiliations with Manhattan National Life Insurance Company, Mutual of Omaha, and Shenandoah Life Insurance Company. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products, utilizing an integrated platform that combines adviser programs with active sales of other financial products.

Louis Glaser is a financial advisor with RBC Capital Markets in Nashville, TN, holding Series 63 and Series 66 registrations and bringing 38 years of industry experience. His prior roles include over two decades at Suntrust Investment Services and Suntrust Advisory Services. Outside of finance, he is a partner in The Glaser Brothers Partnership, which manages musical royalties and releases remastered and previously unreleased music from the group Tompall and The Glaser Brothers. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, pension plans, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management solutions and integrates both in-house and third-party investment resources.

Kyle Killett is a financial advisor at Morgan Stanley with seven years of industry experience. He has worked at various Morgan Stanley entities since 2018 and has prior experience at Aegis Sciences Corporation and Reference Services, Inc. Killett holds the Series 66 designation. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Terry Davis is a financial advisor with Raymond James Financial Services Advisors, Inc. in Nashville, TN, holding Series 63 and Series 66 credentials and has 32 years of industry experience. He previously worked at AXA Advisors LLC and serves as a Compliance and Risk Manager at Pinnacle Asset Management. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, alongside municipal and public finance advisory services uncommon among large institutional advisors.

John Reynolds II is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has worked at UBS since 2019. Prior to his advisory role, his background includes multiple positions at the University of Tennessee and experience with Brown Bag and Harper Auto Square. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

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.