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.

John Ellett is a CFP® with 10 years of experience in financial advising, currently affiliated with Raymond James Financial. His prior roles include positions at UBS Financial Services Inc. and Pinnacle Financial Partners. He is also a principal at Sturgeon & Ellett Wealth Management in Nashville, TN. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary advice using analytical tools and supports its recommendations through a variety of advisory programs and partnerships.

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.