Mark Rossi is a financial advisor at Stifel with 26 years of industry experience and holds a Series 66 designation. He has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Douglas Jones is a Certified Financial Planner (CFP®) with 36 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked concurrently with Pinnacle Financial Partners and Southern Lawn and Landscape, LLC for over a decade. Jones also serves as a personal representative for family estate matters. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes non-discretionary planning tailored to client goals, supported by analytical tools and advisory programs.

Adam Ravenelle is a Series 66-licensed financial advisor with Morgan Stanley in Nashville, Tennessee, and has two years of industry experience. Prior to joining Morgan Stanley, he held roles at WIN Reality, C Spire, MDsave, Vanderbilt University, and the Detroit Tigers. He is also involved with Ravenelle Ventures, an investment and finance-related business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and research.

Aaron Fuller is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds a Series 66 designation and has been with UBS since 2008. Outside of his advisory role, he owns and operates Fuller Farms LLC, which involves livestock and general farming activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody services.

Riley Fair is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and no prior industry experience. Outside of financial services, Riley is involved in the fitness industry through ownership of two Pilates businesses. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

Thomas Bernstein is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and four years of industry experience. Prior to joining UBS in 2022, he worked with Elevate Sports Ventures and General Specialist, LLC. He serves as an advisory board member for Collective Hotels & Retreats, a hospitality startup, and provides advisory support to RISE Sports LLC, focusing on professional training content and networking for business leaders in the sports industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and investment products.

Arthur Gray is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 65 licenses and 38 years of industry experience. He previously worked at Bank of America N.A. and Merrill from 2014 to 2020. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing roughly $671 billion in assets with over 14,000 financial advisors.

Dakota Meekins is a Series 66-licensed financial advisor with UBS Financial Services in Nashville, TN. Meekins joined UBS in 2025 and has prior experience in diverse roles across the banking, restaurant, retail, and workforce solutions sectors. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients' goals.

Paul Burd is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is an investor in a private investment business named Avalan. 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, pension plans, and municipal entities, offering financial planning, consulting, and institutional fiduciary services through a non-discretionary investment approach.

Drew Powell is an advisor at LPL Financial with a Series 66 designation and experience beginning in 2026. Prior to joining LPL Financial, he worked at First Horizon Bank and has a background that includes roles at Wake Forest University and Montgomery Bell Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Camden Bickel is a financial advisor at J.P. Morgan Securities with a Series 66 designation. He began his advisory role in 2025 and has prior experience working at JPMorgan Chase Bank, Brown-Forman Corp., and Government Consultants, Inc. Camden also attended the University of Kentucky from 2021 to 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Thomas Norsworthy is a Financial Advisor at Merrill Lynch Wealth Management. He leads a team of investment professionals that combines industry knowledge and the global resources of Merrill to provide wealth management services to corporate executives, business owners, and high net worth families. He has worked alongside David Hepner for nearly a decade and has experience with corporate benefit programs, equity compensation, and nonqualified deferred compensation plans. Tom's approach to wealth management is comprehensive and client-focused. He prioritizes understanding each client's financial situation and priorities before creating a customized wealth management plan that can adapt to changes in client needs and market conditions. His services cover areas including college education planning, family wealth management strategies, legacy planning, retirement income, portfolio management, and tax minimization. He holds a Master's in Business Administration from the University of Mississippi and a Bachelor's degree from the University of Arkansas. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Tom resides in Brentwood, Tennessee with his wife and daughter and is actively involved with Christ Presbyterian Church, the Ole Miss Alumni Association, and the Brentwood Friends of the Library.

Andrew Graham is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He has held positions at J.J.B. Hilliard W.L. Lyons, Inc. and its affiliates before joining Robert Baird in 2019. Outside of his advisory role, he is involved as an owner and landlord of a rental property in Nashville, TN. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning, consulting, and portfolio management services. The firm combines manager-traded and model-traded strategies with tax management and uses internal research tools, including artificial intelligence, in its advisory process.

Patrick Moody is a financial advisor with Raymond James Financial in Nashville, TN, holding Series 63 and 65 licenses and having 34 years of industry experience. He has worked with Raymond James Financial and its affiliated entities since 2002 and also serves on the committee responsible for reviewing architectural plans related to historical homesites within the Monteagle Sunday Assembly. Additionally, he is president of Moody + East Investment Partners, providing financial advice to clients. Raymond James Financial Services Advisors, Inc. offers 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 employs non-discretionary planning tailored to client goals through analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.

Wesley Sullivan is a financial advisor at Robert Baird & Co. with 31 years of industry experience. He has been with R.W. Baird since 2002 and holds a Series 63 designation. Based in Nashville, TN, he works within a large institutional firm. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing both in-house and third-party managers to implement a variety of investment strategies.

John Halbruner is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at Thrivent Investment Management Inc and Hyland Design Group, as well as experience in sports performance and education sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and engages in oversight of sub-advisers and conflict of interest evaluations.

Ray DeNeefe is a Planning Consultant at Fidelity Investments, a position he has held since 2022. He focuses on understanding clients' personal and financial needs and collaborates with both clients and advisors to develop customized financial plans. Ray is motivated by relationship-based work and aims to help clients gain confidence in their financial goals. His professional experience includes roles as a Relationship Manager at Fidelity Investments from 2021 to 2022, a Paraplanner at Southwestern Investment Group from 2020 to 2021, and a Financial Representative at Fidelity Investments from 2018 to 2020. Earlier in his career, Ray worked in Wealth Management Services at Union Bank of Switzerland (UBS) in 2016 and in Client Services at Securities Service Network in 2015.

James Smith is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 11 years of industry experience. He has worked with Cetera and its affiliated entities since 2015, based in Nashville, TN. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and program structures, supported by a nationwide network of over 10,000 advisors.

Ryan Tracy is a financial advisor with Cetera in Nashville, TN, holding a Series 66 designation and 12 years of industry experience. He has been with Cetera and Cetera Investment Services LLC since 2015 and has a concurrent role at Regions Bank since 2014. In addition to his advisory work, he engages in fixed insurance sales through the bank and refers clients to the mortgage department for loan services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, combining affiliated and third-party managers with various program structures and custodial relationships.

James Miller Sr. is a financial advisor with OSAIC in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He was previously with Lincoln Financial Advisors for 22 years before joining OSAIC. Outside of his advisory work, Miller serves as a United Methodist minister, officiating at funeral committal services and weddings. OSAIC serves a diverse range of retail and institutional clients through multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that may include a broad array of investment types.