Brian Mahoney is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America N.A. and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to evaluate investment options within a broad platform of brokerage and advisory solutions.

Michael Duggan is a financial advisor with J.P. Morgan Securities in Nashville, TN. He holds a Series 66 designation and has four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022, he worked at Regions Financial for ten years. 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 an ESG eligibility framework.

Robert Wills is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with PFS Investments Inc. since 2009 and Primerica Financial Services since 2008. Outside of advisory services, he is involved in sales of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm uses third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Claton Heath is a financial advisor with LPL Financial based in Brentwood, TN, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Edward Jones, Merrill, UBS, Bank of America, Mutual of Omaha, and Burnett, Dobson and Pinchek. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a broad network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from LPL Research and third-party subadvisors.

Harry Woosley is a CFP® with 36 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Woosley is a trustee for the Woosely Family Foundation, overseeing charitable activities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Erica Scott is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James and Associates for 12 years and Athleta for one year. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by integrated capital-markets and asset management capabilities.

Marles Wyman is a financial advisor with Fidelity, holding the Series 63 and Series 66 designations and bringing 24 years of industry experience. He previously worked at AIG Capital Services, Inc. and American General Life. Outside of his advisory role, he serves as secretary for the World Bible Center, a nonprofit organization. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

David Bachman is a Wealth Management Advisor with Merrill Lynch Wealth Management, leading the Bachman, Herron & Associates team. He provides comprehensive wealth planning and asset management services to individuals, families, and institutional clients, focusing on delivering customized financial strategies tailored to each client's unique circumstances. His areas of expertise include retirement plan services, portfolio management, legacy planning, tax minimization, and addressing complex financial needs such as divorce transition planning and managing new wealth. David began his wealth management career in 1992 after serving 24 years in the U.S. Air Force, retiring as a Lieutenant Colonel. His military experience includes flying 34 combat missions during Operation Desert Storm. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). David earned bachelor's degrees in aeronautical engineering and mechanical engineering from California Polytechnic State University. David resides in Nashville with his wife, Leslie, and their three grown children. Outside of his professional work, he is involved in his church and community and supports Christian nonprofit organizations. His team-oriented approach and commitment to client service underpin the long-term relationships he builds with high-net-worth individuals such as attorneys, physicians, entertainers, corporate executives, entrepreneurs, and business owners.

Anthony Youssefi is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge-affiliated firms since 2016. Prior to that, he worked at MML Investor Services and MassMutual Life Insurance Company from 2009 to 2016. Outside of his advisory role, Youssefi is an independent insurance agent and a member of multiple investment-related LLCs. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services. The firm employs a range of investment strategies through independent Financial Professionals and offers both discretionary and non-discretionary portfolio management across multiple platform arrangements.

Joshua Dyer is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked with LifePoint Church from 2014 to 2017. Outside of his advisory role, he is a joint owner of a rental property in Smyrna, TN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

John Webb is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and six years of industry experience. He has worked with multiple affiliated entities within Raymond James since 2019 and serves as a private wealth advisor. Webb also holds a position on the advisory board of Mindflow, where he participates in quarterly meetings regarding the organization’s direction. 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, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized services in municipal and public finance as well as SIMPLE IRA employer consulting.

Hunter Snauwaert is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he focuses on helping individuals and families in Nashville by understanding their goals and what matters most to them. He develops personalized strategies to guide clients toward building wealth, planning for the future, and securing peace of mind. Hunter has accumulated experience in various positions within Fidelity Investments since 2021, including Relationship Manager, Financial Representative, Investment Solutions Representative, High Net Worth Associate, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as a Financial Representative at Wealth Strategies from 2020 to 2021. Outside of his professional work, Hunter has interests in fitness and golf.

Jessica Ateca is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Her prior experience includes roles at Pinnacle Financial Partners and SunTrust Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs with approximately $1.01 trillion in assets under management, supported by a nationwide network of over 23,000 financial advisors.

Hugh Swart is a financial advisor with Charles Schwab in Nashville, TN, holding the Series 63 and Series 66 designations and possessing seven years of industry experience. His prior work includes roles at TD Ameritrade and Fidelity Brokerage Services. He serves on the board of Justice Industries, a nonprofit organization, where he assists with fundraising and business development. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Victoria Kindma is a Series 66 licensed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, she worked at Cbiz and Publix and has a background that includes experience outside finance, such as modeling for a Miami-based agency and freelance pet sitting in Nashville. Strategic Advisers LLC, a Fidelity Investments company where she is affiliated, provides investment management and advisory services to a broad client base, utilizing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction.

Brandon Brager is a financial advisor at Raymond James Financial with Series 63 and Series 66 licenses and one year of industry experience. He previously worked at Northwestern Mutual in various capacities from 2024 to 2026 and was employed by Sound City Realty and Metro Nashville Public Schools before entering the financial industry. 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 consulting through comprehensive analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

John Burt is a financial advisor with Thrivent Investment Management in Nashville, TN. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, he worked at Deloitte and One Source, Inc., and has experience in both financial services and other business sectors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers planning on a one-time or ongoing basis and integrates planning with managed-account programs through a consolidated billing option called “WealthPlan.”

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.