Brandon Edmondson is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a sole proprietor involved in real estate property management. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and approved tools to develop customized financial plans.

James Reed is a financial advisor at Cetera with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including Concourse Financial Group Securities Inc, Lincoln Financial Securities Corporation, and Independent Advisers Group Corp. Reed also operates Reed Financial Group Inc, providing insurance products and financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and advisory services through a multi-manager platform that supports various investment strategies and program structures.

Tavis Mccourt is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2019. He previously worked at 12th Street Asset Management LLC and has additional responsibilities as a trustee for a personal trust. Raymond James & Associates, Inc. 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, investment consulting, and municipal advisory services.

Hazel Heriges is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 25 years of industry experience. She has been with Raymond James since 2013. Outside of her advisory role, she works as a part-time DoorDash driver. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, charitable organizations, and government entities. The firm offers financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Amanda Schween is a financial advisor with LPL Financial in Nashville, TN, holding Series 63 and Series 65 licenses with 23 years of industry experience. She has worked at LPL Financial since 2008 and spent one year at Edward Jones prior to that. 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.

Lauren Jones is a financial advisor at Morgan Stanley in Nashville, TN, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Vibe Volleyball Lab and held teaching positions at Belmont University and South High School. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools and scenarios to model outcomes. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

William Nichols is a financial advisor with Osaic Wealth, Inc. in Nashville, TN, holding a Series 63 designation and bringing 37 years of industry experience. He previously spent 32 years with Lincoln Financial Advisors Corporation. Nichols is also involved in providing and servicing corporate and individual employee benefits including major medical, disability, life insurance, and fixed annuities. Osaic Wealth serves a wide range of retail and institutional clients, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisors and multiple advisory platforms.

Hal Johnson III is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co., Inc. since 2006. He holds Series 63 and Series 66 licenses and is based in Nashville, TN. Stifel serves a diverse client base including individuals, institutional clients, and municipalities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analytical guidance intended as a basis for client decisions.

Benjamin Wakefield is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services Inc. since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor strategies to client goals and risk profiles. The firm integrates institutional trading capabilities with wealth management, offering a wide range of products and capital markets services.

Joshua Pendergast is a financial advisor with Ameriprise in Franklin, TN, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Ameriprise, he has worked in a variety of roles across several industries, including the Ole Smoky Distillery, Eggspectation, and Rafters Music & Food. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Steve Holt is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. In addition to his work at the firm, Holt operates Steve Holt Consulting, which he founded in 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a network of over 23,000 financial advisors and more than 15,000 branch offices nationwide.

Daniel Bellet is a financial advisor with LPL Financial in Nashville, TN, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at The Vanguard Group and The R.O.W. Group. He is also associated with Truxton Trust in a financial institution capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jeanne Lynn is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 34 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in assets and delivers services through a combination of direct client relationships and corporate financial planning agreements.

Devin Rohner is a CFP® with 14 years of industry experience, currently serving as a financial advisor at LPL Financial. He previously worked for Bankers Life in various advisory and securities roles over a 17-year period. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jesse Holman is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding the CFP® designation and Series 63 license. He has 23 years of industry experience, having worked at Mass Mutual Investors Services since 2003 and at MassMutual Life Insurance Company since 2002. Outside of his advisory role, he is involved in various real estate and business ventures, including ownership positions in multiple LLCs related to real estate investment and financial consulting. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of services including investment programs and educational seminars, with financial planning engagements structured as annual, collaborative relationships that utilize firm-approved analytical tools.

Meshan Smith is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has previously worked at Regions Bank, Independent Financial Group, Royal Alliance Associates, and Fifth Third Securities. Smith serves as a board member of the Urban League of Middle Tennessee, a nonprofit focused on community and civic involvement for underserved populations in the region. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing various program structures and affiliated and third-party managers.

William Sanderson III is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with UBS since 2004. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Brittany Thomas is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. Her prior work includes positions at Bank of America Private Bank and Elwood & Goetz, as well as experience as a full-time college student. Merrill, together 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 various institutional investors.

David Lane is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 44 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been associated with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. since 2016 and 2015, respectively. Outside of his advisory role, Lane is involved in insurance brokerage and life settlements, assisting customers with the sale of life insurance policies. 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 financial planning, asset management, and educational seminars, employing collaborative planning processes and firm-approved analytical tools.

Robert Hebert Jr. is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Raymond James Financial Services Advisors Inc. in Nashville, TN. His prior roles include positions at Pinnacle Bank, US Bank, First Horizon Advisors, JPMorgan Chase Bank, and SunTrust Advisory Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to help clients meet their goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.