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.

Robert Miller II is a financial advisor with LPL Financial in Mount Juliet, TN, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. He has been associated with LPL Financial and its predecessor entities since 1995. Miller also holds licenses in several types of insurance, including whole life, term, disability, and long-term care. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, with investment management supported by in-house and third-party research and a range of portfolio strategies.

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 at UBS Financial Services in Nashville, TN, with three years of industry experience. He holds the Series 66 designation and previously worked at Elevate Sports Ventures and General Specialist, LLC. He serves as an advisory board member for Collective Hotels & Retreats, a hospitality startup, and provides advisory services to RISE Sports LLC, which focuses on professional training in the sports industry. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm operates both as an investment adviser and broker-dealer, offering a broad range of capital markets services alongside wealth management.

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.

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 a financial advisor with LPL Financial in Brentwood, TN. He holds a Series 66 credential and has been in the industry since 2025, with prior experience at First Horizon Bank. Before entering the financial sector, he worked in education at Wake Forest University and Montgomery Bell Academy. 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

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 with Robert Baird & Co. in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent over 17 years at J.J.B. Hilliard, W.L. Lyons, Inc. Graham is also a property owner outside of his advisory role. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, using a combination of in-house and third-party managers, and offers a range of investment strategies from traditional to complex allocations.

Patrick Moody is a financial advisor with Raymond James Financial in Nashville, TN, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has worked at Raymond James Financial Services since 2002 and at Pinnacle Financial Partners since 2000. Moody also serves as president of Moody + East Investment Partners and is a committee member involved with the Monteagle Sunday Assembly, where he reviews architectural plans for historical homesites. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced modeling tools and supports municipal and public finance work through a unique affiliation with a 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 with Fidelity, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Thrivent Investment Management and various organizations outside finance, including Hyland Design Group and the Baseball Performance Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

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.

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.

Geoffrey Aunger is a financial advisor with RBC Capital Markets in Nashville, TN, holding a Series 66 designation and 23 years of industry experience. He has worked at RBC Capital Markets since 2012 and also serves City National Bank since 2019. Outside of finance, he is an investor in a family entertainment venture based in Costa Rica. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers advisory programs with portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Christopher Palermo is a financial advisor with Raymond James & Associates based in Nashville, TN. He holds Series 63 and Series 66 licenses and has 34 years of industry experience, including 15 years at Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser, serving a diverse client base that includes individuals, institutional investors, and charitable organizations. The firm provides financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by affiliated research and strategies.

Gordon Brewer is a financial advisor at UBS Financial Services in Nashville, TN, with 27 years of industry experience. He has been with UBS Financial Services since 2002 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 solutions for clients.

John Wooten is a financial advisor with Cambridge Investment Research Advisors in Brentwood, TN, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior work includes roles at Marcum Benefit, Principal Life Insurance Company, Northstar Wealth Management, and Princor Financial Services Corporation. In addition to his advisory duties, he is an independent insurance agent and has involvement in student loan referral services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, offering multiple custodial platforms and both proprietary and unaffiliated investment strategies.