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.

Ryan Nevin is a financial advisor with Fidelity Investments in Nashville, TN. He holds a Series 66 designation and has one year of industry experience, including previous roles at Oakworth Capital Bank and Cetera Investment Services. Nevin also has experience working at Nashville Christian School and Regions Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Donna Negus is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has held roles at multiple firms, including True North Wealth Solutions, Central Illinois Group LLC (dba Lifewise Wealth Advisors), and Carleton Financial Inc., where she provides advisory and brokerage services. Cetera Investment Advisers LLC is an SEC-registered adviser operating a large nationwide network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through multiple program structures and third-party managers.

Christopher Marshall is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and previously worked at The Crichton Group for two years before joining UBS in 2017. Outside of his advisory role, he is a proprietor of a residential rental duplex in Nashville, Tennessee. 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, utilizing proprietary research and model-based asset allocations to tailor client solutions.

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 at J.P. Morgan Securities in Nashville, TN, holding a Series 66 designation with four years of industry experience. He previously worked at Regions Financial for ten years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, incorporating ESG criteria and supported by a centralized manager solutions team.

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 at LPL Financial with five years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones, Merrill, UBS, Bank of America, Mutual of Omaha, and Burnett, Dobson and Pinchek. 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, and access to third-party asset managers.

Ryan Greer is the Resident Director at Merrill, specializing in connecting clients with tailored financial plans to meet their unique ambitions. He has been a financial advisor since 2004 and focuses on areas including financial planning, wealth accumulation, investment research, retirement planning, estate planning services, and college funding. Ryan holds a Bachelor's Degree in Finance from Tennessee Technological University. During his time there, he was a four-year golf letterman, earning All-Conference and Academic All-Conference honors, and served as Captain of the golf team for two years. He holds the Personal Investment Advisor (PIA) professional designation. Ryan lives in Knoxville with his wife, Jenny, and their two children, Amelia and Walker. He serves on the Executive Board of the Tennessee Golf Association and is part of the Knoxville Advisory Board for the American Heart Association.

Benjamin Romine is a financial advisor with LPL Financial based in Nashville, TN. He holds Series 65 and Series 63 designations and has one year of industry experience. Prior to joining LPL Financial, he worked at Good Life Advisors, LLC and Ocean Park Asset Management. Before entering the financial sector, he spent several years at Universal Music Publishing Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Harry Woosley is a CFP® with 36 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2008. Outside of his advisory role, he serves as a trustee of the Woosely Family Foundation, overseeing its funds and charitable activities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a variety of investment advisory services, financial planning, and retirement plan consulting, utilizing research from the Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory in its investment approach.

Erica Scott is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James and Associates, Morgan Stanley, and Athleta. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

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 with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at Mass Mutual Investors Services before joining Cambridge in 2016. In addition to his advisory role, he is an independent insurance agent with various companies and a member of Capital Wealth Advisors LLC. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple account platforms and proprietary model strategies while managing a multi-billion dollar asset base.

John Webb is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has worked at multiple affiliated firms including Kidd Private Wealth Group, Pinnacle Asset Management, and Pinnacle Bank since 2019. He also serves on the advisory board of Mindflow, an investment-related organization. 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 investment consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

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 a Series 66 designation and seven years of experience. She previously worked at Pinnacle Financial Partners and SunTrust Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices across the country.

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.