Robert Jacobsen is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. He holds the Series 66 designation and previously worked at First Trust Advisors L.P. for seven years before joining Baird in 2022. Robert W. Baird & Co. is an institutional firm serving individuals, corporate clients, pension plans, and charitable organizations through a range of wealth management services, including financial planning, portfolio management, and custody. The firm employs a mix of manager-traded and model-traded strategies and incorporates internal research and technology, including artificial intelligence, in its advisory process.

Sarah Bull is a financial advisor at Edward Jones in Franklin, TN, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, she worked as a kindergarten teacher at Rutherford County Schools and Lenoir City Schools from 2012 to 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Ginger Moore is a Senior Financial Advisor with Merrill Lynch Wealth Management. She joined Merrill in 2017 following over two decades of experience managing her familys chiropractic practice. In her current role, Ginger employs a holistic approach to help clients align their personal and financial goals, utilizing the resources of Merrill and Bank of America to support retirement planning for individuals, families, and small business owners. Ginger holds Series 7 and 66 FINRA registrations, is licensed as a Life and Health Insurance Producer, and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's Degree from Delta State University. Her client focus areas include college education planning, divorce transition planning, employee financial health, managing new wealth, personal retirement planning, women and wealth, and retirement income. Residing in Franklin, Tennessee, Ginger lives with her husband Woodie. Outside of her professional work, she serves as a team manager for a youth soccer team and enjoys reading, soccer, spending time with her family, and traveling.

Briana Mullenax is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds a Series 66 designation and previously worked at LBMC, PC from 2008 to 2021. Outside of her advisory role, she serves as the treasurer for the Montessori Centre PTA in Nashville. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pension plans, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a range of strategies and managers tailored to client goals and risk tolerances.

Scott Barton is a Series 66-licensed financial advisor with nine years of industry experience. He currently works at MassMutual Investors Services and has held prior roles at Hornor Townsend & Kent, Penn Mutual Life Insurance, Park Avenue Securities, and Guardian Life Insurance. In addition to his advisory work, he engages in life insurance sales as an insurance agent. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, software-supported planning methods without discretionary authority over client investments.

Raul Miranda is a financial advisor at Ameriprise with 17 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory work, he serves on the Board of Directors for Sister Cities of Nashville. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored non-discretionary recommendations through a centralized consulting team.

Russell Garner is a financial advisor with LPL Financial and holds a Series 66 designation. He has two years of industry experience, including prior roles at Grove Point Advisors, LLC and self-employment as a financial professional. Outside of finance, he has a background as a professional musician and is involved in entrepreneur activities, including founding Little Dog Entertainment. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, and institutions. The firm offers a wide range of advisory programs and financial planning services, utilizing model portfolios and research to support discretionary and non-discretionary management strategies.

Benjamin Wilkes III is a financial advisor at Edward Jones in Franklin, TN, holding the Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Genesis Diamonds LLC and Shane Co, where he was employed for four and eight years, respectively. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the country.

Nick Izzi is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor investment solutions.

Elizabeth Gearhardt is a financial advisor with J.P. Morgan Securities in Nashville, TN, holding Series 63 and Series 65 licenses and eight years of industry experience. Her background includes roles within J.P. Morgan Chase Bank NA and JPMorgan Securities LLC dating back to 2018. She has also been involved with Highland Park High School Girls Lacrosse for three years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through a combination of quantitative modeling and centralized due diligence.

Cherie Swain is a financial advisor at Ameriprise with four years of industry experience and holds a Series 66 designation. She has been with Ameriprise since 2016. Swain previously had involvement with Akron Free Methodist Church from 2017 to 2018. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Rebecca Nicholson is a Wealth Management Advisor and Vice President at Merrill Lynch Wealth Management. She joined Merrill Lynch in 1996 following a career as a petroleum engineer. In her current role, Rebecca works with high net worth individuals, families, and business owners to understand their financial goals and develop tailored strategies to achieve them. Rebecca leads an advisory team that emphasizes a consultative approach, involving clients fully in the wealth management process. She conducts thorough investment assessments to gauge clients’ investment purposes and risk tolerances and makes periodic reviews to provide recommendations aligned with clients’ objectives and market conditions. As a qualified Portfolio Manager, Rebecca manages personalized and defined investment strategies that can include individual securities, Merrill Lynch model portfolios, and third-party investments, sometimes on a discretionary basis under the firm’s Investment Advisory Program. She holds professional designations including Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning CounselorSM (CRPC®), and Personal Investment Advisor (PIA). Rebecca earned her bachelor’s degree in Geological Engineering from the Colorado School of Mines.

Daphne Rushing is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Raymond James and affiliated entities since 2016. In addition to her advisory role, she works as a Senior Registered Sales Associate with SSC Holdings LLC and Southern Springs Capital. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and nonprofits. The firm offers tailored, non-discretionary planning using analytical tools to model potential outcomes, supports a broad advisor network, and maintains unique affiliations such as with a municipal advisor and a SIMPLE IRA Employer Advisory & Consulting Services program.

Benjamin Walker is a financial advisor with UBS Financial Services in Nashville, TN. He holds a Series 66 designation and has 20 years of industry experience, including 18 years with UBS. Outside of his advisory work, he is involved in managing several sole proprietorships related to investment real estate. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

James Parker is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, and at Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, delivering tailored financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides its services directly and through corporate financial planning agreements.

Christopher Boyd is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63, 65, and 66 licenses and 18 years of industry experience. He has been with Raymond James & Associates since 2014. 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 high-net-worth individuals, institutions, and municipal entities, offering tailored financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Williams Criley is a financial advisor with Equitable Advisors holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable Advisors, he was involved with several organizations including TV Paraphernalia, Vintage Vandy, and Vanderbilt University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered investment adviser and broker-dealer model.

Joseph Jackson is a CFP® professional with 47 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. His previous roles include positions at LPL Financial for 11 years and Independent Financial Partners for 6 years. He operates a sole proprietorship, Jackson and Associates, where he engages in sales and marketing of securities, investment advisory, and insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and third-party money managers to construct and manage portfolios on both discretionary and non-discretionary bases.

Thomas Moonshower is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm implements personalized investment strategies through a combination of in-house and third-party managers, supported by RBC’s capital-markets capabilities and affiliated asset managers.

Michael Whittaker is a financial advisor with Merrill holding a Series 66 designation. He has been with Merrill and Bank of America, N.A. since 2026. His prior work experience includes roles in the automotive industry and a position at Purdue University Global. 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 both model-based and discretionary investment strategies for a range of individual and institutional investors.