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.

Ryan Tracy is a financial advisor with Cetera in Nashville, TN, holding a Series 66 designation and 12 years of industry experience. He has been with Cetera and Cetera Investment Services LLC since 2015 and has a concurrent role at Regions Bank since 2014. In addition to his advisory work, he engages in fixed insurance sales through the bank and refers clients to the mortgage department for loan services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, combining affiliated and third-party managers with various program structures and custodial relationships.

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.

Jennifer Sellers is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. She has worked at Merrill since 2019 and previously was employed at Bank of America from 2022 to 2024. Outside of her advisory work, she owns Scattered Words LLC, a business creating wearable and decorative art from vintage dictionaries and storytelling elements. 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 a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Cathy Bender is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has dedicated over 35 years to serving clients. She focuses on developing and implementing wealth management preservation and retirement strategies for families, retirees, business owners, and corporate executives. Cathy's approach is planning-based, taking into account clients' values and visions, and she aims to empower clients through education and thoughtful discussions that address their meaningful financial goals. Cathy holds the Chartered Retirement Planning Counselor (CRPC) designation and a Bachelor's Degree from Vanderbilt University, where she was the first female athlete to receive a full four-year scholarship and was later inducted into both the Vanderbilt Athletics Hall of Fame and the Tennessee Sports Hall of Fame. She has been a Securities Licensed Representative of the SEC and a Licensed Insurance Agent in Tennessee since 1988. Her community involvement includes serving as chair of the Metropolitan Nashville Sports Authority Board, appointment to the Tennessee Ethics Committee, and membership in the International Women's Forum. Cathy has also held leadership roles within Vanderbilt University alumni organizations and participates actively in several professional organizations including Delta Sigma Theta and Links Incorporated. She resides in Hermitage, Tennessee, where she enjoys spending time with her family and volunteering.

Abigail Vinson is a Series 66-licensed financial advisor with Edward Jones in Mount Juliet, TN. She has eight years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated products.

Michael Roth is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodology.

Steve Alverson is a financial advisor with Raymond James Financial Services Advisors, Inc. in Brentwood, TN, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James since 2013 and previously worked at Harding Academy for five years. Outside of his advisory role, he is a partner at McCall & Associates and McCall Wealth Advisors, private wealth advisory firms based in Brentwood. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.