Walter Keith IV is a financial advisor with Raymond James Financial based in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Raymond James Financial since 2009 and previously at several firms including Ellis & Company Retirement Strategists and Curtis Stokes & Associates. Keith is the owner of Walter Keith & Co., a support company based in Brentwood, TN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations such as a municipal advisor arrangement to support its public finance work.

Joshua Marcum is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has held various roles including with Bni, Sinor Marcum Group, and Waddell & Reed, Inc. Outside of his advisory work, he has been involved with Sinor Marcum Group LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors and supported by extensive operational tools and platforms.

Mark Bloom is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 63 license and over 50 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, Bloom serves on the board of the Vanderbilt-Ingram Cancer Center and is involved with the Country Music Hall of Fame Foundation. He is also a partner in several real estate investment ventures and holds a trademark related to Nashville music. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and investment products.

Ralph Ruckart is a financial advisor with LPL Financial and holds a Series 63 designation. He has 45 years of industry experience, including prior roles at Invest Financial Corporation and Indianapolis Life, and has been self-employed since 1982. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning and access to third-party asset management, utilizing various investment strategies and operational tools.

Michael Sforza is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has previously worked at MassMutual and Miami University. Prior to his financial services career, he spent ten years with the Mars Area School District. 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Hilary Harding is a Series 66-credentialed financial advisor with seven years of industry experience. She has worked at Merrill and Bank of America before joining Raymond James & Associates in 2025. She also has experience with April Tomlin Interiors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, charitable organizations, and public entities. The firm offers a range of financial planning and consulting services, utilizing diverse portfolio management styles and proprietary research, with an emphasis on non-discretionary client relationships.

Christopher Hunt II is a financial advisor at Morgan Stanley in Murfreesboro, TN, holding a Series 66 designation. He began his career at Morgan Stanley in 2026 after ten years with Bridgestone. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

David Laskin is a Series 66-licensed financial advisor with UBS Financial Services in Nashville, TN. He began his advisory career in 2025 and previously worked in the golf industry and as a student. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor investment plans to clients' goals and risk tolerances.

Ken Williams is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Luisa Gutierrez is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with Merrill since 2019 and previously worked at David's Bridal for six years. Merrill, along 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, pension plans, corporations, and charitable organizations.

Jessica Rando is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 66 credentials and totaling 15 years of industry experience. Her prior experience includes roles at Vining Sparks Asset Management LLC and Vining Sparks. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering a broad range of services including futures commission merchant operations, principal trading, and affiliated banking programs.

Condolee Gilliam Jr. is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based 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 strategies to clients’ goals and risk tolerances.

Brendan Finucane Jr. is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his financial services career, he is involved in farming through an activity named Rock Jolly Farm. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers planning services that use structured tools and modeling techniques while acting primarily in an advisory capacity.

Clifford Winter is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Benchmark Realty LLC and Realty One Group, as well as positions with several municipal and county governments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also employs algorithmic methodologies and serves as an advisor to multiple registered investment companies.

Matthew Ellis is a Financial Consultant at Fidelity Investments, where he has been serving since 2019. In his role, he collaborates with clients to develop comprehensive financial plans aimed at achieving their long-term goals, utilizing Fidelity's planning tools and client-focused approach. Prior to his current position, Matthew worked as a Relationship Manager at Fidelity Investments from 2017 to 2019 and at The Vanguard Group from 2010 to 2017. His professional experience spans over a decade in financial services, focusing on client relationship management and financial planning. Outside of his professional work, Matthew has interests in cars, fitness, social events with friends, music, pets, and soccer.

Parker Barton is a financial advisor with Equitable Advisors in Franklin, TN. He holds a Series 66 designation and has four years of industry experience. Parker is also registered as a sales assistant with Dallas George, where he maintains client rapport and assists with operational tasks. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Nicholas Myers is a financial advisor at Edward Jones in Nashville, TN, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked in various roles including a year at Macc Smoothie LLC and seven years at Creative Artists Agency, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Tiffany Mason is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management provides a wide 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 client assets and serves clients through direct and employer-based financial planning agreements.

Jacob Rogers is a Planning Consultant at Fidelity's Franklin Investor Center. In his role, he helps clients identify, clarify, and make progress towards their investment goals by partnering with them to develop financial plans and strategies tailored to their specific situations. He has been with Fidelity Investments since 2023, previously serving as a Relationship Manager and Financial Representative before becoming a Planning Consultant in 2024. His experience at Fidelity spans various client-facing roles focused on financial planning and relationship management. Outside of work, Jacob has personal interests that include cars, comedy, cooking and baking, football, and outdoor adventures.

Holly Butler is a financial advisor with Cetera in Murfreesboro, TN, holding Series 63 and Series 65 credentials and 13 years of industry experience. Her prior roles include positions at SunTrust Advisory Services, SunTrust Bank, and Pinnacle Financial Partners. Outside of her advisory work, she is a 100% owner of a rental property business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.