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.

Russell Mclean is a CFP® professional with 29 years of industry experience, currently serving at Wells Fargo Advisors since 2019. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He holds ownership interests in several investment-related entities, including a firm focused on early-stage project investments. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools.

Mark Jacobs is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated entities since 2011. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and offers a range of investment and financial products.

Lorri Gillock Cordelli is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. She has been with Raymond James & Associates since 2009. 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, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on tailored, non-discretionary planning and a range of portfolio management strategies.

David Cannon is a financial advisor with Primerica Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2001 and has worked at Primerica Financial Services since 1998. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm focuses on curated third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Thomas Beasley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides financial guidance tailored to clients' individual needs, focusing on a comprehensive approach to asset and liability management. Thomas specializes in areas including college education planning, corporate executive services, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. He holds professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Thomas earned his bachelor's degree from Auburn University. He has been involved with professional organizations including serving as a former Downtown YMCA Board Member and as an active member of the Franklin Breakfast Rotary. Outside of his professional work, Thomas enjoys biking, boating, cooking, gardening, hiking, reading, running, spending time with his family, traveling, and woodworking.

Max Cohen is a financial advisor at UBS Financial Services in Nashville, TN. He holds the Series 66 designation and has been in the industry since 2022. Prior to joining UBS, he had roles at LBMC, EMA Foundation, and Fintrx, and has academic experience at Boston University and Bocconi University. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and a broad range of capital markets services.

Will Coleman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2021 and previously held roles at Bank of America and Merrill Lynch. Outside of his advisory work, he serves on the finance committee of Woodmont Christian Church in Nashville, TN. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Eric Berner is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. Before joining LPL Financial in 2021, he worked with several organizations including Whiskey University, where he taught bourbon tasting classes, and has been involved in various business activities such as acting and owning Picking Nashville. 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 financial planning and asset management services through a large network of investment adviser representatives.

Beverly Herbert is a financial advisor with Raymond James Financial Services Advisors Inc. in Nashville, TN, holding Series 63 and Series 65 licenses and 33 years of industry experience. Prior to joining Raymond James in 2017, she worked for Suntrust Investment Services, Inc. for 26 years. Outside of her advisory role, she is involved with Pinnacle Asset Management, focusing on financial planning, client events, and team management. 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, pension plans, corporations, and institutions. The firm offers non-discretionary planning and consulting tailored to client goals, utilizing analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Scott Stone is a financial advisor with Cetera who holds a Series 63 designation and has 27 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, and he also oversees daily operations and tax preparation at Advanced Tax & Income Services, a business he has been involved with since 1992. Outside of his advisory work, he serves as chairman of the Teller Ministry at Shiloh Baptist Church, overseeing the counting and recordkeeping of charitable contributions. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through various program platforms and a multi-manager approach involving affiliated and third-party managers.

Jenny Farrell is a financial advisor with Edward Jones in Hendersonville, TN. She holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Edward Jones, she worked for United Surgical Partners International for 13 years and Nashville Bone and Joint for one year. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of advisors and branch offices, offering a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jon Ladd is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Raymond James and its affiliated firms since 2013. Outside of his advisory role, he is involved in lending personal loans and collecting loan payments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a range of advisory programs, including municipal and public-finance services.

Jacob Seeger is a financial advisor with Raymond James Financial in Nashville, TN. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and Pinnacle Bank. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal finance services through a unique municipal advisor affiliation.

Avery Butterworth is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 66 and Series 63 licenses. Butterworth has two years of industry experience, including prior roles at First Citizens Bank and Strategic Financial Partners. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.

Christopher Dailey is a financial advisor with Merrill in Nashville, TN, holding a Series 66 license and four years of industry experience. His prior work includes roles at Bank of America and CapStar Bank. Outside of his advisory work, he coaches travel and youth summer baseball teams through Harris Training, a limited liability company based in Nashville. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies for individuals, high-net-worth clients, plans, corporations, and nonprofits.

Tyler Parker is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at First Republic Bank and Bank of America. Parker serves as Vice Chair of the Board of Directors for the Newport Beach Chamber of Commerce, participating in board meetings and committees related to community business growth. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Chris Taylor is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2000. He holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, 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 client plans.