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 at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors for 22 years. Outside of his advisory role, he serves as a United Methodist minister in Brentwood, Tennessee, officiating at funeral committal services and weddings. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, affiliate network, and recent consolidation activity.

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.

Aanhk Maa is a financial professional with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, Aanhk worked at North Star Resource Group and has a background that includes manufacturing and production management roles at Wikoff Color Corp. Outside of advisory work, Aanhk is also involved in fixed insurance sales and service as an agent. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized reporting for plan sponsors, corporations, and endowments, with a non-discretionary investment approach supported by centralized due diligence.

John Wooten is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at multiple firms, including Cambridge Investment Research Advisors since 2018 and Marcum Benefit since 2016. Wooten also serves as an independent insurance agent and has experience with student loan referral services. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services through a broad network of financial professionals and offers a range of proprietary and third-party investment solutions.

Jennifer Sellers is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and HealthStream Inc. In addition to her advisory role, she owns Scattered Words LLC, a business that creates wearable and artistic items from vintage dictionaries and books. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, 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 bringing 32 years of industry experience. He has been with various Morgan Stanley affiliates since 2002, including Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management (MSWM) provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by approved tools and serves clients through a range of retail and institutional offerings.

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 over 30 years of experience in the financial services industry. He has worked at Wells Fargo Advisors since 2019 and previously spent three years with Wells Fargo Clearing. Outside of his advisory role, he is involved in estate planning through STEJC LLC and has ownership interests in several investment-related entities, including MCLEAN WEALTH MANAGEMENT GROUP LLC and W3V-2 PARTNERS, LLC, which focuses on early-stage projects. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options from cash-flow to specialized services such as business-owner transition and sports & entertainment planning. The firm uses proprietary research and tools to develop tailored recommendations, delivering these through meetings and written summaries, with implementation being optional through their brokerage or advisory programs.

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 is committed to providing clients with tailored financial and wealth management strategies that address both asset and liability management. Thomas holds a Bachelor's Degree from Auburn University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His areas of expertise encompass college education planning, executive services, family wealth management, retirement planning, tax minimization, and other related financial strategies. He has been involved with professional organizations such as the Franklin Breakfast Rotary and has served as a former board member of the Downtown YMCA.

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.