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.

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.

James Hickerson is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Outside of his advisory role, he serves on the finance committee and board of The Blake McMeans Promise Tour, a nonprofit focused on children and youth. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and investment models to support tailored financial plans.

William Hickey is a Series 66-licensed financial advisor at Thrivent Investment Management in Nashville, TN, with one year of industry experience. Prior to joining Thrivent, he held various roles mainly in the music and education fields, including freelance musician and educator. He provides general freelance music services such as performing and teaching drum lessons outside of his advisory role. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning covering topics like retirement, income tax, estate, and special needs planning, with the option to combine planning with managed accounts under a consolidated billing program.

William Porter is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Porter has been with Morgan Stanley since 2011, including roles at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and models, providing advisory services without individual security recommendations in standalone plans.

Lee Gillock is a financial advisor with Morgan Stanley in Nashville, Tennessee, holding a Series 63 designation and 42 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that includes firm-approved tools and scenario modeling.

Jackson Dugger is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Fidelity Investments, Guardian Life Insurance Company, and Park Avenue Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses on a broad range of financial topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning engagements.

Charles Goldman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at several firms including OSAIC, Fsc Securities Corp, and Next Financial Group Inc. Since 1990, he has also been involved with Goldman Wealth Management, Inc., a non-variable insurance and investment-related business. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Andrew Mazzoni is a financial advisor with Morgan Stanley, holding a Series 66 designation and 24 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

Jack Zager is a financial advisor with Morgan Stanley in Nashville, TN, holding a Series 63 designation and possessing 43 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is a board member of the Mid South Foundation for Medical Care and is the author of the children’s book *Where Do the Tigers Go?*. Morgan Stanley Wealth Management provides financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a discovery process to deliver tailored financial plans but generally does not offer individual security recommendations as part of its standalone planning programs.

Reid Moreschi is a financial advisor at UBS Financial Services with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he may earn commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of advisory and capital markets solutions.

Sarah Harris is a financial advisor with UBS Financial Services in Nashville, TN, holding CFP® and Series 66 designations and eight years of industry experience. Her prior roles include positions at Merrill and Wells Fargo Clearing. Outside of her advisory career, she is involved in Tennessee Rack, a company specializing in material handling storage solutions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor plans based on proprietary research and model-based asset allocations.

Julie Brandon is a financial advisor with Morgan Stanley in Nashville, TN, holding a Series 66 designation and four years of industry experience. Her prior work includes seven years at PricewaterhouseCoopers before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she manages a rental property as a small business activity. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, emphasizing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers comprehensive services including estate planning and investment strategies.

James Gurman is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services since 2016. Gurman serves on the board of directors for the Catholic Business League as a Career Transition Team Leader. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Andrew Ziady is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, Ziady is a founder and board member of Challenge International, a charitable nonprofit based in Nashville, TN. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning services. The firm utilizes structured planning tools and methodologies such as Monte Carlo simulations and secures input from its Global Investment Committee to support client outcomes.

Angelina Jong is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Ameriprise. Jong is based in Nashville, TN. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations tailored to clients' goals and risk tolerances. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets services.

Marion Hickerson III is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is the owner of River Ridge Farms in Nashville, where he is involved in weekend farm operations and serves as a board member. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs and tailored financial planning services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and global investment insights to support its clients.

Curt W Denney is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2000 and holds Series 63 and Series 66 licenses. Denney also serves as an arbitrator for FINRA's Office of Dispute Resolution. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research to tailor investment strategies.

Benjamin Tavenner is a CFP® and Series 66 credentialed financial advisor with four years of industry experience. He has been with UBS Financial Services since 2022 in Nashville, TN. Prior to his advisory career, he spent 11 years as a student. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and proprietary research to tailor strategies to clients’ goals and risk tolerances.

Mark Pinkleton is a financial advisor with Ameriprise, holding a Series 63 designation and 32 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, serving clients through a broad range of advisory, brokerage, and insurance solutions.