Mary Whitaker is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

Heather Barbour is a financial advisor with Merrill in Nashville, TN, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has worked at Merrill since 2010, including a current combined tenure of eight years at Merrill and Bank of America. Barbour serves on the advisory board of Mending Hearts, Inc., a nonprofit focused on helping women recover from addiction, and participates in fundraising efforts for the Maryland Farms YMCA. 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 a wide range of individual and institutional clients.

Dewitt Goldsby is a financial professional with 22 years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked at Cetera and its affiliated entities since 2023. Prior to that, he was associated with Shoemaker Financial Nashville and Securian Financial Services for nearly two decades. Goldsby serves as chairman of the West End United Methodist Board of Trustees, managing the church’s physical and financial assets. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that provides a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, and institutional clients. The firm operates a multi-manager platform offering various program options and oversees over $256 billion in assets under management.

Shay Wilson is a financial advisor with Primerica Advisors in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Wilson has been with Primerica Advisors since 1996 and with Primerica Financial Services since 1995. Outside of advisory services, Wilson is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

Olivia Howell is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has worked previously at Ameriprise and Bass Berry and Sims. 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 client plans.

Kevin Thompson is a financial advisor with J.P. Morgan Securities in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Ross, Sinclaire & Associates, LLC, and Waddell & Reed, Inc. He has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities, LLC since 2020. 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 affiliated brokerage and investment management capabilities.

Sophia Douglas is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at several firms, including Merrill Lynch and Bank of America, before joining Morgan Stanley Smith Barney LLC. Prior to her finance career, she was employed at PetSmart for one year. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Barry Butera Jr. is a financial advisor at Stifel in Nashville, TN, with 14 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2019, following an eight-year tenure at First Empire Securities, Inc. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and model asset allocations intended to support client decision-making.

Rodney Toothman is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 credentials and having 33 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he operates a family cattle ranch where he raises beef for sale. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Antoinette Doles Wong is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses with 30 years of industry experience. She has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Ellen Currey is a financial advisor with Fidelity in Franklin, Tennessee, holding Series 63 and Series 66 licenses and possessing six years of industry experience. Before joining Fidelity, she worked at Kraft CPAs. She has a passive involvement as a member of EAW Real Estate, LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to various clients, including retail and institutional investors, using a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Diana Garcia is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. Her career includes multiple roles at UBS since 2015, with a brief tenure at JDS Custom Automotive. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Jared Philpot is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2020. He works closely with individuals and their families to develop financial plans tailored to their specific needs and preferences, aiming to support them in achieving their financial goals. His professional experience includes several roles within Fidelity Investments, progressing from Investment Solutions Representative (2016-2018) to Relationship Manager (2018-2019), Investment Consultant (2019-2020), and finally Financial Consultant (2020 to present). Prior to joining Fidelity, Jared worked as a Financial Services Associate at State Farm Insurance from 2015 to 2016 and as a Financial Representative at Northwestern Mutual from 2013 to 2014. Outside of his professional work, Jared has interests in football, golf, music, outdoor adventures, pets, and traveling.

Patrick Cook is a financial advisor at UBS Financial Services with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including UBS Securities LLC, Commonwealth Financial Network, and LPL Financial. He also served in a role at the University of Notre Dame for one year. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, leveraging proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management, offering services such as portfolio management, financial planning, and capital markets activities.

Brent Highberger is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Alisa Edmondson is a Financial Consultant currently working at Fidelity since 2022. She has experience as a financial consultant and planner, having held roles at LPL Financial and Heartland Planning Associates from 2019 to 2022, as well as positions as a financial planner, retirement specialist, and wholesaler at Nationwide Financial from 2012 to 2019. Alisa focuses on making the financial planning process straightforward and concise for clients seeking help with informed financial decisions. Her professional background spans various aspects of financial planning and retirement services. Outside of her career, Alisa has personal interests that include attending concerts, cooking and baking, gardening, hiking, visiting museums, and parenthood.

Joshua Wood is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides investment management services along with access to customized credit and lending, commercial banking, and philanthropy support through Bank of America, N.A. Joshua assists clients in managing complexity in their financial lives by offering support and careful planning across various areas such as investment management, liquidity event strategies, trust and estate planning services, and more. Before joining Merrill, Joshua served as an intelligence analyst in the United States Army, completing three deployments to Afghanistan and receiving two Bronze Stars. His military experience instilled discipline and dedication, qualities he applies to his work as a financial advisor. Joshua holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Austin Peay State University. Outside of his professional role, Joshua enjoys spending time with his wife Veronica and their two children in Nolensville, Tennessee. His personal interests include chess, gardening, hunting, music, reading, and soccer.

Jeremy Hall is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. He has been with Robert W. Baird & Co. Inc since 2003 and holds a Series 66 designation. Outside of his advisory role, Hall serves as a trustee overseeing the investment of assets. Robert W. Baird & Co.’s DDK Group operates within the Private Wealth Management department, serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a range of strategies and internal research tools, including the use of artificial intelligence, to support client advice.

Julie Sandberg is a Wealth Management Advisor at Merrill Lynch Wealth Management. She is in her 21st year with Merrill and brings extensive experience in wealth management strategies. Prior to joining Merrill, Julie worked for a regional public accounting firm in the Washington, D.C. area and is a Certified Public Accountant by background. Julie received her Bachelor's degree in Accounting from The American University and holds a Master's degree from the University of Denver. She holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her areas of focus include college education planning, corporate executive services, divorce transition planning, executive compensation, equity compensation services, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, and personal retirement planning. Julie is a member of professional organizations such as Financial Executives International and Merrill Women's Exchange. Outside of her professional role, she enjoys cooking, music, reading, spending time with her family, traveling, and watching movies. Due to her role as a financial advisor, she does not provide tax or accounting advice.

Gregory Sirko is a CFP® and Series 66 registered financial advisor with Mass Mutual Investors Services, where he has worked since 2007. He has 18 years of industry experience and is based in Brentwood, TN. Sirko is also the managing member of an entity that receives advisory compensation to fund business expenses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning approaches.