Scott Kesten is a CFP® credentialed financial advisor at Ameriprise with 19 years of industry experience. He previously worked at PNC Investments and J.P. Morgan Securities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Peter Choy is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds professional designations as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). Peter has completed a Bachelor of Interdisciplinary Studies (BIS) in Business and Communication from Arizona State University. He also earned an Executive's Certificate from the University of Pennsylvania's Wharton School of Business. He is proficient in English and Korean.

Trish Scott is a financial advisor at UBS Financial Services with 25 years of industry experience and holds a Series 66 designation. Her work history includes two significant tenures at UBS, spanning from 2012 to 2024 and resuming in 2025, as well as a one-year period at Pye-Barker Fire & Safety. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Tammy Alexander is a financial advisor at Raymond James & Associates with 32 years of industry experience. She holds a Series 63 designation and has worked at Raymond James since 2019, following previous roles at Wells Fargo Clearing and WELLS FARGO Advisors. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Carson Odom is a Series 66-licensed financial advisor with Raymond James Financial in Nashville, TN, bringing seven years of industry experience. His background includes roles at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., Middle Tennessee State University, and Faulkner Mackie & Cochran, P.C. He serves as Treasurer and board member for the Down Syndrome Association of Middle Tennessee, where he provides strategic and financial oversight. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools, supporting clients through various advisory programs and specialized institutional consulting.

Christopher Rickard I is a financial advisor with Mass Mutual Investors Services holding Series 65 and Series 63 registrations and two years of industry experience. His prior roles include positions at Northwestern Mutual and Paul Winkler Inc. He is also an insurance agent focusing on life, disability, and long-term care products. 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 offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual client relationships supported by firm-approved analytical tools.

Jason Patterson is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Margarita Stanczak is a financial advisor at Stifel with 10 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory work, she owns a rental property in Antioch, Tennessee. Stifel serves a wide range of clients, including individuals, institutional accounts, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Evan Duvall is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he served in the United States Army from 2015 to 2019 and worked at Nissan from 2019 to 2022. He is also involved with Shoemaker Financial, a financial services DBA where he provides insurance, securities, and advisory services. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and retirement services, utilizing multiple program structures and third-party managers, with assets under management exceeding $256 billion.

Nell Hughes is a financial advisor with UBS Financial Services in Franklin, TN, holding a Series 66 designation and 13 years of industry experience. She has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and delivers tailored investment solutions supported by proprietary research and market analysis.

Bret Robbe is a CFP® professional with 11 years of industry experience, currently serving at Edward Jones since 2015. Based in Nashville, TN, he holds Series 63 and Series 66 licenses. Outside of his advisory role, he participates as a public speaker in church services and business groups. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages more than $1 trillion in assets and provides a range of advisory services through a large network of financial advisors and branch offices nationwide.

Keaton Smith is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. He has worked with several Raymond James entities as well as Thrivent Financial and has a background that includes roles at REI Co-op and academic positions at Belmont University and Vanderbilt University. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools such as deterministic and probability modeling to tailor its non-discretionary planning and consulting services to client goals.

Camerino Payan is a Financial Advisor with Merrill Lynch Wealth Management, based in Brentwood, Tennessee, and serving surrounding areas. He specializes in tailoring financial strategies to effectively meet clients' short-, mid-, and long-term goals, focusing on areas including investing, retirement planning, college education planning, tax minimization, and family wealth management. Camerino also connects clients with Bank of America professionals for additional services in banking, credit, home financing, and small business solutions. Holding the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, Camerino is committed to creating personalized financial plans founded on clients’ goals, concerns, and attitudes toward investing. He emphasizes a comprehensive and evolving approach to wealth management, providing ongoing advice and support as client needs develop. Camerino is active in his community, serving on the board of directors for Friends of Mill Ridge and participating in organizations such as Junior Achievement of Middle Tennessee and Catholic Charities, Diocese of Nashville. Outside of his professional and volunteer commitments, he enjoys outdoor activities like running, rock climbing, biking, and spending time with his family. He communicates with clients in both English and Spanish.

Robert Payne is a CFP® professional with 43 years of industry experience. He currently works at OSAIC and previously held advisory roles at Securities America Advisors and Questar Capital Corporation. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party managers.

James Mayes is a financial advisor with LPL Financial in Nashville, TN, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has worked at LPL Financial since 2025 and previously was affiliated with Ftb Advisors, Inc. and First Tennessee Brokerage, Inc. He operates under the trade name First Horizon Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse financial planning and advisory programs, including discretionary and non-discretionary management, backed by research, model portfolios, and advanced technologies.

James Davis is a CFA®, ChFC®, and Series 63 credentialed advisor based in Nashville, TN, with 48 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. since 2026, and previously spent over two decades with Family Capital Advisors and M Holdings Securities, INC. In addition to his advisory roles, he maintains an active legal practice providing limited attorney services to select clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work uncommon among large institutional advisors.

William O'Hagan is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Bank of America. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Jeanne Basso is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the Series 63 designation and has 26 years of industry experience. Prior to her current role, she worked at Raymond James & Associates for 11 years and spent time at NewEdge Wealth. Outside of advising, she serves as acting executor for an estate, handling administrative and financial duties. 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, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, leveraging risk profiling and analytical tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Brady Dunn is a financial advisor at Merrill with a Series 66 credential. Based in Nashville, TN, he has been with Merrill since 2026 and has prior experience in education and various roles at Lipscomb University, CVS, and Darden. 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, and institutions.

Frank Phillips III is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 designation and has previously worked at WileyBros Aintree Capital LLC, Raymond James & Associates, Inc., and Arthur J. Gallagher. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting with access to model portfolios and research from multiple sources.