Loren Hansen is a financial advisor with Thrivent Investment Management in Nashville, TN, holding Series 63 and Series 65 credentials. He has 37 years of industry experience and has been with Thrivent and its affiliates since 2002. Outside of his advisory role, he is a secretary of H & L Farms LLC, an inherited family-owned farmland entity in Nebraska. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across various areas such as retirement, tax, and estate planning. The firm offers planning without discretionary trading authority and allows clients to combine planning with managed account services under a consolidated billing option.

Andrew Kintz is a CFP® professional with 21 years of experience in the financial industry, currently affiliated with LPL Financial. He has been with FTB Advisors, INC since 2016 and joined LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Thaddeus Corbin is a Senior Financial Advisor at Merrill Lynch Wealth Management with 27 years of experience. He specializes in serving high net worth clients, focusing on investment policy review, asset allocation, manager search and selection, and implementing financial strategies for individuals, families, endowments, and foundations. He also oversees his team's investment direction and manages discretionary portfolios. In November 2006, he attained the designation of Portfolio Manager in the Investment Advisory Program, enabling him to manage personalized or defined investment strategies on a discretionary basis. Additionally, Thaddeus is responsible for the long-term business development of his team. Thaddeus holds a Bachelor of Arts degree in Economics from the University of Kentucky, where he was a four-year letterman on the football team. He has earned his Series 7 and 66 FINRA registrations, as well as the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) designations. He grew up in Springfield, Tennessee, and is involved with the Springfield High School Football Team. Thaddeus, his wife Lindsay, and daughter Elloit live in Nashville. His personal interests include cooking, football, spending time with his family, outdoor activities, time at his family farm, and participating in University of Kentucky Alumni activities.

Luke Gray is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at AllianceBernstein and Bernstein Private Wealth Management. Outside of his advisory work, he manages rental property holdings to ensure tenant satisfaction. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management with multi-asset model portfolios and integrated wealth management services.

Thomas Ferraro III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he owns and operates a cattle business focused on raising, breeding, and selling Angus cattle. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is based on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Milena Olvera Vanvoorhies is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has been with UBS since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.

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.