Nathan Mosakowski is a financial advisor with Cambridge Investment Research Advisors in Brentwood, TN. He holds Series 65, Series 63, and Series 66 licenses and has 18 years of industry experience. His prior work includes positions at Ameriprise, NBM Consulting LLC, Allstate Insurance Company, and Jackson National Life Distributors. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, employing a variety of investment strategies across multiple custody and platform arrangements.

Christopher Slonecker is a financial advisor with LPL Financial in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with FTB Advisors, Inc. and First Tennessee Brokerage, Inc. during his career. Outside of his advisory work, Slonecker serves as a board member and treasurer of Welcome Home Ministries, a nonprofit supporting men in recovery. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by research, model portfolios, and various management options.

Charles Gillen is a financial advisor at Ameriprise in Franklin, TN, holding the CFP® and Series 63 designations with 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 1986. Outside of his advisory role, he is involved with Rainmaker Inc., where he develops new business relationships, leads local staff, and recruits advisors. Ameriprise serves individuals approaching or in retirement, typically with significant investable assets, offering a retirement-income planning service that includes written Recommendation Reports and combines research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Victoria Marcello is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones, Coyle Hospitality Group, and iSecretsShop prior to joining Fidelity in 2025. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm serves a diverse clientele and maintains a formal advisory role to multiple registered investment companies, utilizing systematic methodologies and oversight controls in its investment process.

Taylor Kramer is a financial advisor at LPL Financial with one year of industry experience. He served in the United States Army from 2023 to 2025 and attended the United States Military Academy at West Point from 2019 to 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from internal and third-party sources.

Joshua Herring is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been since 2009. In his role, he serves as the investment analyst for the team, using proprietary analysis, historical data, and Merrill's objective research to help create customized strategies aimed at assisting clients in meeting long-term goals through portfolio development, education planning, liability management, and tax minimization. His client focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, sports and entertainment, and tax minimization. Joshua holds a bachelor's degree cum laude from Harvard College and earned a Master of Business Administration in Finance from the Owen Graduate School of Management at Vanderbilt University, where he graduated in the top five percent of his class. He has also obtained professional designations including Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Beyond his professional career, Joshua has held leadership roles such as former President of the Nashville Rowing Club, former President of the Harvard Club of Middle Tennessee, and former Director for the Mid-South of the Harvard Alumni Association. He and his wife are active members of Aspen Grove Christian Church, where he has served as a trustee. Joshua's personal interests include baseball, boating, reading, and skiing.

Jason Bures is a Financial Consultant at Fidelity Investments, where he partners with clients to understand their financial goals and develop customized financial plans. He draws on the resources and tools available at Fidelity to support clients in pursuing their financial objectives. Jason's professional experience spans multiple roles in the financial services industry. He has served as a Financial Consultant at Fidelity since 2022 and previously worked as an Investment Consultant and Financial Representative with Fidelity. Prior to that, he held positions such as Regional Sales Director at First Protective Insurance Group, Associate Investment Advisor Representative at SFA Wealth Management, Regional Vice President and Sales Development Specialist at Midland National Life Insurance Company, and Registered Representative roles at Ameritas Investment Corp. and Intersecurities Inc. Outside of his professional work, Jason has interests in baseball, football, softball, and family activities.

Brian Boccio is a financial advisor with Charles Schwab & Co., Inc. in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Charles Schwab since 2016. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by research and due diligence on alternative investments.

Christina Smith is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment vehicles, including insurance-related products and bank deposit sweep options.

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.

Youssef Fareed is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER) since 2005. Fareed also teaches a college course on investments at Vanderbilt University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, and institutions nationwide. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management alongside research-supported model portfolios.

Gerald Newell is a financial advisor with Charles Schwab, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked at Charles Schwab since 2002 and at Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and order-routing services.

James Durham is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Raymond James since 2013. Outside of his advisory role, he serves on the Finance and Investment Committee of Christ United Methodist Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, charitable organizations, and various government entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Matthew Benson is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Mass Mutual and its affiliated companies since 2000. Outside of his advisory role, he is involved in insurance sales and manages residential rental properties. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to deliver written recommendations in annual collaborative planning engagements, with optional implementation through separate brokerage or insurance arrangements.

Nicholas Wolf is a CFP® professional with four years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has worked at several firms, including David Adams Wealth Partners and Strategic Financial Partners. Nicholas is also involved as an associate at Adams Wealth Partners, supporting investment advisory activities. 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 investors. The firm offers customized, non-discretionary planning and employs analytical tools to support client goals, with specialized services including municipal advisory and SIMPLE IRA consulting.

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.

Jacob Lee is a financial advisor with Equitable Advisors in Nolensville, TN, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is a sales associate for Realty Benefit Services and Dergalis Associates, LLC, involving sales of tax account programs and health products. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a variety of third-party programs. The firm employs a hybrid referral and implementation model that combines advisory and brokerage services tailored to client goals and risk tolerance.

Jon Kay is a financial advisor with Robert Baird & Co. in Nashville, TN, holding a Series 63 designation and 38 years of industry experience. He has been with Robert Baird & Co. since 2019 and also has a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. since 1994. Kay serves as a trustee for the Roger and Camille Blume Foundation. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

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.

James Maddux is a financial advisor at Raymond James Financial with 21 years of industry experience and holds the Series 66 designation. He has worked with Raymond James Financial Services Advisors Inc. since 2012 and serves as an officer and treasurer on the board of Music City Academy, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm uses tailored, non-discretionary planning and risk profiling to support client goals and offers specialized services such as municipal advising and SIMPLE IRA employer consulting.