Suzanne Nelson is a CFP®-certified financial advisor with 33 years of industry experience. She joined LPL Financial in 2024 after 27 years with Royal Alliance Associates, Inc. She is also a notary public in Tennessee. 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 advisor representatives. The firm offers a range of advisory programs, financial planning, and consulting services with access to model portfolios, third-party research, and various investment strategies.

Michael Prokop is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at New York Life Securities LLC and New York Life Insurance Company. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual collaborative planning engagements using firm-approved tools and supports event-driven planning such as divorce and estate-settlement strategies.

Greg Moore is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Guardian Life Insurance Company of America and Peachtree Planning. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its investment recommendations.

Rachel Schultz is a CFP®-designated financial advisor at Charles Schwab with six years of industry experience. She has held roles at Charles Schwab Bank, Schwab, and CORE Finance, among others. Outside of her advisory career, she has experience with Butler University Tableware Everywhere. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and access to alternative investments.

Bradley Gallimore is a financial advisor with LPL Financial based in Nashville, TN, holding a Series 66 designation and 23 years of industry experience. His work history includes roles at Simmons Bank, FTB Advisors, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Gallimore is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

David Demars is a Series 66-licensed financial advisor with 28 years of industry experience. He is currently with OSAIC, where he has worked since 2025. Prior to that, he spent over two decades at Lincoln Financial Advisors. Outside of his advisory role, he serves as a trustee for a family trust and is involved in offering certain insurance products. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to various third-party investment platforms.

Kent Kirby is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 63 designation and over 33 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Kirby is active in various business ventures and community boards, including partnerships in hospitality and retail sectors, a nonprofit education organization (KIPP Nashville), and leadership positions at the Nashville Zoo. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management offerings, including fiduciary financial planning and a broad range of capital markets services.

Campbell Dowling is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he was affiliated with the University of Tennessee Knoxville for four years and has worked with the Nashville Golf and Athletic Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios built from mutual funds, ETFs, and ETPs.

Stanley Ham is a financial advisor at Cetera with 11 years of industry experience and holds a Series 66 designation. He previously worked at Avantax Advisory Services and Avantax Investment Services, INC. for nearly a decade. Outside of his advisory role, he is a partner in Anchor Financial Group, LLC, which provides tax preparation and accounting services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

James Aid is a financial advisor with Raymond James Financial holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, Wells Fargo Advisors, and Wells Fargo Clearing. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and utilizes analytical tools such as risk profiling and scenario modeling to support client goals.

James Candella is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2010 and holds a Series 66 designation. Outside of finance, he serves as an actor and model with the Dan Agency in Nashville. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, providing a range of capital markets, advisory, and research solutions.

Leonidas Vaughan IV is a CFP® with 27 years of industry experience, currently serving at LPL Financial since 2024. His career includes roles at Mass Mutual and Raymond James Financial Services as well as ownership of Cova Wealth Management and CVWM LLC. He is also involved with Lazy Acres LLC, a non-investment business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of advisors. The firm provides a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by various model portfolios and research.

John Nanni is a financial advisor at OSAIC with 38 years of industry experience. He holds a Series 63 designation and has worked at OSAIC since 2024. Prior to that, he was affiliated with Securities America Advisors, Inc. and Securities Service Network. He also operates Nanni Financial, a life insurance sales and servicing business. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios with a variety of investment options.

Robert Soerens is a CFP® with 11 years of industry experience currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Bank of America, Merrill, Wells Fargo, and Sagespring Wealth Partners. He is also involved as an independent insurance agent and directs Clifton Street Wealth Management in Franklin, TN. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing both proprietary and third-party investment strategies tailored to client objectives.

Brian Hanrahan is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding a Series 66 designation and 23 years of industry experience. He has been with Robert W. Baird & Co. since 2005. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, with a range of traditional and non-traditional investment strategies.

William Konves is a financial advisor with Morgan Stanley in Nashville, TN, holding CFP® and Series 66 designations and bringing 21 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Caren Poletti is a financial advisor with Morgan Stanley in Nashville, Tennessee, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009, as well as having experience at Citigroup Global Markets starting in 1997. Outside of her advisory role, she serves on the advisory board of High Hopes, Inc., a nonprofit focused on children and youth in Franklin, Tennessee. 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 supported by firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Angela Hall is a Series 66 licensed financial advisor at Stifel with 10 years of industry experience. She previously worked at Wells Fargo Clearing, UBS Financial Services, and Merrill. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group.

Larry Jensen is a financial advisor with Ameriprise in Nashville, TN, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked with Ameriprise and its affiliated entities since 1990. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Alicia Jayo is a financial advisor with UBS Financial Services in Nashville, Tennessee, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Tideline and The Rockefeller Foundation, as well as work affiliated with Columbia Business School. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning and portfolio management solutions supported by proprietary research and capital market insights. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading activities.