Christi Edwards is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has worked with Morgan Stanley and its affiliates since 2007 and has been involved with Morgan Stanley Private Bank since 2015. Edwards serves as a trustee in a trust-related capacity outside her primary advisory role. Morgan Stanley Wealth Management provides advisory programs to individuals 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 uses structured planning tools and scenario modeling to support its planning process.

John Madison is a financial advisor with Stifel Nicolaus & Co Inc in Nashville, TN, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group.

Michael Maroni is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management, where he has been serving clients for over 31 years. He leads a team of 10 professionals based on Bainbridge Island, Washington, assisting clients across 32 states with managing their wealth and achieving their financial goals. His approach emphasizes listening closely to clients to tailor strategies that align with their unique objectives. His expertise spans retirement income, legacy planning, portfolio management services, and tax minimization. Michael's career began at Merrill Lynch in 1990, and after over a decade in advisory roles and management, he returned to direct client engagement. He now leads a multigenerational team focused on serving retirees, executives, business owners, and their families. Michael holds a Bachelor's Degree from Vanderbilt University and the Personal Investment Advisor (PIA) designation. He has served as a board member of Big Brothers Big Sisters in Puget Sound and is involved with the Cold Water Conservation Board of Trout Unlimited. Outside of work, he enjoys boating, fishing, golfing, and spending time with his family.

William Radtke Jr. is a financial advisor with Edward Jones in Franklin, TN, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Ramsey Solutions and held various roles at Uber, Clear, and Starbucks, where he served as a shift supervisor. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Lisa Strane is a financial advisor at Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses with 33 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007. Outside of her advisory work, she is involved in a private placement with Mrs. Pride/Dream Team Racing LLC. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by proprietary tools and serves clients through both direct and corporate financial planning agreements.

Daniel Greene is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pinnacle Bank/Pinnacle Financial Partners and Putnam Retail Management. Outside of his advisory role, he is involved as a partner in a private business venture and provides financial backing for other business investments. 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 uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

William Bundrant is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding a Series 63 designation and 23 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with METLIFE from 2013 to 2017. Outside of his advisory role, he is also an insurance agent specializing in property and casualty, health, and group life insurance. 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, using firm-approved tools to support collaborative, goal-based planning.

Franklin Ballard Jr. is a Series 66-licensed financial advisor with Edward Jones, based in Nashville, TN. He has 19 years of industry experience, including 17 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christian Sarver is a financial advisor with LPL Financial, holding Series 66 and Series 63 credentials and eight years of industry experience. He has worked at LPL Financial since 2022 and has prior experience with firms including Edward Jones and Luken Investment Analytics. Outside of advisory work, he is a contract driver for Uber Eats. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios, providing both discretionary and non-discretionary management options.

Samuel Davis is a financial advisor at Cetera with 38 years of industry experience. He holds a Series 63 designation and has extensive prior experience at Avantax Advisory Services, where he worked for 35 years. Outside of his advisory role, he is involved in community organizations including serving as treasurer of the Hohenwald Arts Council and president of the Lewis County Museum Board, and he owns several businesses spanning tax preparation, accounting, cybersecurity services, and business consulting. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individual, institutional, and retirement plan clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform featuring both affiliated and third-party managers.

Garrett Daniel is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Securian Financial Services Inc, and Minnesota Life Insurance Co. Daniel is also involved in non-variable insurance activities. 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 broad range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management, supported by research and model portfolios.

Nicole Mcleod is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. 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, institutional plans, and municipal entities, offering financial planning, advisory programs, and institutional consulting through specialized divisions.

William Parrott is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Raymond James Financial in Brentwood, TN. His prior experience includes roles at Merrill Lynch and Bank of America. He is a member of the Finance and Investment Committee at Belle Meade United Methodist Church. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary advice supported by advanced analytical tools. The firm also offers municipal advisory services and specialized employer retirement plan consulting.

Bryce Snyder is a financial advisor with Raymond James Financial in Nashville, TN, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles in education and the hospitality industry. He is also involved with Adams Wealth Partners, a non-investment-related support company based in Nashville. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Colin Nasser is a financial advisor at Morgan Stanley in Nashville, TN, holding a Series 66 designation. He has been with Morgan Stanley since 2026 and previously worked at Onieal and Associates in 2024. Before entering the industry, he was a full-time student and has no prior industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs emphasizing structured financial planning and employs firm-approved planning tools to support client outcomes.

Kenneth Ford is a CFP® with 18 years of industry experience, currently affiliated with Raymond James Financial in Nashville, TN. He previously worked for LPL Financial for nine years and is also associated with Pinnacle Asset Management and Pinnacle Bank/Pinnacle Financial Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting, utilizing advanced modeling tools, and supports municipal and public finance work alongside employer advisory programs.

Mitchell Nini is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2014, including a concurrent role at Bank of America, N.A. since 2022. 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.

Ross Von Minden is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2020. Prior to this, he worked at Personal Capital Advisors Corporation for three years and Raymond James & Associates for two years. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management with a centralized investment approach that integrates quantitative and qualitative research.

Douglas Brown is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at DaVita Kidney Care for seven years and has experience with Little Caesars and the Tennessee Army National Guard. He serves on the Town of Smyrna Packaged Liquor Board, where he participates in decisions regarding packaged liquor licenses. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm offers a range of investment advisory programs and managed solutions, supported by a large network of financial advisors and branch offices across the United States.

Gary Rzucidlo is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66, Series 63, and Series 65 licenses. Prior to joining J.P. Morgan Securities and J.P. Morgan Chase Bank in 2019, he worked at Bank of New York Mellon for nine years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework to its investment recommendations.