Gunter Lugg is a CFP® professional with 13 years of industry experience, currently working at Wells Fargo Clearing since 2016. He holds the Series 66 designation and is based in Brentwood, TN. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Gregory Smith is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 19 years of industry experience. He previously worked at LPL Financial and Wells Fargo in various advisory roles. Outside of his advisory work, he is the owner of an independent investment and insurance-related business. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement plan advisory, and wrap-fee programs through a large network of financial professionals, managing a multi-billion dollar asset base across multiple platforms and custodians.

Hunter Berry is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Cambridge, he worked at Jackson National Life Distributors for four years. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Ryan Lipman is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Pinnacle Bank and Pinnacle Asset Management, and has academic experience at Vanderbilt University and the University of Texas. Outside of his advisory role, he is involved with Pinnacle Asset Management, a non-investment related support company. Raymond James Financial Services Advisors, Inc. serves individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides tailored financial planning and investment consulting, using analytical tools and risk profiling to support client goals, and is notable for its municipal advisor affiliation and specialized employer advisory programs.

Daniel Theall is an Investment Consultant at Fidelity Investments. He has been with Fidelity since 2020, holding various roles including Customer Relationship Advocate, High Net Worth Associate, Financial Representative, and Relationship Manager before his current position. Daniel focuses on helping clients develop personalized financial plans that address their unique circumstances and priorities. He works closely with clients to understand their lives and challenges in order to maximize their use of Fidelity's resources. His experience includes planning for life events, responding to life changes, and ongoing financial plan reviews.

Samuel Lechleiter is a financial advisor with Cetera, holding a Series 63 designation and over 32 years of industry experience. His prior roles include positions at Concourse Financial Group Securities Inc, Lincoln Financial Securities Corp, and LPL Financial. In addition to his advisory work, he serves as co-executor of his mother’s estate and acts as her power of attorney. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies across various program structures.

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 Certified Financial Planner (CFP®) with 21 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at FTB Advisors, Inc. and Truist Investment Services, Inc. He is based in Nashville, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, combining scale with diverse non-advisory financial activities and oversight of more than $819 billion in discretionary assets.

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 at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, previously spending six years with Prudential Equity Group, LLC. Outside of his advisory role, he owns and operates Muddy Boots Livestock, where he raises, breeds, and sells Angus cattle. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages substantial assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

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 Series 66-licensed financial advisor with five years of industry experience, currently affiliated with UBS Financial Services in Nashville, TN. She previously worked at Ameriprise and Bass Berry and Sims. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and advisory offerings, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and a broad platform to tailor client solutions.

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 career includes roles at Ross, Sinclaire & Associates, Waddell & Reed, FIFTH THIRD SECURITIES, and Merrill prior to joining J.P. Morgan in 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence using both quantitative and qualitative research, incorporating ESG criteria and broader derivatives and commodities 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.