William Woody is a financial advisor with J.P. Morgan Securities in Nashville, TN, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. His prior work includes 13 years at UBS before joining JPMorgan Chase Bank and JPMorgan Securities in 2024. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a structured, non-discretionary process. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Angela Beckley is a financial advisor with Robert W. Baird & Co., Inc. in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Robert W. Baird since 2012. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring investment strategies to client goals and risk tolerances through both in-house and third-party managers.

Matthew Shaw is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has been with LPL Financial and The Wealth Management Group since 2016. Outside of his advisory role, he is involved with The Car Stables, a non-investment-related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning and various advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios.

William Perry is a financial advisor with Raymond James Financial Services Advisors Inc. in Brentwood, TN, holding a Series 66 designation and 11 years of industry experience. Prior to joining Raymond James in 2018, he worked at Strategy Corps, Inc. and Journal Communications. He serves on the City of Franklin, TN, Health, Education, and Housing Facilities Board and is Vice President of the City of Franklin Industrial Development Board. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical modeling tools, supporting its clients through various advisory programs and maintaining a notable affiliation with a municipal advisor.

Brandon Lunke is a financial advisor with Raymond James Financial Services Advisors Inc. in Nashville, TN, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at COVA Wealth Management and Franklin Synergy Bank. He serves as a trustee for family trusts and owns a tax preparation business, High Forest Partners. 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 provides non-discretionary planning tailored to client goals and supports a wide network of advisors with institutional consulting and portfolio management.

John Connelly Jr. is a financial advisor at LPL Financial with 36 years of industry experience. He holds a Series 63 designation and has previously worked at CVWM LLC/COVA Wealth Management and Raymond James Financial Services in various capacities since 2012. His ongoing involvement includes COVA Wealth Management as a DBA for his LPL business. 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 and financial planning services supported by model portfolios, research, and technology-driven investment strategies.

Shaun Rowles is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He previously worked at UBS Financial Services and SunTrust Advisory Services. Outside of his advisory role, Rowles is involved in writing fiction and macroeconomic topics, serves as a guest lecturer for first-year MBA students at Vanderbilt University’s Owen School of Management, and advises his son’s media production company. 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 grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Justin Harnick is a financial advisor at LPL Enterprise with two years of industry experience. He holds Series 66 and Series 63 credentials. His prior work history includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Bankers Life, and teaching positions at Belmont University, Nassau Community College, and Village School. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by model portfolios, third-party asset management, and a range of financial products.

Zachary Pagano is a financial advisor with Cambridge Investment Research Advisors in Brentwood, TN, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Cambridge Investment Research, Jackson National Life Distributors, and Residential Investment Advisors. Outside of his advisory work, he is involved in food and beverage service and acts as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers various portfolio management options and employs both proprietary and third-party strategies, with a range of custody arrangements and business features designed to support advisors and clients.

Christopher Agro is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and previously worked at Home City Ice and both the University of Kentucky and University of Louisville. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

Brian Edkin is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Charles Schwab since 1999 and was previously with TD Ameritrade for one year. Based in Franklin, TN, he has spent the majority of his career with Schwab. 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 affiliated discretionary separate managed accounts and maintains a large, integrated structure supporting a broad client base.

Maggie Gambrel is a financial advisor at UBS Financial Services in Nashville, TN, with 17 years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. She serves as Treasurer and a member of the Board of Directors for the Gus Owen Stephens Memorial Foundation, which provides continuing educational scholarships for nurses in Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research, custody, underwriting, and other capital markets services.

Mark Richards III is a CFP® certificant affiliated with Raymond James Financial Services Advisors, Inc., with 23 years of industry experience. He previously spent 10 years at Commonwealth Financial Network before joining Raymond James in 2025. Richards is also the owner and president of Radnor Wealth Management LLC, where he manages financial planning and investment advice alongside overseeing the firm’s operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning supported by analytical tools and delivers a range of advisory programs, including specialized services in municipal and public finance.

James Johnson is a financial advisor at Stifel in Nashville, TN, holding a Series 66 credential with two years of industry experience. Prior to joining Stifel in 2024, he worked in banking and retail wine and spirits and serves as a color commentator for high school football broadcasts. Stifel serves a broad range of clients including individuals, institutions, and municipal entities, providing brokerage and advisory services supported by proprietary investment analysis and allocation methodologies.

Ivie Burns II is a financial advisor with Morgan Stanley in Franklin, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Robert Levy is a financial advisor with Mass Mutual Investors Services in Brentwood, TN, holding a Series 63 designation and bringing 40 years of industry experience. He has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1997. Outside of advisory services, he is also involved in life, health, and fixed index annuity insurance sales. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

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.