Ethan Williams is a financial advisor with Equitable Advisors who holds a Series 66 designation and has four years of industry experience. Prior to joining Equitable Advisors in 2022, he was employed at Suny Oswego and has a role as a corporate compliance investigator with Tyda Services, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a range of third-party advisory models and ERISA fiduciary services for qualified plans.

Timothy Jester is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services, Park Avenue Securities, and Guardian Life Insurance. Outside of finance, he is a semi-professional violinist, a wedding officiant, serves as a Metro Arts Commissioner in Nashville, and is a board member for a charity golf tournament supporting families of emergency services members. OSAIC serves a diverse client base including retail and institutional investors, offering a broad range of brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization while supporting various investment strategies and custodial arrangements.

Jessica Craig is a financial advisor with Osaic Wealth based in Brentwood, TN, holding Series 63 and Series 66 credentials and with 20 years of industry experience. She previously worked at Woodbury Financial Services for 17 years and at &PARTNERS for one year. She also operates a sole proprietorship, Craig Wealth Management, focused on traditional insurance and fixed annuity sales. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, offering a wide range of brokerage and advisory services, including managed portfolios, Unified Managed Accounts, and retirement plan consulting.

Louis Glaser is a financial advisor with RBC Capital Markets in Nashville, TN, holding Series 63 and Series 66 licenses and 39 years of industry experience. He previously worked at Suntrust Advisory Services, Inc. and SunTrust Investment Services, Inc. for a combined 36 years. Outside of finance, he is a partner in The Glaser Brothers Partnership, which manages musical and songwriting royalties from the group Tompall and The Glaser Brothers and their solo work. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations, offering discretionary and non-discretionary portfolio management alongside financial planning and brokerage services tailored to each client’s risk profile.

Kyle Killett is a financial advisor at Morgan Stanley with seven years of industry experience. He has worked at various Morgan Stanley entities since 2018 and has prior experience at Aegis Sciences Corporation and Reference Services, Inc. Killett holds the Series 66 designation. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Terry Davis is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at firms including AXA Advisors LLC and Morgan Stanley. In addition to his advisory role, he serves as a Compliance and Risk Manager for Pinnacle Asset Management. 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 provides tailored, non-discretionary planning and consulting using analytical tools to assist clients in implementing recommendations through various advisory programs.

John Reynolds II is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has worked at UBS since 2019. Prior to his advisory role, his background includes multiple positions at the University of Tennessee and experience with Brown Bag and Harper Auto Square. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

Tyler Berry IV is a financial advisor at Robert Baird & Co. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at B. Riley Wealth Management and B. Riley Wealth Advisors prior to joining Robert Baird. Outside of his advisory role, he serves on the board of Mount Hope Cemetery in Franklin, TN, and is a board member of the Columbia State Community College Foundation. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, employing a mix of in-house and third-party managers with a range of investment strategies and overlays.

William Thompson is a financial advisor with Merrill in Nashville, TN, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at U.S. Bancorp Advisors, U.S. Bancorp Investments, U.S. Bank, and Fifth Third Securities. Before entering the financial sector, he worked at Sunshine Building Products/Flamedxx for five years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Dunahoo is a financial advisor with LPL Financial in Franklin, TN, holding a Series 66 designation and 12 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining LPL Financial in 2025. Dunahoo serves on the board of the Reeds Foundation, a nonprofit organization based in Brentwood, 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 institutions. The firm offers a range of financial planning and investment management solutions, combining a broad advisory platform with non-advisory financial services.

John Ellett is a CFP® with 10 years of experience in financial advising, currently affiliated with Raymond James Financial. His prior roles include positions at UBS Financial Services Inc. and Pinnacle Financial Partners. He is also a principal at Sturgeon & Ellett Wealth Management in Nashville, TN. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary advice using analytical tools and supports its recommendations through a variety of advisory programs and partnerships.

Robert Stokes is a financial advisor with Edward Jones in Brentwood, TN, holding a Series 66 designation and 18 years of industry experience, all with Edward Jones since 2008. He serves as Director of Business Development for Professional Women's Anonymous, where he consults and assists with fund development strategies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Lawrence Brinks is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® and ChFC® designations and over 48 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011 and was previously with Next Financial Group, Inc. from 2004 to 2011. In addition to his advisory role, he is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Taryn Simm is a Series 66-registered financial advisor with seven years of industry experience. She has worked at UBS Securities LLC since 2025 and previously spent seven years with Morgan Stanley in various capacities. Before her advisory career, she was involved with Vinz Wining and Dining for five years. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and multiple capital markets services to tailor strategies to clients’ goals and risk tolerances.

John Johnson is a financial advisor with LPL Financial in Nashville, TN, holding Series 63, 65, and 66 licenses and 38 years of industry experience. He previously worked at Edward Jones for 13 years and Scott & Stringfellow, LLC for 12 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management delivered primarily by its network of investment adviser representatives.

Cole Warren is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His work history includes roles at Mozaic Payments, Inc., SageSpring Wealth Partners, Raymond James Financial Services, Inc., and Music Row Wealth Management LLC. He has also been involved in education through positions at Franklin Classical School and Lipscomb University. 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 asset management solutions through a large network of investment adviser representatives.

Richard Carlson is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Commonwealth Financial Network, Wise Family Wealth, LLC, and UBS Financial Services. Carlson has engaged in fixed insurance sales at his branch location since 2012. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization.

Christopher Cannon is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds a Series 66 designation and has been with UBS since 2007. Outside of his advisory role, he serves as treasurer for a homeowners association in Knoxville, Tennessee. 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. The firm employs proprietary capital market assumptions and model-based asset allocations to tailor strategies aligned with clients' goals and risk tolerances.

David White is an Associate Resident Director at Merrill, where he provides financial planning and investment management services. He works with successful families, individuals, executives, and businesses to develop comprehensive wealth strategies tailored to their specific goals. His responsibilities include addressing family wealth management, portfolio management, individual and corporate investment strategies, tax minimization, and retirement income planning. David holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Western Kentucky University. His experience includes managing the overall integration of clients' financial lives and supporting businesses with tailored lending and cash management strategies.

Terrell Perry is a financial advisor at Osaic Wealth with Series 63 and Series 65 credentials and eight years of industry experience. He has previously worked at Securities America, Molette Investment Services, and Prudential Insurance Company of America among others. Outside of advising, Perry owns SSP Fitness, a fitness training and consulting business, and serves as a board member of the Guardianship and Trust Corporation, which conserves and coordinates care for persons with special needs. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, and institutional clients through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization with a range of brokerage and advisory services delivered via affiliated broker-dealer and RIA relationships.