Matthew Shaw is a financial advisor with LPL Financial in Franklin, TN, holding Series 63 and Series 65 credentials and 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 business entity unrelated to investment activities. 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 delivered through a large network of investment adviser representatives.

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 worked with firms including Merrill, Prudential Equity Group, Raymond James Financial Services, and COVA Wealth Management. Connelly also operates COVA Wealth Management as a DBA in connection with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Milner is a financial advisor with Merrill in Franklin, Tennessee, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. He has also worked at Bank of America since 2018. 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 and profit-sharing plans, corporations, and charitable organizations.

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 with LPL Enterprise, holding Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and Bankers Life. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Zachary Pagano is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has four years of industry experience, including previous roles at Jackson National Life Distributors and Residential Investment Advisors. Outside of his advisory work, he is involved in food and beverage service and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services through various platforms, managing a multi-billion dollar asset base.

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.

Joseph Mc Clearn is a CFP® certificant with six years of experience in the financial services industry. He is currently with Mass Mutual Investors Services and has previously worked at SageSpring Wealth Partners, Raymond James Financial Services, CPRG, and Hilliard Lyons. He also serves as an independent contractor financial advisor and mentee with Dobyns McMillin Wealth Team. Mass Mutual Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and supports implementation through brokerage and insurance arrangements.

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 Certified Financial Planner (CFP®) with 33 years of industry experience. She has worked at LPL Financial since 2024 and was previously with Royal Alliance Associates, Inc. for 27 years. Suzanne is also a commissioned notary in the State of Tennessee. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of advisory strategies alongside various non-advisory financial services.

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 the Series 65 and Series 63 licenses and has worked with Guardian Life Insurance Co. of America and Peachtree Planning before joining J.P. Morgan in 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, with recommendations limited to eligible strategies and may include an ESG eligibility framework.

Caleb Sams is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at several firms, including Commonwealth Financial Network and Thrivent Financial. Prior to his advisory career, he held positions outside finance, including at Amazon. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms.