Rachel Schultz is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Charles Schwab in Franklin, TN. Her career includes prior roles at CORE Finance and Old National Bank Center for Closely Held Businesses. Charles Schwab & Co., Inc. serves a large client base, 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 separately managed accounts and utilizes multi-asset model portfolios along with a formal alternative-investment onboarding process.

Bradley Gallimore is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. His career background includes roles at Simmons Bank, FTB Advisors, Wells Fargo Clearing, Wachovia Bank, and Banc of America Investment Services. He is also a commissioned notary in Nashville, TN. 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 a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive operational tools and a large network of advisors.

David Demars is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Advisors and Prudential Equity Group. He also serves as a trustee for the Demars Family Trust. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various strategies and third-party programs.

Kent Kirby is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 63 designation and over 33 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Kirby is active in various business ventures and community boards, including partnerships in hospitality and retail sectors, a nonprofit education organization (KIPP Nashville), and leadership positions at the Nashville Zoo. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management offerings, including fiduciary financial planning and a broad range of capital markets services.

Campbell Dowling is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he was affiliated with the University of Tennessee Knoxville for four years and has worked with the Nashville Golf and Athletic Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios built from mutual funds, ETFs, and ETPs.

James Aid is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 28 years of industry experience. His career includes roles at Pinnacle Asset Management, City National Bank, RBC Capital Markets, Wells Fargo Clearing, and Marsh Securities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and various organizations. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools, and supports municipal and public finance work through its affiliation with a municipal advisor.

James Candella is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2010 and holds a Series 66 designation. Outside of finance, he serves as an actor and model with the Dan Agency in Nashville. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, providing a range of capital markets, advisory, and research solutions.

Leonidas Vaughan IV is a CFP® professional affiliated with LPL Financial, with 27 years of industry experience. He has worked at firms including MassMutual and Merrill, and he operates Cova Wealth Management and CVWM LLC. Vaughan is also a licensed notary in Tennessee. 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 a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

John Nanni is a financial advisor at OSAIC with 39 years of industry experience. He holds a Series 63 designation and has worked with several firms including Securities America Advisors, Inc. and Securities Service Network. In addition to his advisory role, he is the sole proprietor of Nanni Financial, specializing in life insurance and annuities. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with portfolio optimization tools and supports a range of programs including financial planning, managed portfolios, and retirement consulting.

Robert Soerens is a CFP® professional with 11 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Sagespring Wealth Partners, Southwestern Investment Advisory Group, Raymond James Financial Services, Bank of America, Merrill Lynch, and Wells Fargo. He is also involved in independent insurance agencies and manages his own wealth management practice in Franklin, Tennessee. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms and custodians.

Brian Hanrahan is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding a Series 66 designation and 23 years of industry experience. He has been with Robert W. Baird & Co. since 2005. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and other institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, with a range of traditional and non-traditional investment strategies.

William Konves is a financial advisor with Morgan Stanley in Nashville, TN, holding CFP® and Series 66 designations and bringing 21 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Caren Poletti is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. Her career includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. She serves on the advisory board of High Hopes, Inc., a nonprofit focused on children and youth. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, with services including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its financial advice.

Angela Hall is a Series 66 licensed financial advisor at Stifel with 10 years of industry experience. She previously worked at Wells Fargo Clearing, UBS Financial Services, and Merrill. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group.

Larry Jensen is a financial advisor with Ameriprise in Nashville, TN, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked with Ameriprise and its affiliated entities since 1990. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Alicia Jayo is a financial advisor at UBS Financial Services with nine years of industry experience. She holds a Series 66 designation and has worked at UBS since 2017. Prior to UBS, she held roles at Tideline, The Rockefeller Foundation, and Columbia Business School. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor plans to client goals. The firm combines institutional trading capabilities with wealth management services and offers a broad range of products and capital markets services.

Regan Calvert is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2016, progressing through roles including Financial Representative, Investment Solutions Representative, Fixed Income Specialist, Investment Consultant, and Financial Consultant before his current position. In his role, Regan focuses on helping clients plan for retirement by analyzing their complete financial picture and implementing tailored strategies. He works closely with clients to understand their family life, work, concerns, hopes, and dreams to provide personalized financial guidance. Outside of his professional responsibilities, Regan has interests in baseball, bowling, comedy, football, golf, and traveling.

Jesse Cofty is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding a Series 66 designation and three years of industry experience. Prior to his current role, he has worked at Wells Fargo Bank, Progressive Health, Auburn University of Montgomery, and Firebirds. Outside of finance, he owns and operates an online electronics and tools sales business and is active as a traveling musician, selling merchandise and streaming music online. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Terry Brandon is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. He is based in Nashville, TN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides comprehensive financial services through both direct client engagements and corporate financial planning agreements.

Catherine Baron is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at Merrill, US Bank, Wiley Bros.-Aintree Capital, and a nonprofit organization, Ronald McDonald House Charities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management and also provides custody, underwriting, and capital markets services.