Sean Mc Mahan is a Series 66 licensed financial advisor with Edward Jones, based in Nolensville, TN, where he has worked since 2017. He has nine years of industry experience. Outside of his advisory role, Mc Mahan serves as a First Lieutenant in the Tennessee State Guard, involved in leadership and training activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Christy Kendall is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2024. She works closely with clients and their Wealth Management Advisors to develop and maintain financial plans tailored to their short-term and long-term goals. Prior to her current position, she held various roles at Fidelity Investments, including Planning Consultant since 2022, Relationship Manager from 2021 to 2022, and Financial Representative from 2020 to 2021. Her professional experience within Fidelity Investments has equipped her with the skills to partner effectively with clients and provide personalized wealth management solutions. Christy emphasizes building long-lasting relationships with clients and their families as a core part of her approach. Outside of her professional work, Christy enjoys board games, cooking and baking, exploring food-related interests, parenting, and traveling.

Paola Delucas is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing 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 that includes firm-approved tools and modeling techniques.

Alicia Vanderschuere is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and has prior work experience at JOANN Stores and Big Lots. In addition to advising, she is a partner in The Bridge, an organization that provides networking and educational support for individuals experiencing job transitions, and she owns The Retail Boutique LLC, which offers sales support between vendors and retailers. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting through various advisory programs, employing tailored, non-discretionary strategies supported by extensive research and a diverse portfolio management approach.

Tristan Flowers is a CFP® with four years of industry experience, currently affiliated with Charles Schwab in Franklin, TN. His prior work includes roles at Lake Michigan Credit Union and Charles Schwab Bank. 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, combining non-discretionary advisory relationships with access to affiliated discretionary SMAs and a formal alternative-investment process.

Andrea Bzinak is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In this role, she focuses on maintaining strong relationships with current clients while developing new client connections based on trust. She manages planning interactions daily and provides support to ensure smooth operations. Andrea has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager before her current position. Prior to that, she worked as a Client Service Associate at Ameriprise Financial from 2022 to 2023. She holds an Arkansas Insurance License. Outside of her professional career, Andrea enjoys attending concerts, cooking and baking, fitness activities, football, social events with friends, and volunteering.

Andrea Devon is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and 12 years of industry experience. She has worked at UBS since 2019 and has concurrently held roles with Elmira Savings Bank and LPL Financial since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Karissa Jackson is a financial advisor at Osaic with two years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Lincoln Financial Advisors Corporation and other financial firms. Outside of her advisory work, she operates a dog-sitting business. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisors, offering integrated investment advisory and brokerage services across multiple platforms. The firm employs asset-allocation tools and model portfolios, catering to individual and institutional investors with both discretionary and non-discretionary account management.

Juan Guerrero is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Berry Global for four years. Outside of his advisory role, he is involved as an independent contractor performing back-office duties at W8 Ranch, a Wagyu beef farm. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm employs a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Linda Vanauken is a financial advisor at Raymond James & Associates with 28 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2013. Outside of her advisory role, she is the owner of a rental condominium in Nashville, TN. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and specialized services such as municipal advisory and employer retirement plan consulting.

Rhea England is a financial advisor with Raymond James Financial in Nashville, TN. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Raymond James in 2022, she worked at Global Retirement Partners and ARGI Financial Group. Outside of her advisory role, she is involved with Adams Wealth Partners, where she contributes to operations and financial advising. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Michael Weed is a financial advisor at Edward Jones in Brentwood, TN, with 10 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Brent Walker is a financial professional with 11 years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked at Cetera Advisors LLC since 2021 and LPL Financial from 2015 to 2021. Outside of his advisory role, he serves as a board member for The Timothy Network, a nonprofit organization, and coaches cross country at Stewarts Creek High School. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and operates a multi-manager platform with options spanning automated allocations to bespoke strategies.

Ethan Williams is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. He has worked at Equitable Advisors since 2022 and is also a corporate compliance investigator at Tyda Services, LLC in Wilmington, a role he has held since 2021. Prior to his current positions, he held roles in education and moving services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, leveraging external asset managers and offering both advisory and brokerage channels to implement client recommendations.

Timothy Jester is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 66 credentials 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 commissioner on the Metro Arts Board in Nashville, and is involved with a charity golf tournament supporting families of emergency services members. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services and employs asset-allocation tools and third-party platforms to manage a wide range of investment portfolios.

Jessica Craig is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and possessing 20 years of industry experience. She previously worked at Woodbury Financial Services for 17 years before joining OSAIC in 2024. Craig also operates a sole proprietorship, Craig Wealth Management, focusing on fixed annuity sales. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a wide array of advisory platforms. The firm employs various tools and third-party services to construct diversified portfolios managed on discretionary or non-discretionary bases.

Louis Glaser is a financial advisor with RBC Capital Markets in Nashville, TN, holding Series 63 and Series 66 registrations and bringing 38 years of industry experience. His prior roles include over two decades at Suntrust Investment Services and Suntrust Advisory Services. Outside of finance, he is a partner in The Glaser Brothers Partnership, which manages musical royalties and releases remastered and previously unreleased music from the group Tompall and The Glaser Brothers. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, pension plans, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management solutions and integrates both in-house and third-party investment resources.

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 with Raymond James Financial Services Advisors, Inc. in Nashville, TN, holding Series 63 and Series 66 credentials and has 32 years of industry experience. He previously worked at AXA Advisors LLC and serves as a Compliance and Risk Manager at Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, alongside municipal and public finance advisory services uncommon among large institutional advisors.

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.