Mattias Sebsbie is a financial advisor at Merrill with Series 65 and Series 63 credentials and one year of industry experience. He has held prior roles with Bank of America, Trinity Wealth Securities, and Florida Financial Advisors. Outside of his advisory work, he has experience in fixed insurance sales. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Benjamin Fordham is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Raymond James Financial Services and Pinnacle Bank. Outside of his advisory role, he is a co-owner of Hotworx, a fitness franchise. 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 investment adviser representatives. The firm offers a broad range of financial planning and advisory services, including model portfolios, retirement plan consulting, and participant advice programs.

Bryan Brinks is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He previously worked at Affinaquest for 15 years and is also the owner of Optimum Wealth Group, LLC. Brinks holds a Series 66 designation and operates in Hermitage, Tennessee. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers a range of investment implementation options, including proprietary and third-party strategies, and maintains formal compliance and supervisory processes.

Jason Porter is a financial advisor at Merrill with seven years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Merrill in 2022, he worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Outside of his advisory role, Porter is a musician and plays guitar for North Coast Church in Vista, California. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Lange is a Senior Financial Advisor and partner on a 13-member Merrill Lynch Wealth Management team based in Nashville and Philadelphia. He serves affluent families, corporate executives, business owners, and successful individuals across most parts of the US. His team focuses on delivering the personal attention of a boutique firm while leveraging the global resources and capabilities of Merrill and Bank of America. His expertise includes equity compensation services, family wealth management strategies, international wealth management, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. William's background in medicine has enhanced his passion for assisting physicians, biotech professionals, and others in the sciences with wealth planning strategies to navigate complex financial situations and achieve their short- and long-term objectives. William holds a Bachelor's Degree from Davidson College and maintains professional designations including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional pursuits, he enjoys cooking, hiking, spending time with his family, and traveling.

Douglas Smith is a financial advisor with Ameriprise in Brentwood, TN, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he is involved in business ownership through Overlook Business Partners, LLC. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that address income, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory process while emphasizing the use of Ameriprise-managed accounts.

Mary Lynne Kaatz is a Series 66-licensed financial advisor with Robert W. Baird & Co. She has three years of industry experience, including roles at Sharecare, Incorporated and PricewaterhouseCoopers. Kaatz serves as a board member and is part of the investment and finance committee for CASA Nashville. She works within The DDK Group, a team at Robert W. Baird & Co. that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services through a variety of strategies and emphasizes ongoing manager selection, internal research, and innovative advisory approaches.

Chase Willauer is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. Before joining UBS in 2022, he held positions at Lululemon and Robert Half. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Blake Schmitt is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he held positions at The Prudential Insurance Company of America and Pruco Securities LLC. Schmitt is also involved with Tennessee Prep Baseball Report, where he assists in facilitating the showcasing of high school baseball players for professional and collegiate scouting events. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a large network of financial advisors.

Blake Kniffin is a financial advisor at Merrill with six years of industry experience and holds the Series 66 designation. His prior work experience includes roles at Bank of America, Uber, Vestia Personal Wealth Advisors, Unite Media Group, Larson Financial Group, and B-Kreative. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ann Wajler is a financial advisor with Raymond James Financial in Mount Juliet, TN, holding Series 63 and Series 65 licenses with 18 years of industry experience. She has worked at Wilson Bank & Trust and its associated investment services entities since 2008, alongside her ongoing tenure at Raymond James Financial Services Inc. Outside of her primary advisory roles, she is also employed as a financial advisor at WBT Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting and supports a wide network of advisors with tools for client risk profiling and outcome modeling.

Mary Bell is a financial advisor with Merrill in Nashville, Tennessee, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Merrill since 2010. Outside of her advisory role, she is involved in a family-run LLC that supports her daughter's music career through production and equipment purchases. 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, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Jafet Garcia is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2016 and also has experience with Bank of America N.A. since 2022. Merrill, along 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.

Alexandra Morris is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Her prior roles include positions at Simmons Hanly Conroy and Case Works, as well as work in internal medicine at Dr. Ann Shippy, MD. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ariel Bernard is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. Prior to joining Merrill in 2020, Bernard worked at Advance Financial and Thomas and Company. 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lisa Gamble is a financial advisor at Raymond James & Associates with 30 years of industry experience. She has been with Raymond James & Associates since 2006. Lisa holds Series 63 and Series 66 licenses. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting alongside municipal advisory services.

Catherine Nuismer is a Series 66 licensed financial advisor with 14 years of industry experience. She has been with UBS Financial Services since 2018 and previously worked at Wiley Bros. Aintree Capital. Based in Nashville, TN, she advises clients through UBS’s comprehensive platform. 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 uses proprietary research and model-based asset allocations to tailor strategies.

La Quela Barnett is a financial advisor with Merrill in Nashville, TN, holding a Series 66 designation and 10 years of industry experience. She previously worked at Morgan Stanley for five years before joining Merrill in 2019. Her other business activities do not involve financial services. Merrill, in partnership with Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Michael M. Heard, CFP®, serves as a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, he collaborates with a team of specialists to work with a select group of families, businesses, and nonprofits, developing and implementing strategies aimed at managing their wealth. Michael takes a hands-on approach to client service, focusing on building relationships grounded in trust and providing in-depth financial recommendations to support clients across every stage of their financial life cycle. Michael’s expertise encompasses a broad range of wealth management services, including retirement planning and income distribution, investment and cash flow management, tax minimization strategies, liability management through lending solutions, asset allocation and diversification, insurance coordination, corporate cash management, and corporate retirement plans. He also works closely with family tax accountants and attorneys on trust and estate planning. His experience covers financial strategies from asset accumulation to the efficient transfer of wealth. Michael holds a Bachelor of Business Administration degree from the University of Georgia (1993) and a Master of Business Administration from Mercer University (1994). He is a CERTIFIED FINANCIAL PLANNER™ professional, as well as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). A lifelong resident of Macon, Michael’s personal interests include reading, running, and cycling. He is committed to community involvement through volunteer work with local organizations.

Patrick Bush is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding a Series 66 designation and six years of industry experience. His background includes roles at MML Investors Services, MassMutual Life Insurance, and positions in education and real estate. He is also active as an insurance broker specializing in life, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning along with asset management and educational programs, focusing on collaborative, goal-based advice without discretionary investment authority.