Cody Tellis is a Senior Financial Advisor with Merrill Lynch Wealth Management and the founder of The Tellis Group, established to provide a unified source for comprehensive wealth management. With over 25 years of experience across the private and public sectors, Cody's professional background combines business ownership, banking, tax planning, and law. This diverse experience equips him to address the unique opportunities and challenges associated with significant wealth. Cody holds a Juris Doctorate Degree from Trinity Law School and a Master’s Degree from St. Thomas University, enhancing his ability to offer informed financial insights to his clients. His areas of focus include tax-sensitive trust and estate planning services, financial services for nonprofits, business succession planning, individual and corporate captive insurance, college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, portfolio management services, and tax minimization. Cody does not provide legal or tax advice in his role with Merrill and advises clients to consult appropriate professionals for these services. Outside of his professional life, Cody enjoys music, spending time with his family, and traveling.

Jamie Hogan is a financial advisor with Raymond James & Associates, holding the Series 66 designation and 15 years of industry experience. He has worked at Raymond James since 2019 and previously held roles at Caldwell Advisors, LLC and LPL Financial, LLC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm serves a diverse client base, including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Craig Burgess is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 23 years of industry experience. His career includes nearly two decades at Waddell & Reed, Inc., and various insurance carriers, along with operating the Heirloom Shop for one year. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and technology, providing both discretionary and non-discretionary management across diverse investment strategies.

Phillip Knight is a CFP® with 25 years of industry experience, currently affiliated with LPL Financial. He has previously worked with FTB Advisors, Inc. and First Tennessee Brokerage. 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 range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research and technology tools.

Jessie Gallivan is a financial advisor at Raymond James & Associates with two years of industry experience. Prior to joining Raymond James, Jessie worked at Deloitte for three years. Outside of finance, Jessie has experience in fitness instruction with Pure Barre. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a broad client base including individuals, institutions, and governmental entities. The firm provides wealth advisory planning and investment consulting on a non-discretionary basis, with capabilities spanning firm-sponsored wrap fee programs, institutional consulting, and active municipal and public finance services.

Clifton Bradley is a financial advisor with Edward Jones in Murfreesboro, TN, holding CFP® and ChFC® designations along with Series 63, 65, and 66 licenses. He has 25 years of industry experience, including prior roles at American General Life Insurance and AIG Capital Services. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions through a nationwide network of financial advisors and branch offices.

William Massey is a financial advisor at Merrill in Brentwood, TN, with seven years of industry experience. He holds the Series 66 designation and has worked at both Bank of America and Merrill since 2011. Outside of his advisory work, he is a member of Massmedia LLC, a small business focused on social marketing and consulting. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and charitable organizations.

Jeffrey Williams is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

David Sproles is a financial advisor with Ameriprise in Murfreesboro, TN, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for 10 years before joining Ameriprise in 2023. Outside of his advisory role, he is involved with Sproles Wealth Management, PLLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

William Gollihue Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm follows an IPS-driven approach based on modern portfolio theory and acts as an ERISA fiduciary when providing investment advice, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Melissa Chipman is a financial advisor with Raymond James Financial in Murfreesboro, TN, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at FB Wealth Partners, Franklin Synergy Wealth Management, and Woodbury Financial Services. Chipman is also a Certified Divorce Financial Analyst and works as a financial advisor employed by FirstBank. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and a specialized SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Donald Welch is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, he serves on the board of Old Orchard Cemetery in Petersburg, TN, where he participates in meetings concerning the cemetery’s upkeep. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs, and it maintains a notable presence in public finance and municipal services.

Brian Moore is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 licenses and bringing one year of industry experience. He has been with Primerica Advisors since 2024 and has prior experience at Primerica Financial Services and G&C Foods. Outside of investment advisory, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers while delegating trading to BNY Mellon Advisors.

Michael Bennett Jr. is a financial advisor at Raymond James & Associates with a Series 66 credential. He joined the firm in 2025 and has prior experience at Barings and Monogram Health, as well as an MBA from Vanderbilt University. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets with over 5,400 advisors. The firm serves a wide range of clients including individuals, institutions, and government entities, providing wealth advisory planning and investment consulting through its Wealth Advisory Services Program and firm-sponsored wrap fee programs.

John Morris is a Private Wealth Manager at Merrill Private Wealth Management. He joined Merrill Private Wealth in 2021 after serving as a Senior Banker at J.P. Morgan's Private Bank in the Nashville office, where he advised high-net-worth clients on investment management, lending, family office services, estate planning, and trusts. With over 30 years of experience in professional investment management and private wealth management, John has held key positions including Partner at GenSpring Family Offices, Executive Vice President at SunTrust Banks, and Market Executive at Bank of America. He began his career with Bankers Trust Company in New York. His client focus areas include family wealth management strategies, liquidity management, managing new wealth, and tax minimization. John holds a Bachelor's degree from Syracuse University and an MBA from Columbia Business School. He is a Personal Investment Advisor (PIA) and serves as a Director for the nonprofit organization Bunker Labs. John lives with his wife, Mariann, and they have three sons. His personal interests include boating, football, and spending time with his family.

Edgar Evins is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing 36 years of experience exclusively with Merrill. A Nashville native who grew up in a banking family in Lebanon, Tennessee, Edgar holds a Bachelor's Degree in Vocal Performance from Samford University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and a Personal Investment Advisor (PIA). Throughout his career, Edgar has focused on personalized wealth management strategies that align with clients' unique goals and values. His expertise includes college education planning, employee benefits planning, family wealth management strategies, portfolio management services, women and wealth, and retirement income. He places emphasis on legacy and next-generation planning, aiming to help clients use money as a tool to achieve what matters most to them. In addition to his professional work, Edgar participates in his community through volunteer efforts and dedicates personal time to interests such as cooking, genealogy, music, photography, reading, singing, traveling, watching movies, and spending time with his family. His approach to wealth management is guided by the philosophy that financial goals should reflect meaningful accomplishments over time.

Wayne Lampley is a financial advisor with LPL Financial in Nashville, TN, holding a ChFC® designation and Series 63 license. He has 40 years of industry experience, including 22 years at NEXT Financial Group prior to joining LPL Financial in 2025. In addition to his advisory work, he is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and consulting services, supported by research and multiple investment strategies.

Maya Kushan is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, she worked at Morgan Stanley and also has a background in academia through her role at Vanderbilt University's Math Department. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers its program on a non-discretionary basis, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Gump is a financial advisor at Merrill with seven years of industry experience. He holds the Series 63 and Series 66 designations. His prior work history includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank, and Edward Jones. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Eric Klindt is a Private Wealth Advisor at Merrill Private Wealth Management. He began his career with Merrill in 1994 and currently focuses on asset allocation, manager search and selection, and the implementation of portfolio strategies for high-net-worth individuals, families, endowments, and foundations. He also oversees his team's investment direction and manages discretionary portfolios. Eric earned the Certified Investment Management Analyst (CIMA) designation in June 2002 through the Investments & Wealth Institute in a program taught in conjunction with the Wharton Business School Executive Education program. He holds a Bachelor of Science in Business Administration from the University of Tennessee-Knoxville. From 2010 through 2013, Eric was listed in Barron's "Top 1,000 Financial Advisors" in the United States, and from 2014 through 2022, he was recognized as one of Barron's "Top 1,200 Financial Advisors." Outside of his professional work, Eric enjoys a wide variety of athletic activities and supports the athletic pursuits of his three children, Olivia, Ethan, and Alex.