Robert Sewall Jr. is a financial advisor with OSAIC in Nashville, TN, holding a Series 66 designation and 12 years of industry experience. He has worked at OSAIC since 2019 and was previously with Merrill from 2013 to 2019, overlapping with his tenure at Bank of America N.A. since 2014. Outside of his advisory roles, Sewall serves as an officer for Bob’s Big Give, a charitable organization focused on assisting those in need, and is a board member of Athlete Ally, a nonprofit dedicated to inclusion in sports. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Matthew Gallowitz is a financial advisor with Edward Jones in Springfield, TN, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Thrivent Financial, Enfield Management, Robertson County School System, and UBS. Outside of his advisory work, he participates in his community by playing Santa Claus at a local apartment complex. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of investment strategies and advisory programs. The firm is notable for its extensive nationwide network of advisors and branch offices, as well as its affiliated mutual funds, trust company, and securities-based lending services.

Ross Asher is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in understanding clients' financial situations and developing customized strategies to pursue their short-, mid-, and long-term goals. His approach includes assisting with general investing, retirement planning, and saving for unexpected events. Ross also provides access to Bank of America specialists in banking, credit, home financing, and small business solutions. Ross's client focus areas include college education planning, corporate executive services, institutional consulting, services for endowments, foundations, and non-profits, employee financial health, women and wealth, and tax minimization. He holds a Bachelor's Degree from Washington State University and is a Personal Investment Advisor (PIA). Outside of his professional role, Ross enjoys boating, football, gardening, music, painting, pickleball, scuba diving, swimming, and spending time with his family.

Patricia King is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and having 17 years of industry experience. She has been with Merrill since 2012. King serves on multiple nonprofit boards, including the Association for Corporate Growth, YWCA Nashville & Middle Tennessee, Harpeth Conservancy, and the J.C.D. YMCA Outdoor Center Advisory Council, reflecting involvement in community and charitable organizations. 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 plans, corporations, and charitable organizations.

Reuben Coopwood is a financial advisor with LPL Financial in Nashville, TN, holding Series 63 and Series 66 credentials and eight years of industry experience. He has previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities from 2014 to 2020, and he has been associated with First Horizon since 2020. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory solutions with non-advisory financial services.

John Murfee is a financial advisor at Merrill with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill and Bank of America, N.A. since 2014. 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, and institutional investors, incorporating strategic and tactical asset allocation and tax-aware options.

Jerry Jarrett Jr. is a financial advisor with Cetera who holds the Series 63 and Series 66 designations and has 16 years of industry experience. His prior work includes roles at Regions Bank, Edward Jones, and The Prudential Insurance Company of America. Outside of advising, he serves as the registered agent for his son’s criminal justice business, handling mail forwarding. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large nationwide network of independent advisors, utilizing multiple program structures and investment strategies.

William Prest III is a Financial Advisor at Merrill Lynch Wealth Management. He has experience in the financial services industry through previous roles at firms including AllianceBernstein, Morgan Stanley, and Truist. His professional focus is on assisting individuals and families with financial decision-making and helping them maintain attention on their long-term financial goals. William holds a Bachelor's Degree from the University of South Carolina, Columbia, and holds the Personal Investment Advisor (PIA) designation. He applies a planning-first approach that emphasizes understanding client goals and developing tailored strategies aligned with their circumstances. He resides in Nashville.

Justin Webb is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include a 12-year tenure at Bank of America. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.

Anthony Milliano is a Financial Advisor with Merrill Lynch Wealth Management in Nashville. He works with executives, business owners, and families who have built meaningful wealth and are thoughtful about managing it and its future direction. His client focus includes executive compensation, family wealth management strategies, legacy planning, small business strategies, tax minimization, and retirement income. Anthony holds a Bachelor's Degree from the University of Mississippi and holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He values straightforward and responsive communication and approaches each client relationship as a collaboration, aiming to simplify complexity and bring clarity to financial decision-making. Outside of his professional role, Anthony participates in community organizations such as Habitat for Humanity, the University of Mississippi Financiers Club, and the University of Mississippi Real Estate Club. He spends personal time enjoying activities like boating, cooking, golfing, traveling, and being with his family.

Joseph Krysh II is a Financial Advisor with Merrill Lynch Wealth Management based in Nashville, Tennessee. He focuses on providing customized financial advice, guidance, and strategies tailored to the specific needs of individuals, families, and business owners. His client services include areas such as corporate benefits, executive compensation, family wealth management strategies, personal retirement planning, portfolio management, and tax minimization. Joseph's approach is holistic, beginning with getting to know clients personally to understand what is most important to them. He aims to build relationships centered around organizing, simplifying, and optimizing clients' wealth while reducing stress and providing more time to focus on their priorities. By leveraging the resources of Merrill Lynch and Bank of America, he offers a wide variety of financial solutions and access to specialists. A native of Cleveland, Ohio, Joseph is a graduate of St. Edward High School and earned his bachelor's degree in finance with a concentration in computer science from the University of Dayton. During his time at university, he was active in the Sigma Alpha Epsilon fraternity, serving as president and on the executive board. He holds FINRA Series 7 and Series 66 registrations, the Ohio Life & Health insurance certification, and the Professional Investment Advisor (PIA) designation. Joseph is also involved in community service as a member of the Ronald McDonald House of Nashville Associate Board.

Noah Clevinger is a financial advisor at UBS Financial Services with a Series 66 credential and no prior advisory industry experience. His previous work includes roles at Conagra Brands and Smithfield Foods. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets and investment solutions.

Joseph Grenvicz is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at First Tennessee Brokerage and First Tennessee Insurance Services since the early 2000s and had a brief tenure at FTB Advisors, Inc. Outside of his advisory role, he is involved as a media personality with JTF Media LLC. 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 institutions. The firm offers a range of financial planning and investment management programs supported by both proprietary and third-party resources.

Joseph Gallivan is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with Raymond James & Associates since 2006. Gallivan serves as a director of the Don Gibson American Music Foundation, a nonprofit organization supporting music legacy initiatives. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and investment consulting, emphasizing tailored, non-discretionary strategies supported by research, municipal advisory services, and a broad affiliate network.

Edmund Nasief Jr. is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with UBS since 1988. Outside of his advisory role, he serves on the board of the Pediatric Endowment Fund, a nonprofit supporting pediatric healthcare and medical education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing customized financial planning and portfolio management.

W. Moore is a financial advisor at Merrill with 28 years of industry experience. He holds a Series 66 designation and has been with Merrill since 1998. Moore serves on the advisory boards of the Leadership Nashville Foundation and the Nashville Library Foundation, and he is a consultant for the Land Trust for Tennessee. He is also a board member of the Nashville Chamber of Commerce. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and external portfolio managers.

Daniel Anderson is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at NorthMarq Capital, Ruka Health, Hanson Development, Oklahoma Student Leadership, and Wal-mart. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process incorporates quantitative and qualitative research with an ESG eligibility framework and offers access to broader derivatives and commodities capabilities.

Dean Jacobs is a financial advisor with LPL Financial, holding Series 65 and Series 63 designations and 12 years of industry experience. He previously worked at Park Avenue Securities and Guardian Life Insurance Company for 13 years. Outside of his advisory role, Jacobs is a licensed property and casualty insurance agent in Tennessee and is involved in real estate sales and property management activities. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of investment adviser representatives.

James Clarke III is a financial advisor at Robert Baird & Co. with Series 63 and Series 65 credentials and 43 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent significant time at J.J.B. Hilliard, W.L. Lyons, Inc. and Morgan Keegan & Company, Inc. Clarke serves as a donor advisor for the Community Foundation of Middle Tennessee and is a board member of the investment committee for the Guardianship and Trust Company. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional allocations with discretionary and non-discretionary management options.

Parker Logan is a financial advisor at Raymond James & Associates with four years of industry experience. He previously worked at AllianceBernstein and has an educational background from the University of Georgia. He holds the Series 66 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a varied client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.