Robert Hetherington is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2010, he has focused on delivering customized strategies and advice to individuals, families, and business owners through multiple and complex market cycles. His approach begins with a disciplined, goals-based process that seeks to fully understand each client’s specific needs, concerns, and priorities. Robert and his team specialize in serving corporate executives, people transitioning into retirement, and business owners. Robert’s expertise encompasses corporate executive services, education planning, family wealth management strategies, philanthropic planning, portfolio management, socially responsible and ESG investing, tax minimization, and trust and estate planning services. His team's comprehensive offerings also include business owner retirement plans, lending strategies, home financing, and long term care planning. They aim to provide clients with answers to financial questions that they may not have considered, offering insight and customized solutions to meet stated financial concerns and goals. He earned a Bachelor of Science degree in Business Administration from Washington and Lee University and holds the Personal Investment Advisor (PIA) professional designation. Robert is a native Washingtonian and resides in Chevy Chase, Maryland with his wife, Julia, and their three children. He maintains a commitment to community involvement through volunteering with local organizations.

David Darst is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, Darst serves on the board and finance committee of The Land Trust for Tennessee, where he also holds leadership roles including Treasurer and participates in strategic planning and stewardship committees. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Brett Clayton is a financial advisor with Raymond James Financial Services Advisors, Inc. in Nashville, TN, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked for Dell Technologies for twelve years. Outside of his advisory work, he referees basketball games in the Middle Tennessee area. 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, corporations, and institutional clients. The firm utilizes analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and consulting services to client goals.

Ann Duckworth is a Series 66-licensed financial advisor at Robert W. Baird & Co. in Nashville, TN, with two years of industry experience. She was previously employed at LBMC PC for seven years. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary portfolio management, separately managed accounts, and tax-management strategies supported by internal research and technological tools.

Thomas Vanderslice Jr. is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation. He has prior experience at Apex Capital and has worked in educational roles at Texas Christian University and Memphis University School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management offerings, including futures commission merchant activities and securities-backed lending programs.

Laura Doran is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. She has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Aaron Solomon is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Aaron earned a Bachelor's Degree from Middle Tennessee State University. His credentials reflect a focus on fiduciary responsibilities, personal investment management, and retirement planning.

Conner Beringer is a financial advisor with Thrivent Investment Management in Nashville, TN, holding a Series 66 designation and three years of industry experience. He previously worked at the University of Mississippi for ten years. Outside of his advisory role, Beringer serves as the Professional Development Chair for the Boys and Girls Club in Nashville and is a member of the Young Alumni Council's Membership Committee at the University of Mississippi. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm offers a planning service that can be combined with managed accounts through a consolidated billing option called WealthPlan, while maintaining separate planning and portfolio management functions.

Jason Reed is a financial advisor at Stifel with 23 years of industry experience. He has been with Stifel since 2015 and holds a Series 66 designation. Outside of his advisory role, he is involved in managing a family farm, Triple J Ranch, which generates minimal income from logging, hunting leases, and cattle leasing. Stifel serves a wide range of clients including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, supporting clients’ financial decisions.

Leonard Fernandez is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently affiliated with Morgan Stanley and has held prior roles at firms including Wells Fargo, Raymond James, Adams Wealth Partners, and Citigroup. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm‑approved tools and methodologies.

Roxanne Lenfert is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at UBS since 2008. Outside of her advisory role, she is a principal and member of Meagaline, LLC, a company involved in small home repairs. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Jamie Singleton is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Cambridge since 2016 and previously spent seven years with Avantax Advisory Services. Outside of his advisory role, Singleton is president of a financial services firm providing tax preparation and accounting services. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through multiple platforms and third-party advisers.

Wiley Irwin is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at Morgan Stanley and BMO, and his background includes time in full-time education and employment at Hinsdale Golf Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Boyd Blair is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he is also an agent for a non-variable insurance business. 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.

Tammy Bowling is a financial advisor with Raymond James Financial Services Advisors, Inc. in Nashville, TN, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has held roles at Burton Hills Investment Partners, Pinnacle Asset Management, Pinnacle Bank, and Raymond James since 2009. Bowling’s additional responsibilities include operations management and sales support at Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth individuals, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and emphasizes the use of analytical tools and technology to support client goals while maintaining notable municipal advisory and specialized retirement plan consulting services.

Charles Montgomery is a Series 66-licensed financial advisor with 15 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include positions at Sinor Marcum Group and Waddell & Reed, Inc., along with involvement in political and community organizations such as the Davidson County Republican Party and the GOP Minority Coalition of Middle Tennessee. Montgomery has also operated Montgomery Music Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Chance Meier is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and with two years of industry experience. He previously worked at Prudent Street Financial Advisors, LLC, and has experience with UBS Securities LLC since 2021. He also spent four years at the University of Tennessee, Knoxville. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

George Varones is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has worked at multiple firms, including Ameriprise Financial Services, Morgan Stanley, Citigroup Global Markets, and Fifth Third Securities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, utilizing proprietary research, planning tools, and simulation models. Its offerings include specialized planning such as business-owner transition and special-needs analysis, delivered through mostly discrete engagements with optional implementation through the firm’s brokerage or advisory platforms.

Stephen Speers is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Old Natchez Country Club, Equitable Property Company, Centre College, and Montgomery Bell Academy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary capital market assumptions and research to tailor investment strategies aligned with clients’ goals and risk tolerances.

Mark Lawrence is a financial advisor with LPL Financial in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Edward Jones from 2006 to 2012 before joining LPL Financial in 2012. Outside of his advisory role, he serves as a director of The Mark and Tonya Lawrence Family Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.