Lee Slotnik is a financial advisor with Morgan Stanley in Franklin, TN, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley, he worked at International Business Machines from 2011 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning through dedicated teams. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.

Frank Haviland is a financial advisor with Raymond James Financial Services Advisors, Inc. in Franklin, TN, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He also serves as Vice President at FirstBank Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes tailored financial plans developed through detailed client interviews and uses a broad range of implementation options while maintaining significant non-discretionary advisory assets.

Alexandra Field is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity Investments in 2024, she held positions in various organizations including Boston College Athletics and the University of Connecticut. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model strategies.

Timothy McNamara is a financial advisor with Mass Mutual Investors Services who holds a Series 66 credential and has 10 years of industry experience. His prior work includes two years with Metlife Securities before joining Mass Mutual Investors Services in 2017. In addition to his advisory role, he serves as an agent in life and group health insurance-related activities. 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 offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Barry Kemp is a CFP® professional with 32 years of experience in the financial industry. He has worked at LPL Financial since 2023 and previously spent 17 years at Fifth Third Securities. 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 advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various management approaches.

Andrew Walling is a financial advisor at Merrill with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes positions at Wells Fargo Clearing and Bank of America. 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 diverse client base that includes individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates a broad range of products and services through Bank of America’s platform.

Jason Patrick is the Resident Director and a Senior Vice President of Merrill's Franklin, Tennessee office, serving as a Wealth Management Advisor. He has worked in the financial services industry since 1995 and as a financial advisor since 2001. Jason joined Merrill in 2009 after eight years with UBS. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Certified Private Wealth Advisor® (CPWA®) certification. Jason earned a Bachelor of Science degree in Management, with a minor in Finance, from Lipscomb University. His expertise includes retirement planning, estate planning, insurance considerations, and personalized wealth management strategies tailored to each client's goals. In addition to his professional work, Jason has served the town of Nolensville, Tennessee, in roles such as Vice Mayor, Planning Commission member, and Chairman of the Budget Committee. He enjoys running, music, visiting national parks, and spending time at the lake with his wife, Amy, and their three children, residing in Brentwood, Tennessee.

Cole Crocker is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding a Series 66 license and six years of industry experience. His career includes roles at MML Investors Services, MassMutual Life Insurance, and several other financial services firms. Outside of his advisory work, Cole serves as an assistant coach for youth hockey. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and delivers written recommendations tailored to clients’ goals.

Richard Cardente Jr. is a financial advisor with Merrill based in Franklin, TN, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Bank of America, SunTrust, Honda Kingsport, and Cellular Sales Verizon. Outside of his advisory role, he owns a sports card hobby shop and works as a consultant and independent contractor for a ride-share company. Merrill provides managed account services primarily to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and other institutional investors.

Peter Kent is a financial advisor with UBS Financial Services holding a Series 66 designation. He has been with UBS since 2023 and previously worked in educational and camp settings, including Kanakuk Institute and Kanakuk Kamps. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services across its broad platform.

Brent Davenport is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been with Fidelity Investments since 2010, progressing through roles including Investment Consultant, Retirement Relationship Manager, and working in Retirement Solutions. His career has been focused on financial consulting and retirement planning within the company. Brent's professional approach is centered around his clients' financial goals, emphasizing a process and set of business beliefs aligned with client objectives. His experience spans various aspects of financial advising, particularly in retirement solutions and investment consulting.

Megan Konyn is a Financial Advisor at Merrill Lynch Wealth Management and a member of The Konyn Group since 2026. She specializes in family wealth management strategies, legacy planning, women and wealth, tax minimization, and retirement income. In her role, Megan focuses on building meaningful relationships with clients and helping them make complex financial decisions with clarity and confidence. Megan brings a background in consulting and client-facing roles to her financial advisory work. She holds a Bachelor's Degree from Lee University and has earned the designation of Personal Investment Advisor (PIA). Her approach emphasizes understanding clients' unique needs and priorities to develop tailored wealth plans that adapt to changes over time. A Nashville native, Megan enjoys exploring new restaurants with her husband, spending time at Centennial Park, trying new recipes, and reading at home with her two cats. She is also interested in activities such as biking, cooking, dancing, hiking, traveling, watching movies, and practicing yoga.

Rachel Pena is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors, Inc. Rachel is also a commissioned notary in Tennessee. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, employing a range of strategies from traditional equity and fixed income to more complex approaches including private funds and real-asset exposures.

Brett Mccarthy is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in working with affluent families and business owners, focusing on areas such as college education planning, executive compensation, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and tax minimization. Brett and his team take a holistic approach to help clients define their financial goals and employ disciplined strategies to pursue those objectives. Brett holds a Bachelor's Degree from Clarkson University and has completed an Accredited Certificate Program at the University of Pennsylvania. He maintains professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). In his personal life, Brett enjoys biking, boating, camping, fishing, golfing, hunting, music, pickleball, traveling, and spending time with his family. He and his wife Miranda have been married for 33 years and have three grown sons, one of whom works alongside him on their team. Brett is involved with several professional organizations, including Wounded Warrior, Women's Shelter, Harry Chapin Food Bank, and Habitat for Humanity.

Caroline Harris is a financial advisor with Merrill in Franklin, TN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Merrill since 2014. Outside of her advisory role, she serves as a board member of the Battle Ground Academy Alumni Board, which supports engagement with the school’s alumni and assists with alumni-related initiatives. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Anthony Sheffield Sr. is a financial advisor with LPL Financial in Franklin, TN, holding a Series 66 designation and 21 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Penn Mutual Life Insurance Co, Hornor Townsend & Kent Inc, and several other firms. His other business activities include serving as a notary and involvement in investment-related insurance services with Penn Mutual Music City. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and multiple investment strategies.

Patrick Konyn is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in serving a diverse clientele including corporate executives, women and their families, and individuals focused on family wealth management, executive compensation, retirement planning, and investment strategy. Patrick employs a personalized approach to wealth management, considering clients' unique circumstances and goals to develop flexible strategies suited to changing market conditions. He brings expertise in areas such as tax minimization, portfolio management, and retirement income planning. His work notably includes addressing financial topics relevant to women, such as the gender wealth gap, longevity, financial empowerment, and planning through life's challenges like divorce and survivorship. Patrick's team utilizes a defined planning process to support clients in creating tailored financial roadmaps that align with their aspirations. Patrick holds a Master’s Degree from Belmont University and a Bachelor’s Degree from the University of Wisconsin. He has earned multiple professional designations including Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his professional role, he is engaged in community activities including involvement with 100 Black Men of Middle TN and Franktown Open Hearts. His personal interests include baseball, basketball, fishing, football, gardening, golfing, and spending time with his family.

Maurice Gelfo is a financial advisor with Equitable Advisors, holding a Series 66 designation and over 40 years of industry experience. He has previously worked at Kestra Advisory and Kestra Investment Services, LLC. Outside of advising, he is a life settlement agent with Ashar Group LLC and is involved in property and casualty insurance sales. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, delivering advisory and brokerage solutions primarily through LPL-sponsored programs and endorsed third-party managers.

Greg Smith is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial advisors focused on delivering holistic, client-centered planning to help clients protect and grow their wealth. In this role, he oversees the branch's operations and strategy to ensure comprehensive financial services are provided to clients. Prior to joining Fidelity Investments in 2025, Greg served as Director and Market Leader at Bank of America - Merrill from 2015 to 2025. His experience spans leadership positions in prominent financial institutions, emphasizing client-focused wealth management and market strategy. Details regarding Greg's education, credentials, personal interests, or community involvement have not been provided.

Isaac Stoneking is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. He has been with Fidelity Investments since 2007, progressing through various roles including Financial Representative, Investor Representative Phones, Investor Center Financial Representative, Private Client Specialist, and Investments Representative before becoming Vice President. Isaac draws on his experience and commitment to service, which began during his time in the Navy, to guide clients in their financial planning. He aims to be the primary, trusted advisor for his clients' wealth planning needs. Outside of his professional work, Isaac enjoys boating, fishing, fitness, and spending time at the lake.