Christopher Logan is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Miriam Kleine Kracht is a CFP® professional with six years of industry experience, currently affiliated with LPL Financial. She has previously worked with FTB Advisors and held a position at Belmont University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party resources.

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 at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2012. Outside of her advisory role, she serves on the boards and finance committees of several nonprofit organizations, including the Association for Corporate Growth and the YWCA Nashville & Middle Tennessee. Merrill provides managed account services through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional fiduciaries. The firm is integrated with Bank of America’s corporate platform, providing access to a wide range of investment products and services.

Reuben Coopwood is a financial advisor with LPL Financial based in Nashville, TN, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior roles include positions at JPMorgan Chase Bank NA and J.P. Morgan Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and technology solutions.

John Murfee is a financial advisor at Merrill with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill and Bank of America, N.A. since 2014. 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, charitable organizations, and corporate fiduciaries. The firm integrates investment management with broader banking services, including lending and custody, under the Bank of America platform.

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.

Meredith Bell is a financial advisor at Merrill with 24 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based, discretionary, and related investment strategies to individuals, high-net-worth clients, pension plans, and other institutional investors. The firm is integrated within Bank of America’s broader platform, offering access to a wide array of products and services.

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. In this role, he works with executives, business owners, and families who have built meaningful wealth and aim to manage it thoughtfully and strategically. His areas of expertise include 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 has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes clear, personal, and intentional financial planning, providing practical guidance that simplifies complex financial matters to help clients feel confident in their decisions and comfortable with their financial direction. He values straightforwardness, responsiveness, and sees every client relationship as a long-term collaboration. Outside of his professional work, Anthony is involved with community organizations including Habitat for Humanity, the University of Mississippi Financiers Club, and the University of Mississippi Real Estate Club. He enjoys boating, cooking, golfing, spending time with his family, and traveling.

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.

Joseph Grenvicz is a financial advisor with LPL Financial based in Nashville, TN. He holds a Series 66 designation and has 22 years of industry experience, including roles at FTB Advisors, Inc. and First Tennessee Brokerage. Outside of advising, he is involved as a media personality with JTF Media LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support both discretionary and non-discretionary management.

James Whatley Jr. is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 37 years of industry experience. He has worked at Raymond James since 1999 and also has extensive experience with Wilson Bank & Trust. Outside of his advisory role, he performs as lead singer and organizer for a live music group that primarily supports charitable events. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory services and supports a dedicated SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

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 for the Don Gibson American Music Foundation, a nonprofit dedicated to continuing the legacy of Don Gibson through music. 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, supporting both discretionary and non-discretionary advisory relationships.

W. Moore is a Series 66-registered financial advisor with Merrill in Nashville, TN, with 28 years of industry experience, all spent at Merrill since 1998. Outside of his advisory role, he serves on the advisory boards of the Leadership Nashville Foundation and the Nashville Library Foundation, and acts as a consultant to the Land Trust for Tennessee. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

Rosa Moore is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has worked at Merrill since 2018 and has prior experience with Bank of America, N.A., among other roles in education and outsourcing. 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, charitable organizations, and corporate fiduciaries.

Daniel Anderson is a financial advisor at J.P. Morgan Securities in Nashville, TN, holding a Series 66 designation with one year of industry experience. His prior roles include positions at NorthMarq Capital and involvement with Ruka Health and Oklahoma Student Leadership. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Dean Jacobs is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Park Avenue Securities and Guardian Life Insurance Company for 13 years. Outside of his advisory role, he is licensed as a property and casualty insurance agent in Tennessee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and provides model portfolios and research from both internal and third-party sources.

Parker Logan is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. He previously worked at AllianceBernstein and attended the University of Georgia. 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 its Wealth Advisory Services Program and maintains capabilities in public finance and institutional consulting.