Jennifer Sexton is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she co-owns MEW Practice Management LLC, a business involved in managing her Ameriprise advisory practice, and serves as an executor in fiduciary activities. Ameriprise offers comprehensive retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, utilizing a centralized consulting team to deliver customized, tax-efficient recommendations that integrate research and algorithmic modeling.

William Eskind is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding a Series 63 designation and 34 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Eskind serves on the investment committees for the Jewish Federation of Nashville and Middle Tennessee and the West End Synagogue, and he acts as trustee and executor for several family trusts and estates. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and rooted in modern portfolio theory, serving plan objectives with a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Lee Baker is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His background includes roles at CUNA Brokerage Services, Inc. and CUNA Mutual Group, as well as prior experience outside finance at Chick-fil-A and Farmers Insurance. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various technology tools in both discretionary and non-discretionary management.

Matthew Troconis is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank and Wells Fargo. Outside of his advisory role, he has served as a notary since 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jonathan Stone is a Series 65 credentialed financial advisor with Fisher Investments, based in Nashville, TN. He has eight years of industry experience, including one year at UC Davis prior to joining Fisher Investments in 2016. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Hugh Sloan is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 44 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings than typical large institutional advisers.

Angela Williams is a financial advisor at Raymond James & Associates with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Raymond James & Associates since 2008, with a brief period at Robertson County Schools from 2021 to 2023. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and municipal finance services.

Roger Rhodes Jr. serves as a Senior Resident Director and Wealth Management Advisor at Merrill. He focuses on empowering busy professionals by providing personalized, holistic financial strategies to help achieve their goals. His responsibilities include working with clients to develop goal-based strategies, servicing new and existing clients, delivering client reviews, and advising on life insurance and annuities. Roger engages closely with clients to address their concerns and assist in reaching their financial objectives. Roger began his financial services career in 2006 as a licensed personal banker and joined Merrill in 2012. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his Bachelor’s degree from the University of Tennessee. Roger specializes in client areas such as college education planning, corporate benefits, divorce transition planning, employee benefits planning, family wealth management strategies, personal retirement planning, socially responsible investing, tax minimization, and retirement income. Originally from Knoxville, Roger now resides in Nashville with his wife Kristi and their three children. He volunteers with Ronald McDonald House and enjoys boating, chess, fishing, golfing, spending time with family, and traveling.

Cade Nicholson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their attitudes towards opportunity and risk in the marketplace, aiming to develop asset allocations that align with their goals. Through continuous reassessment and a goals-based approach to wealth management, Cade prioritizes building strong relationships that foster open dialogue to address multiple aspects of clients' financial lives. Cade holds a Bachelor of Arts degree in Business Management from Texas State University. He entered the financial services industry in 2012 as a client associate at Merrill Lynch in Midland, Texas, working alongside his mother, Rebecca Nicholson. He holds the Series 7, 66, 9, and 10 FINRA registrations and the Personal Investment Advisor (PIA) designation. Together, they serve a diverse group of individuals, families, and businesses. Residing in Tennessee with his wife Katie White, Cade manages the family farm known as the White Nickel Ranch. Outside of work, he is involved in activities such as western riding lessons, managing grass-fed beef and pasture-raised poultry, alongside their three farm dogs. Cade is also engaged in community organizations including the Arts Council of Midland, Big Brothers Big Sisters of the Permian Basin, and serves as a Venture Crew Advisor for the Boy Scouts of America.

Steven Mason is a financial advisor at Merrill with 13 years of industry experience. He holds Series 66 and Series 63 designations and has been with Merrill and Bank of America since 2015 and 2018, respectively. Outside of his advisory role, Mason serves as an advisory board member for Junior Achievement of Middle Tennessee and the Tennessee Performing Arts Center. 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, and institutional investors.

Jackson Moran is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his career in the financial services industry in 2005, he has focused on delivering holistic wealth management solutions to clients. Jackson works with affluent families, executives, and business owners, providing guidance that balances both short-term needs and long-term financial goals. His areas of expertise include legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, sports and entertainment, tax minimization, and retirement income. Jackson holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and a specialization in Sports & Entertainment (SE). He earned a Bachelor of Arts in Economics from the University of Tennessee and completed high school at Battle Ground Academy. Jackson resides in Nashville with his wife and three children. Outside of his professional responsibilities, he enjoys boating, football, skiing, traveling, and spending time with his family.

Chad Molitor is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 12 years at Invest Financial Corporation. Molitor is also associated with Ruckert Associates Inc., a business he has been involved with since 1991. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Elizabeth Schwartz is a Private Wealth Advisor with The Gardner Sullivan Group at Merrill Private Wealth Management. She joined Merrill in 2019 and focuses on providing comprehensive wealth management strategies to entrepreneurs, executives, and multigenerational families nationwide, particularly those involved in private equity transactions and business sales. Her expertise includes advising founders and business owners on the financial, tax, and personal complexities surrounding the sale of their businesses. Elizabeth works closely with clients and their legal, tax, and advisory teams on investment, tax, estate, and wealth transfer strategies. She specializes in family wealth management strategies, liquidity management, small business strategies, individual and corporate investment strategy, and tax minimization. Elizabeth holds a Bachelor's degree in History, Cum Laude, from Sewanee: The University of the South, and a Master of Business Administration (MBA) from Belmont University. She is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor (PIA). In addition to her professional work, Elizabeth is involved with community organizations such as Thistle Farms and YWCA: Dress for Success. Her personal interests include boating, music, skiing, spending time with her family, and traveling.

James Taylor is a Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 2000 and holds professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). He serves high net-worth individuals and families, applying a consultative and collaborative approach to develop, implement, and maintain personalized financial plans. James focuses on comprehensive planning to help clients reach their short, mid, and long-term financial goals. His areas of expertise include college education planning, corporate retirement plan services, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and tax minimization. He earned a bachelor's degree from Tennessee Technological University. Born and raised in Nashville, James currently resides in Hendersonville, Tennessee with his wife and daughter. In his free time, he enjoys traveling with his family and is an active member of his church.

Jennifer Richardson is a financial advisor with J.P. Morgan Securities in Nashville, TN, holding Series 63 and Series 65 licenses and four years of industry experience. She previously worked at Whittier Trust and Wells Fargo Private Bank before joining J.P. Morgan Securities and J.P. Morgan Chase Bank in 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

W. Curzon is a CFP®-designated financial advisor with 34 years of industry experience, currently affiliated with LPL Financial in Little Rock, AR. Prior to LPL, Curzon spent over 16 years with Simmons First Investment Group, Inc., and continues to serve in roles related to investment services at Simmons Bank. 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. The firm offers various advisory programs, retirement plan consulting, and brokerage services, supported by model portfolios and research from LPL Research and third-party subadvisors.

Patsy Bass is a Series 66-licensed financial advisor at Merrill with 28 years of industry experience. She has been with Merrill and Merrill Lynch since 1996, based in Nashville, TN. 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 its offerings within Bank of America’s broader platform, providing access to a wide set of products and services.

Mark Summers is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its process.

Benjamin Nathan is a Series 66 licensed financial advisor with seven years of industry experience. He has worked at Wells Fargo Clearing Services since 2020 and previously held positions at Merrill, Bank of America, and MassMutual. Outside of his advisory role, he co-manages a rental property in Nashville with his fiancée. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Jeremy Stephens is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 credential and has previously worked at Bank of America and Merrill. Outside of his advisory role, he serves as a trustee for irrevocable trusts. 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 investment options, such as insurance-related vehicles and bank deposit sweep programs.