James Below is a Wealth Management Advisor specializing in helping individuals and small businesses manage their wealth, with a particular focus on assisting plan sponsors in the management and administration of retirement plans such as 401(k), Profit Sharing, and Defined Benefit plans. He holds multiple professional designations including Chartered Retirement Planning Counselor™, Chartered Retirement Plan Specialist™, Certified Plan Fiduciary Advisor®, Retirement Benefit Consultant, and Portfolio Manager. Prior to his current role, Mr. Below founded Senergy Incorporated, a consulting firm focused on procuring financing and developing energy-saving projects for commercial buildings. He attended the University of California at Berkeley and Humboldt State University, concentrating on economics and accounting. He is based in Santa Rosa, where he lives with his wife and two sons. Mr. Below's client focus areas include corporate benefits, divorce transition planning, employee benefits planning, individual and corporate investment strategy, tax minimization, and retirement income. He is affiliated with Merrill Lynch Wealth Management and actively participates in his community through volunteer work.

Frederick Dasso is a Financial Advisor at Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA). Frederick earned a Bachelor's Degree from the University of Kansas.

Christopher Royce is a financial advisor with Primerica Advisors in Gallatin, TN, holding Series 63 and Series 65 licenses and over 26 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1999 and is co-founder and leader of Band of Brothers Bootcamp, a men's ministry nonprofit. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors using model-based strategies managed by third parties.

Tracey Hay is a financial advisor with Equitable Advisors in Lebanon, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of her advisory role, she is a part-owner and partner in a commercial property leasing business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through various third-party managers and LPL programs. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Stephen Sypek II is a CFA® charterholder and holds a Series 66 license, currently affiliated with Wells Fargo Clearing. He has one year of industry experience and has previously worked at UBS Financial Services, Hudson Independent Partnerships LLC, 7 Mile Advisors, and Wellington Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting with an emphasis on research-driven portfolio management and a broad range of brokerage and advisory solutions.

Amanda Calvert is a financial advisor with Merrill in Brentwood, TN, holding a Series 66 designation and eight years of industry experience. She has been with Merrill since 2017 and previously worked at Clarksville Academy. 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.

Jannel Buckley is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. She previously worked at UBS Financial Services Inc. from 2016 to 2018 before joining Merrill in 2018. Buckley serves on the Town of Wake Forest Planning Board, which advises on land use and development issues. Merrill provides managed account services to Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies across diverse client segments, including individuals, high-net-worth clients, and institutional accounts.

Jennifer Baxter is a Series 66-credentialed financial advisor with Merrill in Nashville, TN, where she has worked since 2015. She has 10 years of industry experience. Merrill offers managed account services through the Select Portfolio Solutions program to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm’s investment approach involves model-based and discretionary strategies implemented by Managed Account Advisors LLC and affiliated managers, integrated within Bank of America’s broader platform.

Andrew Burd is a financial advisor with Raymond James & Associates in Nashville, TN, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a business owner involved in a small retail operation focusing on selling various consumer goods sourced from foreign manufacturers through online platforms. Raymond James & Associates offers 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 provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Charles Wick II is a financial advisor with J.P. Morgan Securities in Mount Juliet, TN. He holds a Series 66 designation and has 20 years of industry experience. His prior roles include positions at TD Ameritrade, Scottrade, and JP Morgan Chase Bank. 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, distribution, and investment management capabilities.

James Snellen is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor with Cambridge Investment Research Advisors since 2017. His prior experience includes roles at Mass Mutual Investors Services and MetLife Securities. Outside of advisory work, he is involved as an independent insurance agent and is employed in tax services at H&R Block. Cambridge Investment Research Advisors provides a wide range of financial planning, investment management, and retirement plan advisory services to individual and institutional clients. The firm supports a network of independent advisors and offers diverse investment implementation options, including proprietary model strategies and access to third-party managers.

Ethan Dycus is a financial advisor at UBS Financial Services with a Series 66 designation and experience beginning in 2024. His background includes multiple roles at Harding University and various other organizations prior to joining UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to develop tailored financial plans.

Mallory House is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her work history includes roles at Bank of America, Main Event, Inc., and Pilot.com. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Suzanne Stewart is a financial advisor at Cetera with two years of industry experience. Prior to joining Cetera in 2025, she worked at Aristotle Circle for twelve years. Outside of financial advising, she owns Great Jones Events, a photography business focused on photo shoot set design. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of investment management and planning services through a large network of independent advisors, employing multiple portfolio management strategies and program options.

Ralph Ruby III is a Series 66–licensed financial advisor with Edward Jones in Hendersonville, TN, where he has worked since 2009. He has 17 years of industry experience. Outside of his advisory role, he is an owner of a timeshare rental business in Breckenridge, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Justin Newman is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Pinnacle Bank since 2019 and has been affiliated with Raymond James Financial Services Advisors, Inc. since 2018. Outside of his advisory role, he serves as Client Services Director at Pinnacle Asset Management in Nashville. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm focuses on non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and multiple implementation options.

Joseph Reedy is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Cetera, Regions Investments, Axa Advisors, Equitable Financial Life Insurance, and Fifth Third Securities. He is based in Nashville, TN. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Upshaw is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 1997. He holds a Series 63 license and is based in Brentwood, Tennessee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Powell III is a CFP® with six years of industry experience currently affiliated with Raymond James Financial Services in Lebanon, Tennessee. His prior work includes positions at UBS and First Horizon Bank. Raymond James Financial Services Advisors provide financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities, including specialized SIMPLE IRA advisory services for small businesses. The firm offers tailored, non-discretionary recommendations supported by comprehensive risk-based reviews and possesses capabilities in municipal and public finance through its affiliate network.

Jacqueline Onan is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 credential and 18 years of industry experience. She previously worked at Edward Jones for 14 years and had a brief tenure at M&M Wealth Management, LLC. Outside of her advisory role, she owns Jackie Danza Enterprises, involved in non-investment-related business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from LPL Research and third-party subadvisors.