David Gump is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank, and Edward Jones. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Klindt is a Private Wealth Advisor at Merrill Private Wealth Management. He began his career with Merrill in 1994 and currently focuses on asset allocation, manager search and selection, and the implementation of portfolio strategies for high-net-worth individuals, families, endowments, and foundations. He also oversees his team's investment direction and manages discretionary portfolios. Eric earned the Certified Investment Management Analyst (CIMA) designation in June 2002 through the Investments & Wealth Institute in a program taught in conjunction with the Wharton Business School Executive Education program. He holds a Bachelor of Science in Business Administration from the University of Tennessee-Knoxville. From 2010 through 2013, Eric was listed in Barron's "Top 1,000 Financial Advisors" in the United States, and from 2014 through 2022, he was recognized as one of Barron's "Top 1,200 Financial Advisors." Outside of his professional work, Eric enjoys a wide variety of athletic activities and supports the athletic pursuits of his three children, Olivia, Ethan, and Alex.

Robert Sewall Jr. is a financial advisor with OSAIC in Nashville, TN, holding a Series 66 designation and 12 years of industry experience. He has worked at OSAIC since 2019 and was previously with Merrill from 2013 to 2019, overlapping with his tenure at Bank of America N.A. since 2014. Outside of his advisory roles, Sewall serves as an officer for Bob’s Big Give, a charitable organization focused on assisting those in need, and is a board member of Athlete Ally, a nonprofit dedicated to inclusion in sports. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Joseph Quarles is a financial advisor at UBS Financial Services in Nashville, TN, with 23 years of industry experience. He has been with UBS since 1994 and holds a Series 63 designation. Outside of his advisory role, he operates a decorative painting business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

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 with Merrill, holding Series 63 and Series 66 licenses and having 17 years of industry experience. She has been with Merrill since 2012. King serves on multiple nonprofit boards, including the Association for Corporate Growth, YWCA Nashville & Middle Tennessee, Harpeth Conservancy, and the J.C.D. YMCA Outdoor Center Advisory Council, reflecting involvement in community and charitable organizations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Aaron Shapiro is a Series 66-licensed financial advisor with J.P. Morgan Securities in Nashville, TN, and has two years of industry experience. Prior to joining J.P. Morgan Securities, he held roles at Bank of America and Merrill. Outside of his advisory work, he is a professional musician. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions and may include ESG considerations.

Reuben Coopwood is a financial advisor with LPL Financial in Nashville, TN, holding Series 63 and Series 66 credentials and eight years of industry experience. He has previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities from 2014 to 2020, and he has been associated with First Horizon since 2020. 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 range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory solutions with non-advisory financial services.

John Murfee is a financial advisor at Merrill with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill and Bank of America, N.A. since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, incorporating strategic and tactical asset allocation and tax-aware options.

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.

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. He works with executives, business owners, and families who have built meaningful wealth and want to be thoughtful about how they manage it and where it is going. He focuses on practical and thoughtful guidance that helps simplify complexity and bring clarity to clients' financial pictures. Anthony holds a Bachelor's Degree from the University of Mississippi and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His expertise includes executive compensation, family wealth management strategies, legacy planning, small business strategies, tax minimization, and retirement income. In addition to his professional role, Anthony is involved in community organizations such as 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.

Chester Waggoner is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked at Cetera and affiliated entities since 2019 and previously held roles at Fifth Third Securities and SunTrust Advisory Services. Outside of advising, he is a part-owner of a local farming business where he sells products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and custom strategies, supported by a nationwide network of over 10,000 advisors.

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.

Noah Clevinger is a financial advisor at UBS Financial Services with a Series 66 credential and no prior advisory industry experience. His previous work includes roles at Conagra Brands and Smithfield Foods. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets and investment solutions.

Joseph Grenvicz is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at First Tennessee Brokerage and First Tennessee Insurance Services since the early 2000s and had a brief tenure at FTB Advisors, Inc. Outside of his advisory role, he is involved as a media personality with JTF Media LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management programs supported by both proprietary and third-party resources.

James Whatley Jr. is a financial advisor with Raymond James Financial in Mount Juliet, TN, holding a Series 63 designation and 37 years of industry experience. He has worked at Raymond James Financial since 1999 and also has experience with Wilson Bank & Trust. Outside of his advisory work, he is involved as an independent contractor with a local music group that performs live, mostly for charitable events, where he serves as booking agent, organizer, and lead singer. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and advisory services using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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 of the Don Gibson American Music Foundation, a nonprofit organization supporting music legacy initiatives. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and investment consulting, emphasizing tailored, non-discretionary strategies supported by research, municipal advisory services, and a broad affiliate network.

Edmund Nasief Jr. is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with UBS since 1988. Outside of his advisory role, he serves on the board of the Pediatric Endowment Fund, a nonprofit supporting pediatric healthcare and medical education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing customized financial planning and portfolio management.