Patrick Sims is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at ServisFirst Bank from 2015 to 2018. Outside of his advisory role, Sims is a minority owner and board member of Superior Care Home Inc., a healthcare and long-term care facility, and serves on the Board of Overseers at Bellarmine University, where he supports fundraising and alumni engagement. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Suzanne Smith is a financial advisor with Merrill in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Merrill since 2010 and also has a tenure at Bank of America, N.A. since 2016. Outside of her advisory role, she serves as a power of attorney for several family members. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rosemary Lombardy is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. She has been with UBS since 2000. Outside of her advisory work, she is co-owner and secretary of Lombardy Farms LLC and Emporia LLC, businesses involved in citrus, fern, and gift fruit packing. She is also the author of a self-help book titled *Breaking Bonds: How to Divorce an Abuser and Heal—A Survival Guide*, which includes an associated website providing resources for abused women. 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 tailor solutions to clients’ goals and risk tolerances.

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.

Bethany Garner is a CFP® and ChFC®-designated financial advisor with Edward Jones, bringing five years of industry experience. She has held roles at Edward Jones since 2019 with a brief tenure at Thrivent Financial and Thrivent Investment Management Inc. from 2020 to 2021, and previously worked in healthcare-related business positions. Bethany also serves as an adjunct professor teaching an undergraduate finance course at the University of Mobile. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors. The firm is notable for its extensive retail presence and affiliated capabilities including trust services, mutual funds, and securities-based lending.

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.

Albert Hooper III is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 2001. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a combination of in-house and third-party managers across a range of investment strategies.

Jacob Collier is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked with Collier Wealth Insurance Services, where he is a 50% owner and insurance agent. Before entering the financial industry, his work history includes roles outside of finance such as Uber driver and DoorDash delivery. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services with access to multiple model portfolios, third-party research, and technology-driven solutions.

Carly Durard is a financial advisor at Edward Jones with four years of industry experience. She holds Series 66 and Series 63 designations and has previously worked at firms including Fifth Third Securities, Fifth Third Bank, Lendmark Financial, and SunTrust. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, operating under a fiduciary standard and supporting over 23,000 financial advisors nationwide.

Bradley Dildy is a financial advisor at Morgan Stanley in Nashville, TN, holding a Series 66 designation. He has been with Morgan Stanley and its Private Bank since 2025, with brief prior roles outside the financial industry. Morgan Stanley Wealth Management offers a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling but generally acts in an advisory capacity rather than as an ERISA fiduciary unless separately engaged.

Angela Williams is a financial advisor at Raymond James & Associates with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James & Associates since 2008, with a brief period at Robertson County Schools from 2021 to 2023. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various programs and affiliated research resources.

Steven Mason is a financial advisor with Merrill in Nashville, TN, holding Series 66 and Series 63 credentials and 13 years of industry experience. He has worked at Merrill since 2015 and Bank of America since 2018. Mason serves on the advisory boards of Junior Achievement of Middle Tennessee and the Tennessee Performing Arts Center. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniela Locke is a financial advisor at Raymond James Financial with seven years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Raymond James, Locke worked at Merrill and UBS Securities LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

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.

Dean Yoder is a Financial Consultant at Fidelity Investments, where he partners with individuals and their families to understand their long-term financial goals. He assists clients in navigating their finances, analyzing investment options, and building financial plans tailored to their objectives. Dean has held several roles within Fidelity Investments, including Investment Solutions Consultant and Investment Consultant, since 2022. Prior to joining Fidelity, he worked as a Consultant at DPL Financial Partners, a Wholesaler at Jackson National, and a Sales Analyst at Nationwide Financial. Outside of his professional work, Dean has interests in concerts, fitness, food, football, and movies.

Carley Bacon is a financial advisor at Robert Baird & Co. in Nashville, TN, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Robert Baird & Co., she worked at OneOncology and LBMC, PC, and she also has experience at the University of Tennessee, Knoxville. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group where Carley is based, serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and customized account programs, supported by in-house research and strategic partnerships.

Veruschka Halligan is a CFP®-certified financial advisor with 23 years of industry experience. She is currently with Robert Baird & Co. in Nashville, TN, where she has worked since 2023. Prior to joining Baird, she held various roles at SunTrust Investment Services and SunTrust Bank from 2011 to 2023. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies.

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.

Francesco Maranto is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that uses structured discovery and firm-approved tools, while primarily acting in an advisory capacity.

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.