David I. Obolensky is a financial advisor with UBS Financial Services in Nashville, TN. He holds a Series 63 designation and has 47 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

William Sullivan is a Private Wealth Advisor with Merrill Private Wealth Management and a senior partner with The Sullivan Gardner Group. He focuses on advising entrepreneurs, C-suite executives, and their families, managing accumulated life savings to support business ventures, retirement planning, intergenerational wealth transfer, and charitable gifting. Bill delivers a comprehensive and customized suite of strategies, often anticipating client needs based on decades of experience. With over 25 years in financial services, Bill’s expertise includes family wealth management strategies, liquidity management, small business strategies, and tax minimization. His professional background spans private banking, capital markets, corporate finance, and public tax accounting, with prior roles at Credit Suisse, Morgan Stanley, ABN AMRO, and Arthur Andersen. Bill holds a Bachelor of Science degree in Accounting from Villanova University and the Personal Investment Advisor (PIA) designation. Bill maintains offices in Chicago and Nashville, serving a national clientele. He is involved with professional and community organizations, including The Fountains of Musica Foundation, BSA Troop 31, and Mending Hearts Inc. Personal interests include reading, running, and traveling.

Chirag Delwadia is a CFP® with 18 years of industry experience, currently with Wells Fargo Clearing since 2021. He previously worked at Bank of America and Merrill from 2009 to 2021. 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. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers.

Michael Murdock is a financial advisor at Morgan Stanley in Nashville, TN, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including UBS Financial Services, Wells Fargo Clearing, Edward Jones, and Stephens Inc. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and analysis from the Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and delivers services both directly to clients and through corporate financial planning agreements.

Bernie De Velle Jr. is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2018. Prior to that, he was employed at CORT Business Services for three years. Merrill, alongside 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 a variety of clients including individuals, high-net-worth investors, and institutional entities.

Stuart Smith is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 1993 to 2009. Outside of his advisory role, he serves as chair of the finance committee for the Tennessee Golf Foundation, which promotes amateur and professional golf in Tennessee. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and research.

Lisa Webb is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her financial services career in 2003 with Banc of America Investment Services and joined Merrill in 2008. Lisa serves a diverse clientele of forward-thinking individuals and families across the greater Middle Tennessee area and nationwide, including active and retired physicians, educators, and senior-level executives in various industries such as technology. Her approach is centered on ongoing, comprehensive financial planning designed to identify clients’ goals and address potential risks. With expertise spanning education planning, retirement income, tax-minimization, estate planning, portfolio management, and socially responsible investing, Lisa builds customized financial strategies tailored to each client’s situation. She also assists clients in navigating Social Security, Medicare, long-term care, and coordinating with other professional advisors. Lisa holds a Bachelor’s degree from Pace University and holds the designations of CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). Outside of work, she enjoys cooking, tennis, and traveling.

Jonathan Wickersheim is a financial advisor at Edward Jones in Hendersonville, TN, holding a Series 66 designation with 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he operates a photography business where he manages photo sessions and client communications. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

Katharina Glover is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Raymond James & Associates since 2008. The firm oversees approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and municipal entities. Raymond James & Associates offers a range of services such as financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser network and multiple portfolio management styles.

Sarah Szpak is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. She has worked at Merrill since 2018 and previously held roles at Spa Haus and Carraway 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Shelly Pearson is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She previously worked for Morgan Stanley Smith Barney LLC for 13 years before joining Wells Fargo in 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jason Pharris is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with various divisions of Morgan Stanley since 2007 and serves as a board member and director of the Brandywine Pointe Home Owners Association. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and models.

John Halsell IV is a financial advisor with RBC Capital Markets in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He also serves as a trustee and holds power of attorney related to family investment matters. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile. The firm combines in-house and third-party investment resources and offers features such as tax management and responsible investing options.

Kyndra Chaffin is a financial advisor at Raymond James & Associates with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with Raymond James & Associates since 2006. Raymond James & Associates is a large 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—and offers financial planning, investment consulting, and institutional advisory services through various specialized programs.

Daniel Smith is a CFP® professional with 28 years of industry experience, currently serving at LPL Financial since 1998. He holds the Series 63 designation and operates out of Nashville, TN. In addition to his advisory role, he is involved in independent insurance brokerage activities, focusing on non-variable life insurance, fixed annuities, and long-term care insurance. 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 solutions, utilizing both proprietary and third-party model portfolios, and supports advisors with advanced operational and research tools.

Luz Taveras is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. since 2022. Outside of her advisory role, she is the sole owner of a rental property business. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Molly Cloud is a financial advisor at Morgan Stanley with 19 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Outside of her advisory role, she works part-time as a ski instructor for Deer Valley Ski School in Park City, Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

Devon Massi is a financial advisor at RBC Capital Markets with a Series 66 designation and four years of industry experience. Prior to joining RBC in 2026, he worked at Wells Fargo Clearing for five years and Comerica Bank for one year. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Christopher Royce is a financial advisor with Primerica Advisors in Gallatin, TN, holding Series 65 and Series 63 licenses and having 26 years of industry experience. He has been associated with Primerica Financial Services and Pfs Investments Inc. since 1999 and is also involved with You-Dad LLC. Outside of his advisory work, he co-founded and leads the Band of Brothers Bootcamp, a men's ministry nonprofit based in Oklahoma City. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party managers and operates with a broad network of financial advisors and offices.

Craig Mccomb is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with several Cetera-affiliated firms since 2016 and previously with First Allied Advisory Services and Summit Brokerage Services. Outside of his advisory work, he has experience as a landlord managing rental properties. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various program structures and investment options.