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, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. He has worked at Merrill since 2015 and concurrently with Bank of America since 2018. Outside of his advisory role, Mason serves on the advisory boards of Junior Achievement of Middle Tennessee and the Tennessee Performing Arts Center. 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 a range of 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 based in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at SunTrust Bank and SunTrust Investment Services prior to joining Merrill and Bank of America in 2022. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients through various managed account programs and discretionary portfolio management. The firm leverages an integrated platform with Bank of America affiliates to provide comprehensive investment and capital markets services.

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®-certified financial advisor with 34 years of industry experience, currently affiliated with LPL Financial in Nashville, TN. His career includes long-term tenures at Simmons First Investment Group and Simmons Bank, where he also holds roles as Program Manager and Director of Investment Services. 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 broad range of advisory and brokerage services, including financial planning and access to third-party asset management, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

Frank Bellar III is a financial advisor at Stifel with 16 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services before joining Stifel in 2020. Bellar serves on the advisory board of the East Tennessee Historical Society, providing guidance on the organization’s financial operations. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support client planning and decision-making.

Jessica Harris is a financial advisor at RBC Capital Markets with three years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and First Look Consulting. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s Advisory Risk Profile.

Patsy Bass is a financial advisor with Merrill in Nashville, TN, holding a Series 66 designation and 29 years of industry experience. She has been with Merrill Lynch since 1996. 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.

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.

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.

Jeffrey Pratt is a CFP® with 26 years of experience in the financial services industry. He is currently associated with LPL Financial and has held positions at firms including OSAIC, FSC Securities Corp, and U.S. Bancorp Investments. Pratt also operates Harris and Pratt Wealth Management, which serves as a business entity related to his investment advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm supports its advisors with model portfolios, third-party subadvisors, and technology tools while maintaining diverse non-advisory financial services and overseeing over $819 billion in discretionary assets.

Trenton Sipes is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he serves as an Infantry Officer and state level operations officer in the Tennessee Army National Guard. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Nathaniel Fredricks is a financial advisor with J.P. Morgan Securities in Nashville, TN, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Morgan Stanley and The Prudential Insurance Company of America. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting alongside affiliated brokerage and investment management capabilities.