Cameron Junker is a financial advisor with UBS Financial Services in Nashville, TN. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, he has held roles with Priority 111 Insulation, Alpha Baseball, SugarCreek Packing Company, and worked five years with the Pittsburgh Pirates. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market insights and model-based asset allocations to tailor financial plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Abby Harris is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Merrill Lynch. She also has a background related to extended travel and worked at the University of Mississippi. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering fee-based financial planning, discretionary portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management through a network of advisors using proprietary research and model-based asset allocations to tailor client plans.

Joseph Patrick is a financial advisor with UBS Financial Services in Nashville, TN. He holds a Series 66 designation and began his advisory career in 2025. His prior work experience includes roles at LP Building Solutions, N3L Capital Hedge Fund, and Title Nash. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management. The firm combines wealth management with institutional trading capabilities and offers a broad range of financial products and services.

Anna Huber is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior roles include positions at Evergreen Investment Advisors and JPMorgan Chase Bank, N.A. Outside of finance, she has worked with organizations such as the Gordon Jewish Community Center and operated a shaved ice business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework.

Dalton Boyd is a Series 66-licensed financial advisor with six years of industry experience, currently with UBS Financial Services since 2020. His prior roles include positions at Edward Jones, Reliance First Capital LLC, Commercial Bank & Trust Company, and McKenzie Banking Company/Foundation Bank. Boyd is also the sole owner of Boyd Holding Company, LLC, a business that manages mortgage note documentation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management. The firm employs model-based asset allocations and proprietary research to tailor investment plans aligned with clients’ goals and risk tolerances.

Jimmy Trotter II is a financial advisor with LPL Financial and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at Morgan Stanley Private Bank, Morgan Stanley, JPMorgan Securities, Bank of America, and Merrill. Outside of advising, he is the owner and president of Cozy Custom Homes LLC, a construction company specializing in new residential homes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Dan Kingma is an Investment Consultant at Fidelity Investments, where he has been working since 2021. In his role, he focuses on providing investment consulting services to clients. Prior to joining Fidelity, Dan worked as an Associate Financial Consultant at Charles Schwab & Co. from 2019 to 2021, and as a Financial Advisor at Pacific Capital from 2018 to 2019. His professional experience spans multiple firms within the financial advisory and investment consulting industry. Outside of his professional work, Dan enjoys golf, hiking, and traveling.

Daniel Wright is a Series 66-licensed financial advisor with 18 years of industry experience, currently with Stifel in Nashville, Tennessee. He has worked at Stifel Nicolaus & Co Inc since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Robert Carollo is a financial advisor at Edward Jones with 20 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked for Frank Templeton for 19 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christopher Martinez is a financial advisor with Charles Schwab in Old Hickory, TN, holding a Series 66 designation and nine years of industry experience. He has been with Charles Schwab since 2015. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.

Jeffrey Janes is a financial advisor with Osaic who holds a Series 66 designation and has 21 years of industry experience. Prior to joining Osaic in 2025, he spent 20 years with Lincoln Financial Advisors. He also acts as an insurance agent offering disability, long-term care, traditional life insurance, fixed annuities, and indexed annuities. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs, utilizing asset-allocation tools and automated rebalancing strategies.

Briana Creel is a financial advisor with UBS Financial Services in Nashville, TN, holding the Series 66 designation with 11 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she is a partner in a mobile coffee trailer business owned with her husband, where she handles bookkeeping and daily operations. 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 strategies to clients’ goals and risk tolerances.

Brian Homra is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of his financial advisory role, he is involved in a small business, The Anna Company DBA Memphis Magic BBQ Sauce, which he has operated since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of account types. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Anthony Dowlen is a financial advisor at Merrill in Nashville, TN, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Fortera Credit Union, Bank of America, and Advance Financial. 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. The firm integrates its services within Bank of America’s broader platform, providing access to a wide array of investment products and related services.

Malcolm Liles is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Baird since 2013. Outside of his advisory role, he serves on the board of the Arthur & Sylvia Lee Educational Foundation, which provides scholarships, and holds several other board and ownership roles related to investment committees and land management. Liles is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations with customized financial planning and portfolio management services. The group employs a range of strategies including separately managed accounts and overlay services, catering to diverse client goals and risk tolerances.

Bryan Bolton is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has previously worked at FTB Advisors, INC for 10 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Christopher Long is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Morgan Stanley since 2016. Outside of his advisory role, he is involved as a board manager and member of Wild Wings Real Estate, LLC, a real estate investment entity. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, serving a broad client base through various investment and planning offerings.

Janeen Gregory is a financial advisor at Stifel with 20 years of experience at the firm and a Series 66 designation. She is based in Nashville, TN, and has served as a substitute organist for Redeemer Lutheran Church since 1985. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Phillip Branch is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2016 after over four years in the wealth management department of a regional bank in Kentucky. Phillip works with corporate executives, entrepreneurs, medical professionals, and recent retirees to organize finances, mitigate tax risk, and pursue their financial goals through tailored wealth management strategies. Phillip holds a bachelor’s degree in Finance and Economics as well as an MBA from Middle Tennessee State University. He provides services including wealth forecasting, portfolio management, tax minimization strategies, insurance planning, and retirement income analysis. His approach emphasizes developing a precise and individualized financial plan, regularly tracking progress to help clients achieve their lifelong objectives. Outside of his professional work, Phillip is involved in community activities such as Habitat for Humanity, St. Jude Hero, and Susan G. Komen Team. He serves on the Nashville Children's Theatre Board of Trustees. His personal interests include fishing, football, golfing, hiking, running marathons, and skiing.

Steven Mitchell is a CFP® and holds a Series 66 designation with 17 years of experience in the financial industry. He has been with Raymond James & Associates in Nashville, TN since 2013. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a notable focus on public finance and municipal work.