John Mcknight is a Wealth Management Advisor at Merrill Lynch Wealth Management with over three decades of experience in the field. He leads the MKBH Group, a team dedicated to assisting clients in achieving their financial goals through individualized strategies and disciplined investment guidance. His client-focused approach emphasizes understanding the emotional confidence that comes from education and informed decision-making. John's expertise encompasses executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, and serving clients in the sports and entertainment sectors. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). John earned his bachelor's degree from Boston University. Outside of his professional career, John is married to Mary Alice and is a father to three adult children. He enjoys various outdoor activities including fishing, golfing, skiing, photography, and spending time with his family.

Andrew Niemiec is a Senior Financial Advisor with Merrill Lynch Wealth Management and The Melby Group. He works with a multigenerational wealth management team focused on supporting successful business people and their families. Andrew assists clients with areas including corporate executive services, executive and equity compensation, family wealth management strategies, legacy planning, liquidity management, and tax minimization. His approach involves understanding client goals, identifying financial risks, and providing game plans to help clients achieve their objectives efficiently and effectively. Andrew earned a Bachelor of Business Administration in Finance, Investments, and Banking from the University of Wisconsin – Madison in May 2020. He holds the Chartered Alternative Investment Analyst (CAIA®) designation, which he utilizes to evaluate private equity, private real estate, and hedge fund opportunities for his clients. Andrew and his team also incorporate alternative investments to diversify client portfolios and manage risk. Outside of his professional responsibilities, Andrew enjoys exercising, cooking, reading, listening to podcasts, playing golf, and spending time with family and friends in Nashville, Tennessee and Milwaukee, Wisconsin.

James Hickerson is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Outside of his advisory role, he serves on the finance committee and board of The Blake McMeans Promise Tour, a nonprofit focused on children and youth. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and investment models to support tailored financial plans.

Elizabeth Hollington is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has worked at Merrill since 2022, with prior experience at Bank of America, CVS Pharmacy, and several other 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 a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Buehler is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including NY Life, Summit Financial/CTB LLC, and Buehler & Berryhill Financial Partners LLC, where he was a partner for 14 years. He serves as secretary of CTB1, an executive search firm led by his wife, to provide management continuity if needed. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Dean Morgan is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 credential and 11 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Sinor Marcum Group LLC, America2030, and held various roles at Waddell & Reed Inc. and related insurance agencies. Morgan is involved in non-variable insurance and has other business engagements related to investment and financial advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by a large network of investment adviser representatives and a diverse set of platform options.

Samuel Gross is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has been with Raymond James & Associates since 2015. 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, institutional and pension plans, and charitable organizations—offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Lauren Maxwell is a financial advisor with Edward Jones in Nashville, TN, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network as well as affiliated capabilities beyond advisory services.

Spencer Lambright is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in working with business owners, executives, and their families to build retirement plans, preserve wealth, and strategize wealth transfers to succeeding generations and charities. Spencer brings an analytical approach to wealth management, focusing on business exit planning, tax optimization strategies, and estate and legacy planning services. Before joining Merrill Lynch in 2014, Spencer taught at Yale University, Cornell University, and Middle Tennessee State University. His academic background informs his methodical and clear communication style, which helps clients understand complex financial strategies. He holds a Bachelor's degree from the University of Oregon, a Master's degree from Yale University, and a Doctorate degree from Cornell University. Spencer also holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Spencer has been based in Nashville for two decades and participates actively in his church and his daughter's school community. His personal interests include boxing, cooking, fishing, hiking, hunting, music, reading, running marathons, and spending time with his family.

William Hickey is a Series 66-licensed financial advisor at Thrivent Investment Management in Nashville, TN, with one year of industry experience. Prior to joining Thrivent, he held various roles mainly in the music and education fields, including freelance musician and educator. He provides general freelance music services such as performing and teaching drum lessons outside of his advisory role. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning covering topics like retirement, income tax, estate, and special needs planning, with the option to combine planning with managed accounts under a consolidated billing program.

Paul Seneker is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Raymond James & Associates since 2013. 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, institutional clients, and charitable organizations, offering financial planning, investment consulting, and institutional advisory services.

William Porter is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Porter has been with Morgan Stanley since 2011, including roles at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and models, providing advisory services without individual security recommendations in standalone plans.

Christopher Carroll Sr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Cetera and Concourse Financial Group Securities Inc., and has served as a Vice President and Relationship Manager at Volunteer State Bank since 2002. Carroll is also involved in insurance and annuity product sales through Simplicity Financial. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and advisory solutions supported by analytical tools and also engages in municipal and public finance advisory services.

Bernard Ownby Jr. is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with UBS since 2015. Bernard is also involved in a privately held business, Ed Ownby, based in Nashville. 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 access to proprietary research and diversified financial products.

Lee Gillock is a financial advisor with Morgan Stanley in Nashville, Tennessee, holding a Series 63 designation and 42 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that includes firm-approved tools and scenario modeling.

Fred Mclaughlin is a financial advisor at Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Robert W. Baird since 2000. Outside of his advisory role, he serves as a trustee on the investment committee for the Goodwill of Middle TN Foundation and is a board member of the Sugartree HOA investment and finance committee. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio services, including discretionary and non-discretionary management, utilizing a range of strategies from traditional allocations to complex alternatives.

Shane Dempster is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Bank of America, Merrill, and Morgan Stanley, where he worked from 2016 to 2021. 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, using research and analytics to support its investment approach.

Keith Davis is a financial advisor with Raymond James Financial in Nashville, TN, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James Financial and related entities since 2008. Outside of his advisory role, Davis serves as a board and committee member for the Hard Bargain Association, a nonprofit focused on affordable housing. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm uses tailored, non-discretionary planning supported by analytical tools and also provides specialized municipal and SIMPLE IRA advisory services.

Justin Butterfield is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding a Series 66 designation and seven years of industry experience. He has worked at Baird since 2018 and previously at William Blair from 2015 to 2018. 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 offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

James Landers is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 23 years of industry experience. He has worked at several firms, including Pinnacle Financial Partners and Royalty Wealth Group, where he also serves as CEO. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports various advisory programs and institutional consulting through a large advisor network.