Mitch Riddle is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. He brings experience from his previous roles within Fidelity Investments, including Relationship Manager from 2023 to 2025, and Financial Representative from 2022 to 2023. Prior to joining Fidelity, he worked as a Junior Financial Advisor at Freedom Wealth Management from 2021 to 2022. As a CERTIFIED FINANCIAL PLANNER, Mitch partners with clients to co-create financial plans tailored to their unique situations. He focuses on understanding what matters most to clients and their families to develop financial strategies that provide confidence moving forward. Outside of his professional role, Mitch enjoys spending time with friends and attending social events, as well as hiking and reading.

Daniel Banks is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2019, progressing through roles including Financial Consultant, Planning Consultant, and Relationship Manager. Prior to joining Fidelity, he worked at Vanguard Group in various roles such as Retirement Specialist, Series 7 Licensing Instructor, and Client Service Associate from 2017 to 2019. As a Certified Financial Planning Professional, Daniel focuses on collaborating with clients to create personalized financial plans. His experience has reinforced his commitment to helping families build clear and reliable plans that provide peace of mind. Outside of his professional duties, Daniel's personal interests include cooking and baking, family activities, exploring food as a foodie, football, parenthood, and spending time with pets.

Lechelle Moore is a CFP® professional with 28 years of experience, currently serving at UBS Financial Services since 2015. She holds Series 63 and Series 66 licenses and is based in Nashville, TN. 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 leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Annie Bienvenu is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding a Series 66 designation and 12 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association before joining Wells Fargo Clearing in 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Steven Brown is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and previously worked at Principal Financial Group and National Underwriting Services. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research.

John Mcallister is a financial advisor with Robert W. Baird & Co. Inc. in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 2002. He is part of The DDK Group, a team within Robert W. Baird & Co.’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 range of investment strategies and management approaches.

Duran Bunch is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings a diverse professional background, including six years in the U.S. Army with deployment experience alongside specialized military units. Since joining Merrill in January 2020, Duran has utilized his military discipline and leadership skills to provide financial advisory services focused on personalized wealth management strategies. Duran's expertise encompasses areas such as family wealth management, legacy planning, portfolio management, and managing new wealth. He has a particular interest in supporting retired military, police, and first responders in maximizing their retirements and assets. Duran holds a Bachelor's Degree from Middle Tennessee State University and is a Personal Investment Advisor (PIA). He is fluent in Spanish, Arabic, and English. Beyond his professional work, Duran is active in community organizations including Operation Stand Down and Team Rubicon and is affiliated with the Disabled American Veterans and the Wounded Warrior Foundation. His personal interests include adventure sports, boating, chess, hunting, music, photography, rock climbing, scuba diving, skiing, and skydiving. Duran enjoys restoring antique automobiles and values building close relationships with his clients, treating them like family to help achieve their long-term financial goals.

Carol Yochem is a financial advisor at LPL Financial with 31 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked with FTB Advisors, Inc. and First Tennessee Bank since 2014. She serves on the boards of the Nashville Downtown Partnership, the Andrew Jackson Foundation, and the Nashville Area Chamber of Commerce. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

James Mellin is a financial advisor with Equitable Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors since 1999 and previously associated with Axa Advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered advisory and broker-dealer model.

Mark Bloom is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 63 designation and 49 years of industry experience. He has been with UBS since 2000. Beyond his advisory role, he serves on the board of overseers for the Vanderbilt-Ingram Cancer Center and is involved with the Country Music Hall of Fame Foundation. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions and proprietary research to tailor financial plans to clients’ goals and risk tolerances.

Michael Sforza is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has previously worked at MassMutual and Miami University. Prior to his financial services career, he spent ten years with the Mars Area School District. 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 plans to clients’ goals and risk tolerances.

David Laskin is a Series 66-licensed financial advisor with UBS Financial Services in Nashville, TN. He began his advisory career in 2025 and previously worked in the golf industry and as a student. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor investment plans to clients' goals and risk tolerances.

Ken Williams is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Jessica Rando is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 66 credentials and totaling 15 years of industry experience. Her prior experience includes roles at Vining Sparks Asset Management LLC and Vining Sparks. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering a broad range of services including futures commission merchant operations, principal trading, and affiliated banking programs.

Condolee Gilliam Jr. is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Brendan Finucane Jr. is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his financial services career, he is involved in farming through an activity named Rock Jolly Farm. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers planning services that use structured tools and modeling techniques while acting primarily in an advisory capacity.

Tiffany Mason is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and serves clients through direct and employer-based financial planning agreements.

Chad Michael is a financial advisor with Primerica Advisors in Gallatin, TN, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at PFS Investments since 2019 and Primerica Financial Services since 2018. Outside of investment advisory, he is involved as an agent with Medicare-related services through Legacy on Main and Middle Tennessee Medicare. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

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.