Amanda Sable is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked at firms including Signator Investors and Transamerica Financial Advisors. In addition to her advisory role, she serves as an executive director and is an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base of individuals and institutions, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and provides access to multiple platforms, proprietary model strategies, and third-party advisors.

Andrew Ziady is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, Ziady is a founder and board member of Challenge International, a charitable nonprofit based in Nashville, TN. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning services. The firm utilizes structured planning tools and methodologies such as Monte Carlo simulations and secures input from its Global Investment Committee to support client outcomes.

David George is a financial advisor with Robert W. Baird & Co. who holds a Series 66 designation and has 27 years of industry experience. He has been with Robert W. Baird & Co. since 2007. The DDK Group, where he works, is part of Baird’s Private Wealth Management department and serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, including separately managed account programs and utilizes internal research and advanced tools in its advisory process.

John Veith IV is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with Raymond James & Associates since 2012. 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, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Angelina Jong is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Ameriprise. Jong is based in Nashville, TN. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations tailored to clients' goals and risk tolerances. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets services.

Thomas Panagon IV is a Wealth Management Advisor with Merrill Lynch Wealth Management and a co-founder of The Tyndal Group. He brings a focus on family owned businesses, shaped by his personal experience growing up in a household that owned a family business and later navigating its sale. This background informs his approach to providing clarity amid complex decisions, emphasizing clear options, disciplined planning, and alignment with clients' priorities rather than just financial outcomes. Thomas holds several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from the University of Mississippi. His client focus areas include college education planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, retirement income, and tax minimization among others. In addition to his professional work, Thomas is involved in community initiatives such as Wags and Walks and Habitat for Humanity. His personal interests include biking, football, gardening, golfing, swimming, and spending time with his family.

Marion Hickerson III is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is the owner of River Ridge Farms in Nashville, where he is involved in weekend farm operations and serves as a board member. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs and tailored financial planning services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and global investment insights to support its clients.

Jana Parham is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 credentials and having 30 years of industry experience. She has been with UBS since 2000. Parham serves on the Board of Directors for the Estate Planning Council of Middle Tennessee. UBS Financial Services serves individual, corporate, and institutional clients, offering a range of brokerage and investment advisory services including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based strategies to tailor client plans.

Curt W Denney is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2000 and holds Series 63 and Series 66 licenses. Denney also serves as an arbitrator for FINRA's Office of Dispute Resolution. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research to tailor investment strategies.

Frances Aboushousha is a Financial Advisor with Merrill Lynch Wealth Management, specializing in delivering intentional wealth planning and financial strategies to families, individuals, and institutions. She focuses on helping clients make confident and informed decisions by understanding how their financial strategies impact their overall wealth and well-being. Frances has experience working with ultra-high-net-worth families through her previous role with a Merrill Private Wealth team in Pittsburgh, Pennsylvania. She is skilled in wealth management operations and financial planning and holds the CERTIFIED FINANCIAL PLANNER® certification and the Certified Exit Planning Advisor designation. Her expertise encompasses college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, special needs planning strategies, and advising women on wealth management. She earned a Bachelor's degree from the University of Georgia and remains active in her community through involvement with organizations such as the Junior League of Nashville, the Economic Club of Nashville, Advancing Women in Nashville, and the Nashville chapter of the University of Georgia Alumni Association.

Jennifer Freeman is a financial advisor at Osaic with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. Outside her role at Osaic, she is the owner of Freeman Wealth Management LLC and affiliated with Innovative Financial Group LLC, also offering fixed insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm provides both brokerage and advisory services using a model-based investment process that incorporates asset allocation, portfolio optimization, and a range of third-party and proprietary strategies.

Benjamin Tavenner is a CFP® and Series 66 credentialed financial advisor with four years of industry experience. He has been with UBS Financial Services since 2022 in Nashville, TN. Prior to his advisory career, he spent 11 years as a student. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and proprietary research to tailor strategies to clients’ goals and risk tolerances.

Donald Carlton is a financial advisor at Merrill with 31 years at the firm and 14 years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, he serves as an executor for an unrelated entity based in Florida. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients, utilizing internal and third-party managers along with strategic asset allocation and tax-aware options.

Bryant Moritz is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Fidelity in 2026, he worked at Charles Schwab & Co., Inc. and TD Ameritrade, Inc. His work history also includes multiple roles at Creighton University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role in managing registered investment companies and delivering model portfolios through systematic methodologies.

Mark Pinkleton is a financial advisor with Ameriprise, holding a Series 63 designation and 32 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, serving clients through a broad range of advisory, brokerage, and insurance solutions.

Thomas Sinor Jr. is a financial advisor with LPL Financial based in Nashville, TN, holding Series 63 and Series 65 licenses and over 21 years of industry experience. His career includes roles at Waddell & Reed, INC., various insurance carriers, and his own firms, Sinor Marcum Group and Thomas Sinor. He has also maintained a business entity for tax and investment purposes unrelated to advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers diverse advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a wide network of advisors and advanced research tools.

Jasper Baptist is a financial advisor with Primerica Advisors in Madison, TN, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked with Primerica Advisors since 2013 and is also employed by Comcast Corporation and Prospecting Health Inc. Outside of his advisory role, he serves as a third key manager at Visionworks, a retail company. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers, uses a tiered wrap-fee structure, and delegates trading responsibilities to BNY Mellon Advisors.

Maggie Albarati is a financial advisor at Merrill with 11 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Clearing and Belmont University. She is also a general partner and managing member of Albarati Holdings, LLC. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christy Cole is a financial advisor with Merrill in Nashville, Tennessee, holding a Series 66 designation and 25 years of industry experience. She has worked at Merrill Lynch since 2000 and at Bank of America since 2009. Outside of her advisory role, she is a half-owner of a family farm focused on forestry in Henry County, Tennessee, and serves on the boards of the YMCA Middle Tennessee Camp Widiji and the Leukemia and Lymphoma Society of Middle Tennessee. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kayla Weibel is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her background includes roles at Merrill, Bank of America, and U.S. Bancorp Investments. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining model-based asset allocations and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad platform of capital markets and investment solutions.