Shari Lyle is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with FTB Advisors, Inc. and First Tennessee Brokerage, Inc., in addition to her current role at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a wide range of advisory programs and financial services, including discretionary and non-discretionary portfolio management supported by research and model portfolios.

Karianne Subgrunski is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individual, high-net-worth, and institutional clients using model-based and discretionary investment strategies developed by internal and third-party managers.

Jason Minor is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds Series 63 and Series 66 designations. His prior firms include Janney Montgomery Scott, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory work, he is a silent partner in a private company called The Back Nine Golf. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Mitzi Michaelson is a Wealth Management Advisor with over 24 years of experience in financial and wealth management. She began her career at JC Bradford as an investment advisor and sales coordinator for the Defined Asset Trust division before joining Merrill Lynch Wealth Management in 2000. In her current role, Mitzi helps clients create comprehensive, multi-generational wealth management plans based on their goals, challenges, and values. Her areas of expertise include wealth strategies, retirement income planning services, portfolio management, tax minimization, college and education planning, legacy planning, LGBT wealth planning, and women and wealth. Mitzi is a Senior Portfolio Advisor qualified to manage custom investment strategies on a discretionary basis, utilizing Merrill model portfolios and third-party investment strategies. She holds several professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Mitzi earned her bachelor's degree from Millsaps College and an MBA from Middle Tennessee State University. She is actively involved in her community, serving in leadership and support roles for organizations such as the American Heart Association, Boys and Girls Club, Charity Circle of Murfreesboro, and the Discovery Center at Murfree Springs. Mitzi lives in Murfreesboro, Tennessee with her husband, Rick, and daughter, Ellie, and is a member of St. Paul's Episcopal Church in Murfreesboro.

Patrick Dezenzio is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and one year of industry experience. Before joining Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., he was involved with Florida Financial Advisors DBA Tristate Financial Advisors and has experience in other business activities including Rocky Heights Print & Binding and The Peach Cobbler Factory. He attended the University of Alabama from 2021 to 2025. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and access to alternative investments through a centralized operational and supervisory structure.

Steven Skipper is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various firms, including Life Credit Union and LPL Financial. Skipper is also the owner of Fortress Wealth Management and Investment Consulting Group, both investment-related businesses. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with discretionary and non-discretionary services.

Kelly Mcclain is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 21 years of industry experience. Prior to joining LPL Financial in 2023, Mcclain worked at Fifth Third Securities for 16 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Frederick Dasso is a Financial Advisor at Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA). Frederick earned a Bachelor's Degree from the University of Kansas.

Brooke Pack is the Vice President, Wealth Planner at Fidelity Investments, a role held since 2021. In this capacity, Brooke partners closely with families to develop personalized strategies aimed at growing and protecting their wealth, ensuring the thoughtful transfer of assets to create lasting legacies. Brooke has accumulated extensive experience in the financial services industry, beginning as a Retirement Specialist at JP Morgan in 2005. Brooke has held various positions at Fidelity Investments since 2007, including Financial Representative, Private Client Specialist, Branch Service Manager, Senior Relationship Manager, and Financial Consultant prior to the current role. Additionally, Brooke worked as Assistant Operations Manager at UBS from 2014 to 2015. Specific details regarding Brooke's education, credentials, personal interests, and community involvement have not been provided.

Anthony Stevens is a financial advisor with Equitable Advisors in Franklin, TN, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Equitable Advisors and its predecessor AxA Advisors since 2012. Stevens is also associated with an outside insurance carrier. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering financial planning, broker-dealer services, insurance, and access to third-party asset management programs through a dual-registered model.

Keith Avery is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. Based in Franklin, TN, he has been with Edward Jones for over two decades. Outside of his advisory role, he is involved in providing nursing duties to patients through a business associated with an apartment complex in Carroll, IA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers a variety of advisory programs and investment strategies under a fiduciary standard.

Amanda Calvert is a Series 66 licensed financial advisor at Merrill with nine years of experience, including roles at Clarksville Academy and a brief period as a homemaker. She has been with Merrill since 2017, based in Brentwood, Tennessee. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dallas George is a financial advisor at Equitable Advisors with 22 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2003, previously associated with Axa Advisors, LLC. Outside of his advisory role, he is the owner and sole proprietor of Waypoint Financial Partners, LLC, and is involved in patent filings through DG Technologies. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage channels tailored through a client intake process that assesses goals, risk tolerance, and time horizon.

Aaron Glass is a financial advisor at Edward Jones in Brentwood, Tennessee, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones in 2023, he worked at Assurion from 2019 to 2023 and Verizon from 1986 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jannel Buckley is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services Inc. Outside of her advisory role, she serves on the Town of Wake Forest Planning Board, contributing to local land use and development planning. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, with portfolio implementation tailored to strategy and tax considerations.

Richard Carter is a Wealth Management Advisor at Merrill Lynch Wealth Management. He applies a disciplined wealth management process to help clients simplify financial complexities and pursue personal and professional goals. His approach includes a thorough review of each client's financial situation to address areas such as estate planning, retirement planning, and insurance. Richard's expertise encompasses college education planning, corporate executive services, divorce transition planning, executive compensation, equity compensation services, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Cumberland University and a Master of Business Administration from Belmont University. Richard is involved with the Massey School of Business Graduate Council. Originally from Brentwood, Tennessee, he now lives in Nashville. In his free time, he enjoys playing golf and watching sports.

Mallory House is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes roles at Bank of America, Main Event, Inc., Pilot.com, and Delek US Holdings, Inc. 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 strategies for individuals, high-net-worth clients, and various institutional investors.

William Hargett is a financial advisor with Merrill, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Edward Jones, Jackson National Life Distributors LLC, and Raymond James & Associates. He is based in Franklin, TN. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Brandon Sullivan is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds the Series 66 designation and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services, including fee-based financial planning and portfolio management.

William Webster is a Series 66-licensed advisor with LPL Enterprise, based in Franklin, TN, holding two years of industry experience. His prior roles include positions at Equitable Advisors, LLC, and various unrelated fields such as Walmart and Vanderbilt University Medical Center. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering services through advisory and brokerage channels supported by an integrated platform that includes financial planning, asset management programs, and insurance products.