Miriam Kleine Kracht is a CFP® and Series 66 registered financial advisor with seven years of industry experience. She currently works at LPL Financial and has been with FTB Advisors since 2018. Prior to her advisory roles, she was employed at Belmont University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of representatives, offering a range of advisory programs, financial planning, and brokerage services.

Ross Asher is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in understanding clients' financial situations and developing customized strategies to pursue their short-, mid-, and long-term goals. His approach includes assisting with general investing, retirement planning, and saving for unexpected events. Ross also provides access to Bank of America specialists in banking, credit, home financing, and small business solutions. Ross's client focus areas include college education planning, corporate executive services, institutional consulting, services for endowments, foundations, and non-profits, employee financial health, women and wealth, and tax minimization. He holds a Bachelor's Degree from Washington State University and is a Personal Investment Advisor (PIA). Outside of his professional role, Ross enjoys boating, football, gardening, music, painting, pickleball, scuba diving, swimming, and spending time with his family.

Patricia King is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and having 17 years of industry experience. She has been with Merrill since 2012. King serves on multiple nonprofit boards, including the Association for Corporate Growth, YWCA Nashville & Middle Tennessee, Harpeth Conservancy, and the J.C.D. YMCA Outdoor Center Advisory Council, reflecting involvement in community and charitable 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Aaron Shapiro is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. He has worked previously at Bank of America, Merrill, and Novatech. Outside of finance, he is also a professional musician. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG eligibility framework in its recommendations.

Reuben Coopwood is a financial advisor with LPL Financial based in Nashville, TN, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior roles include positions at JPMorgan Chase Bank NA and J.P. Morgan Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and technology solutions.

John Murfee is a financial advisor at Merrill with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill and Bank of America, N.A. since 2014. 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 individuals, high-net-worth clients, and institutional investors, incorporating strategic and tactical asset allocation and tax-aware options.

Jerry Jarrett Jr. is a financial advisor with Cetera who holds the Series 63 and Series 66 designations and has 16 years of industry experience. His prior work includes roles at Regions Bank, Edward Jones, and The Prudential Insurance Company of America. Outside of advising, he serves as the registered agent for his son’s criminal justice business, handling mail forwarding. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large nationwide network of independent advisors, utilizing multiple program structures and investment strategies.

William Prest III is a Financial Advisor at Merrill Lynch Wealth Management. He has experience in the financial services industry through previous roles at firms including AllianceBernstein, Morgan Stanley, and Truist. His professional focus is on assisting individuals and families with financial decision-making and helping them maintain attention on their long-term financial goals. William holds a Bachelor's Degree from the University of South Carolina, Columbia, and holds the Personal Investment Advisor (PIA) designation. He applies a planning-first approach that emphasizes understanding client goals and developing tailored strategies aligned with their circumstances. He resides in Nashville.

Meredith Bell is a financial advisor at Merrill with 24 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Justin Webb is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include a 12-year tenure at Bank of America. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.

Anthony Milliano is a Financial Advisor with Merrill Lynch Wealth Management in Nashville. He works with executives, business owners, and families who have built meaningful wealth and seek thoughtful management of their financial resources and future direction. His areas of focus include executive compensation, family wealth management strategies, legacy planning, small business strategies, tax minimization, and retirement income. Anthony emphasizes practical and clear financial planning that helps clients feel confident in their decisions and comfortable with their financial direction. He aims to simplify complexity and bring clarity to his clients' financial pictures. Known for being straightforward and responsive, he is committed to serving as a long-term resource and views every client relationship as a collaboration. He holds a Bachelor's degree from the University of Mississippi and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Anthony is involved in community organizations such as Habitat for Humanity, the University of Mississippi Financiers Club, and the University of Mississippi Real Estate Club. Outside of work, he enjoys boating, cooking, golfing, spending time with his family, and traveling.

Joseph Krysh II is a Financial Advisor with Merrill Lynch Wealth Management based in Nashville, Tennessee. He focuses on providing customized financial advice, guidance, and strategies tailored to the specific needs of individuals, families, and business owners. His client services include areas such as corporate benefits, executive compensation, family wealth management strategies, personal retirement planning, portfolio management, and tax minimization. Joseph's approach is holistic, beginning with getting to know clients personally to understand what is most important to them. He aims to build relationships centered around organizing, simplifying, and optimizing clients' wealth while reducing stress and providing more time to focus on their priorities. By leveraging the resources of Merrill Lynch and Bank of America, he offers a wide variety of financial solutions and access to specialists. A native of Cleveland, Ohio, Joseph is a graduate of St. Edward High School and earned his bachelor's degree in finance with a concentration in computer science from the University of Dayton. During his time at university, he was active in the Sigma Alpha Epsilon fraternity, serving as president and on the executive board. He holds FINRA Series 7 and Series 66 registrations, the Ohio Life & Health insurance certification, and the Professional Investment Advisor (PIA) designation. Joseph is also involved in community service as a member of the Ronald McDonald House of Nashville Associate Board.

Noah Clevinger is a financial advisor at UBS Financial Services with a Series 66 credential and no prior advisory industry experience. His previous work includes roles at Conagra Brands and Smithfield Foods. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets and investment solutions.

Jodie Smith is a financial advisor with LPL Financial in Brentwood, TN, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at CUNA Mutual Group and Cuna Brokerage Services, Inc. She is co-owner of a real estate rental business. 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 alongside model portfolios and research from multiple sources.

Joseph Grenvicz is a financial advisor with LPL Financial based in Nashville, TN. He holds a Series 66 designation and has 22 years of industry experience, including roles at FTB Advisors, Inc. and First Tennessee Brokerage. Outside of advising, he is involved as a media personality with JTF Media LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support both discretionary and non-discretionary management.

Thomas Herbert is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James Financial and its related entities since 2002. In addition to his advisory role, he manages client relationships at Pinnacle Financial Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Joseph Gallivan is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with Raymond James & Associates since 2006. Gallivan serves as a director of the Don Gibson American Music Foundation, a nonprofit organization supporting music legacy initiatives. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and investment consulting, emphasizing tailored, non-discretionary strategies supported by research, municipal advisory services, and a broad affiliate network.

Edmund Nasief Jr. is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with UBS since 1988. Outside of his advisory role, he serves on the board of the Pediatric Endowment Fund, a nonprofit supporting pediatric healthcare and medical education. 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 customized financial planning and portfolio management.

W. Moore is a financial advisor at Merrill with 28 years of industry experience. He holds a Series 66 designation and has been with Merrill since 1998. Moore serves on the advisory boards of the Leadership Nashville Foundation and the Nashville Library Foundation, and he is a consultant for the Land Trust for Tennessee. He is also a board member of the Nashville Chamber of Commerce. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and external portfolio managers.

Daniel Anderson is a financial advisor with J.P. Morgan Securities in Nashville, TN. He holds the Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at NorthMarq Capital and has experience in leadership roles at Oklahoma Student Leadership. 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, offering asset allocation advice, investment manager and fund searches, and customized performance reporting.