Lily Elise Cantrell is a financial advisor at UBS Financial Services in Nashville, TN, holding a Series 66 designation with two years of industry experience. Prior to joining UBS in 2022, she held various roles in education, rehabilitation care, and the beverage industry. 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 and delivering investment advice based on proprietary research and model-driven strategies.

Charles Herron is a CFP® with 11 years of industry experience, currently serving at OSAIC since 2018. He previously worked at Jhfn Sii from 2014 to 2018. Herron is also a partner at Beyond Asset Management, where he holds a financial advisor role, and is licensed as an insurance agent providing life, disability, health, and annuities brokering. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, supported by advanced tools and a multi-advisor platform offering both brokerage and advisory services.

Andrew Tuder is a financial advisor at Morgan Stanley in Nashville, TN, holding a Series 66 designation with three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, OTC Global Holdings, and Servisfirst Bank. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Maya Kushan is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has prior experience at Morgan Stanley and the Vanderbilt University Math Department. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, offering non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Fernando Mechereffe is a financial advisor with Raymond James Financial in Nashville, TN, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James in 2021, he was self-employed for 14 years. He serves as Secretary and Treasurer of SafeMed Anesthesia Inc., assisting with retirement plan management and tax coordination for the business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work, along with specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

David Gump is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank, and Edward Jones. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Klindt is a Private Wealth Advisor at Merrill Private Wealth Management. He began his career with Merrill in 1994 and currently focuses on asset allocation, manager search and selection, and the implementation of portfolio strategies for high-net-worth individuals, families, endowments, and foundations. He also oversees his team's investment direction and manages discretionary portfolios. Eric earned the Certified Investment Management Analyst (CIMA) designation in June 2002 through the Investments & Wealth Institute in a program taught in conjunction with the Wharton Business School Executive Education program. He holds a Bachelor of Science in Business Administration from the University of Tennessee-Knoxville. From 2010 through 2013, Eric was listed in Barron's "Top 1,000 Financial Advisors" in the United States, and from 2014 through 2022, he was recognized as one of Barron's "Top 1,200 Financial Advisors." Outside of his professional work, Eric enjoys a wide variety of athletic activities and supports the athletic pursuits of his three children, Olivia, Ethan, and Alex.

David Lankford is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 credentials and has 47 years of industry experience. His prior work includes 18 years with Taylor Securities, Inc. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

Darlene Reischman is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu covering various financial needs, using Wells Fargo research and tools to develop tailored recommendations delivered through meetings and written summaries.

Matthew Hutcheson is a CFP® professional with 28 years of industry experience, currently serving at Mass Mutual Investors Services since 1999. He holds a Series 63 license and has ongoing roles with MassMutual Life Insurance Company. Outside of his advisory work, he is the managing member of Wellness Financial Advisors LLC and has ownership in a real estate business in Gallatin, Tennessee. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers. The firm focuses on collaborative, annual financial planning engagements supported by advanced analytical tools and provides a range of services including estate and employer-sponsored planning programs.

Jamie Lange is a CERTIFIED FINANCIAL PLANNER™ with 18 years of industry experience. She has worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services Inc. since 2025 and previously spent 10 years at Commonwealth Financial Network. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling and maintains unique capabilities in municipal and public-finance advisory services.

Robert Sewall Jr. is a financial advisor with OSAIC in Nashville, TN, holding a Series 66 designation and 12 years of industry experience. He has worked at OSAIC since 2019 and was previously with Merrill from 2013 to 2019, overlapping with his tenure at Bank of America N.A. since 2014. Outside of his advisory roles, Sewall serves as an officer for Bob’s Big Give, a charitable organization focused on assisting those in need, and is a board member of Athlete Ally, a nonprofit dedicated to inclusion in sports. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Joseph Quarles is a financial advisor at UBS Financial Services in Nashville, TN, with 23 years of industry experience. He has been with UBS since 1994 and holds a Series 63 designation. Outside of his advisory role, he operates a decorative painting business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Christopher Logan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His previous roles include positions at UBS Financial Services and Morgan Stanley DW Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through a network of more than 14,000 advisors.

Miriam Kleine Kracht is a CFP® professional with seven years of experience in the financial industry. She is currently affiliated with LPL Financial and has previously worked at FTB Advisors and Belmont University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and portfolio management services, utilizing a wide range of strategies and technology tools to support its network of over 22,000 advisors.

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 with J.P. Morgan Securities in Nashville, TN, and has two years of industry experience. Prior to joining J.P. Morgan Securities, he held roles at Bank of America and Merrill. Outside of his advisory work, he is a professional musician. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions and may include ESG considerations.

Reuben Coopwood is a financial advisor with LPL Financial in Nashville, TN, holding Series 63 and Series 66 credentials and eight years of industry experience. He has previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities from 2014 to 2020, and he has been associated with First Horizon since 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory solutions with non-advisory financial services.

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.