Phillip Keen is a financial advisor with J.P. Morgan Securities in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Merrill, U.S. Bancorp Investments, and JPMorgan Chase Bank. Outside of advising, he is a passive real estate investor with properties in Destin, Nashville, and Las Vegas. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Amanda Sable is a financial advisor with Cambridge Investment Research Advisors in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Cambridge since 2019 and previously worked at Signator Investors. Outside of advisory roles, she serves as an executive director and owner of business entities involved in financial services and insurance. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, and trusts through a network of independent Financial Professionals. The firm offers financial planning, investment management, and retirement plan advisory services, with a variety of portfolio management and model-based solutions tailored to client objectives under multiple custody arrangements.

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.

Stephen Yun is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 license and has worked at multiple firms including Bank of America, Merrill, and UBS Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by various model portfolios and research resources.

Angelina Jong is a financial advisor with UBS Financial Services who holds a Series 66 designation and has 19 years of industry experience. Her prior work includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients through 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 financial plans to clients’ goals and risk tolerances.

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 expertise in wealth management and financial planning. She has served ultra-high-net-worth families as part of a Merrill Private Wealth team based in Pittsburgh, Pennsylvania. Frances focuses on college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, special needs planning strategies, and women and wealth. She holds the CERTIFIED FINANCIAL PLANNER® certification and the Certified Exit Planning Advisor designation. Frances earned a Bachelor's Degree from the University of Georgia. In addition to her professional responsibilities, Frances is active in community organizations including the Junior League of Nashville, 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 with OSAIC in Nashville, TN, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She worked for Signator Investors, Inc. and John Hancock Mutual Life Insurance Company for 20 years before joining OSAIC in 2018. Freeman is also the owner of Freeman Wealth Management LLC and affiliated with Innovative Financial Group LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance analysis, and access to third-party money managers across multiple platforms.

Benjamin Tavenner is a CFP® with three years of industry experience, currently an advisor at UBS Financial Services in Nashville, TN. He has worked at UBS Financial Services since 2022. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-based, tailored financial strategies through a large network of financial advisors.

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.

Evan Muldoon is a Series 66 credentialed advisor with Edward Jones in Gallatin, Tennessee, bringing seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for Sumner County Schools for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is notable for its extensive retail advisor network, affiliated investment capabilities, and fiduciary standard of care.

Bryant Moritz is a financial advisor with Fidelity Investments, holding Series 66, Series 65, and Series 63 licenses and four years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., and TD Ameritrade, Inc. He has also worked in various capacities at Creighton University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and delivery of model portfolios to intermediary platforms.

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.

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 with Merrill based in Nashville, TN, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Belmont University. She is also a general partner and managing member of Albarati Holdings, LLC, a for-profit business. 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 and profit-sharing plans, corporations, and charitable organizations.