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 Series 66-licensed financial advisor with 15 years of industry experience. She has worked at LPL Financial since 2022 and previously held roles at CUNA Mutual Group and Cuna Brokerage Services, Inc. Outside of her advisory work, she is a co-owner in a real estate rental business. 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 range of financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by technology tools for operational and research purposes.

Joseph Grenvicz is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at First Tennessee Brokerage and First Tennessee Insurance Services since the early 2000s and had a brief tenure at FTB Advisors, Inc. Outside of his advisory role, he is involved as a media personality with JTF Media LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management programs supported by both proprietary and third-party resources.

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.

Dean Jacobs is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Park Avenue Securities and Guardian Life Insurance Company for 13 years each. Outside of his advisory role, Jacobs is a licensed property and casualty insurance agent in Tennessee. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

James Clarke III is a financial advisor at Robert Baird & Co. with Series 63 and Series 65 credentials and 43 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent significant time at J.J.B. Hilliard, W.L. Lyons, Inc. and Morgan Keegan & Company, Inc. Clarke serves as a donor advisor for the Community Foundation of Middle Tennessee and is a board member of the investment committee for the Guardianship and Trust Company. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional allocations with discretionary and non-discretionary management options.

Parker Logan is a financial advisor at Raymond James & Associates with four years of industry experience. He previously worked at AllianceBernstein and has an educational background from the University of Georgia. He holds the Series 66 designation. 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 varied client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Jordan Coffey is a financial advisor with Thrivent Investment Management in Hendersonville, TN, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2020. Outside of his advisory role, Coffey serves as president of Overflow Mission, a nonprofit focused on community relief and outreach in Zimba, Zambia. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations across a broad range of planning topics without managing client portfolios directly.

Myles Zueger is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 12 years of industry experience. In addition to his advisory role, Zueger is involved with Adams Wealth Partners in an operations and financial advising capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and consulting using analytical tools to support client goals and maintains unique capabilities in municipal finance and employer advisory programs.

Robert Hetherington is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2010, he has focused on delivering customized strategies and advice to individuals, families, and business owners through multiple and complex market cycles. His approach begins with a disciplined, goals-based process that seeks to fully understand each client’s specific needs, concerns, and priorities. Robert and his team specialize in serving corporate executives, people transitioning into retirement, and business owners. Robert’s expertise encompasses corporate executive services, education planning, family wealth management strategies, philanthropic planning, portfolio management, socially responsible and ESG investing, tax minimization, and trust and estate planning services. His team's comprehensive offerings also include business owner retirement plans, lending strategies, home financing, and long term care planning. They aim to provide clients with answers to financial questions that they may not have considered, offering insight and customized solutions to meet stated financial concerns and goals. He earned a Bachelor of Science degree in Business Administration from Washington and Lee University and holds the Personal Investment Advisor (PIA) professional designation. Robert is a native Washingtonian and resides in Chevy Chase, Maryland with his wife, Julia, and their three children. He maintains a commitment to community involvement through volunteering with local organizations.

David Schadel is a CFP® with 16 years of industry experience, currently an advisor at LPL Financial since 2023. He previously worked at Wealth Strategies Partners, LLC and Raymond James Financial Services Advisors Inc. for nine years, and at &PARTNERS for four years. Outside of his advisory role, he is a notary public and an insurance agent affiliated with The Cason Group, Inc. 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 range of financial planning and investment management services, utilizing both proprietary and third-party strategies supported by advanced advisor tools.

Luke Houck is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and seven years of industry experience. Prior to joining Wells Fargo in 2026, he worked at Morgan Stanley for eight years and has additional experience at Jackson National Life and Jackson National Life Distributors. Outside of his advisory role, he is involved in food and grocery delivery services as a contractor for companies including DoorDash, InstaCart, Spark Driver, and Uber Eats. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

David Darst is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, Darst serves on the board and finance committee of The Land Trust for Tennessee, where he also holds leadership roles including Treasurer and participates in strategic planning and stewardship committees. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Brett Clayton is a financial advisor with Raymond James Financial Services Advisors, Inc. in Nashville, TN, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked for Dell Technologies for twelve years. Outside of his advisory work, he referees basketball games in the Middle Tennessee area. 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 utilizes analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and consulting services to client goals.