Michael Bennett Jr. is a financial advisor at Raymond James & Associates in Nashville, TN. He holds a Series 66 designation and has recently begun his advisory career, having joined the firm in 2025. His prior experience includes roles at Barings and Monogram Health, as well as completing an MBA at Vanderbilt University. 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 that includes individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Matthew Creekmore is a financial advisor at Edward Jones in Nashville, TN, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves as Chair of the Advisory Council for FiftyForward J.L. Turner Center, where he provides volunteer leadership and assists with fundraising activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment advisory programs and maintains a large network of advisors and branch offices across the country.

Hutch Huskey is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at Petter Supply for one year and spent five years in education at the middle and high school levels. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices across the United States.

Jacqueline Denton is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked with UBS Business Solutions and UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and investment products.

John Morris is a Private Wealth Manager at Merrill Private Wealth Management. He joined Merrill Private Wealth in 2021 after serving as a Senior Banker at J.P. Morgan's Private Bank in the Nashville office, where he advised high-net-worth clients on investment management, lending, family office services, estate planning, and trusts. With over 30 years of experience in professional investment management and private wealth management, John has held key positions including Partner at GenSpring Family Offices, Executive Vice President at SunTrust Banks, and Market Executive at Bank of America. He began his career with Bankers Trust Company in New York. His client focus areas include family wealth management strategies, liquidity management, managing new wealth, and tax minimization. John holds a Bachelor's degree from Syracuse University and an MBA from Columbia Business School. He is a Personal Investment Advisor (PIA) and serves as a Director for the nonprofit organization Bunker Labs. John lives with his wife, Mariann, and they have three sons. His personal interests include boating, football, and spending time with his family.

Edgar Evins is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing 36 years of experience exclusively with Merrill. A Nashville native who grew up in a banking family in Lebanon, Tennessee, Edgar holds a Bachelor's Degree in Vocal Performance from Samford University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and a Personal Investment Advisor (PIA). Throughout his career, Edgar has focused on personalized wealth management strategies that align with clients' unique goals and values. His expertise includes college education planning, employee benefits planning, family wealth management strategies, portfolio management services, women and wealth, and retirement income. He places emphasis on legacy and next-generation planning, aiming to help clients use money as a tool to achieve what matters most to them. In addition to his professional work, Edgar participates in his community through volunteer efforts and dedicates personal time to interests such as cooking, genealogy, music, photography, reading, singing, traveling, watching movies, and spending time with his family. His approach to wealth management is guided by the philosophy that financial goals should reflect meaningful accomplishments over time.

Wayne Lampley is a financial advisor with LPL Financial in Nashville, TN. He holds the ChFC® and Series 63 designations and has 40 years of industry experience, including 22 years at NEXT Financial Group prior to joining LPL Financial in 2025. 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 advisory and brokerage services supported by model portfolios, third-party asset managers, and institutional platforms.

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.