Hugh Anderson is a Wealth Management Advisor who holds professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). He is affiliated with Merrill Resident Director and has over two decades of experience in serving families through various stages of their financial lives. His areas of focus include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, and supporting women and wealth. Hugh emphasizes transparent and easy-to-understand wealth management planning strategies, aiming to facilitate financial comfort for his clients. Hugh earned a bachelor's degree from the University of Arizona. Outside of his professional role, he enjoys music, reading, running, singing, swimming, traveling, watching movies, and spending time with his family.

Tracey Pearson is a financial advisor with RBC Capital Markets in Nashville, TN, holding a Series 66 designation and 23 years of industry experience. She has worked at CITY NATIONAL BANK since 2020 and has been with RBC Capital Markets since 2019, following prior roles at SunTrust Advisory Services and related SunTrust entities. Pearson serves on the Board of Directors for the YWCA of Middle Tennessee and owns a small online resale business. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients through various advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm implements tailored investment strategies using both in-house and third-party managers, with options for tax management and responsible investing.

George Mwai is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A., Merrill, and First Horizon National. Outside of advisory work, he is a managing member and general partner of a limited liability company. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries.

Ellie Ivancich is a financial advisor with Morgan Stanley in Nashville, TN, holding a Series 66 designation and eight years of industry experience. She has been with Morgan Stanley and its Private Bank since 2017 and also served at Belmont University from 2014 to 2018. Outside of her advisory work, she serves on the advisory board of STARS Nashville, a local children and youth organization, and is a board member of the Belmont Athletics Hall of Fame Committee. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets, with a focus on structured planning tools and a diverse suite of investment offerings.

Justin Martin is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. He is based in Nashville, TN. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

William Morgan is a Series 66-licensed financial advisor with 20 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience at LPL Financial and Dempsey Lord Smith, LLC. Outside of his advisory role, he operates Morgan Wealth Management. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm supports a variety of investment approaches across multiple platforms, with both proprietary and third-party strategies, and features institutional resources such as advisor transition programs and documented conflict-of-interest controls.

Michael Clower is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. Prior to joining Merrill in 2018, he worked at DSI Security, Dollar General, and American Income Life Insurance Company. He serves as a board member of the Nashville Predators Foundation’s Young Professionals Board, where he participates in fundraising and event promotion activities. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Lee Burklow Sr. is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a board member for the M.A.D. Mavericks Baseball Organization, a youth-focused nonprofit in Brentwood, Tennessee. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved planning tools and strategies developed by its Global Investment Committee.

Lauren Gwinn is a financial advisor with Thrivent Investment Management in Nashville, TN, holding a Series 66 designation and five years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2021. Prior to her current role, Gwinn was involved with nonprofit organizations including the Adventure Science Center, The ALS Association of Tennessee, and Friends of the Zoo. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning on a range of topics and allows clients to combine planning with managed-account programs through a consolidated billing option.

Kevin Kostyk is a financial advisor at Thrivent Investment Management based in Nashville, TN, with six years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial since 2018, with prior experience including roles at Christian Care Ministry and Scoutcast. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides goal-based analyses and planning on a broad range of topics, operating separate planning and managed-account services without discretionary trading authority.

Brandon Edmondson is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a sole proprietor involved in real estate property management. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and approved tools to develop customized financial plans.

Travis Mcafee is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James & Associates since 2013. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and sponsors wrap fee advisory programs.

Timothy Hutchinson Sr. is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios, combining investment advice with brokerage and insurance products through an integrated platform.

Tavis Mccourt is a CFA® charterholder with 27 years of industry experience, currently serving at Raymond James & Associates since 2019. He previously worked at 12th Street Asset Management LLC and has held roles at Raymond James since 2012. Mccourt is a trustee of a trust for which he is the sole beneficiary. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services.

Amanda Schween is a financial advisor at LPL Financial with 23 years of industry experience. She holds the Series 63 and Series 65 designations and has been with LPL Financial since 2008. Her other business activities include involvement with Heartwood Wealth Management, a DBA for her LPL business. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, corporations, and nonprofits, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Lauren Jones is a financial advisor at Morgan Stanley in Nashville, TN, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Vibe Volleyball Lab and held teaching positions at Belmont University and South High School. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools and scenarios to model outcomes. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Tammy Brown is a financial advisor with Thrivent Investment Management in Hendersonville, TN, holding Series 63 and Series 65 designations and 25 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2014. Outside of her advisory role, she serves as a trustee for the Brown Dynasty Trust, overseeing farm land rental activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across multiple financial planning topics without portfolio management for institutional clients.

William Nichols is a financial advisor with Osaic Wealth, Inc. in Nashville, TN, holding a Series 63 designation and bringing 37 years of industry experience. He previously spent 32 years with Lincoln Financial Advisors Corporation. Nichols is also involved in providing and servicing corporate and individual employee benefits including major medical, disability, life insurance, and fixed annuities. Osaic Wealth serves a wide range of retail and institutional clients, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisors and multiple advisory platforms.

Hal Johnson III is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co., Inc. since 2006. He holds Series 63 and Series 66 licenses and is based in Nashville, TN. Stifel serves a diverse client base including individuals, institutional clients, and municipalities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analytical guidance intended as a basis for client decisions.

Benjamin Wakefield is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services Inc. since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor strategies to client goals and risk profiles. The firm integrates institutional trading capabilities with wealth management, offering a wide range of products and capital markets services.