Catherine Baron is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at Merrill, US Bank, Wiley Bros.-Aintree Capital, and a nonprofit organization, Ronald McDonald House Charities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management and also provides custody, underwriting, and capital markets services.

Lauren Ladd is a financial advisor at Merrill with Series 63 and Series 66 licenses and 15 years of industry experience. She has worked with Merrill since 2012 and is also associated with Bank of America since 2015. Outside of her advisory role, she is a co-owner of family rental properties in Tennessee. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Frederick Long is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Christi Edwards is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has worked with Morgan Stanley and its affiliates since 2007 and has been involved with Morgan Stanley Private Bank since 2015. Edwards serves as a trustee in a trust-related capacity outside her primary advisory role. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling to support its planning process.

John Madison is a financial advisor with Stifel Nicolaus & Co Inc in Nashville, TN, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services based on a proprietary methodology developed by its Investment Strategy Group.

Michael Maroni is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management, where he has been serving clients for over 31 years. He leads a team of 10 professionals based on Bainbridge Island, Washington, assisting clients across 32 states with managing their wealth and achieving their financial goals. His approach emphasizes listening closely to clients to tailor strategies that align with their unique objectives. His expertise spans retirement income, legacy planning, portfolio management services, and tax minimization. Michael's career began at Merrill Lynch in 1990, and after over a decade in advisory roles and management, he returned to direct client engagement. He now leads a multigenerational team focused on serving retirees, executives, business owners, and their families. Michael holds a Bachelor's Degree from Vanderbilt University and the Personal Investment Advisor (PIA) designation. He has served as a board member of Big Brothers Big Sisters in Puget Sound and is involved with the Cold Water Conservation Board of Trout Unlimited. Outside of work, he enjoys boating, fishing, golfing, and spending time with his family.

Lisa Strane is a financial advisor at Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses with 33 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007. Outside of her advisory work, she is involved in a private placement with Mrs. Pride/Dream Team Racing LLC. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by proprietary tools and serves clients through both direct and corporate financial planning agreements.

Franklin Ballard Jr. is a Series 66-licensed financial advisor with Edward Jones, based in Nashville, TN. He has 19 years of industry experience, including 17 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicole Mcleod is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. 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 plans, and municipal entities, offering financial planning, advisory programs, and institutional consulting through specialized divisions.

Lydia Thompson is a financial advisor with LPL Financial in Hendersonville, Tennessee, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Linsco Private Ledger and UBS Financial Services. She also provides tax return preparation and bookkeeping services during tax season and is a commissioned notary. 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, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Colin Nasser is a financial advisor at Morgan Stanley in Nashville, TN, holding a Series 66 designation. He has been with Morgan Stanley since 2026 and previously worked at Onieal and Associates in 2024. Before entering the industry, he was a full-time student and has no prior industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs emphasizing structured financial planning and employs firm-approved planning tools to support client outcomes.

Kenneth Ford is a CFP® with 19 years of industry experience, currently affiliated with Raymond James Financial in Nashville, TN. His career includes positions at Pinnacle Asset Management, Pinnacle Bank/Pinnacle Financial Partners, LPL Financial, Cetera, and Merrill. He is also involved as an associate with Pinnacle Asset Management, where he works with clients on financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it supports municipal and public finance advisory services through a unique affiliation with a municipal advisor.

Mitchell Nini is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2014, including a concurrent role at Bank of America, N.A. since 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Barry Bresnahan is a Series 66 licensed financial advisor with LPL Financial, based in Hendersonville, TN, and has four years of industry experience. Prior to joining LPL Financial, he worked for over two decades at AstraZeneca LLP. He is also the owner of Bresnahan Wealth Management, LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers various advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Gary Rzucidlo is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His previous roles include positions at Bank of New York Mellon and AllianceBernstein L.P. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence and incorporates quantitative and qualitative research, with an emphasis on model asset allocations and ESG considerations.

Susan Biederstedt is a Series 66-licensed financial advisor with J.P. Morgan Securities in Nashville, TN, and has four years of industry experience. Her prior roles include positions at Meridian Hills and Culver Academies, and she has been involved with Sweet Things Chocolate as well as community programs like the Washington Township Tennis Program and Gnaw Bone Camp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a focus on eligible strategies including ESG considerations.

Chase Mehaffey is a financial advisor at Raymond James & Associates with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Trinity Wealth Securities, Florida Financial Advisors, and a period as an employee of The University of Alabama. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers a range of financial planning and advisory services with a focus on tailored, non-discretionary investment consulting.

Joseph Deery IV is a Series 66-licensed financial advisor with Merrill in Nashville, TN, where he has worked since 2013. He has four years of industry experience. 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.

Ashley Chavarria is a financial advisor at UBS Financial Services in Nashville, TN, with two years of industry experience. She holds the Series 66 designation and has previous experience at Morgan Stanley and Strickler and Prieto CPA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services.

Crystal Beastrom is a financial advisor with Merrill in Nashville, TN, holding a Series 66 credential and having one year of industry experience. She previously worked at Truist for nine years before joining Merrill. Outside of her advisory role, she serves as the secretary and a board member of the Chickering Homeowners Association in Atlanta. Merrill, along 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.