Justin Webb is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include a 12-year tenure at Bank of America. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.

Anthony Milliano is a Financial Advisor with Merrill Lynch Wealth Management in Nashville. In this role, he works with executives, business owners, and families who have built meaningful wealth and aim to manage it thoughtfully and strategically. His areas of expertise include executive compensation, family wealth management strategies, legacy planning, small business strategies, tax minimization, and retirement income. Anthony holds a Bachelor's degree from the University of Mississippi and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes clear, personal, and intentional financial planning, providing practical guidance that simplifies complex financial matters to help clients feel confident in their decisions and comfortable with their financial direction. He values straightforwardness, responsiveness, and sees every client relationship as a long-term collaboration. Outside of his professional work, Anthony is involved with community organizations including Habitat for Humanity, the University of Mississippi Financiers Club, and the University of Mississippi Real Estate Club. 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 financial advisor with LPL Financial in Brentwood, TN, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at CUNA Mutual Group and Cuna Brokerage Services, Inc. She is co-owner of a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Joseph Grenvicz is a financial advisor with LPL Financial based in Nashville, TN. He holds a Series 66 designation and has 22 years of industry experience, including roles at FTB Advisors, Inc. and First Tennessee Brokerage. Outside of advising, he is involved as a media personality with JTF Media LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support both discretionary and non-discretionary management.

James Whatley Jr. is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 37 years of industry experience. He has worked at Raymond James since 1999 and also has extensive experience with Wilson Bank & Trust. Outside of his advisory role, he performs as lead singer and organizer for a live music group that primarily supports charitable events. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory services and supports a dedicated SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Thomas Herbert is a financial advisor at Raymond James Financial with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James Financial since 2009 and Pinnacle Financial Partners since 2014. Herbert also manages client relationships at Pinnacle Financial Partners. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various advisory programs and institutional consulting, with a notable emphasis on non-discretionary advisory services.

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 for the Don Gibson American Music Foundation, a nonprofit dedicated to continuing the legacy of Don Gibson through music. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

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 Series 66-registered financial advisor with Merrill in Nashville, TN, with 28 years of industry experience, all spent at Merrill since 1998. Outside of his advisory role, he serves on the advisory boards of the Leadership Nashville Foundation and the Nashville Library Foundation, and acts as a consultant to the Land Trust for Tennessee. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

Rosa Moore is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has worked at Merrill since 2018 and has prior experience with Bank of America, N.A., among other roles in education and outsourcing. 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Daniel Anderson is a financial advisor at J.P. Morgan Securities in Nashville, TN, holding a Series 66 designation with one year of industry experience. His prior roles include positions at NorthMarq Capital and involvement with Ruka Health and Oklahoma Student Leadership. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Dean Jacobs is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Park Avenue Securities and Guardian Life Insurance Company for 13 years. Outside of his advisory role, he is licensed as a property and casualty insurance agent in Tennessee. 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 financial planning and advisory programs, including discretionary and non-discretionary management, and provides model portfolios and research from both internal and third-party sources.

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 with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. He previously worked at AllianceBernstein and attended the University of Georgia. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and maintains capabilities in public finance and institutional consulting.

Jordan Coffey is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 65 and Series 63 designations and has been with Thrivent since 2020. Outside of his advisory role, Coffey serves as president of Overflow Mission, a nonprofit that provides community relief and outreach in Zimba, Zambia. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and planning across a broad range of topics without discretionary trading authority.

Myles Zueger is a financial advisor with Raymond James Financial Services Advisors, Inc. in Nashville, TN, holding a Series 66 designation and 11 years of industry experience. He has been associated with Adams Wealth Partners and David Adams Wealth Group since 2018, focusing on operations and financial advising. Raymond James serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary advisory services supported by comprehensive financial planning, asset-allocation analysis, and access to various investment programs and institutional consulting.

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®-credentialed financial advisor with 15 years of industry experience, currently affiliated with LPL Financial since 2023. He previously worked at Wealth Strategies Partners, LLC and Raymond James Financial Services Advisors from 2014 to 2023. Schadel also serves as a non-variable insurance agent and is a notary public. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.