Brandon Muehl is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and business owners to help them make informed financial decisions aligned with their unique goals and priorities. Brandon provides personalized guidance and ongoing support by leveraging the resources of Merrill and the banking capabilities of Bank of America. Brandon has expertise in areas including general investing, retirement planning, and saving for unexpected events. He served five years in the United States Army before beginning his financial advisory career. He holds a Bachelor's degree in Finance from The Ohio State University and holds the Personal Investment Advisor (PIA) designation. He is involved in community organizations such as Honor Flight, the Ohio State Alumni Association - Middle Tennessee, and Operation Stand Down.

Jackson Dugger is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Fidelity Investments, Guardian Life Insurance Company, and Park Avenue Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses on a broad range of financial topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning engagements.

Benjamin Bowers is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior experience includes roles at Vanderbilt University, ChatTCL, PDG Realty, the University of Reading, and Robert W. Baird. He is also involved with Rainmaker Inc., where he develops new business relationships and conducts client service meetings. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

James Stern is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers structured planning processes supported by specialized tools and serves a broad client base through both direct and corporate financial planning arrangements.

Charles Goldman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at several firms including OSAIC, Fsc Securities Corp, and Next Financial Group Inc. Since 1990, he has also been involved with Goldman Wealth Management, Inc., a non-variable insurance and investment-related 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Patrick Bahan is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 25 years of experience in the financial services industry. He began his career in 1998 and joined Merrill in 2000. Patrick serves as the lead portfolio manager for his team, overseeing investment policy and risk management for client portfolios. He works closely with families, corporate clients, and nonprofit organizations to develop long-term financial strategies. Patrick holds a Bachelor's degree in Managerial Finance from the University of Mississippi and is a qualified Personal Investment Advisor (PIA). His expertise includes portfolio management services, family wealth management strategies, philanthropic planning, and individual and corporate investment strategy, among other areas. He is actively involved in his community, having served as past president of the Green Hills Civitan Club and as a board member for the Margaret Maddox YMCA and Friends of Shelby Park. Patrick currently supports the Margaret Maddox YMCA and Second Harvest Food Bank of Middle Tennessee. He resides in Nashville, Tennessee, with his wife, Jeri, and their two daughters.

Andrew Mazzoni is a financial advisor with Morgan Stanley, holding a Series 66 designation and 24 years of industry experience. He has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and 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 modeling techniques to support its financial planning process.

Victoria Marcello is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones, Coyle Hospitality Group, and iSecretsShop prior to joining Fidelity in 2025. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm serves a diverse clientele and maintains a formal advisory role to multiple registered investment companies, utilizing systematic methodologies and oversight controls in its investment process.

Joshua Herring is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been since 2009. In his role, he serves as the investment analyst for the team, using proprietary analysis, historical data, and Merrill's objective research to help create customized strategies aimed at assisting clients in meeting long-term goals through portfolio development, education planning, liability management, and tax minimization. His client focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, sports and entertainment, and tax minimization. Joshua holds a bachelor's degree cum laude from Harvard College and earned a Master of Business Administration in Finance from the Owen Graduate School of Management at Vanderbilt University, where he graduated in the top five percent of his class. He has also obtained professional designations including Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Beyond his professional career, Joshua has held leadership roles such as former President of the Nashville Rowing Club, former President of the Harvard Club of Middle Tennessee, and former Director for the Mid-South of the Harvard Alumni Association. He and his wife are active members of Aspen Grove Christian Church, where he has served as a trustee. Joshua's personal interests include baseball, boating, reading, and skiing.

Brian Boccio is a financial advisor with Charles Schwab & Co., Inc. in Nashville, TN, holding Series 63 and Series 66 securities licenses. He has 26 years of industry experience, including prior roles at USAA Financial Planning Services, J.P. Morgan Securities, Chase Investment Services Corp., Waddell & Reed, Banc of America Investment Services, Inc., and Citigroup Global Markets. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides multi-asset model portfolios supported by Schwab Center for Financial Research.

Jack Zager is a financial advisor with Morgan Stanley in Nashville, TN, holding a Series 63 designation and possessing 43 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is a board member of the Mid South Foundation for Medical Care and is the author of the children’s book *Where Do the Tigers Go?*. Morgan Stanley Wealth Management provides financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a discovery process to deliver tailored financial plans but generally does not offer individual security recommendations as part of its standalone planning programs.

Youssef Fareed is a financial advisor at LPL Financial with 26 years of industry experience. He has been with LPL Financial and its predecessor firms since 2005 and holds a Series 66 designation. In addition to his advisory work, he teaches an investment-related college course at Vanderbilt University. 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, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Reid Moreschi is a financial advisor at UBS Financial Services with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he may earn commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. 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 plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of advisory and capital markets solutions.

Jon Kay is a financial advisor with Robert Baird & Co. in Nashville, TN, holding a Series 63 designation and 38 years of industry experience. He has been with Robert Baird & Co. since 2019 and also has a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. since 1994. Kay serves as a trustee for the Roger and Camille Blume Foundation. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Sarah Harris is a financial advisor with UBS Financial Services in Nashville, TN, holding CFP® and Series 66 designations and eight years of industry experience. Her prior roles include positions at Merrill and Wells Fargo Clearing. Outside of her advisory career, she is involved in Tennessee Rack, a company specializing in material handling storage solutions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor plans based on proprietary research and model-based asset allocations.

Julie Brandon is a financial advisor with Morgan Stanley in Nashville, TN, holding a Series 66 designation and four years of industry experience. Her prior work includes seven years at PricewaterhouseCoopers before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she manages a rental property as a small business activity. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, emphasizing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers comprehensive services including estate planning and investment strategies.

R Griffith III is a financial advisor with Robert Baird & Co. in Cookeville, TN, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Robert Baird & Co. since 2012. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies, covering a range of traditional and non-traditional investment approaches.

James Gurman is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services since 2016. Gurman serves on the board of directors for the Catholic Business League as a Career Transition Team Leader. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Russell Jones is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2007 after spending six years with a Nashville-based asset management firm where he presented strategies to institutional and high net worth investors. At Merrill Lynch, Russell focuses on helping clients develop and execute strategies to achieve their long-term objectives, including retirement planning, next-generation wealth transfer, personal and business financial management, and risk management. Russell holds a Bachelor's degree with honors from the University of Tennessee in Knoxville and a Master of Business Administration from Vanderbilt University's Owen Graduate School of Management. He is a CERTIFIED FINANCIAL PLANNER certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. His professional experience and credentials support his expertise in managing investment portfolios with an institutional approach and money manager selection. In recognition of his work, Russell was named to Barron's "Top 1200 Advisors" list in 2025 and has been included in Forbes' "Best-in-State Wealth Advisors" list from 2021 to 2025. Outside of his professional life, Russell enjoys travel, music, and spending time outdoors with his wife Desiree and their two children, Claire and Will.

Phillip Keen is a financial advisor with J.P. Morgan Securities in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Merrill, U.S. Bancorp Investments, and JPMorgan Chase Bank. Outside of advising, he is a passive real estate investor with properties in Destin, Nashville, and Las Vegas. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.