Karianne Subgrunski is a financial advisor at Merrill with 15 years of industry experience and holds the Series 66 designation. She has been with Merrill since 2011, based in Brentwood, TN. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Minor is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Janney Montgomery Scott LLC and Wells Fargo Clearing. Outside of his advisory role, he is a silent partner in a private company called The Back Nine Golf. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers.

Mitzi Michaelson is a Wealth Management Advisor with more than 24 years of experience in financial and wealth management services. She joined Merrill Lynch Wealth Management in 2000 after working for JC Bradford as an investment advisor and sales coordinator for the Defined Asset Trust division. Mitzi serves as a Senior Portfolio Advisor, managing custom investment strategies on a discretionary basis, utilizing Merrill model portfolios and third-party investment options. Mitzi holds an MBA from Middle Tennessee State University and a bachelor's degree from Millsaps College. She has earned several professional designations, including Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She previously served as co-president of the Tennessee Chapter of Women's Exchange at Merrill. Mitzi resides in Murfreesboro, Tennessee, with her husband Rick and daughter Ellie. She and her husband are involved in the local medical community and have held leadership roles in the Stones River Medical Alliance, Tennessee State Medical Alliance, and the American Heart Association. Mitzi is a member of The Rutherford Society and actively participates in the Charity Circle of Murfreesboro. She is also affiliated with St. Paul's Episcopal Church in Murfreesboro.

Patrick Dezenzio is a financial advisor at Charles Schwab with Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at Rocky Heights Print & Binding and The Peach Cobbler Factory. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a large-scale, integrated operational structure.

Steven Skipper is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior work includes roles at Life Credit Union, Edward Jones, and LPL Financial. He is also a partner in a real estate rental business outside of his advisory work. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kelly Kemp is a financial advisor with LPL Financial in Franklin, TN, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Prior to joining LPL Financial in 2023, Kemp worked at Fifth Third Securities for 16 years and held positions at BB&T Investment Services and BB&T Asset Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.

Frederick Dasso is a Financial Advisor at Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA). Frederick earned a Bachelor's Degree from the University of Kansas.

Brooke Pack is the Vice President, Wealth Planner at Fidelity Investments, a role held since 2021. In this capacity, Brooke partners closely with families to develop personalized strategies aimed at growing and protecting their wealth, ensuring the thoughtful transfer of assets to create lasting legacies. Brooke has accumulated extensive experience in the financial services industry, beginning as a Retirement Specialist at JP Morgan in 2005. Brooke has held various positions at Fidelity Investments since 2007, including Financial Representative, Private Client Specialist, Branch Service Manager, Senior Relationship Manager, and Financial Consultant prior to the current role. Additionally, Brooke worked as Assistant Operations Manager at UBS from 2014 to 2015. Specific details regarding Brooke's education, credentials, personal interests, and community involvement have not been provided.

Anthony Stevens is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2012, including work under the AxA Advisors name prior to rebranding. He is also involved as an outside insurance carrier. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charities, and institutional clients by providing financial planning, retirement consulting, and asset management programs. The firm delivers advice through a network of Investment Adviser Representatives, utilizing a range of third-party advisory programs and proprietary tools without sponsoring its own wrap fee program.

Keith Avery is a CFP® with 23 years of industry experience, all of which he has spent with Edward Jones since 2003. He is based in Franklin, TN. Outside of his advisory role, he provides nursing services to patients. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of investment strategies and fiduciary advisory services.

Dallas George is a Series 66-licensed financial advisor with Equitable Advisors in Franklin, TN, where he has worked since 2003. He has 23 years of industry experience, including 17 years with Axa Advisors, LLC. Outside of advising, George is the owner of Waypoint Financial Partners, LLC, and holds patent filings through DG Technologies. Equitable Advisors serves a broad range of clients including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm employs a variety of third-party asset managers and utilizes program models tailored to clients’ risk tolerance and goals.

Nicholas Viviano is a financial advisor with Charles Schwab, holding the Series 66 designation. He has been with Charles Schwab and its affiliated entities since 2023. Prior to entering the financial industry, his work experience includes roles outside the sector such as with Oswego Auxiliary Services and Ben & Jerry’s Ice Cream. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options supported by centralized operations and a broad range of integrated wealth management services.

Aaron Glass is a financial advisor at Edward Jones in Brentwood, Tennessee, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones in 2023, he worked at Assurion from 2019 to 2023 and Verizon from 1986 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jannel Buckley is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services Inc. Outside of her advisory role, she serves on the Town of Wake Forest Planning Board, contributing to local land use and development planning. 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, and institutional accounts, with portfolio implementation tailored to strategy and tax considerations.

Lydia Foutch is a financial advisor at Edward Jones in Nashville, TN, holding a Series 66 designation. She has been with Edward Jones since 2011 and has prior work experience at DoorDash. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its large nationwide network of advisors and branches, as well as its affiliated trust company and securities-based lending options.

Richard Carter is a Wealth Management Advisor at Merrill Lynch Wealth Management. He applies a disciplined wealth management process to help clients simplify financial complexities and pursue personal and professional goals. His approach includes a thorough review of each client's financial situation to address areas such as estate planning, retirement planning, and insurance. Richard's expertise encompasses college education planning, corporate executive services, divorce transition planning, executive compensation, equity compensation services, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Cumberland University and a Master of Business Administration from Belmont University. Richard is involved with the Massey School of Business Graduate Council. Originally from Brentwood, Tennessee, he now lives in Nashville. In his free time, he enjoys playing golf and watching sports.

Mallory House is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes roles at Bank of America, Main Event, Inc., Pilot.com, and Delek US Holdings, Inc. 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 strategies for individuals, high-net-worth clients, and various institutional investors.

William Hargett is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently affiliated with Merrill and Bank of America, N.A., having previously worked at Raymond James, Jackson National Life Distributors, and Edward Jones. He is based in Franklin, TN. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional accounts.

Brandon Sullivan is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds the Series 66 designation and has been with UBS since 2012. 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, including fee-based financial planning and portfolio management.

William Webster is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. He previously worked at Equitable Advisors, LLC and has a background that includes roles outside the financial industry such as at Walmart and Vanderbilt University Medical Center. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and a variety of brokerage and insurance-related services.