Megan Konyn is a Financial Advisor at Merrill Lynch Wealth Management and a member of The Konyn Group since 2026. She specializes in family wealth management strategies, legacy planning, women and wealth, tax minimization, and retirement income. In her role, Megan focuses on building meaningful relationships with clients and helping them make complex financial decisions with clarity and confidence. Megan brings a background in consulting and client-facing roles to her financial advisory work. She holds a Bachelor's Degree from Lee University and has earned the designation of Personal Investment Advisor (PIA). Her approach emphasizes understanding clients' unique needs and priorities to develop tailored wealth plans that adapt to changes over time. A Nashville native, Megan enjoys exploring new restaurants with her husband, spending time at Centennial Park, trying new recipes, and reading at home with her two cats. She is also interested in activities such as biking, cooking, dancing, hiking, traveling, watching movies, and practicing yoga.

Rachel Pena is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors, Inc. Rachel is also a commissioned notary in Tennessee. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, employing a range of strategies from traditional equity and fixed income to more complex approaches including private funds and real-asset exposures.

Brett Mccarthy is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in working with affluent families and business owners, focusing on areas such as college education planning, executive compensation, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and tax minimization. Brett and his team take a holistic approach to help clients define their financial goals and employ disciplined strategies to pursue those objectives. Brett holds a Bachelor's Degree from Clarkson University and has completed an Accredited Certificate Program at the University of Pennsylvania. He maintains professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). In his personal life, Brett enjoys biking, boating, camping, fishing, golfing, hunting, music, pickleball, traveling, and spending time with his family. He and his wife Miranda have been married for 33 years and have three grown sons, one of whom works alongside him on their team. Brett is involved with several professional organizations, including Wounded Warrior, Women's Shelter, Harry Chapin Food Bank, and Habitat for Humanity.

Edgar Evins is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing 36 years of experience exclusively with Merrill. A Nashville native who grew up in a banking family in Lebanon, Tennessee, Edgar holds a Bachelor's Degree in Vocal Performance from Samford University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and a Personal Investment Advisor (PIA). Throughout his career, Edgar has focused on personalized wealth management strategies that align with clients' unique goals and values. His expertise includes college education planning, employee benefits planning, family wealth management strategies, portfolio management services, women and wealth, and retirement income. He places emphasis on legacy and next-generation planning, aiming to help clients use money as a tool to achieve what matters most to them. In addition to his professional work, Edgar participates in his community through volunteer efforts and dedicates personal time to interests such as cooking, genealogy, music, photography, reading, singing, traveling, watching movies, and spending time with his family. His approach to wealth management is guided by the philosophy that financial goals should reflect meaningful accomplishments over time.

Charles Herron is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Osaic since 2018. Prior to joining Osaic, he worked at Jhfn Sii from 2014 to 2018. He is also a partner at Beyond Asset Management, an investment-related LLC, and operates as an insurance agent providing needs analysis and brokering life, disability, health, and annuities. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services along with financial planning and retirement consultation. The firm utilizes advanced asset-allocation tools and a variety of investment products to construct portfolios tailored to client profiles, supporting both discretionary and non-discretionary management.

David Lankford is a financial advisor at Raymond James Financial with 47 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Taylor Securities, Inc. for 18 years. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers a specialized SIMPLE IRA Employer Advisory & Consulting Services program for small businesses and integrates municipal and public finance capabilities through its affiliated departments.

Caroline Harris is a financial advisor with Merrill in Franklin, TN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Merrill since 2014. Outside of her advisory role, she serves as a board member of the Battle Ground Academy Alumni Board, which supports engagement with the school’s alumni and assists with alumni-related initiatives. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Darlene Reischman is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked within various Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a comprehensive planning menu and integrates advisory services with other financial products and referral channels.

Anthony Sheffield Sr. is a financial advisor with LPL Financial in Franklin, TN, holding a Series 66 designation and 21 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Penn Mutual Life Insurance Co, Hornor Townsend & Kent Inc, and several other firms. His other business activities include serving as a notary and involvement in investment-related insurance services with Penn Mutual Music City. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and multiple investment strategies.

Matthew Hutcheson is a CFP® professional with 28 years of industry experience, currently serving at Mass Mutual Investors Services since 1999. He holds a Series 63 license and has ongoing roles with MassMutual Life Insurance Company. Outside of his advisory work, he is the managing member of Wellness Financial Advisors LLC and has ownership in a real estate business in Gallatin, Tennessee. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers. The firm focuses on collaborative, annual financial planning engagements supported by advanced analytical tools and provides a range of services including estate and employer-sponsored planning programs.

Jamie Lange is a CFP® professional with 18 years of industry experience. He is currently with Raymond James Financial Services Advisors Inc., having joined in 2025 after a decade at Commonwealth Financial Network. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers specialized programs for small businesses and maintains a notable presence in municipal and public finance through affiliated services.

Joseph Quarles is a financial advisor at UBS Financial Services in Nashville, TN, with 23 years of industry experience. He has been with UBS since 1994 and holds a Series 63 designation. Outside of his advisory role, he operates a decorative painting business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Christopher Logan is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Miriam Kleine Kracht is a CFP® professional with six years of industry experience, currently affiliated with LPL Financial. She has previously worked with FTB Advisors and held a position at Belmont University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party resources.

Patrick Konyn is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in serving a diverse clientele including corporate executives, women and their families, and individuals focused on family wealth management, executive compensation, retirement planning, and investment strategy. Patrick employs a personalized approach to wealth management, considering clients' unique circumstances and goals to develop flexible strategies suited to changing market conditions. He brings expertise in areas such as tax minimization, portfolio management, and retirement income planning. His work notably includes addressing financial topics relevant to women, such as the gender wealth gap, longevity, financial empowerment, and planning through life's challenges like divorce and survivorship. Patrick's team utilizes a defined planning process to support clients in creating tailored financial roadmaps that align with their aspirations. Patrick holds a Master’s Degree from Belmont University and a Bachelor’s Degree from the University of Wisconsin. He has earned multiple professional designations including Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his professional role, he is engaged in community activities including involvement with 100 Black Men of Middle TN and Franktown Open Hearts. His personal interests include baseball, basketball, fishing, football, gardening, golfing, and spending time with his family.

Greg Smith is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial advisors focused on delivering holistic, client-centered planning to help clients protect and grow their wealth. In this role, he oversees the branch's operations and strategy to ensure comprehensive financial services are provided to clients. Prior to joining Fidelity Investments in 2025, Greg served as Director and Market Leader at Bank of America - Merrill from 2015 to 2025. His experience spans leadership positions in prominent financial institutions, emphasizing client-focused wealth management and market strategy. Details regarding Greg's education, credentials, personal interests, or community involvement have not been provided.

Meredith Bell is a financial advisor at Merrill with 24 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based, discretionary, and related investment strategies to individuals, high-net-worth clients, pension plans, and other institutional investors. The firm is integrated within Bank of America’s broader platform, offering access to a wide array of products and services.

Isaac Stoneking is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. He has been with Fidelity Investments since 2007, progressing through various roles including Financial Representative, Investor Representative Phones, Investor Center Financial Representative, Private Client Specialist, and Investments Representative before becoming Vice President. Isaac draws on his experience and commitment to service, which began during his time in the Navy, to guide clients in their financial planning. He aims to be the primary, trusted advisor for his clients' wealth planning needs. Outside of his professional work, Isaac enjoys boating, fishing, fitness, and spending time at the lake.

Joshua Salter is a financial advisor with Raymond James & Associates in Franklin, TN, holding Series 65 and Series 63 licenses and seven years of industry experience. Prior to joining Raymond James in 2020, he worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company from 2018 to 2020 and has experience outside finance working at Chick-Fil-A and Samford University. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets and serving a diverse client base, including individuals, institutions, and government entities. The firm provides wealth advisory planning and non-discretionary investment consulting, with a notable focus on municipal and public finance through a unique combination of advisory and affiliated municipal capabilities.

John Reynolds is a financial advisor with UBS Financial Services in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at UBS since 2010. Outside of his advisory role, Reynolds is a part owner and managing partner of Reynolds Family Farm LLC, a family-owned timber farm. He also serves on the investment committee for the United Methodist Foundation for the Tennessee-Western Kentucky Conference. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research with institutional trading capabilities and a wide range of financial services.