Jon Kay is a financial advisor at Robert Baird & Co. with 39 years of industry experience. He holds a Series 63 designation and has worked at Robert Baird since 2019, following a 25-year tenure at J.J.B. Hilliard, W.L. Lyons, Inc. He also serves as a trustee for the Roger and Camille Blume Foundation. The DDK Group, part of Robert Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations with services including financial planning, portfolio management, and brokerage. The firm employs a mix of manager-traded and model-traded strategies and emphasizes ongoing manager selection, use of internal research, and partnerships to support client advice.

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.

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 at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill, U.S. Bancorp Investments, and associated banking firms prior to joining J.P. Morgan. Outside of his advisory role, he is a passive real estate investor with holdings managed by third parties in Destin, Nashville, and Las Vegas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Amanda Sable is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked at firms including Signator Investors and Transamerica Financial Advisors. In addition to her advisory role, she serves as an executive director and is an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base of individuals and institutions, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and provides access to multiple platforms, proprietary model strategies, and third-party advisors.

Andrew Ziady is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, Ziady is a founder and board member of Challenge International, a charitable nonprofit based in Nashville, TN. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning services. The firm utilizes structured planning tools and methodologies such as Monte Carlo simulations and secures input from its Global Investment Committee to support client outcomes.

David George is a financial advisor with Robert W. Baird & Co. who holds a Series 66 designation and has 27 years of industry experience. He has been with Robert W. Baird & Co. since 2007. The DDK Group, where he works, is part of Baird’s Private Wealth Management department and serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, including separately managed account programs and utilizes internal research and advanced tools in its advisory process.

John Veith IV is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates 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 and pension plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Stephen Yun is a Series 66-licensed financial advisor with LPL Financial and has four years of industry experience. He has held roles at several firms including Bank of America, Merrill, UBS Financial Services, and Capital Financial Group. He is affiliated with Ascend Federal Credit Union through a related business entity for his LPL activities. 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 range of advisory and brokerage services, including financial planning and access to various investment strategies, supported by a large network of over 22,800 advisors.

Angelina Jong is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Ameriprise. Jong is based in Nashville, TN. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations tailored to clients' goals and risk tolerances. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets services.

Thomas Panagon IV is a Wealth Management Advisor with Merrill Lynch Wealth Management and a co-founder of The Tyndal Group. He brings a focus on family owned businesses, shaped by his personal experience growing up in a household that owned a family business and later navigating its sale. This background informs his approach to providing clarity amid complex decisions, emphasizing clear options, disciplined planning, and alignment with clients' priorities rather than just financial outcomes. Thomas holds several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from the University of Mississippi. His client focus areas include college education planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, retirement income, and tax minimization among others. In addition to his professional work, Thomas is involved in community initiatives such as Wags and Walks and Habitat for Humanity. His personal interests include biking, football, gardening, golfing, swimming, and spending time with his family.

Marion Hickerson III is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is the owner of River Ridge Farms in Nashville, where he is involved in weekend farm operations and serves as a board member. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs and tailored financial planning services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and global investment insights to support its clients.

James Hare is a financial advisor with Raymond James Financial in Nashville, TN, holding a Series 66 designation and over 27 years of industry experience. He has worked with Raymond James since 2007 and has been associated with Pinnacle Bank since 2014. Hare is involved in a marketing partnership named Radnor Capital Partners, which he co-founded in 2024. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports institutional consulting and portfolio management across a broad advisor network.

Jana Parham is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 credentials and having 30 years of industry experience. She has been with UBS since 2000. Parham serves on the Board of Directors for the Estate Planning Council of Middle Tennessee. UBS Financial Services serves individual, corporate, and institutional clients, offering a range of brokerage and investment advisory services including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based strategies to tailor client plans.

Curt W Denney is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2000 and holds Series 63 and Series 66 licenses. Denney also serves as an arbitrator for FINRA's Office of Dispute Resolution. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research to tailor investment strategies.

Frances Aboushousha is a Financial Advisor specializing in wealth management and financial planning. She focuses on helping families and individuals make confident financial and wealth decisions by understanding the personal, complex, and unique issues they face in their financial lives, allowing her to provide personalized advice. Prior to joining the Tyndal Group, Frances spent several years serving ultra-high-net-worth clients with a Merrill Private Wealth team based in Pittsburgh, Pennsylvania. She has extensive experience in the operations of wealth management and financial planning. Frances holds the CERTIFIED FINANCIAL PLANNER® certification and the Certified Exit Planning Advisor designation. She also holds a Bachelor's degree from the University of Georgia. Frances is actively involved in her community as a member of the Junior League of Nashville, the Economic Club of Nashville, Advancing Women in Nashville, and the Nashville chapter of the University of Georgia Alumni Association.

Jennifer Freeman is a financial advisor at Osaic with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. Outside her role at Osaic, she is the owner of Freeman Wealth Management LLC and affiliated with Innovative Financial Group LLC, also offering fixed insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm provides both brokerage and advisory services using a model-based investment process that incorporates asset allocation, portfolio optimization, and a range of third-party and proprietary strategies.

Jason Mckernan is a financial advisor with Cambridge Investment Research Advisors and holds the Series 65 and Series 66 credentials. He has 19 years of industry experience, including prior roles at FSC Securities Corporation, Capital Guardian Wealth Management, First Horizon Advisors, and Day Wealth Management. Outside of his advisory work, he is a partner in a business entity named Sierra Tango and owns Westover Financial, LLC. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management through various platforms and maintains proprietary model strategies under the Founders Gate Capital brand.