Abby Harris is a financial advisor at UBS Financial Services in Nashville, TN, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Merrill Lynch. She also has a background involving extended travel and attended the University of Mississippi. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment solutions supported by proprietary research and capital market insights.

Joseph Patrick is a financial advisor with UBS Financial Services in Nashville, TN. He holds a Series 66 designation and began his advisory career in 2025. His prior work experience includes roles at LP Building Solutions, N3L Capital Hedge Fund, and Title Nash. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management. The firm combines wealth management with institutional trading capabilities and offers a broad range of financial products and services.

Anna Huber is a financial advisor at J.P. Morgan Securities in Nashville, TN, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Evergreen Investment Advisors and Angeleye Health, as well as involvement with Blue Monkey Shaved Ice and the Gordon Jewish Community Center. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Dalton Boyd is a Series 66-licensed financial advisor with six years of industry experience, currently with UBS Financial Services since 2020. His prior roles include positions at Edward Jones, Reliance First Capital LLC, Commercial Bank & Trust Company, and McKenzie Banking Company/Foundation Bank. Boyd is also the sole owner of Boyd Holding Company, LLC, a business that manages mortgage note documentation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management. The firm employs model-based asset allocations and proprietary research to tailor investment plans aligned with clients’ goals and risk tolerances.

Dan Kingma is an Investment Consultant at Fidelity Investments, where he has been working since 2021. In his role, he focuses on providing investment consulting services to clients. Prior to joining Fidelity, Dan worked as an Associate Financial Consultant at Charles Schwab & Co. from 2019 to 2021, and as a Financial Advisor at Pacific Capital from 2018 to 2019. His professional experience spans multiple firms within the financial advisory and investment consulting industry. Outside of his professional work, Dan enjoys golf, hiking, and traveling.

Daniel Wright is a financial advisor at Stifel with 19 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2016, following prior roles at Wells Fargo Clearing and Morgan Stanley & Co. LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Benjamin Bass is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds a Series 66 designation and has been affiliated with Raymond James Financial Services Advisors Inc. and related entities since 2012. He is also an independent contractor for McCall and Associates, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to deliver non-discretionary planning tailored to client goals, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Robert Carollo is a financial advisor at Edward Jones in Nashville, TN, holding Series 66 and Series 63 credentials with 20 years of industry experience. He worked at Franklin Templeton for 19 years before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, combining a large network of advisors and branch offices with affiliated capabilities such as a trust company, mutual funds, and securities-based lending.

Christopher Martinez is a financial advisor with Charles Schwab in Old Hickory, TN, holding a Series 66 designation and nine years of industry experience. He has been with Charles Schwab since 2015. Charles Schwab & Co., Inc. serves a large client base of 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 integrated brokerage, custody, and advisory services.

Steven Person is a financial advisor with LPL Enterprise, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, PRUCO Securities, LLC, and Equitable Advisors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, financial institutions, and charitable entities. The firm’s investment approach is model-driven, offering access to third-party asset managers and financial planning through a broad network of investment adviser representatives.

Jeffrey Janes is a Series 66-licensed financial advisor with 21 years of experience, currently with OSAIC since 2025. He spent 20 years at Lincoln Financial Advisors prior to joining OSAIC. He also offers insurance products including disability, long-term care, traditional life insurance, and annuities through insurance agency roles. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach with discretionary and advisor-managed strategies, supported by a complex platform that includes affiliated broker-dealer and RIA relationships.

Briana Creel is a financial advisor with UBS Financial Services in Nashville, TN, holding the Series 66 designation with 11 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she is a partner in a mobile coffee trailer business owned with her husband, where she handles bookkeeping and daily operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor strategies to clients’ goals and risk tolerances.

Brian Homra is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of his financial advisory role, he is involved in a small business, The Anna Company DBA Memphis Magic BBQ Sauce, which he has operated since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of account types. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Anthony Dowlen is a Client Experience Advisor at Merrill Lynch Wealth Management. In his role, he works with Merrill clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. He aims to provide clients with the knowledge and tools to manage their financial lives and select platforms that fit their needs. Anthony holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from Hunters Lane High School.

Malcolm Liles is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Baird since 2013. Outside of his advisory role, he serves on the board of the Arthur & Sylvia Lee Educational Foundation, which provides scholarships, and holds several other board and ownership roles related to investment committees and land management. Liles is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations with customized financial planning and portfolio management services. The group employs a range of strategies including separately managed accounts and overlay services, catering to diverse client goals and risk tolerances.

Bryan Bolton is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 designation and 15 years of industry experience. He previously worked at Truist Investment Services, INC. from 2011 to 2016 and has been with FTB Advisors, INC. since 2016. Since 2025, he has been affiliated with LPL Financial, offering investment products and services under the DBA First Horizon Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, utilizing a range of investment strategies supported by advanced research and operational tools.

Christopher Long is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Morgan Stanley since 2016. Outside of his advisory role, he is involved as a board manager and member of Wild Wings Real Estate, LLC, a real estate investment entity. 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’s planning process involves structured discovery and firm-approved tools, serving a broad client base through various investment and planning offerings.

Janeen Gregory is a financial advisor at Stifel with 20 years of experience at the firm and a Series 66 designation. She is based in Nashville, TN, and has served as a substitute organist for Redeemer Lutheran Church since 1985. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Phillip Branch is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2016 after over four years in the wealth management department of a regional bank in Kentucky. Phillip works with corporate executives, entrepreneurs, medical professionals, and recent retirees to organize finances, mitigate tax risk, and pursue their financial goals through tailored wealth management strategies. Phillip holds a bachelor’s degree in Finance and Economics as well as an MBA from Middle Tennessee State University. He provides services including wealth forecasting, portfolio management, tax minimization strategies, insurance planning, and retirement income analysis. His approach emphasizes developing a precise and individualized financial plan, regularly tracking progress to help clients achieve their lifelong objectives. Outside of his professional work, Phillip is involved in community activities such as Habitat for Humanity, St. Jude Hero, and Susan G. Komen Team. He serves on the Nashville Children's Theatre Board of Trustees. His personal interests include fishing, football, golfing, hiking, running marathons, and skiing.

Steven Mitchell is a CFP® professional with 18 years of industry experience, currently serving clients at Raymond James & Associates since 2013. He holds the Series 66 designation and is based in Nashville, TN. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and consulting through a variety of specialized advisory programs.