Frank Bellar III is a financial advisor at Stifel with 16 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services before joining Stifel in 2020. Bellar serves on the advisory board of the East Tennessee Historical Society, providing guidance on the organization’s financial operations. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support client planning and decision-making.

Jessica Harris is a financial advisor at RBC Capital Markets with three years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and First Look Consulting. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s Advisory Risk Profile.

Patsy Bass is a financial advisor with Merrill in Nashville, TN, holding a Series 66 designation and 29 years of industry experience. She has been with Merrill Lynch since 1996. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Summers is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its process.

Benjamin Nathan is a financial advisor with Wells Fargo Clearing in Brentwood, TN, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Merrill, Bank of America, MassMutual Life Insurance Company, and Middle Tennessee State University. Outside of his advisory work, he co-manages a rental property investment with his fiancée. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Jeremy Stephens is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 credential and has previously worked at Bank of America and Merrill. Outside of his advisory role, he serves as a trustee for irrevocable trusts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

George Moody is a financial advisor with Raymond James Financial in Brentwood, TN, holding a Series 66 designation and over 20 years of industry experience. His prior work includes 14 years at Taylor Securities, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and maintains unique municipal advisory capabilities alongside specialized retirement plan consulting services.

Haymanot Bekele is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning their advisory career in 2026. Prior to joining LPL Enterprise, Bekele has experience working with the Tennessee Army National Guard, Aramark, Middle Tennessee State University, and other organizations. Bekele's background includes military service and roles in both corporate and educational settings. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Jeffrey Pratt is a CFP® with 26 years of experience in the financial services industry. He is currently associated with LPL Financial and has held positions at firms including OSAIC, FSC Securities Corp, and U.S. Bancorp Investments. Pratt also operates Harris and Pratt Wealth Management, which serves as a business entity related to his investment advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm supports its advisors with model portfolios, third-party subadvisors, and technology tools while maintaining diverse non-advisory financial services and overseeing over $819 billion in discretionary assets.

Nathaniel Fredricks is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and The Prudential Insurance Company of America. Outside of finance, he was involved with Yang Ming Yu Braised Chicken USA Group Inc. from 2017 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, specializing in non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process leverages both quantitative and qualitative research and incorporates ESG considerations, supported by affiliates offering investment management and portfolio services.

Tammy Nevil is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Peyton Haley is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2019, with prior roles at TSSAA, Cat Financial, and the University of Tennessee. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning and consulting with various portfolio management styles supported by affiliated research and sub-advisers.

Dakota Corum is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. Prior to joining Cetera, Dakota worked at ERP Retirement Services and Acuff & Associates. Outside of finance, Dakota is involved in entrepreneurial activities including Shelbyville Cheer and Tumble LLC and Corum Real Estate Group LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a large nationwide network of independent advisors and employs a multi-manager approach with access to affiliated and third-party portfolio managers.

Michael Williams Glaser is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds the Series 66 designation and previously worked at SunTrust Advisory Services and Suntrust Investment Services, Inc. from 2014 to 2024. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s Advisory Risk Profile.

Robert Cook is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leads a boutique advisory team focused on delivering high-touch, high-quality services to a select group of affluent families. His practice specializes in addressing the unique needs of corporate executives, business owners, and retirees by providing customized strategies that leverage Merrill’s resources to simplify financial complexities and help clients achieve their family priorities and long-term goals. With over 25 years of experience, Robert advises successful business owners and executives on wealth management, exit planning, equity compensation, cash flow planning, risk management, and tax-efficient strategies. As a Certified Exit Planning Advisor® (CEPA), he guides business owners through the exit planning process, aligning business, personal, and financial objectives to maximize value and preserve wealth and legacy. For executives, he offers strategic support to navigate transitions from executive roles into retirement or their next life phase. Robert holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Certified Private Wealth Advisor® (CPWA) designations, along with FINRA Series 7, 24, and 66 registrations, and is insurance licensed. His educational credentials include a Bachelor’s degree from Lipscomb University and a Master of Business Administration with a focus on finance from Georgia State University. Beyond his professional commitments, Robert serves on the Board of Directors for the Second Harvest Food Bank of Middle Tennessee. His personal interests include basketball, football, golfing, music, reading, running, singing, soccer, and spending time with his family.

Samuel Oakley is a financial advisor with Raymond James Financial Services Advisors, Inc. in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at SUNTRUST for 33 years before joining Raymond James in 2017. Outside of his advisory role, he is involved with The Oakley Group, a team he is named after. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses detailed risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports advisory programs across a large advisor network.

Heather Hickman is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 credentials. She has 24 years of industry experience and has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

Sara Hay is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 22 years of industry experience. Her previous firms include UBS Financial Services, Merrill, Macquarie, and B. Riley Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals and high-net-worth clients to corporations and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and is noted for its municipal advisor affiliation and specialized advisory programs.

Jay Cloud is a financial advisor at Morgan Stanley with 15 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously spent seven years at GenSpring Family Offices, LLC. He holds Series 65 and Series 63 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Walter Juarez is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has developed and refined a process to guide families, business owners, and executives in making informed financial decisions while avoiding costly mistakes. This process involves understanding clients' objectives, creating clear strategies to achieve desired outcomes, and regularly reviewing progress. Walter brings nine years of industry experience, with seven of those years at Merrill. He is bilingual in English and Spanish and holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his education from Westminster College. Walter is involved in community activities through organizations such as the American Cancer Society and the American Red Cross. He is also a member of Toastmasters International. Outside of his professional work, Walter enjoys interests including chess, cooking, hiking, horseback riding, ice skating, and spending time with his family.