David Bachman is a Wealth Management Advisor with Merrill Lynch Wealth Management, leading the Bachman, Herron & Associates team. He provides comprehensive wealth planning and asset management services to individuals, families, and institutional clients, focusing on delivering customized financial strategies tailored to each client's unique circumstances. His areas of expertise include retirement plan services, portfolio management, legacy planning, tax minimization, and addressing complex financial needs such as divorce transition planning and managing new wealth. David began his wealth management career in 1992 after serving 24 years in the U.S. Air Force, retiring as a Lieutenant Colonel. His military experience includes flying 34 combat missions during Operation Desert Storm. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). David earned bachelor's degrees in aeronautical engineering and mechanical engineering from California Polytechnic State University. David resides in Nashville with his wife, Leslie, and their three grown children. Outside of his professional work, he is involved in his church and community and supports Christian nonprofit organizations. His team-oriented approach and commitment to client service underpin the long-term relationships he builds with high-net-worth individuals such as attorneys, physicians, entertainers, corporate executives, entrepreneurs, and business owners.

John Webb is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and six years of industry experience. He has worked with multiple affiliated entities within Raymond James since 2019 and serves as a private wealth advisor. Webb also holds a position on the advisory board of Mindflow, where he participates in quarterly meetings regarding the organization’s direction. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized services in municipal and public finance as well as SIMPLE IRA employer consulting.

Hunter Snauwaert is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he focuses on helping individuals and families in Nashville by understanding their goals and what matters most to them. He develops personalized strategies to guide clients toward building wealth, planning for the future, and securing peace of mind. Hunter has accumulated experience in various positions within Fidelity Investments since 2021, including Relationship Manager, Financial Representative, Investment Solutions Representative, High Net Worth Associate, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as a Financial Representative at Wealth Strategies from 2020 to 2021. Outside of his professional work, Hunter has interests in fitness and golf.

Jessica Ateca is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Her prior experience includes roles at Pinnacle Financial Partners and SunTrust Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs with approximately $1.01 trillion in assets under management, supported by a nationwide network of over 23,000 financial advisors.

Victoria Kindma is a Series 66 licensed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, she worked at Cbiz and Publix and has a background that includes experience outside finance, such as modeling for a Miami-based agency and freelance pet sitting in Nashville. Strategic Advisers LLC, a Fidelity Investments company where she is affiliated, provides investment management and advisory services to a broad client base, utilizing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction.

John Burt is a financial advisor with Thrivent Investment Management in Nashville, TN. He holds a Series 66 designation and has six years of industry experience. Prior to his current role, he worked at Deloitte and One Source, Inc., and has experience in both financial services and other business sectors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers planning on a one-time or ongoing basis and integrates planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Mark Rossi is a financial advisor at Stifel with 26 years of industry experience and holds a Series 66 designation. He has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning analyses.

Adam Ravenelle is a Series 66-licensed financial advisor with Morgan Stanley in Nashville, Tennessee, and has two years of industry experience. Prior to joining Morgan Stanley, he held roles at WIN Reality, C Spire, MDsave, Vanderbilt University, and the Detroit Tigers. He is also involved with Ravenelle Ventures, an investment and finance-related business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and research.

Aaron Fuller is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds a Series 66 designation and has been with UBS since 2008. Outside of his advisory role, he owns and operates Fuller Farms LLC, which involves livestock and general farming activities. 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 and provides a broad range of capital markets and custody services.

Robert Miller II is a financial advisor with LPL Financial in Mount Juliet, TN, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. He has been associated with LPL Financial and its predecessor entities since 1995. Miller also holds licenses in several types of insurance, including whole life, term, disability, and long-term care. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, with investment management supported by in-house and third-party research and a range of portfolio strategies.

Thomas Bernstein is a financial advisor at UBS Financial Services in Nashville, TN, with three years of industry experience. He holds the Series 66 designation and previously worked at Elevate Sports Ventures and General Specialist, LLC. He serves as an advisory board member for Collective Hotels & Retreats, a hospitality startup, and provides advisory services to RISE Sports LLC, which focuses on professional training in the sports industry. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm operates both as an investment adviser and broker-dealer, offering a broad range of capital markets services alongside wealth management.

Aaron Slate is a Series 66-licensed financial advisor with Edward Jones in Greenbrier, TN, with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Lipscomb University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Arthur Gray is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 65 licenses and 38 years of industry experience. He previously worked at Bank of America N.A. and Merrill from 2014 to 2020. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing roughly $671 billion in assets with over 14,000 financial advisors.

Paul Burd is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is an investor in a private investment business named Avalan. 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, institutions, pension plans, and municipal entities, offering financial planning, consulting, and institutional fiduciary services through a non-discretionary investment approach.

Camden Bickel is a financial advisor at J.P. Morgan Securities with a Series 66 designation. He began his advisory role in 2025 and has prior experience working at JPMorgan Chase Bank, Brown-Forman Corp., and Government Consultants, Inc. Camden also attended the University of Kentucky from 2021 to 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Thomas Norsworthy is a Financial Advisor at Merrill Lynch Wealth Management. He leads a team of investment professionals that combines industry knowledge and the global resources of Merrill to provide wealth management services to corporate executives, business owners, and high net worth families. He has worked alongside David Hepner for nearly a decade and has experience with corporate benefit programs, equity compensation, and nonqualified deferred compensation plans. Tom's approach to wealth management is comprehensive and client-focused. He prioritizes understanding each client's financial situation and priorities before creating a customized wealth management plan that can adapt to changes in client needs and market conditions. His services cover areas including college education planning, family wealth management strategies, legacy planning, retirement income, portfolio management, and tax minimization. He holds a Master's in Business Administration from the University of Mississippi and a Bachelor's degree from the University of Arkansas. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Tom resides in Brentwood, Tennessee with his wife and daughter and is actively involved with Christ Presbyterian Church, the Ole Miss Alumni Association, and the Brentwood Friends of the Library.

Andrew Graham is a financial advisor with Robert Baird & Co. in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent over 17 years at J.J.B. Hilliard, W.L. Lyons, Inc. Graham is also a property owner outside of his advisory role. 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, and charitable organizations. The group provides customized financial planning and portfolio management services, using a combination of in-house and third-party managers, and offers a range of investment strategies from traditional to complex allocations.

Patrick Moody is a financial advisor with Raymond James Financial in Nashville, TN, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has worked at Raymond James Financial Services since 2002 and at Pinnacle Financial Partners since 2000. Moody also serves as president of Moody + East Investment Partners and is a committee member involved with the Monteagle Sunday Assembly, where he reviews architectural plans for historical homesites. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced modeling tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

John Halbruner is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Thrivent Investment Management and various organizations outside finance, including Hyland Design Group and the Baseball Performance Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

James Miller Sr. is a financial advisor with OSAIC in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He was previously with Lincoln Financial Advisors for 22 years before joining OSAIC. Outside of his advisory work, Miller serves as a United Methodist minister, officiating at funeral committal services and weddings. OSAIC serves a diverse range of retail and institutional clients through multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that may include a broad array of investment types.