Brittany Thomas is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. Her prior work includes positions at Bank of America Private Bank and Elwood & Goetz, as well as experience as a full-time college student. Merrill, together 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, and various institutional investors.

Robert Hebert Jr. is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Raymond James Financial Services Advisors Inc. in Nashville, TN. His prior roles include positions at Pinnacle Bank, US Bank, First Horizon Advisors, JPMorgan Chase Bank, and SunTrust Advisory Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to help clients meet their goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Soren Croxall is a CFP® with 15 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. He previously worked at National Planning Corporation and Morling Financial Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, model portfolio programs, and institutional platforms to individuals, retirement plan participants, banks, and other institutions. The firm supports its network of over 22,800 advisors with a range of advisory and brokerage services, including the use of research-driven model portfolios and customized investment strategies.

Joe Rowland is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he serves as President of a two-unit townhouse homeowners association in Nashville. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting, with a range of portfolio management styles supported by affiliated research and sub-advisers.

Ginger Moore is a Senior Financial Advisor with Merrill Lynch Wealth Management. She joined Merrill in 2017 following over two decades of experience managing her familys chiropractic practice. In her current role, Ginger employs a holistic approach to help clients align their personal and financial goals, utilizing the resources of Merrill and Bank of America to support retirement planning for individuals, families, and small business owners. Ginger holds Series 7 and 66 FINRA registrations, is licensed as a Life and Health Insurance Producer, and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor's Degree from Delta State University. Her client focus areas include college education planning, divorce transition planning, employee financial health, managing new wealth, personal retirement planning, women and wealth, and retirement income. Residing in Franklin, Tennessee, Ginger lives with her husband Woodie. Outside of her professional work, she serves as a team manager for a youth soccer team and enjoys reading, soccer, spending time with her family, and traveling.

Briana Mullenax is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds a Series 66 designation and previously worked at LBMC, PC from 2008 to 2021. Outside of her advisory role, she serves as the treasurer for the Montessori Centre PTA in Nashville. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pension plans, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a range of strategies and managers tailored to client goals and risk tolerances.

Scott Barton is a Series 66-licensed financial advisor with nine years of industry experience. He currently works at MassMutual Investors Services and has held prior roles at Hornor Townsend & Kent, Penn Mutual Life Insurance, Park Avenue Securities, and Guardian Life Insurance. In addition to his advisory work, he engages in life insurance sales as an insurance agent. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, software-supported planning methods without discretionary authority over client investments.

Kathleen Praino is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. She has held roles at JPMorgan Chase Bank, J.P. Morgan Securities, J.P. Morgan Private Bank, Mirae Asset Securities, and worked in the Vanderbilt University Math Department. Outside of finance, she has experience with Main Street Sweets LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting.

Nick Izzi is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor investment solutions.

Elizabeth Gearhardt is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at multiple J.P. Morgan entities since 2018. Her background also includes a brief role at Five Stand Capital and experience teaching and coaching lacrosse at Highland Park High School. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and offers broader derivatives and commodities capabilities compared to other institutional advisory programs.

Rebecca Nicholson is a Wealth Management Advisor and Vice President at Merrill Lynch Wealth Management. She joined Merrill Lynch in 1996 following a career as a petroleum engineer. In her current role, Rebecca works with high net worth individuals, families, and business owners to understand their financial goals and develop tailored strategies to achieve them. Rebecca leads an advisory team that emphasizes a consultative approach, involving clients fully in the wealth management process. She conducts thorough investment assessments to gauge clients’ investment purposes and risk tolerances and makes periodic reviews to provide recommendations aligned with clients’ objectives and market conditions. As a qualified Portfolio Manager, Rebecca manages personalized and defined investment strategies that can include individual securities, Merrill Lynch model portfolios, and third-party investments, sometimes on a discretionary basis under the firm’s Investment Advisory Program. She holds professional designations including Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning CounselorSM (CRPC®), and Personal Investment Advisor (PIA). Rebecca earned her bachelor’s degree in Geological Engineering from the Colorado School of Mines.

William Wall is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has been with Thrivent and its affiliated entities since 2022. Prior to his financial advisory roles, Wall spent several years as a professional drummer and currently teaches and performs drums as a side activity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning across a wide range of topics. The firm’s services include one-time or ongoing planning engagements and offer clients the option to combine planning with managed accounts through a consolidated billing program called “WealthPlan.”

Benjamin Walker is a financial advisor with UBS Financial Services in Nashville, TN. He holds a Series 66 designation and has 20 years of industry experience, including 18 years with UBS. Outside of his advisory work, he is involved in managing several sole proprietorships related to investment real estate. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Christopher Boyd is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He has been with Raymond James & Associates since 2014. 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, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Joseph Jackson is a CFP® with 47 years of industry experience, currently serving at OSAIC since 2023. His prior roles include positions at LPL Financial, Independent Financial Partners, VSR Financial Services, and Grove Point Investments. He also operates a sole proprietorship, Jackson and Associates, focused on sales and marketing of securities, investment advisory, and insurance products. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment process with portfolio optimization, discretionary strategies, and third-party manager options, notable for its scale and complex affiliate network.

Thomas Moonshower is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm implements personalized investment strategies through a combination of in-house and third-party managers, supported by RBC’s capital-markets capabilities and affiliated asset managers.

Michael Whittaker is a financial advisor with Merrill holding a Series 66 designation. He has been with Merrill and Bank of America, N.A. since 2026. His prior work experience includes roles in the automotive industry and a position at Purdue University Global. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of individual and institutional investors.

Scott Pantuso Jr. is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various roles at Wells Fargo Clearing, PNC Capital Markets, PNC Bank, LPL Financial, and California Bank and Trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Russell Barnard is a Series 66-licensed financial advisor with Morgan Stanley in Nashville, TN, and has eight years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he has been involved with The Country Club and Boston College for over a decade. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and investment advisory services supported by structured planning tools and broad market resources.

Brandan Chasteen is a CFP® professional with nine years of industry experience. He is currently affiliated with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2024. His previous experience includes roles at Private Advisor Group, LPL Financial, Edward Jones, and a 14-year tenure in the United States Army. Outside of his advisory work, Chasteen owns Harpeth Wealth Partners, a faith-based professional development organization for marketplace leaders. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager services, and educational seminars.