Jason Patrick is the Resident Director and a Senior Vice President of Merrill's Franklin, Tennessee office, serving as a Wealth Management Advisor. He has worked in the financial services industry since 1995 and as a financial advisor since 2001. Jason joined Merrill in 2009 after eight years with UBS. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Certified Private Wealth Advisor® (CPWA®) certification. Jason earned a Bachelor of Science degree in Management, with a minor in Finance, from Lipscomb University. His expertise includes retirement planning, estate planning, insurance considerations, and personalized wealth management strategies tailored to each client's goals. In addition to his professional work, Jason has served the town of Nolensville, Tennessee, in roles such as Vice Mayor, Planning Commission member, and Chairman of the Budget Committee. He enjoys running, music, visiting national parks, and spending time at the lake with his wife, Amy, and their three children, residing in Brentwood, Tennessee.

William Gollihue Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm follows an IPS-driven approach based on modern portfolio theory and acts as an ERISA fiduciary when providing investment advice, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cole Crocker is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding a Series 66 license and six years of industry experience. His career includes roles at MML Investors Services, MassMutual Life Insurance, and several other financial services firms. Outside of his advisory work, Cole serves as an assistant coach for youth hockey. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and delivers written recommendations tailored to clients’ goals.

Richard Cardente Jr. is a financial advisor with Merrill in Franklin, TN, holding a Series 66 credential and six years of industry experience. His prior work includes positions at Bank of America, Honda Kingsport, SunTrust, and Cellular Sales Verizon. Outside of his advisory role, he is involved as an owner of a sports card hobby shop and works as a taxi driver through Uber. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Timothy Roberson is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Bank of America. Roberson serves as a board member of the Nashville Sports Council, which helps bring sporting events to Nashville. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Dominic Calvani is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds the Series 66 designation and has been with UBS since 2008. In addition to his advisory role, he serves as a general partner at KC Partners, investing in Brentwood Capital Partners. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Donald Welch is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, he serves on the board of Old Orchard Cemetery, an unpaid position involving oversight of the site's upkeep. 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 clientele including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jack Priebe is a CFP®-designated financial advisor with Mass Mutual Investors Services, bringing 21 years of industry experience. He has worked with Mass Mutual Life Insurance Company since 2005 and joined Mass Mutual Investors Services in 2025. Outside of his advisory role, he owns a business consulting firm specializing in succession planning, risk reduction, and business valuations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based financial planning with optional implementation services.

Peter Kent is a financial advisor with UBS Financial Services holding a Series 66 designation. He has been with UBS since 2023 and previously worked in educational and camp settings, including Kanakuk Institute and Kanakuk Kamps. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services across its broad platform.

Brent Davenport is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been with Fidelity Investments since 2010, progressing through roles including Investment Consultant, Retirement Relationship Manager, and working in Retirement Solutions. His career has been focused on financial consulting and retirement planning within the company. Brent's professional approach is centered around his clients' financial goals, emphasizing a process and set of business beliefs aligned with client objectives. His experience spans various aspects of financial advising, particularly in retirement solutions and investment consulting.

Brian Silkwood is a CFP®-certified financial advisor with over 20 years of industry experience, currently with UBS Financial Services Inc. since 2005. He holds a leadership role as President of the 100 Club of Sumner, a charity supporting first responders, and serves on the boards of The Founders Club and the Industrial Development Board in Hendersonville, TN. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and utilizing proprietary research and model-based asset allocations.

Kenneth Luton is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, utilizing structured planning tools and modeling techniques to support client goals.

Megan Konyn is a Financial Advisor at Merrill Lynch Wealth Management and a member of The Konyn Group since 2026. She specializes in family wealth management strategies, legacy planning, women and wealth, tax minimization, and retirement income. In her role, Megan focuses on building meaningful relationships with clients and helping them make complex financial decisions with clarity and confidence. Megan brings a background in consulting and client-facing roles to her financial advisory work. She holds a Bachelor's Degree from Lee University and has earned the designation of Personal Investment Advisor (PIA). Her approach emphasizes understanding clients' unique needs and priorities to develop tailored wealth plans that adapt to changes over time. A Nashville native, Megan enjoys exploring new restaurants with her husband, spending time at Centennial Park, trying new recipes, and reading at home with her two cats. She is also interested in activities such as biking, cooking, dancing, hiking, traveling, watching movies, and practicing yoga.

Seth Huber is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with UBS Financial Services since 2007. 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 and utilizing proprietary research and model-based asset allocations to tailor client plans.

Rachel Pena is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors, Inc. Rachel is also a commissioned notary in Tennessee. She 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 institutional clients. The group offers customized financial planning and portfolio management services, employing a range of strategies from traditional equity and fixed income to more complex approaches including private funds and real-asset exposures.

Michael Bennett Jr. is a financial advisor at Raymond James & Associates in Nashville, TN. He holds a Series 66 designation and has recently begun his advisory career, having joined the firm in 2025. His prior experience includes roles at Barings and Monogram Health, as well as completing an MBA at Vanderbilt University. 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 that includes individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Matthew Creekmore is a financial advisor at Edward Jones in Nashville, TN, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves as Chair of the Advisory Council for FiftyForward J.L. Turner Center, where he provides volunteer leadership and assists with fundraising activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment advisory programs and maintains a large network of advisors and branch offices across the country.

Brett Mccarthy is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in working with affluent families and business owners, focusing on areas such as college education planning, executive compensation, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and tax minimization. Brett and his team take a holistic approach to help clients define their financial goals and employ disciplined strategies to pursue those objectives. Brett holds a Bachelor's Degree from Clarkson University and has completed an Accredited Certificate Program at the University of Pennsylvania. He maintains professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). In his personal life, Brett enjoys biking, boating, camping, fishing, golfing, hunting, music, pickleball, traveling, and spending time with his family. He and his wife Miranda have been married for 33 years and have three grown sons, one of whom works alongside him on their team. Brett is involved with several professional organizations, including Wounded Warrior, Women's Shelter, Harry Chapin Food Bank, and Habitat for Humanity.

Jacqueline Denton is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked with UBS Business Solutions and UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and investment products.

John Morris is a Private Wealth Manager at Merrill Private Wealth Management. He joined Merrill Private Wealth in 2021 after serving as a Senior Banker at J.P. Morgan's Private Bank in the Nashville office, where he advised high-net-worth clients on investment management, lending, family office services, estate planning, and trusts. With over 30 years of experience in professional investment management and private wealth management, John has held key positions including Partner at GenSpring Family Offices, Executive Vice President at SunTrust Banks, and Market Executive at Bank of America. He began his career with Bankers Trust Company in New York. His client focus areas include family wealth management strategies, liquidity management, managing new wealth, and tax minimization. John holds a Bachelor's degree from Syracuse University and an MBA from Columbia Business School. He is a Personal Investment Advisor (PIA) and serves as a Director for the nonprofit organization Bunker Labs. John lives with his wife, Mariann, and they have three sons. His personal interests include boating, football, and spending time with his family.