Jessie Gallivan is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and previously worked at Deloitte. Outside of finance, she has experience with Pure Barre and has been involved with the Kappa Delta Sorority. 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, and municipal entities, and offers tailored financial planning and consulting services with a range of portfolio management styles and affiliated research.

Andrew Walling is a financial advisor at Merrill with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Merrill, he worked at Wells Fargo Clearing and Wells Fargo Bank. 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, pension and profit-sharing plans, corporations, and charitable organizations.

William Massey is a financial advisor with Merrill in Brentwood, Tennessee, holding a Series 66 license and seven years of industry experience. He has worked at both Merrill and Bank of America since 2011. Outside of his advisory role, he is a member of MassMedia LLC, a social marketing and consulting business operated by his wife. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Jeffrey Williams is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. 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 financial products, including insurance-related vehicles and bank deposit sweep options.

Jacob Stoney is a Series 66 licensed financial advisor at Merrill with three years of industry experience. His prior work includes roles at Bank of America and a position at Granite City Food and Brewery. 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, and institutional accounts.

James Plasko is a financial advisor with OSAIC in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He worked at Signator Investors Inc for 10 years before joining OSAIC in 2018. He is a founding partner of Beyond Asset Management, an LLC focused on financial planning, insurance, and investment sales. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and various investment vehicles to construct portfolios managed on discretionary or non-discretionary bases.

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 at Merrill with seven years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, SunTrust, Honda Kingsport, and Cellular Sales Verizon. Outside of finance, he owns a sports card hobby shop called Replay Sports and works as a consultant and independent contractor for Uber. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

Walker Ferebee is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 65 and Series 66 credentials and has worked at Ftb Advisors, Inc. and First Tennessee. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and a variety of investment options.

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 credentials and 32 years of industry experience. He has worked at Raymond James since 2009 and previously spent five years at UBS Financial Services. Welch serves on the board of Old Orchard Cemetery in Petersburg, TN, contributing to its upkeep and maintenance in an unpaid capacity. 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, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

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.