Wayne Lampley is a financial advisor with LPL Financial in Nashville, TN, holding a ChFC® designation and Series 63 license. He has 40 years of industry experience, including 22 years at NEXT Financial Group prior to joining LPL Financial in 2025. In addition to his advisory work, he is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and consulting services, supported by research and multiple investment strategies.

Lily Elise Cantrell is a financial advisor at UBS Financial Services with one year of industry experience. She holds the Series 66 designation and has a diverse background including roles in education and retail. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets solutions.

Charles Herron is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Osaic since 2018. Prior to joining Osaic, he worked at Jhfn Sii from 2014 to 2018. He is also a partner at Beyond Asset Management, an investment-related LLC, and operates as an insurance agent providing needs analysis and brokering life, disability, health, and annuities. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services along with financial planning and retirement consultation. The firm utilizes advanced asset-allocation tools and a variety of investment products to construct portfolios tailored to client profiles, supporting both discretionary and non-discretionary management.

Andrew Tuder is a financial advisor at Morgan Stanley in Nashville, TN, holding a Series 66 designation with three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, OTC Global Holdings, and Servisfirst Bank. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Maya Kushan is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to her current role, she worked at Morgan Stanley and was affiliated with Vanderbilt University’s Math Department. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Fernando Mechereffe is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and has been with Raymond James and its affiliated entities since 2021. Outside of his advisory role, Mechereffe serves as Secretary and Treasurer for SafeMed Anesthesia Inc., assisting with retirement plan management and tax coordination. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutions. The firm offers tailored, non-discretionary advice supported by analytical tools and sponsors wrap-fee advisory programs and institutional services.

David Gump is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank, and Edward Jones. 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. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Klindt is a Private Wealth Advisor at Merrill Private Wealth Management. He began his career with Merrill in 1994 and currently focuses on asset allocation, manager search and selection, and the implementation of portfolio strategies for high-net-worth individuals, families, endowments, and foundations. He also oversees his team's investment direction and manages discretionary portfolios. Eric earned the Certified Investment Management Analyst (CIMA) designation in June 2002 through the Investments & Wealth Institute in a program taught in conjunction with the Wharton Business School Executive Education program. He holds a Bachelor of Science in Business Administration from the University of Tennessee-Knoxville. From 2010 through 2013, Eric was listed in Barron's "Top 1,000 Financial Advisors" in the United States, and from 2014 through 2022, he was recognized as one of Barron's "Top 1,200 Financial Advisors." Outside of his professional work, Eric enjoys a wide variety of athletic activities and supports the athletic pursuits of his three children, Olivia, Ethan, and Alex.

David Lankford is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 credentials and has 47 years of industry experience. His prior work includes 18 years with Taylor Securities, Inc. 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, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

Caroline Harris is a financial advisor with Merrill in Franklin, Tennessee, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Merrill since 2014. Outside of her advisory role, Harris serves on the Battle Ground Academy Alumni Board, contributing to alumni engagement and event sponsorship for a local independent school. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Darlene Reischman is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked within various Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a comprehensive planning menu and integrates advisory services with other financial products and referral channels.

Anthony Sheffield Sr. is a financial advisor with LPL Financial in Franklin, TN, holding a Series 66 designation and 21 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Penn Mutual Life Insurance Co, Hornor Townsend & Kent Inc, and several other firms. His other business activities include serving as a notary and involvement in investment-related insurance services with Penn Mutual Music City. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and multiple investment strategies.

Matthew Hutcheson is a CFP® professional with 28 years of industry experience, currently serving at Mass Mutual Investors Services since 1999. He holds a Series 63 license and has ongoing roles with MassMutual Life Insurance Company. Outside of his advisory work, he is the managing member of Wellness Financial Advisors LLC and has ownership in a real estate business in Gallatin, Tennessee. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers. The firm focuses on collaborative, annual financial planning engagements supported by advanced analytical tools and provides a range of services including estate and employer-sponsored planning programs.

Jamie Lange is a CERTIFIED FINANCIAL PLANNER™ with 18 years of industry experience. She has worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services Inc. since 2025 and previously spent 10 years at Commonwealth Financial Network. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling and maintains unique capabilities in municipal and public-finance advisory services.

Robert Sewall Jr. is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2019, following six years at Merrill and concurrent experience at Bank of America N.A. He serves as an officer for Bob's Big Give, a charitable organization focused on assisting those in need with basic necessities and utility payments, and is a board member of Athlete Ally, a nonprofit advocating for inclusion in sports. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by advanced portfolio construction tools and access to third-party investment platforms.

Joseph Quarles is a financial advisor at UBS Financial Services in Nashville, TN, with 23 years of industry experience. He has been with UBS since 1994 and holds a Series 63 designation. Outside of his advisory role, he operates a decorative painting business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Christopher Logan is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2014. Logan holds Series 63 and Series 65 licenses. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through a network of over 14,000 financial advisors and offers both brokerage and advisory solutions.

Miriam Kleine Kracht is a CFP® and Series 66 registered financial advisor with seven years of industry experience. She currently works at LPL Financial and has been with FTB Advisors since 2018. Prior to her advisory roles, she was employed at Belmont University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of representatives, offering a range of advisory programs, financial planning, and brokerage services.

Ross Asher is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in understanding clients' financial situations and developing customized strategies to pursue their short-, mid-, and long-term goals. His approach includes assisting with general investing, retirement planning, and saving for unexpected events. Ross also provides access to Bank of America specialists in banking, credit, home financing, and small business solutions. Ross's client focus areas include college education planning, corporate executive services, institutional consulting, services for endowments, foundations, and non-profits, employee financial health, women and wealth, and tax minimization. He holds a Bachelor's Degree from Washington State University and is a Personal Investment Advisor (PIA). Outside of his professional role, Ross enjoys boating, football, gardening, music, painting, pickleball, scuba diving, swimming, and spending time with his family.

Patrick Konyn is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in serving a diverse clientele including corporate executives, women and their families, and individuals focused on family wealth management, executive compensation, retirement planning, and investment strategy. Patrick employs a personalized approach to wealth management, considering clients' unique circumstances and goals to develop flexible strategies suited to changing market conditions. He brings expertise in areas such as tax minimization, portfolio management, and retirement income planning. His work notably includes addressing financial topics relevant to women, such as the gender wealth gap, longevity, financial empowerment, and planning through life's challenges like divorce and survivorship. Patrick's team utilizes a defined planning process to support clients in creating tailored financial roadmaps that align with their aspirations. Patrick holds a Master’s Degree from Belmont University and a Bachelor’s Degree from the University of Wisconsin. He has earned multiple professional designations including Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his professional role, he is engaged in community activities including involvement with 100 Black Men of Middle TN and Franktown Open Hearts. His personal interests include baseball, basketball, fishing, football, gardening, golfing, and spending time with his family.