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.

John Long is a Series 66-credentialed financial advisor with Edward Jones in Mt Juliet, TN, where he has worked since 2010, totaling 15 years of industry experience. He is a partner in KDG Enterprises LLC, a real estate business based in Mt Juliet. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of households and organizations. The firm offers a variety of advisory programs, including discretionary and non-discretionary managed strategies, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

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.

Hutch Huskey is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at Petter Supply for one year and spent five years in education at the middle and high school levels. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices across the United States.

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.

Edgar Evins is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing 36 years of experience exclusively with Merrill. A Nashville native who grew up in a banking family in Lebanon, Tennessee, Edgar holds a Bachelor's Degree in Vocal Performance from Samford University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and a Personal Investment Advisor (PIA). Throughout his career, Edgar has focused on personalized wealth management strategies that align with clients' unique goals and values. His expertise includes college education planning, employee benefits planning, family wealth management strategies, portfolio management services, women and wealth, and retirement income. He places emphasis on legacy and next-generation planning, aiming to help clients use money as a tool to achieve what matters most to them. In addition to his professional work, Edgar participates in his community through volunteer efforts and dedicates personal time to interests such as cooking, genealogy, music, photography, reading, singing, traveling, watching movies, and spending time with his family. His approach to wealth management is guided by the philosophy that financial goals should reflect meaningful accomplishments over time.

Wayne Lampley is a financial advisor with LPL Financial in Nashville, TN. He holds the ChFC® and Series 63 designations and has 40 years of industry experience, including 22 years at NEXT Financial Group prior to joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services supported by model portfolios, third-party asset managers, and institutional platforms.

Lily Elise Cantrell is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 66 designation and having two years of industry experience. Prior to joining UBS in 2022, she worked in various roles including education and retail sectors. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans based on clients’ goals and risk tolerances.

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 with Raymond James Financial in Nashville, TN, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James in 2021, he was self-employed for 14 years. He serves as Secretary and Treasurer of SafeMed Anesthesia Inc., assisting with retirement plan management and tax coordination for the business. 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 non-discretionary planning tailored to client goals and supports municipal and public-finance work, along with specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting 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.