Dakota Meekins is a Series 66-licensed financial advisor with UBS Financial Services in Nashville, TN. Meekins joined UBS in 2025 and has prior experience in diverse roles across the banking, restaurant, retail, and workforce solutions sectors. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients' goals.

Paul Burd is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is an investor in a private investment business named Avalan. 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, pension plans, and municipal entities, offering financial planning, consulting, and institutional fiduciary services through a non-discretionary investment approach.

Camden Bickel is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has worked in various roles at JPMorgan Chase Bank and J.P. Morgan Securities since 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with a non-discretionary program supported by centralized due diligence and an ESG eligibility framework.

Thomas Norsworthy is a Financial Advisor at Merrill Lynch Wealth Management. He leads a team of investment professionals that combines industry knowledge and the global resources of Merrill to provide wealth management services to corporate executives, business owners, and high net worth families. He has worked alongside David Hepner for nearly a decade and has experience with corporate benefit programs, equity compensation, and nonqualified deferred compensation plans. Tom's approach to wealth management is comprehensive and client-focused. He prioritizes understanding each client's financial situation and priorities before creating a customized wealth management plan that can adapt to changes in client needs and market conditions. His services cover areas including college education planning, family wealth management strategies, legacy planning, retirement income, portfolio management, and tax minimization. He holds a Master's in Business Administration from the University of Mississippi and a Bachelor's degree from the University of Arkansas. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Tom resides in Brentwood, Tennessee with his wife and daughter and is actively involved with Christ Presbyterian Church, the Ole Miss Alumni Association, and the Brentwood Friends of the Library.

Andrew Graham is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He has held positions at J.J.B. Hilliard W.L. Lyons, Inc. and its affiliates before joining Robert Baird in 2019. Outside of his advisory role, he is involved as an owner and landlord of a rental property in Nashville, TN. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through a range of financial planning, consulting, and portfolio management services. The firm combines manager-traded and model-traded strategies with tax management and uses internal research tools, including artificial intelligence, in its advisory process.

Patrick Moody is a financial advisor with Raymond James Financial in Nashville, TN, holding Series 63 and 65 licenses and having 34 years of industry experience. He has worked with Raymond James Financial and its affiliated entities since 2002 and also serves on the committee responsible for reviewing architectural plans related to historical homesites within the Monteagle Sunday Assembly. Additionally, he is president of Moody + East Investment Partners, providing financial advice to clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs non-discretionary planning tailored to client goals through analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.

Wesley Sullivan is a financial advisor at Robert Baird & Co. with 31 years of industry experience. He has been with R.W. Baird since 2002 and holds a Series 63 designation. Based in Nashville, TN, he works within a large institutional firm. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing both in-house and third-party managers to implement a variety of investment strategies.

John Halbruner is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at Thrivent Investment Management Inc and Hyland Design Group, as well as experience in sports performance and education sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and engages in oversight of sub-advisers and conflict of interest evaluations.

James Miller Sr. is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors for 22 years. Outside of his advisory role, he serves as a United Methodist minister in Brentwood, Tennessee, officiating at funeral committal services and weddings. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, affiliate network, and recent consolidation activity.

Geoffrey Aunger is a financial advisor with RBC Capital Markets in Nashville, TN, holding a Series 66 designation and 23 years of industry experience. He has worked at RBC Capital Markets since 2012 and also serves City National Bank since 2019. Outside of finance, he is an investor in a family entertainment venture based in Costa Rica. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers advisory programs with portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Christopher Palermo is a financial advisor with Raymond James & Associates based in Nashville, TN. He holds Series 63 and Series 66 licenses and has 34 years of industry experience, including 15 years at Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser, serving a diverse client base that includes individuals, institutional investors, and charitable organizations. The firm provides financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by affiliated research and strategies.

Gordon Brewer is a financial advisor at UBS Financial Services in Nashville, TN, with 27 years of industry experience. He has been with UBS Financial Services since 2002 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor solutions for clients.

Aanhk Maa is a financial professional with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, Aanhk worked at North Star Resource Group and has a background that includes manufacturing and production management roles at Wikoff Color Corp. Outside of advisory work, Aanhk is also involved in fixed insurance sales and service as an agent. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized reporting for plan sponsors, corporations, and endowments, with a non-discretionary investment approach supported by centralized due diligence.

Alan Creech is a financial advisor with Raymond James Financial in Gallatin, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at First National Bank of Omaha, Wells Fargo Clearing, Cedar Creek Securities, M&I Investment Management, and J.P. Morgan Asset Management. He also serves as an associate at First Investments and Planning. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical modeling and supports a broad advisor network with specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Jennifer Sellers is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and HealthStream Inc. In addition to her advisory role, she owns Scattered Words LLC, a business that creates wearable and artistic items from vintage dictionaries and books. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cathy Bender is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has dedicated over 35 years to serving clients. She focuses on developing and implementing wealth management preservation and retirement strategies for families, retirees, business owners, and corporate executives. Cathy's approach is planning-based, taking into account clients' values and visions, and she aims to empower clients through education and thoughtful discussions that address their meaningful financial goals. Cathy holds the Chartered Retirement Planning Counselor (CRPC) designation and a Bachelor's Degree from Vanderbilt University, where she was the first female athlete to receive a full four-year scholarship and was later inducted into both the Vanderbilt Athletics Hall of Fame and the Tennessee Sports Hall of Fame. She has been a Securities Licensed Representative of the SEC and a Licensed Insurance Agent in Tennessee since 1988. Her community involvement includes serving as chair of the Metropolitan Nashville Sports Authority Board, appointment to the Tennessee Ethics Committee, and membership in the International Women's Forum. Cathy has also held leadership roles within Vanderbilt University alumni organizations and participates actively in several professional organizations including Delta Sigma Theta and Links Incorporated. She resides in Hermitage, Tennessee, where she enjoys spending time with her family and volunteering.

Abigail Vinson is a Series 66-licensed financial advisor with Edward Jones in Mount Juliet, TN. She has eight years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated products.

Michael Roth is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with various Morgan Stanley affiliates since 2002, including Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management (MSWM) provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by approved tools and serves clients through a range of retail and institutional offerings.

Russell Mclean is a CFP® professional with over 30 years of experience in the financial services industry. He has worked at Wells Fargo Advisors since 2019 and previously spent three years with Wells Fargo Clearing. Outside of his advisory role, he is involved in estate planning through STEJC LLC and has ownership interests in several investment-related entities, including MCLEAN WEALTH MANAGEMENT GROUP LLC and W3V-2 PARTNERS, LLC, which focuses on early-stage projects. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options from cash-flow to specialized services such as business-owner transition and sports & entertainment planning. The firm uses proprietary research and tools to develop tailored recommendations, delivering these through meetings and written summaries, with implementation being optional through their brokerage or advisory programs.

Mark Jacobs is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated entities since 2011. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and offers a range of investment and financial products.