Christopher Dailey is a financial advisor with Merrill in Nashville, TN, holding a Series 66 license and four years of industry experience. His prior work includes roles at Bank of America and CapStar Bank. Outside of his advisory work, he coaches travel and youth summer baseball teams through Harris Training, a limited liability company based in Nashville. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies for individuals, high-net-worth clients, plans, corporations, and nonprofits.

Tyler Parker is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at First Republic Bank and Bank of America. Parker serves as Vice Chair of the Board of Directors for the Newport Beach Chamber of Commerce, participating in board meetings and committees related to community business growth. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Chris Taylor is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2000. He holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Lesley Norton is a financial advisor with LPL Financial in Hendersonville, TN, holding a Series 66 credential and four years of industry experience. Prior to joining LPL Financial, she worked at Belmont University and Volunteer State Community College. Norton is also a co-owner of Collier Wealth Insurance Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations, offering various advisory programs and technology-supported investment solutions.

Gregory Lopez is a financial advisor at Fisher Investments with eight years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2015. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and employs various risk management and tax-aware strategies.

Karen Colavecchio is a financial advisor with Robert Baird & Co. in Nashville, TN. She holds Series 63 and Series 65 licenses and has 32 years of industry experience. She has been with Robert Baird & Co. since 2012. The DDK Group, within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies, tax management, and internal research tools.

Hannah Sledd is a CFP® with 11 years of industry experience, currently affiliated with Morgan Stanley in Nashville, TN. Her prior experience includes roles at Wells Fargo Clearing, Paces Ferry Wealth Advisors, Principal Securities, and J.P. Morgan. Outside of her financial advisory work, she is a partner in Light On Yoga Fitness, LLC, a recreation business based in Huntsville, Alabama. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Robert Andrews is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with UBS since 2000. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

Charles Tyndal III serves as a Wealth Management Advisor, providing comprehensive financial strategies to families and institutions. He focuses on areas such as corporate executive services, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, and tax minimization. Charles holds a Bachelor's Degree from the University of Alabama System and has earned several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Certified Trust and Fiduciary Advisor (CTFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In addition to his professional pursuits, Charles is involved in community organizations such as the Cystic Fibrosis Foundation, Habitat for Humanity, and the Nashville Young Leaders Council. His personal interests include adventure sports, camping, cooking, ice hockey, and spending time with his family.

Nena Howden is a financial advisor with Raymond James & Associates in Goodlettsville, TN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. 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, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Anthony Breen is a CFA® charterholder and holds Series 65 and Series 63 licenses. He has nine years of industry experience, including nine years at Alphamont Funds LLC and one year with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. He serves as a board member for the Richmeade Place Homeowners Association in Nashville, TN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored non-discretionary planning and investment consulting using analytical tools and supports its recommendations through advisory programs and other providers.

Paul Murfree is a financial advisor with Morgan Stanley in Nashville, TN, holding a Series 66 designation and having 21 years of industry experience. He has worked at Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he is involved with a family investment vehicle, Murfree Management Company, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized investment and financial product activities.

Christopher Adams is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James Financial and its affiliates since 2006. Adams also serves as a Practice Manager at Pinnacle Asset Management and is a member of the finance and investment committee at Well House Church, participating in the church’s business decision-making and budget oversight. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Damon Bates is a financial advisor with Raymond James Financial Services Advisors Inc., holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He has worked at Raymond James and affiliated firms since 2015 and serves as Vice President at WBT Wealth Management, where he manages a group of advisors and maintains a client book offering comprehensive financial planning and investment services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients, using risk profiling and analytical tools to tailor non-discretionary planning and investment consulting to client goals.

Christopher Schletzer is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has six years of industry experience with prior roles at Mass Mutual Investors Services and Modern Woodmen of America. Outside of advisory activities, he is involved as a music teacher and serves on the board of Waves Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered through independent Financial Professionals using a range of portfolio management strategies and platform options.

Marisa Dollard is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. She previously worked at Robert W. Baird & Co., Inc. for six years and Raymond James & Associates for five years. Outside of her advisory role, she serves as a consultant for Arbonne. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jerrod Brown is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services from 2015 to 2018. Brown is based in Nashville, TN. Raymond James & Associates is a large firm managing approximately $501 billion in assets, serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.

Scott Edwards is a financial advisor with Ameriprise in Nashville, TN, holding CFP® and ChFC® designations and over 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 1996. Outside of advising, Edwards is president and secretary of a practice management firm, Scott Allen Edwards Inc. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing comprehensive, research-driven income and tax strategy recommendations through a centralized consulting team.

Maxwell Westheimer is a financial advisor with RBC Capital Markets, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Lido Advisors and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and customizes investment strategies through a combination of in-house and third-party managers, with options for tax management and responsible investing.

Grace Seymour is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. She previously worked at UBS Financial Services from 2013 to 2024 before joining LPL Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management across its offerings.