Joseph Krysh II is a Financial Advisor with Merrill Lynch Wealth Management based in Nashville, Tennessee. He focuses on providing customized financial advice, guidance, and strategies tailored to the specific needs of individuals, families, and business owners. His client services include areas such as corporate benefits, executive compensation, family wealth management strategies, personal retirement planning, portfolio management, and tax minimization. Joseph's approach is holistic, beginning with getting to know clients personally to understand what is most important to them. He aims to build relationships centered around organizing, simplifying, and optimizing clients' wealth while reducing stress and providing more time to focus on their priorities. By leveraging the resources of Merrill Lynch and Bank of America, he offers a wide variety of financial solutions and access to specialists. A native of Cleveland, Ohio, Joseph is a graduate of St. Edward High School and earned his bachelor's degree in finance with a concentration in computer science from the University of Dayton. During his time at university, he was active in the Sigma Alpha Epsilon fraternity, serving as president and on the executive board. He holds FINRA Series 7 and Series 66 registrations, the Ohio Life & Health insurance certification, and the Professional Investment Advisor (PIA) designation. Joseph is also involved in community service as a member of the Ronald McDonald House of Nashville Associate Board.

Noah Clevinger is a financial advisor at UBS Financial Services with a Series 66 credential and no prior advisory industry experience. His previous work includes roles at Conagra Brands and Smithfield Foods. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets and investment solutions.

John Reynolds is a financial advisor with UBS Financial Services in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he is the managing partner and head of the board for a family-owned timber farm, Reynolds Family Farm LLC, and serves on the investment committee of the United Methodist Foundation for the Tennessee-Western Kentucky Conference. 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 financial plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and fiduciary services.

Jodie Smith is a Series 66-licensed financial advisor with 15 years of industry experience. She has worked at LPL Financial since 2022 and previously held roles at CUNA Mutual Group and Cuna Brokerage Services, Inc. Outside of her advisory work, she is a co-owner in a real estate rental business. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by technology tools for operational and research purposes.

Joseph Grenvicz is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at First Tennessee Brokerage and First Tennessee Insurance Services since the early 2000s and had a brief tenure at FTB Advisors, Inc. Outside of his advisory role, he is involved as a media personality with JTF Media LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management programs supported by both proprietary and third-party resources.

James Whatley Jr. is a financial advisor with Raymond James Financial in Mount Juliet, TN, holding a Series 63 designation and 37 years of industry experience. He has worked at Raymond James Financial since 1999 and also has experience with Wilson Bank & Trust. Outside of his advisory work, he is involved as an independent contractor with a local music group that performs live, mostly for charitable events, where he serves as booking agent, organizer, and lead singer. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and advisory services using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Justin Barr is a financial advisor with Equitable Advisors in Franklin, TN, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he was involved in various roles including sales activities related to tax account programs with Realty Benefit Services. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to implement client strategies.

Thomas Herbert is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James Financial and its related entities since 2002. In addition to his advisory role, he manages client relationships at Pinnacle Financial Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Joseph Gallivan is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with Raymond James & Associates since 2006. Gallivan serves as a director of the Don Gibson American Music Foundation, a nonprofit organization supporting music legacy initiatives. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and investment consulting, emphasizing tailored, non-discretionary strategies supported by research, municipal advisory services, and a broad affiliate network.

Edmund Nasief Jr. is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with UBS since 1988. Outside of his advisory role, he serves on the board of the Pediatric Endowment Fund, a nonprofit supporting pediatric healthcare and medical education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing customized financial planning and portfolio management.

W. Moore is a financial advisor at Merrill with 28 years of industry experience. He holds a Series 66 designation and has been with Merrill since 1998. Moore serves on the advisory boards of the Leadership Nashville Foundation and the Nashville Library Foundation, and he is a consultant for the Land Trust for Tennessee. He is also a board member of the Nashville Chamber of Commerce. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and external portfolio managers.

Daniel Anderson is a financial advisor with J.P. Morgan Securities in Nashville, TN. He holds the Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at NorthMarq Capital and has experience in leadership roles at Oklahoma Student Leadership. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset allocation advice, investment manager and fund searches, and customized performance reporting.

Eric Williams is a financial advisor at Edward Jones in Nolensville, TN, holding a Series 66 designation with 15 years of industry experience. He has worked at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, access to managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Scott Adams is a Market Leader at Fidelity Investments, where he leads a team of financial professionals dedicated to developing financial plans tailored to clients' needs and goals. He has been with Fidelity Investments since 1997, progressing through various roles including Account Associate, Project Manager, Financial Representative, Financial Consultant, Assistant Branch Manager, Branch Office Manager, Senior Branch Office Manager, and Market Leader. His extensive experience at Fidelity Investments spans over two decades, demonstrating a commitment to client service and leadership within the financial industry. Specific areas of expertise and educational background were not provided.

James Clarke III is a financial advisor at Robert Baird & Co. with Series 63 and Series 65 credentials and 43 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent significant time at J.J.B. Hilliard, W.L. Lyons, Inc. and Morgan Keegan & Company, Inc. Clarke serves as a donor advisor for the Community Foundation of Middle Tennessee and is a board member of the investment committee for the Guardianship and Trust Company. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional allocations with discretionary and non-discretionary management options.

Parker Logan is a financial advisor at Raymond James & Associates with four years of industry experience. He previously worked at AllianceBernstein and has an educational background from the University of Georgia. He holds the Series 66 designation. 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 varied client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Myles Zueger is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 12 years of industry experience. In addition to his advisory role, Zueger is involved with Adams Wealth Partners in an operations and financial advising capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and consulting using analytical tools to support client goals and maintains unique capabilities in municipal finance and employer advisory programs.

Robert Hetherington is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2010, he has focused on delivering customized strategies and advice to individuals, families, and business owners through multiple and complex market cycles. His approach begins with a disciplined, goals-based process that seeks to fully understand each client’s specific needs, concerns, and priorities. Robert and his team specialize in serving corporate executives, people transitioning into retirement, and business owners. Robert’s expertise encompasses corporate executive services, education planning, family wealth management strategies, philanthropic planning, portfolio management, socially responsible and ESG investing, tax minimization, and trust and estate planning services. His team's comprehensive offerings also include business owner retirement plans, lending strategies, home financing, and long term care planning. They aim to provide clients with answers to financial questions that they may not have considered, offering insight and customized solutions to meet stated financial concerns and goals. He earned a Bachelor of Science degree in Business Administration from Washington and Lee University and holds the Personal Investment Advisor (PIA) professional designation. Robert is a native Washingtonian and resides in Chevy Chase, Maryland with his wife, Julia, and their three children. He maintains a commitment to community involvement through volunteering with local organizations.

David Schadel is a CFP® with 16 years of industry experience, currently an advisor at LPL Financial since 2023. He previously worked at Wealth Strategies Partners, LLC and Raymond James Financial Services Advisors Inc. for nine years, and at &PARTNERS for four years. Outside of his advisory role, he is a notary public and an insurance agent affiliated with The Cason Group, Inc. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies supported by advanced advisor tools.

Kevin Sanders is a financial advisor at Equitable Advisors with approximately one year of experience. He holds a Series 66 designation and previously worked in education and service roles, including positions at multiple schools and AmeriCorps. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.