Clyde Mcfadden is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at John Hancock for 14 years before joining OSAIC in 2018. In addition to his advisory role, Mcfadden provides fixed insurance products as an agent. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers a range of services including brokerage, investment advisory, financial planning, and retirement plan consulting, utilizing asset allocation tools and third-party managed-account solutions.

Renee Hitchcock is a financial advisor with Osaic Wealth, Inc. in Nashville, TN, holding a Series 66 designation and three years of industry experience. She has worked at Osaic Wealth since 2022 and has prior experience with Innovative Financial Group/Beyond Asset Management dating back to 2018. Outside of advisory roles, she is a licensed notary public. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage, advisory, and financial planning services, employing asset-allocation tools and various portfolio management options that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Robert Kern is a Financial Advisor and Senior Portfolio Advisor at Merrill, where he works with individuals, families, business owners, and retirees. He assists clients in making informed financial decisions and staying focused on their priorities. His approach involves developing tailored strategies that integrate investment management, retirement planning, risk management, and estate considerations. Robert addresses key client concerns such as retirement readiness, income generation in retirement, tax efficiency, investment risk, and legacy planning. He emphasizes a long-term perspective in investing, aiming to build strategies that support clients' goals through changing markets and life circumstances. His professional designations include Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He holds a bachelor's degree from Southern Illinois University. Outside of his professional role, Robert enjoys outdoor activities, cooking, exercising, reading, and spending time with family and friends. He is involved in community organizations such as The Store, Habitat for Humanity, Second Harvest Food Bank, and the Williamson County Animal Center. He is also a member of the Williamson County Chamber of Commerce.

Mitch Riddle is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. He brings experience from his previous roles within Fidelity Investments, including Relationship Manager from 2023 to 2025, and Financial Representative from 2022 to 2023. Prior to joining Fidelity, he worked as a Junior Financial Advisor at Freedom Wealth Management from 2021 to 2022. As a CERTIFIED FINANCIAL PLANNER, Mitch partners with clients to co-create financial plans tailored to their unique situations. He focuses on understanding what matters most to clients and their families to develop financial strategies that provide confidence moving forward. Outside of his professional role, Mitch enjoys spending time with friends and attending social events, as well as hiking and reading.

Daniel Banks is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2019, progressing through roles including Financial Consultant, Planning Consultant, and Relationship Manager. Prior to joining Fidelity, he worked at Vanguard Group in various roles such as Retirement Specialist, Series 7 Licensing Instructor, and Client Service Associate from 2017 to 2019. As a Certified Financial Planning Professional, Daniel focuses on collaborating with clients to create personalized financial plans. His experience has reinforced his commitment to helping families build clear and reliable plans that provide peace of mind. Outside of his professional duties, Daniel's personal interests include cooking and baking, family activities, exploring food as a foodie, football, parenthood, and spending time with pets.

Jeffery Henrikson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at SunTrust Advisory Services and SunTrust Investment Services. He also serves as a co-trustee for his parents' family trust. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized reporting through a combination of advisory and brokerage capabilities.

Morris Grimes is a financial advisor with Edward Jones in Brentwood, TN, holding Series 63 and Series 66 licenses. He has 23 years of industry experience and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,700 financial advisors and 15,000 branch offices nationwide.

Lechelle Moore is a CFP® professional with 28 years of experience, currently serving at UBS Financial Services since 2015. She holds Series 63 and Series 66 licenses and is based in Nashville, TN. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Annie Bienvenu is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding a Series 66 designation and 12 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association before joining Wells Fargo Clearing in 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Steven Brown is a financial advisor at Raymond James & Associates with one year of industry experience. He previously worked at Principal Financial Group and National Underwriting Services. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary programs and maintains capabilities in public finance and municipal services.

Kathy Barrett is a financial advisor with Raymond James Financial in Nashville, TN, holding a Series 66 designation and bringing 25 years of industry experience. She has been with Raymond James Financial Services Advisors since 2016. Outside of her advisory role, she serves as an office manager at Grahampton Wealth Management. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a broad client base, including individual and high-net-worth investors, pension plans, and governmental entities. The firm offers tailored, typically non-discretionary advisory services and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

John Mcallister is a financial advisor with Robert W. Baird & Co. Inc. in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 2002. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Duran Bunch is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings a diverse professional background, including six years in the U.S. Army with deployment experience alongside specialized military units. Since joining Merrill in January 2020, Duran has utilized his military discipline and leadership skills to provide financial advisory services focused on personalized wealth management strategies. Duran's expertise encompasses areas such as family wealth management, legacy planning, portfolio management, and managing new wealth. He has a particular interest in supporting retired military, police, and first responders in maximizing their retirements and assets. Duran holds a Bachelor's Degree from Middle Tennessee State University and is a Personal Investment Advisor (PIA). He is fluent in Spanish, Arabic, and English. Beyond his professional work, Duran is active in community organizations including Operation Stand Down and Team Rubicon and is affiliated with the Disabled American Veterans and the Wounded Warrior Foundation. His personal interests include adventure sports, boating, chess, hunting, music, photography, rock climbing, scuba diving, skiing, and skydiving. Duran enjoys restoring antique automobiles and values building close relationships with his clients, treating them like family to help achieve their long-term financial goals.

Carol Yochem is a financial advisor at LPL Financial with 31 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked with FTB Advisors, Inc. and First Tennessee Bank since 2014. She serves on the boards of the Nashville Downtown Partnership, the Andrew Jackson Foundation, and the Nashville Area Chamber of Commerce. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

James Mellin is a financial advisor with Equitable Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors since 1999 and previously associated with Axa Advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered advisory and broker-dealer model.

Walter Keith IV is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James Financial since 1999, as well as at Curtis Stokes & Associates, Inc. and Ellis & Company Retirement Strategists. He is also the owner of Walter Keith & Co., a support company based in Brentwood, TN. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored strategies through a range of advisory and brokerage solutions.

Joshua Marcum is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 license and 20 years of industry experience. His prior roles include work with Bni, Sinor Marcum Group, and Waddell & Reed, Inc. Outside of his advisory work, he has been involved with Sinor Marcum Group LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting with access to comprehensive research and model portfolios.

Mark Bloom is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 63 designation and 49 years of industry experience. He has been with UBS since 2000. Beyond his advisory role, he serves on the board of overseers for the Vanderbilt-Ingram Cancer Center and is involved with the Country Music Hall of Fame Foundation. 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 solutions and proprietary research to tailor financial plans to clients’ goals and risk tolerances.

Michael Sforza is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has previously worked at MassMutual and Miami University. Prior to his financial services career, he spent ten years with the Mars Area School District. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, 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 plans to clients’ goals and risk tolerances.

David Laskin is a Series 66-licensed financial advisor with UBS Financial Services in Nashville, TN. He began his advisory career in 2025 and previously worked in the golf industry and as a student. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor investment plans to clients' goals and risk tolerances.