Ken Williams is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Jessica Rando is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 66 credentials and totaling 15 years of industry experience. Her prior experience includes roles at Vining Sparks Asset Management LLC and Vining Sparks. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering a broad range of services including futures commission merchant operations, principal trading, and affiliated banking programs.

Condolee Gilliam Jr. is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, 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 and risk tolerances.

Brendan Finucane Jr. is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his financial services career, he is involved in farming through an activity named Rock Jolly Farm. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers planning services that use structured tools and modeling techniques while acting primarily in an advisory capacity.

Nicholas Myers is a financial advisor at Edward Jones in Nashville, TN, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked in various roles including a year at Macc Smoothie LLC and seven years at Creative Artists Agency, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Tiffany Mason is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and serves clients through direct and employer-based financial planning agreements.

Chad Michael is a financial advisor with Primerica Advisors in Gallatin, TN, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at PFS Investments since 2019 and Primerica Financial Services since 2018. Outside of investment advisory, he is involved as an agent with Medicare-related services through Legacy on Main and Middle Tennessee Medicare. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Henry Norton is a financial advisor at LPL Financial with a Series 66 credential and one year of industry experience. His prior work includes roles at COVA Wealth Management, Three Stone Roofing, and Northwestern Mutual Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

John Mcknight is a Wealth Management Advisor at Merrill Lynch Wealth Management with over three decades of experience in the field. He leads the MKBH Group, a team dedicated to assisting clients in achieving their financial goals through individualized strategies and disciplined investment guidance. His client-focused approach emphasizes understanding the emotional confidence that comes from education and informed decision-making. John's expertise encompasses executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, and serving clients in the sports and entertainment sectors. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). John earned his bachelor's degree from Boston University. Outside of his professional career, John is married to Mary Alice and is a father to three adult children. He enjoys various outdoor activities including fishing, golfing, skiing, photography, and spending time with his family.

Andrew Niemiec is a Senior Financial Advisor with Merrill Lynch Wealth Management and The Melby Group. He works with a multigenerational wealth management team focused on supporting successful business people and their families. Andrew assists clients with areas including corporate executive services, executive and equity compensation, family wealth management strategies, legacy planning, liquidity management, and tax minimization. His approach involves understanding client goals, identifying financial risks, and providing game plans to help clients achieve their objectives efficiently and effectively. Andrew earned a Bachelor of Business Administration in Finance, Investments, and Banking from the University of Wisconsin – Madison in May 2020. He holds the Chartered Alternative Investment Analyst (CAIA®) designation, which he utilizes to evaluate private equity, private real estate, and hedge fund opportunities for his clients. Andrew and his team also incorporate alternative investments to diversify client portfolios and manage risk. Outside of his professional responsibilities, Andrew enjoys exercising, cooking, reading, listening to podcasts, playing golf, and spending time with family and friends in Nashville, Tennessee and Milwaukee, Wisconsin.

Jonathan Hagan is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has prior work experience that includes roles at MassMutual Life Insurance Company, Capital Financial Group, and entrepreneurial ventures such as The Original Corner Pub. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative and software-supported planning process and offers specialized planning services, including divorce and estate settlement planning.

James Hickerson is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Outside of his advisory role, he serves on the finance committee and board of The Blake McMeans Promise Tour, a nonprofit focused on children and youth. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and investment models to support tailored financial plans.

Elizabeth Hollington is a financial advisor at Merrill with a Series 66 designation and four years of experience at the firm. She has also worked at Bank of America, N.A. since 2025 and has prior experience outside the financial industry in various roles. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

William Buehler is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NY Life and Summit Financial/CTB LLC. He is also secretary of CTB1, an executive search firm led by his wife, a role arranged for estate planning purposes. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through its Institutional Consulting Services program.

Michael Sherfy is a financial advisor with Charles Schwab in Nashville, TN, holding a Series 66 credential and 11 years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. Outside of advising, he is a part owner of Blue Flower Brew LLC, a restaurant venture operated by his spouse. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and financial planning services through both non-discretionary and discretionary investment programs.

Dean Morgan is a financial advisor with LPL Financial based in Nashville, TN, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at Sinor Marcum Group LLC, America2030, and Waddell & Reed Inc. Morgan is also involved in non-variable insurance activities through Crump and Clifton Park. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management options.

Jonathan Pankow is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2015. Outside of his advisory role, he is the owner of Hazelwood, LLC, a limited liability company. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

Roger Bowser is a financial advisor with Primerica Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with Primerica Advisors since 2016 and has been affiliated with Primerica Financial Services since 2013. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Samuel Gross is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses supported by firm research and planning tools, and it also serves municipal clients with public-financing and investment banking capabilities.

Jacob Mc Kissack is a financial advisor with Edward Jones, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is a manager of Southern Biltong LLC, a food services business based in Nashville. 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 programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.