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 one year of industry experience. She holds a Series 66 designation and has worked at Merrill since 2022, with prior experience at Bank of America, CVS Pharmacy, and several other organizations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Buehler is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at NY Life and Summit Financial/CTB LLC. Buehler is also secretary of an executive search firm led by his wife, serving in this role as a contingency measure. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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 its affiliate Bank of America, N.A. since 2015. Outside of his advisory role, he is the owner of Hazelwood, LLC, a limited liability company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, plans, corporations, and charitable organizations.

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 credentials and 41 years of industry experience. He has been with Raymond James & Associates since 2015. 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, institutional and pension plans, and charitable organizations—offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

Christopher Thompson is a Financial Advisor with Merrill Lynch Wealth Management based in Brentwood. He focuses on assisting individuals and families with important financial decisions by understanding their goals and creating personalized investment strategies. His areas of expertise include college education planning, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income planning. He provides ongoing investment advice and adapts strategies as clients' situations evolve. Mr. Thompson holds a Bachelor's Degree from the University of Tennessee System and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Outside of his professional role, he enjoys camping, chess, football, golfing, hiking, music, and spending time with his family.

Tyrone Laws Jr. is a CFP®-designated financial advisor with Edward Jones in Brentwood, TN, where he has worked since 2007, accumulating 18 years of industry experience. He is involved as a principal in Trident Ridge Holdings II LLC, a data center business focused on AI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services supported by a nationwide network of over 23,700 advisors.

Mitch Silberman is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera since 2023. Silberman is also the president and CEO of Silberman Wealth Strategies, Inc., which he founded in 2003. Outside of his advisory roles, he is a co-founder of the Jewish Republican Alliance, where he helps lead monthly political discussion meetings. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment managers.

Lauren Maxwell is a financial advisor with Edward Jones in Nashville, TN, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Spencer Lambright is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in working with business owners, executives, and their families to build retirement plans, preserve wealth, and strategize wealth transfers to succeeding generations and charities. Spencer brings an analytical approach to wealth management, focusing on business exit planning, tax optimization strategies, and estate and legacy planning services. Before joining Merrill Lynch in 2014, Spencer taught at Yale University, Cornell University, and Middle Tennessee State University. His academic background informs his methodical and clear communication style, which helps clients understand complex financial strategies. He holds a Bachelor's degree from the University of Oregon, a Master's degree from Yale University, and a Doctorate degree from Cornell University. Spencer also holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Spencer has been based in Nashville for two decades and participates actively in his church and his daughter's school community. His personal interests include boxing, cooking, fishing, hiking, hunting, music, reading, running marathons, and spending time with his family.

William Hickey is a Series 66-licensed financial advisor at Thrivent Investment Management in Nashville, TN, with one year of industry experience. Prior to joining Thrivent, he held various roles mainly in the music and education fields, including freelance musician and educator. He provides general freelance music services such as performing and teaching drum lessons outside of his advisory role. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning covering topics like retirement, income tax, estate, and special needs planning, with the option to combine planning with managed accounts under a consolidated billing program.

Paul Seneker is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Raymond James & Associates since 2013. 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, institutional clients, and charitable organizations, offering financial planning, investment consulting, and institutional advisory services.

William Porter is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Porter has been with Morgan Stanley since 2011, including roles at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and models, providing advisory services without individual security recommendations in standalone plans.

Gaven Peal is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and one year of industry experience. His work history includes roles at MassMutual/Continuum Planning Partners, TBH Wealth Advisors, Ameriprise, and ClearTrust Wealth Advisors. Outside of financial advising, he was involved with Tomato Head Pizza Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using firm-approved analytical tools, with a recent addition of standalone Divorce Planning and detailed event-driven planning services.