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, specializing in assisting business owners, executives, and high net worth families in building retirement plans, preserving wealth, and strategizing wealth transfer to succeeding generations and charities. He has been with Merrill since 2014 and serves clients across Tennessee, Kentucky, Virginia, Colorado, Washington, Oregon, Nevada, Georgia, and beyond. Before his career in wealth management, Spencer spent several years teaching at Yale University, Cornell University, and Middle Tennessee State University. That academic experience informs his analytical and clear approach to addressing complex financial challenges faced by his clients. His expertise includes business exit and transition planning, tax-efficient wealth building strategies, concentrated stock strategies, lending solutions, estate and legacy planning, and liquidity management. Spencer holds a Bachelor's Degree from the University of Oregon, a Master's Degree from Yale University, and a Doctorate Degree from Cornell University. He 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). He resides in Nashville, Tennessee, where he is active in his church and his daughter's school community. Outside of work, Spencer enjoys running marathons, hiking, fishing, hunting, boxing, cooking, music, reading, 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 15 years of industry experience. He has worked with Raymond James & Associates since 2013. 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 also offers wrap fee advisory programs and institutional consulting, with a particular focus on public finance and municipal clients.

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 designation and beginning his industry career in 2025. His prior experience includes roles at MassMutual-affiliated firms and a position with Tomato Head Pizza Company. 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 offers collaborative, annual financial planning engagements using proprietary software and emphasizes event-driven planning programs such as divorce, estate settlement, and employer-sponsored planning.

Lucy Chism is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of her advisory role, she is employed as a client associate and financial advisor assistant at Pinnacle, where she helps build relationships and supports day-to-day processes. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth investors, pension plans, and government entities. The firm offers tailored, non-discretionary advisory services supported by institutional consulting solutions and has a notable presence in municipal and public finance.

Jonathan Dixon is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He has also been involved with Shoemaker Financial since 2023, providing financial planning services. His prior work includes entrepreneurial activities and roles outside the financial sector. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Taylor Mcbath is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. Mcbath’s career includes roles at Merrill Lynch, SunTrust, Fifth Third Bank, and Regions Bank before joining Cetera in 2021. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored 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 both affiliated and unaffiliated third-party managers.

Christopher Carroll Sr. is a financial advisor with Raymond James Financial Services Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Cetera and Concourse Financial Group Securities Inc., as well as long-term involvement with Volunteer State Bank where he served as Vice President and Relationship Manager. He also offers fixed annuity and insurance products through a related business. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, pension plans, and municipal clients. The firm offers specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services and integrates risk-based financial planning with institutional consulting solutions.

Bernard Ownby Jr. is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with UBS since 2015. Bernard is also involved in a privately held business, Ed Ownby, based in Nashville. 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 access to proprietary research and diversified financial products.

Lee Gillock is a financial advisor with Morgan Stanley in Nashville, Tennessee, holding a Series 63 designation and 42 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that includes firm-approved tools and scenario modeling.

Fred Mclaughlin is a financial advisor at Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Robert W. Baird since 2000. Outside of his advisory role, he serves as a trustee on the investment committee for the Goodwill of Middle TN Foundation and is a board member of the Sugartree HOA investment and finance committee. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio services, including discretionary and non-discretionary management, utilizing a range of strategies from traditional allocations to complex alternatives.

Shane Dempster is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Bank of America, Merrill, and Morgan Stanley Private Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

William Brabant is a financial advisor with Primerica Advisors in Gallatin, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Primerica Advisors since 2002 and Primerica Financial Services since 2001. His prior work includes roles at Bull Durham Contracting Inc. and Rutherford County Schools. Outside of advisory work, he is involved in the sale of home security and automation products through referrals with affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap-fee structure rather than fixed fees.

Gary Collier is a financial advisor with Raymond James Financial Services Advisors, Inc. in Nashville, TN, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked with Pinnacle Bank and Raymond James since 2009. Collier serves as Executive Director and Private Wealth Manager at affiliated entities Pinnacle Asset Management and Burton Hills Investment Partners. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and an extensive affiliate network.

Kristine Feil is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has worked at Merrill in two separate periods totaling over 11 years, with a one-year tenure at Nilsine Partners. Outside of her advisory role, she is also employed as a server at a sole proprietorship called Beyond Details in Nashville. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.