Jon Kay is a financial advisor with Robert Baird & Co. in Nashville, TN, holding a Series 63 designation and 38 years of industry experience. He has been with Robert Baird & Co. since 2019 and also has a long tenure at J.J.B. Hilliard, W.L. Lyons, Inc. since 1994. Kay serves as a trustee for the Roger and Camille Blume Foundation. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Sarah Harris is a financial advisor with UBS Financial Services in Nashville, TN, holding CFP® and Series 66 designations and eight years of industry experience. Her prior roles include positions at Merrill and Wells Fargo Clearing. Outside of her advisory career, she is involved in Tennessee Rack, a company specializing in material handling storage solutions. 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 offerings to tailor plans based on proprietary research and model-based asset allocations.

James Maddux is a financial advisor at Raymond James Financial with 21 years of industry experience and holds the Series 66 designation. He has worked with Raymond James Financial Services Advisors Inc. since 2012 and serves as an officer and treasurer on the board of Music City Academy, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm uses tailored, non-discretionary planning and risk profiling to support client goals and offers specialized services such as municipal advising and SIMPLE IRA employer consulting.

Jessica Jung is a CFP® professional with 21 years of industry experience. She is currently with Cambridge Investment Research Advisors and has prior experience at Aegis Capital Corp and LPL Financial. She serves as president of Vast Medical, a company involved in collecting and storing medical data, and holds a board position at Partners Financial Advisory Board. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing various platform arrangements and proprietary model strategies.

Matthew Miller is a financial advisor with Merrill in Brentwood, Tennessee, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has worked with Bank of America and Merrill for the past 15 years. Outside of his advisory role, Miller serves as a committee member for United Way’s Tocqueville Society fundraising cabinet. Merrill, along 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 individuals, high-net-worth clients, and institutional investors, incorporating strategic asset allocation and tax-aware options.

Julie Brandon is a financial advisor with Morgan Stanley in Nashville, TN, holding a Series 66 designation and four years of industry experience. Her prior work includes seven years at PricewaterhouseCoopers before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she manages a rental property as a small business activity. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, emphasizing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers comprehensive services including estate planning and investment strategies.

R Griffith III is a financial advisor with Robert Baird & Co. in Cookeville, TN, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Robert Baird & Co. since 2012. 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 offers customized consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies, covering a range of traditional and non-traditional investment approaches.

Russell Jones is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2007 after spending six years with a Nashville-based asset management firm where he presented strategies to institutional and high net worth investors. At Merrill Lynch, Russell focuses on helping clients develop and execute strategies to achieve their long-term objectives, including retirement planning, next-generation wealth transfer, personal and business financial management, and risk management. Russell holds a Bachelor's degree with honors from the University of Tennessee in Knoxville and a Master of Business Administration from Vanderbilt University's Owen Graduate School of Management. He is a CERTIFIED FINANCIAL PLANNER certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. His professional experience and credentials support his expertise in managing investment portfolios with an institutional approach and money manager selection. In recognition of his work, Russell was named to Barron's "Top 1200 Advisors" list in 2025 and has been included in Forbes' "Best-in-State Wealth Advisors" list from 2021 to 2025. Outside of his professional life, Russell enjoys travel, music, and spending time outdoors with his wife Desiree and their two children, Claire and Will.

Reid Berry is a financial advisor with Stifel, holding a Series 66 designation and 11 years of industry experience. Prior to joining Stifel Nicolaus & Co Inc in 2021, he worked at Bank of America from 2014 to 2021. Outside of his advisory role, he serves as CFO for The Rudi Berry LLC, a social media content creation business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Phillip Keen is a financial advisor with J.P. Morgan Securities in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Merrill, U.S. Bancorp Investments, and JPMorgan Chase Bank. Outside of advising, he is a passive real estate investor with properties in Destin, Nashville, and Las Vegas. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Katryna Wright is a financial advisor at LPL Financial with 12 years of industry experience. She holds a Series 66 designation and has worked with CUNA Brokerage Services, Inc. and Southeast Financial Credit Union for over a decade. Wright’s professional roles include managing investment-related activities within these institutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL Research and external subadvisors.

Steven Boles is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently affiliated with LPL Financial and has been associated with FTB Advisors, Inc. for over a decade. Boles serves as a board member and treasurer of the FiftyForward Endowment Board, a nonprofit organization in Nashville, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with research from LPL Research and third-party subadvisors.

Amanda Sable is a financial advisor with Cambridge Investment Research Advisors in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Cambridge since 2019 and previously worked at Signator Investors. Outside of advisory roles, she serves as an executive director and owner of business entities involved in financial services and insurance. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, and trusts through a network of independent Financial Professionals. The firm offers financial planning, investment management, and retirement plan advisory services, with a variety of portfolio management and model-based solutions tailored to client objectives under multiple custody arrangements.

Andrew Ziady is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, Ziady is a founder and board member of Challenge International, a charitable nonprofit based in Nashville, TN. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning services. The firm utilizes structured planning tools and methodologies such as Monte Carlo simulations and secures input from its Global Investment Committee to support client outcomes.

David George is a financial advisor with Robert W. Baird & Co. who holds a Series 66 designation and has 27 years of industry experience. He has been with Robert W. Baird & Co. since 2007. The DDK Group, where he works, is part of Baird’s Private Wealth Management department and serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, including separately managed account programs and utilizes internal research and advanced tools in its advisory process.

John Veith IV is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with Raymond James & Associates since 2012. 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, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Stephen Yun is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 license and has worked at multiple firms including Bank of America, Merrill, and UBS Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by various model portfolios and research resources.

Angelina Jong is a financial advisor with UBS Financial Services who holds a Series 66 designation and has 19 years of industry experience. Her prior work includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients through 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 financial plans to clients’ goals and risk tolerances.

Thomas Panagon IV is a Wealth Management Advisor with Merrill Lynch Wealth Management and a co-founder of The Tyndal Group. He brings a focus on family owned businesses, shaped by his personal experience growing up in a household that owned a family business and later navigating its sale. This background informs his approach to providing clarity amid complex decisions, emphasizing clear options, disciplined planning, and alignment with clients' priorities rather than just financial outcomes. Thomas holds several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from the University of Mississippi. His client focus areas include college education planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, retirement income, and tax minimization among others. In addition to his professional work, Thomas is involved in community initiatives such as Wags and Walks and Habitat for Humanity. His personal interests include biking, football, gardening, golfing, swimming, and spending time with his family.

Marion Hickerson III is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is the owner of River Ridge Farms in Nashville, where he is involved in weekend farm operations and serves as a board member. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs and tailored financial planning services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and global investment insights to support its clients.