Jason Porter is a financial advisor at Merrill with seven years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Merrill in 2022, he worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Outside of his advisory role, Porter is a musician and plays guitar for North Coast Church in Vista, California. 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, pension plans, corporations, and charitable organizations.

William Lange is a Senior Financial Advisor and a partner on a 13-member Merrill Lynch Wealth Management team based in Nashville and Philadelphia. He serves affluent families, corporate executives, business owners, and successful individuals across most parts of the United States. His role involves delivering personalized attention akin to a boutique firm while leveraging the global resources and capabilities of Merrill and Bank of America. Mr. Lange's expertise spans equity compensation services, family wealth management strategies, international wealth management, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. He has a background in medicine, which informs his passion for assisting physicians, biotech professionals, and others in the sciences with wealth planning strategies to navigate complexities and enhance their financial objectives. His clients often benefit from integrated planning covering goals-based investing, retirement, business succession, next-generation planning, complex trust and estate gifting structures, and strategic charitable giving. He holds a Bachelor's Degree from Davidson College and is a Certified Financial Planner® professional. Additionally, Mr. Lange has earned designations including Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional life, he enjoys cooking, hiking, spending time with his family, and traveling.

Douglas Smith is a financial advisor with Ameriprise in Brentwood, TN, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he is involved in business ownership through Overlook Business Partners, LLC. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that address income, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory process while emphasizing the use of Ameriprise-managed accounts.

Mary Lynne Kaatz is a Series 66-licensed financial advisor with Robert W. Baird & Co. She has three years of industry experience, including roles at Sharecare, Incorporated and PricewaterhouseCoopers. Kaatz serves as a board member and is part of the investment and finance committee for CASA Nashville. She works within The DDK Group, a team at Robert W. Baird & Co. that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services through a variety of strategies and emphasizes ongoing manager selection, internal research, and innovative advisory approaches.

Chase Willauer is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. Before joining UBS in 2022, he held positions at Lululemon and Robert Half. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Blake Schmitt is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, he held positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he assists with facilitating the showcasing of high school baseball players for professional and collegiate scouting events through Tennessee Prep Baseball Report. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Blake Kniffin is a financial advisor at Merrill with six years of industry experience and holds the Series 66 designation. His prior work experience includes roles at Bank of America, Uber, Vestia Personal Wealth Advisors, Unite Media Group, Larson Financial Group, and B-Kreative. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Mary Bell is a financial advisor with Merrill in Nashville, Tennessee, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Merrill since 2010. Outside of her advisory role, she is involved in a family-run LLC that supports her daughter's music career through production and equipment purchases. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Jafet Garcia is a financial advisor at Merrill in Nashville, TN, holding a Series 66 designation with four years of industry experience. He has worked at Merrill since 2016 and at Bank of America N.A. since 2022. 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, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexandra Morris is a financial advisor with Ameriprise in Nashville, TN, holding a Series 66 designation and with one year of industry experience. Her prior work includes positions at Simmons Hanly Conroy and Case Works, as well as a background in internal medicine. She also manages an advisory business with Geraldine Gordon & Associates. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement income planning through a written Recommendation Report and ongoing advice, utilizing proprietary research and algorithmic tools within a defined investment framework.

Lisa Gamble is a financial advisor at Raymond James & Associates with 30 years of industry experience. She has been with Raymond James & Associates since 2006. Lisa holds Series 63 and Series 66 licenses. Raymond James & Associates, Inc. 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 government entities, offering financial planning and non-discretionary investment consulting alongside municipal advisory services.

Catherine Nuismer is a Series 66 licensed financial advisor with 14 years of industry experience. She has been with UBS Financial Services since 2018 and previously worked at Wiley Bros. Aintree Capital. Based in Nashville, TN, she advises clients through UBS’s comprehensive platform. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor strategies.

La Quela Barnett is a financial advisor with Merrill in Nashville, TN, holding a Series 66 designation and 10 years of industry experience. She previously worked at Morgan Stanley for five years before joining Merrill in 2019. Her other business activities do not involve financial services. Merrill, in partnership with 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 a range of clients including individuals, high-net-worth investors, and institutions.

Michael M. Heard, CFP®, serves as a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, he collaborates with a team of specialists to work with a select group of families, businesses, and nonprofits, developing and implementing strategies aimed at managing their wealth. Michael takes a hands-on approach to client service, focusing on building relationships grounded in trust and providing in-depth financial recommendations to support clients across every stage of their financial life cycle. Michael’s expertise encompasses a broad range of wealth management services, including retirement planning and income distribution, investment and cash flow management, tax minimization strategies, liability management through lending solutions, asset allocation and diversification, insurance coordination, corporate cash management, and corporate retirement plans. He also works closely with family tax accountants and attorneys on trust and estate planning. His experience covers financial strategies from asset accumulation to the efficient transfer of wealth. Michael holds a Bachelor of Business Administration degree from the University of Georgia (1993) and a Master of Business Administration from Mercer University (1994). He is a CERTIFIED FINANCIAL PLANNER™ professional, as well as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). A lifelong resident of Macon, Michael’s personal interests include reading, running, and cycling. He is committed to community involvement through volunteer work with local organizations.

Paul Carl III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at UBS Financial Services, Sanford C. Bernstein & Co., Wells Fargo Advisors, TD Ameritrade, and AXA Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jonathan Pagano is a financial advisor with Cambridge Investment Research Advisors in Brentwood, TN, holding a Series 63 designation and 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and with Cambridge Investment Research, Inc. since 2003. Outside of his advisory role, he is active as a musician, playing piano and guitar. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals using a variety of portfolio management and platform solutions.

Michael Mccormick is a CFP®-credentialed financial advisor with 26 years of industry experience. He has worked at Cetera and affiliated entities since 2018 and previously spent 19 years at Signator Investors, Inc. His practice is based in Goodlettsville, TN. He is affiliated with Cetera Investment Advisers LLC, an SEC-registered firm that offers a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients.

Kelli Roggensack is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and America First Credit Union. Outside of her advisory role, she is the sole owner of a rental property business. 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 individual and institutional clients.

R Bell is a financial advisor with LPL Financial based in Brentwood, TN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2025, he worked with Ftb Advisors, Inc. and has been associated with First Tennessee Brokerage Inc and First Tennessee since 2001. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, asset management programs, and institutional platforms, utilizing a broad range of advisory strategies supported by research and technology tools.

Matthew Clark is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones in Nashville, TN. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.