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. Inc. in Franklin, TN, holding a Series 66 designation and 26 years of industry experience. He has been with Robert W. Baird & Co. since 2007. 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, and institutional clients. The group offers customized financial planning and portfolio management services using a range of strategies and managers, including discretionary and non-discretionary approaches, with capabilities extending to traditional and complex investment allocations.

John Veith IV is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

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.

James Hare is a financial advisor with Raymond James Financial in Nashville, TN, holding a Series 66 designation and having 27 years of industry experience. He has worked with Raymond James Financial since 2007 and has been associated with Pinnacle Bank since 2014. Outside of his advisor role, he is involved in developing a marketing partnership called Radnor Capital Partners. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual and institutional investors, offering financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans through detailed client interviews and employs a predominantly non-discretionary advisory approach supported by firm research and a broad affiliate network.

Jana Parham is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with UBS since 2000. Parham serves on the Board of Directors of the Estate Planning Council of Middle Tennessee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Mengying Lu Espel is a CFP® and Series 66-designated financial advisor with five years of industry experience. She is currently affiliated with LPL Financial and has prior experience at First Horizon Advisors and First Horizon Bank. 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, utilizing both discretionary and non-discretionary management approaches along with model portfolios and research from various sources.

Curt W Denney is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2000 and holds Series 63 and Series 66 licenses. Denney also serves as an arbitrator for FINRA's Office of Dispute Resolution. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research to tailor investment strategies.

Frances Aboushousha is a Financial Advisor with expertise in wealth management and financial planning. She has served ultra-high-net-worth families as part of a Merrill Private Wealth team based in Pittsburgh, Pennsylvania. Frances focuses on college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, special needs planning strategies, and women and wealth. She holds the CERTIFIED FINANCIAL PLANNER® certification and the Certified Exit Planning Advisor designation. Frances earned a Bachelor's Degree from the University of Georgia. In addition to her professional responsibilities, Frances is active in community organizations including the Junior League of Nashville, Economic Club of Nashville, Advancing Women in Nashville, and the Nashville chapter of the University of Georgia Alumni Association.

Jennifer Freeman is a financial advisor with OSAIC in Nashville, TN, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She worked for Signator Investors, Inc. and John Hancock Mutual Life Insurance Company for 20 years before joining OSAIC in 2018. Freeman is also the owner of Freeman Wealth Management LLC and affiliated with Innovative Financial Group LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance analysis, and access to third-party money managers across multiple platforms.

Jason Mckernan is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and was previously with FSC Securities Corporation from 2011 to 2019. Outside of his advisory role, he is a partner in Sierra Tango, a business based in Nashville, TN. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of discretionary and non-discretionary strategies across multiple platform arrangements.

Benjamin Tavenner is a CFP® with three years of industry experience, currently an advisor at UBS Financial Services in Nashville, TN. He has worked at UBS Financial Services since 2022. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-based, tailored financial strategies through a large network of financial advisors.

Donald Carlton is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 1995. Outside of his advisory role, he serves as an executor for a non-investment-related entity. 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.