Stephen Yun is a Series 66-licensed financial advisor with LPL Financial and has four years of industry experience. He has held roles at several firms including Bank of America, Merrill, UBS Financial Services, and Capital Financial Group. He is affiliated with Ascend Federal Credit Union through a related business entity for his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment strategies, supported by a large network of over 22,800 advisors.

Angelina Jong is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Ameriprise. Jong is based in Nashville, TN. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations tailored to clients' goals and risk tolerances. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets services.

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 over 27 years of industry experience. He has worked with Raymond James since 2007 and has been associated with Pinnacle Bank since 2014. Hare is involved in a marketing partnership named Radnor Capital Partners, which he co-founded in 2024. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports institutional consulting and portfolio management across a broad advisor network.

Jana Parham is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 credentials and having 30 years of industry experience. She has been with UBS since 2000. Parham serves on the Board of Directors for the Estate Planning Council of Middle Tennessee. UBS Financial Services serves individual, corporate, and institutional clients, offering a range of brokerage and investment advisory services including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based strategies to tailor client plans.

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 specializing in wealth management and financial planning. She focuses on helping families and individuals make confident financial and wealth decisions by understanding the personal, complex, and unique issues they face in their financial lives, allowing her to provide personalized advice. Prior to joining the Tyndal Group, Frances spent several years serving ultra-high-net-worth clients with a Merrill Private Wealth team based in Pittsburgh, Pennsylvania. She has extensive experience in the operations of wealth management and financial planning. Frances holds the CERTIFIED FINANCIAL PLANNER® certification and the Certified Exit Planning Advisor designation. She also holds a Bachelor's degree from the University of Georgia. Frances is actively involved in her community as a member of the Junior League of Nashville, the 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 at Osaic with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. Outside her role at Osaic, she is the owner of Freeman Wealth Management LLC and affiliated with Innovative Financial Group LLC, also offering fixed insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm provides both brokerage and advisory services using a model-based investment process that incorporates asset allocation, portfolio optimization, and a range of third-party and proprietary strategies.

Jason Mckernan is a financial advisor with Cambridge Investment Research Advisors and holds the Series 65 and Series 66 credentials. He has 19 years of industry experience, including prior roles at FSC Securities Corporation, Capital Guardian Wealth Management, First Horizon Advisors, and Day Wealth Management. Outside of his advisory work, he is a partner in a business entity named Sierra Tango and owns Westover Financial, LLC. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management through various platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Benjamin Tavenner is a CFP® and Series 66 credentialed financial advisor with four years of industry experience. He has been with UBS Financial Services since 2022 in Nashville, TN. Prior to his advisory career, he spent 11 years as a student. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and proprietary research to tailor strategies to clients’ goals and risk tolerances.

Donald Carlton is a financial advisor at Merrill with 31 years at the firm and 14 years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, he serves as an executor for an unrelated entity based in Florida. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients, utilizing internal and third-party managers along with strategic asset allocation and tax-aware options.

Bryant Moritz is a financial advisor at Fidelity with Series 63, 65, and 66 credentials and four years of industry experience. He has worked previously at Charles Schwab & Co., Inc. and TD Ameritrade, Inc. Bryant is based in Nashville, TN. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Thomas Sinor Jr. is a financial advisor with LPL Financial based in Nashville, TN, holding Series 63 and Series 65 licenses and over 21 years of industry experience. His career includes roles at Waddell & Reed, INC., various insurance carriers, and his own firms, Sinor Marcum Group and Thomas Sinor. He has also maintained a business entity for tax and investment purposes unrelated to advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers diverse advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a wide network of advisors and advanced research tools.

Jasper Baptist is a financial advisor with Primerica Advisors in Madison, TN, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked with Primerica Advisors since 2013 and is also employed by Comcast Corporation and Prospecting Health Inc. Outside of his advisory role, he serves as a third key manager at Visionworks, a retail company. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers, uses a tiered wrap-fee structure, and delegates trading responsibilities to BNY Mellon Advisors.

Maggie Albarati is a financial advisor at Merrill with 11 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Clearing and Belmont University. She is also a general partner and managing member of Albarati Holdings, LLC. 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.

Christy Cole is a financial advisor with Merrill in Nashville, Tennessee, holding a Series 66 designation and 25 years of industry experience. She has worked at Merrill Lynch since 2000 and at Bank of America since 2009. Outside of her advisory role, she is a half-owner of a family farm focused on forestry in Henry County, Tennessee, and serves on the boards of the YMCA Middle Tennessee Camp Widiji and the Leukemia and Lymphoma Society of Middle Tennessee. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kayla Weibel is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her background includes roles at Merrill, Bank of America, and U.S. Bancorp Investments. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining model-based asset allocations and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad platform of capital markets and investment solutions.

Evan Malone is a financial advisor at RBC Capital Markets based in Nashville, TN, holding a Series 66 designation with 16 years of industry experience. His career includes roles at City National Bank, Renaissance Financial, Securian Financial Services Inc, and Minnesota Life Insurance Co. Outside of finance, he works part-time as a boxing instructor at a fitness facility. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients. The firm offers a variety of advisory programs featuring tailored investment strategies, discretionary and non-discretionary portfolio management, and integrated financial services.

Shannon Lashlee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and currently based in Hendersonville, TN. She began her career in the financial industry in 2026 and has prior experience in law and government relations, as well as involvement with New Moon Yoga Studio. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a broad range of clients, including individuals, corporations, and institutions. The firm uses research and analytics to guide investment decisions and offers a variety of brokerage and advisory solutions.