Nicole Mcleod is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2013. 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 plans, and municipal entities, offering financial planning, advisory programs, and institutional consulting through specialized divisions.

Lydia Thompson is a financial advisor with LPL Financial in Hendersonville, Tennessee, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Linsco Private Ledger and UBS Financial Services. She also provides tax return preparation and bookkeeping services during tax season and is a commissioned notary. 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 a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

William Parrott is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Raymond James Financial in Brentwood, TN. His prior experience includes roles at Merrill Lynch and Bank of America. He is a member of the Finance and Investment Committee at Belle Meade United Methodist Church. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary advice supported by advanced analytical tools. The firm also offers municipal advisory services and specialized employer retirement plan consulting.

Bryce Snyder is a financial advisor with Raymond James Financial in Nashville, TN, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles in education and the hospitality industry. He is also involved with Adams Wealth Partners, a non-investment-related support company based in Nashville. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Colin Nasser is a financial advisor at Morgan Stanley in Nashville, TN, holding a Series 66 designation. He has been with Morgan Stanley since 2026 and previously worked at Onieal and Associates in 2024. Before entering the industry, he was a full-time student and has no prior industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs emphasizing structured financial planning and employs firm-approved planning tools to support client outcomes.

Kenneth Ford is a CFP® with 19 years of industry experience, currently affiliated with Raymond James Financial in Nashville, TN. His career includes positions at Pinnacle Asset Management, Pinnacle Bank/Pinnacle Financial Partners, LPL Financial, Cetera, and Merrill. He is also involved as an associate with Pinnacle Asset Management, where he works with clients on financial planning. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it supports municipal and public finance advisory services through a unique affiliation with a municipal advisor.

Mitchell Nini is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2014, including a concurrent role 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 investment strategies for individuals, high-net-worth clients, and institutions.

Barry Bresnahan is a Series 66 licensed financial advisor with LPL Financial, based in Hendersonville, TN, and has four years of industry experience. Prior to joining LPL Financial, he worked for over two decades at AstraZeneca LLP. He is also the owner of Bresnahan Wealth Management, LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers various advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Douglas Brown is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at DaVita Kidney Care for seven years and has experience with Little Caesars and the Tennessee Army National Guard. He serves on the Town of Smyrna Packaged Liquor Board, where he participates in decisions regarding packaged liquor licenses. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm offers a range of investment advisory programs and managed solutions, supported by a large network of financial advisors and branch offices across the United States.

Gary Rzucidlo is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His previous roles include positions at Bank of New York Mellon and AllianceBernstein L.P. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence and incorporates quantitative and qualitative research, with an emphasis on model asset allocations and ESG considerations.

Jason Jacobs Jr. is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. He has worked at Merrill and Bank of America since 2023 and has prior experience in various roles including a position at 12th Man Sports Pub. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Susan Biederstedt is a Series 66-licensed financial advisor with J.P. Morgan Securities in Nashville, TN, and has four years of industry experience. Her prior roles include positions at Meridian Hills and Culver Academies, and she has been involved with Sweet Things Chocolate as well as community programs like the Washington Township Tennis Program and Gnaw Bone Camp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a focus on eligible strategies including ESG considerations.

Chase Mehaffey is a financial advisor at Raymond James & Associates with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Trinity Wealth Securities, Florida Financial Advisors, and a period as an employee of The University of Alabama. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers a range of financial planning and advisory services with a focus on tailored, non-discretionary investment consulting.

Joseph Deery IV is a Series 66-licensed financial advisor with Merrill in Nashville, TN, where he has worked since 2013. He has four years of industry experience. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ashley Chavarria is a financial advisor at UBS Financial Services in Nashville, TN, with two years of industry experience. She holds the Series 66 designation and has previous experience at Morgan Stanley and Strickler and Prieto CPA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services.

Crystal Beastrom is a financial advisor with Merrill in Nashville, TN, holding a Series 66 credential and having one year of industry experience. She previously worked at Truist for nine years before joining Merrill. Outside of her advisory role, she serves as the secretary and a board member of the Chickering Homeowners Association in Atlanta. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Mattias Sebsbie is a financial advisor at Merrill with Series 65 and Series 63 designations and one year of industry experience. His prior work includes roles at Florida Financial Advisors DBA Tristate Financial Advisors and Bank of America. Outside of advising, he has been involved in fixed insurance sales. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, and institutions. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers.

Bryan Brinks is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds a Series 66 designation and has prior experience at Affinaquest and Larry Brinks, CHFC. He is also the owner of Optimum Wealth Group, LLC, an investment-related business. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

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.