Daniel Greene is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Putnam Retail Management for ten years. Outside of his advisory role, he is a partner in a land ownership group and a financial backer of a business investment venture. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, and public entities. The firm provides financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting, with a notable emphasis on non-discretionary advisory relationships and a broad affiliate network supporting municipal and institutional clients.

Franklin Ballard Jr. is a Series 66-licensed financial advisor with Edward Jones, based in Nashville, TN. He has 19 years of industry experience, including 17 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christian Sarver is a financial advisor with LPL Financial, holding Series 66 and Series 63 credentials and eight years of industry experience. He has worked at LPL Financial since 2022 and has prior experience with firms including Edward Jones and Luken Investment Analytics. Outside of advisory work, he is a contract driver for Uber Eats. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios, providing both discretionary and non-discretionary management options.

Nicole Mcleod is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Lydia Thompson is a financial advisor with LPL Financial in Hendersonville, TN, holding Series 63 and Series 66 credentials with 26 years of industry experience. She has been associated with Linsco Private Ledger since 2006. Thompson also provides tax return preparation and bookkeeping services during tax season and is a licensed notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

William Parrott is a CFA® charterholder with four years of experience in the financial industry. He is currently an advisor at Raymond James Financial Services Advisors Inc. and also contributes as a Finance and Investment Committee member for Belle Meade United Methodist Church. Parrott’s prior experience includes roles at Merrill Lynch and Bank of America. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a broad client base, including individual investors, pension plans, charitable organizations, and municipal entities. The firm offers tailored, non-discretionary advisory solutions supported by a network that includes public finance capabilities and institutional fiduciary services.

Bryce Snyder is a financial advisor with Raymond James Financial in Nashville, TN. He holds a Series 66 designation and has recently started his career in the industry. Prior to joining Raymond James, he worked in various roles including positions at WestPac Wealth Partners and Park Avenue Securities LLC, as well as non-financial roles at educational and recreational institutions. He is also involved with Adams Wealth Partners, a non-investment-related business. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and institutional clients, including high-net-worth investors and public entities. The firm offers tailored, non-discretionary advisory services and supports small business retirement plans through its SIMPLE IRA Employer Advisory & Consulting Services program.

Jonathan Johnson is a Series 65-licensed financial advisor with Fisher Investments, based in Mt Juliet, TN. He has 12 years of industry experience and has been with Fisher Investments since 2013. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research, and it offers sub-advisory and retirement plan services to a diverse client base.

Kenneth Ford is a CFP® professional with 18 years of industry experience, currently affiliated with Raymond James Financial in Nashville, TN. He previously worked at LPL Financial for nine years and is associated with Pinnacle Asset Management as an associate. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities, providing financial planning and non-discretionary investment consulting supported by firm research and an extensive affiliate network.

Mitchell Nini is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2014. Prior to his current role, he has worked at Bank of America, N.A. since 2022. Merrill provides managed account services through the Select Portfolio Solutions program to Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm operates within Bank of America’s broader platform, providing access to a wide array of products and services.

Barry Bresnahan is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 credential and previously worked for AstraZeneca LLP for 22 years. Outside of his advisory role, he owns Bresnahan Wealth Management, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Gary Rzucidlo is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66, Series 63, and Series 65 licenses. Prior to joining J.P. Morgan Securities and J.P. Morgan Chase Bank in 2019, he worked at Bank of New York Mellon for nine years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework to its investment recommendations.

Jason Jacobs Jr. is a Series 66-registered financial advisor at Merrill with two years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated, as well as a period in the hospitality sector at 12th Man Sports Pub. Merrill 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 diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Susan Biederstedt is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Her career includes roles at JPMorgan Chase Bank and Meridian Hills, as well as involvement with educational institutions and nonprofit programs such as Culver Academies, Denison University, and the Washington Township Tennis Program. She also worked with Sweet Things Chocolate, reflecting a diverse range of professional experiences outside finance. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, emphasizing asset-allocation advice and manager searches. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Chase Mehaffey is a financial advisor with Raymond James & Associates based in Nashville, TN. He holds Series 63 and Series 65 designations and has two years of industry experience. His prior work includes roles at Trinity Wealth Securities, Florida Financial Advisors DBA Tristate Financial Advisors, and involvement with the Cocktail Collection. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a diverse client base—including individuals, institutions, and public entities—offering wealth advisory planning, investment consulting, and specialized municipal and public finance services.

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 at Merrill with a Series 66 credential and five years at the firm, following nine years at Truist. She serves as the secretary on the board of the Chickering Homeowners Association in Atlanta, where she participates in governance and meeting documentation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad range of individual and institutional clients.

Kevin Commander is a financial advisor with Edward Jones in Gallatin, TN, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Bryan Brinks is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He previously worked at Affinaquest for 15 years and is also the owner of Optimum Wealth Group, LLC. Brinks holds a Series 66 designation and operates in Hermitage, Tennessee. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers a range of investment implementation options, including proprietary and third-party strategies, and maintains formal compliance and supervisory processes.

Jason Porter is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 credentials and worked previously at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Outside of his advisory role, he is a musician at North Coast Church, where he plays guitar during services. 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.