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 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 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.

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.

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 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 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 US. His team focuses on delivering the personal attention of a boutique firm while leveraging the global resources and capabilities of Merrill and Bank of America. His expertise includes equity compensation services, family wealth management strategies, international wealth management, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. William's background in medicine has enhanced his passion for assisting physicians, biotech professionals, and others in the sciences with wealth planning strategies to navigate complex financial situations and achieve their short- and long-term objectives. William holds a Bachelor's Degree from Davidson College and maintains professional designations including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional pursuits, 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 two years of industry experience. Prior to joining Wells Fargo, he held positions at The Prudential Insurance Company of America and Pruco Securities LLC. Schmitt is also involved with Tennessee Prep Baseball Report, where he assists in facilitating the showcasing of high school baseball players for professional and collegiate scouting events. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a large network of financial advisors.

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.

Ann Wajler is a financial advisor with Raymond James Financial in Mount Juliet, TN, holding Series 63 and Series 65 licenses with 18 years of industry experience. She has worked at Wilson Bank & Trust and its associated investment services entities since 2008, alongside her ongoing tenure at Raymond James Financial Services Inc. Outside of her primary advisory roles, she is also employed as a financial advisor at WBT Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting and supports a wide network of advisors with tools for client risk profiling and outcome modeling.

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 with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2016 and also has experience with 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexandra Morris is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Her prior roles include positions at Simmons Hanly Conroy and Case Works, as well as work in internal medicine at Dr. Ann Shippy, MD. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.