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 Series 66-licensed financial advisor with Merrill, based in Nashville, TN, and has six years of industry experience. His work history includes roles at Bank of America and Uber, among others. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates its investment services with Bank of America’s broader platform, including access to various financial products and services.

Ann Wajler is a financial advisor with Raymond James Financial in Mount Juliet, Tennessee, holding Series 63 and Series 65 designations and 18 years of industry experience. She has worked with Wilson Bank & Trust and its related investment services since 2008. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a significant portion of its advisory business focused on supporting clients through tailored plans and implementation options rather than discretionary management.

Mary Bell is a financial advisor at Merrill with 39 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 2010. Outside of her advisory role, she is involved in a family-held LLC that supports her daughter's music activities. 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 client base including individuals, high-net-worth clients, and institutional investors.

Jafet Garcia is a financial advisor at Merrill based in Nashville, TN, holding a Series 66 designation with three years of industry experience. He has worked at Merrill since 2016 and has also been affiliated with Bank of America N.A. since 2022. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm leverages integration with Bank of America’s broader platform to provide access to various products and services.

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 holds Series 63 and Series 66 designations and has been with Raymond James since 2006. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus on public finance and municipal work alongside its retail advisory services.

Catherine Nuismer is a financial advisor at UBS Financial Services with 13 years of industry experience. She holds the Series 66 designation and has worked with UBS since 2018, following two years at Wiley Bros. Aintree Capital. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad suite of capital markets services.

La Quela Barnett is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for five years before joining Merrill in 2019. Merrill provides managed account services to Bank of America fiduciary clients through its 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.

Shawna Ruby is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked at Verizon for 27 years. She occasionally manages a timeshare rental in Breckenridge, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory strategies and maintains affiliated capabilities including a trust company and mutual funds.

Michael M. Heard, CFP®, serves as a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, he collaborates with a team of specialists to work with a select group of families, businesses, and nonprofits, developing and implementing strategies aimed at managing their wealth. Michael takes a hands-on approach to client service, focusing on building relationships grounded in trust and providing in-depth financial recommendations to support clients across every stage of their financial life cycle. Michael’s expertise encompasses a broad range of wealth management services, including retirement planning and income distribution, investment and cash flow management, tax minimization strategies, liability management through lending solutions, asset allocation and diversification, insurance coordination, corporate cash management, and corporate retirement plans. He also works closely with family tax accountants and attorneys on trust and estate planning. His experience covers financial strategies from asset accumulation to the efficient transfer of wealth. Michael holds a Bachelor of Business Administration degree from the University of Georgia (1993) and a Master of Business Administration from Mercer University (1994). He is a CERTIFIED FINANCIAL PLANNER™ professional, as well as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). A lifelong resident of Macon, Michael’s personal interests include reading, running, and cycling. He is committed to community involvement through volunteer work with local organizations.

Paul Carl III is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Sanford C. Bernstein & Co., Wells Fargo Advisors, TD Ameritrade, and AXA Advisors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Jonathan Pagano is a financial advisor with Cambridge Investment Research Advisors in Brentwood, TN, holding a Series 63 designation and 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and with Cambridge Investment Research, Inc. since 2003. Outside of his advisory role, he is active as a musician, playing piano and guitar. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals using a variety of portfolio management and platform solutions.

Michael Mccormick is a CFP®-credentialed financial advisor with 26 years of industry experience. He has worked at Cetera and affiliated entities since 2018 and previously spent 19 years at Signator Investors, Inc. His practice is based in Goodlettsville, TN. He is affiliated with Cetera Investment Advisers LLC, an SEC-registered firm that offers a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients.

Kelli Roggensack is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and America First Credit Union. Roggensack is also the sole owner of a rental property business in Nashville. 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, and institutional investors.

R Bell is a financial advisor with LPL Financial in Brentwood, TN, holding Series 63 and Series 66 credentials and 28 years of industry experience. Prior to joining LPL Financial in 2025, Bell has been associated with FTB Advisors, Inc. and First Tennessee Brokerage Inc since 2013 and 2001, respectively. 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 and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research.