Steven Mason is a financial advisor with Merrill in Nashville, TN, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He has worked at Merrill since 2015 and Bank of America since 2018. Mason serves on the advisory boards of Junior Achievement of Middle Tennessee and the Tennessee Performing Arts Center. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Alona Brandon is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Raymond James in 2024, she worked at Alliance Bernstein from 2019 to 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional solutions.

Jackson Moran is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his career in the financial services industry in 2005, he has focused on delivering holistic wealth management solutions to clients. Jackson works with affluent families, executives, and business owners, providing guidance that balances both short-term needs and long-term financial goals. His areas of expertise include legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, sports and entertainment, tax minimization, and retirement income. Jackson holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and a specialization in Sports & Entertainment (SE). He earned a Bachelor of Arts in Economics from the University of Tennessee and completed high school at Battle Ground Academy. Jackson resides in Nashville with his wife and three children. Outside of his professional responsibilities, he enjoys boating, football, skiing, traveling, and spending time with his family.

Dean Yoder is a Financial Consultant at Fidelity Investments, where he partners with individuals and their families to understand their long-term financial goals. He assists clients in navigating their finances, analyzing investment options, and building financial plans tailored to their objectives. Dean has held several roles within Fidelity Investments, including Investment Solutions Consultant and Investment Consultant, since 2022. Prior to joining Fidelity, he worked as a Consultant at DPL Financial Partners, a Wholesaler at Jackson National, and a Sales Analyst at Nationwide Financial. Outside of his professional work, Dean has interests in concerts, fitness, food, football, and movies.

Gary Jameson is a CFP® credentialed financial advisor with 39 years of industry experience, currently with Wells Fargo Advisors since 2026. He previously worked at Wells Fargo Clearing, UBS Financial Services, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of his advisory role, he serves as Vice President of the Lighthouse Condo Association in Gulf Shores, Alabama. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients, utilizing Wells Fargo’s research and planning tools to develop tailored recommendations.

Carley Bacon is a financial advisor at Robert Baird & Co. in Nashville, TN, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Robert Baird & Co., she worked at OneOncology and LBMC, PC, and she also has experience at the University of Tennessee, Knoxville. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group where Carley is based, serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and customized account programs, supported by in-house research and strategic partnerships.

Veruschka Halligan is a CFP®-certified financial advisor with 23 years of industry experience. She is currently with Robert Baird & Co. in Nashville, TN, where she has worked since 2023. Prior to joining Baird, she held various roles at SunTrust Investment Services and SunTrust Bank from 2011 to 2023. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies.

Elizabeth Schwartz is a Private Wealth Advisor with The Gardner Sullivan Group at Merrill Private Wealth Management. She joined Merrill in 2019 and focuses on providing comprehensive wealth management strategies to entrepreneurs, executives, and multigenerational families nationwide, particularly those involved in private equity transactions and business sales. Her expertise includes advising founders and business owners on the financial, tax, and personal complexities surrounding the sale of their businesses. Elizabeth works closely with clients and their legal, tax, and advisory teams on investment, tax, estate, and wealth transfer strategies. She specializes in family wealth management strategies, liquidity management, small business strategies, individual and corporate investment strategy, and tax minimization. Elizabeth holds a Bachelor's degree in History, Cum Laude, from Sewanee: The University of the South, and a Master of Business Administration (MBA) from Belmont University. She is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor (PIA). In addition to her professional work, Elizabeth is involved with community organizations such as Thistle Farms and YWCA: Dress for Success. Her personal interests include boating, music, skiing, spending time with her family, and traveling.

Francesco Maranto is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that uses structured discovery and firm-approved tools, while primarily acting in an advisory capacity.

James Taylor is a financial advisor with Merrill based in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at SunTrust Bank and SunTrust Investment Services prior to joining Merrill and Bank of America in 2022. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients through various managed account programs and discretionary portfolio management. The firm leverages an integrated platform with Bank of America affiliates to provide comprehensive investment and capital markets services.

Jennifer Richardson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Her career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, as well as prior positions at Whittier Trust and Wells Fargo Private Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

W. Curzon is a CFP® with 35 years of industry experience currently associated with LPL Financial in Nashville, TN. His prior roles include lengthy tenures at Simmons First Investment Group and Transamerica Financial Advisors. He also holds a program manager and director role at Simmons Bank overseeing investment services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Frank Bellar III is a financial advisor at Stifel with 16 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services before joining Stifel in 2020. Bellar serves on the advisory board of the East Tennessee Historical Society, providing guidance on the organization’s financial operations. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support client planning and decision-making.

Jessica Harris is a financial advisor at RBC Capital Markets with three years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and First Look Consulting. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s Advisory Risk Profile.

Crystal Imperiali is a Series 66-credentialed financial advisor with four years of industry experience. She is currently with Raymond James & Associates and has worked previously with firms including Sircy-Hurd Wealth Team and SageSpring Wealth Partners. 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, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Patsy Bass is a financial advisor with Merrill in Nashville, TN, holding a Series 66 designation and 29 years of industry experience. She has been with Merrill Lynch since 1996. 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 plans, corporations, and charitable organizations.

Mark Summers is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its process.

Benjamin Nathan is a financial advisor with Wells Fargo Clearing in Brentwood, TN, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Merrill, Bank of America, MassMutual Life Insurance Company, and Middle Tennessee State University. Outside of his advisory work, he co-manages a rental property investment with his fiancée. 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 manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Stephen Crabtree is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2008. Outside of his advisory role, Crabtree serves on the Advisory Board of Crabtree Ventures as one of two Board of Governors. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary consulting, and institutional advisory services supported by various portfolio management styles and affiliated research.

Jeremy Stephens is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 credential and has previously worked at Bank of America and Merrill. Outside of his advisory role, he serves as a trustee for irrevocable trusts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.