Jason Patterson is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. 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, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Margarita Stanczak is a financial advisor at Stifel with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Evan Duvall is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he served in the United States Army from 2015 to 2019 and worked at Nissan from 2019 to 2022. He is also involved with Shoemaker Financial, a financial services DBA where he provides insurance, securities, and advisory services. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and retirement services, utilizing multiple program structures and third-party managers, with assets under management exceeding $256 billion.

Keaton Smith is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. He has worked with several Raymond James entities as well as Thrivent Financial and has a background that includes roles at REI Co-op and academic positions at Belmont University and Vanderbilt University. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools such as deterministic and probability modeling to tailor its non-discretionary planning and consulting services to client goals.

Camerino Payan is a Financial Advisor with Merrill Lynch Wealth Management, based in Brentwood, Tennessee, and serving surrounding areas. He specializes in tailoring financial strategies to effectively meet clients' short-, mid-, and long-term goals, focusing on areas including investing, retirement planning, college education planning, tax minimization, and family wealth management. Camerino also connects clients with Bank of America professionals for additional services in banking, credit, home financing, and small business solutions. Holding the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, Camerino is committed to creating personalized financial plans founded on clients’ goals, concerns, and attitudes toward investing. He emphasizes a comprehensive and evolving approach to wealth management, providing ongoing advice and support as client needs develop. Camerino is active in his community, serving on the board of directors for Friends of Mill Ridge and participating in organizations such as Junior Achievement of Middle Tennessee and Catholic Charities, Diocese of Nashville. Outside of his professional and volunteer commitments, he enjoys outdoor activities like running, rock climbing, biking, and spending time with his family. He communicates with clients in both English and Spanish.

Robert Payne is a CFP® professional with 43 years of industry experience. He currently works at OSAIC and previously held advisory roles at Securities America Advisors and Questar Capital Corporation. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party managers.

James Mayes is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including First Tennessee Brokerage and Northwestern Mutual Investment Management. Mayes is based in Nashville, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

James Davis is a CFA®, ChFC®, and Series 63 credentialed advisor based in Nashville, TN, with 48 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. since 2026, and previously spent over two decades with Family Capital Advisors and M Holdings Securities, INC. In addition to his advisory roles, he maintains an active legal practice providing limited attorney services to select clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work uncommon among large institutional advisors.

William O'Hagan is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Bank of America. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Jeanne Basso is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the Series 63 designation and has 26 years of industry experience. Prior to her current role, she worked at Raymond James & Associates for 11 years and spent time at NewEdge Wealth. Outside of advising, she serves as acting executor for an estate, handling administrative and financial duties. 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, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, leveraging risk profiling and analytical tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Brady Dunn is a financial advisor at Merrill with a Series 66 credential. Based in Nashville, TN, he has been with Merrill since 2026 and has prior experience in education and various roles at Lipscomb University, CVS, and Darden. 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.

Frank Phillips III is a financial advisor with LPL Financial in Brentwood, TN, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at WileyBros Aintree Capital LLC, Raymond James & Associates, and Morgan Keegan & Company. 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, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Scott Ewing is a financial advisor at Cetera with 14 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Cetera in 2017, he worked at Fifth Third Securities and Fifth Third Bank. Outside of his advisory work, he is a musician and owner of a band. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that provides access to model portfolios, third-party managers, and customized investment strategies.

Jonathan Lockmiller is a financial advisor with Raymond James Financial Services Advisors, Inc. in Nashville, TN, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He previously worked at SunTrust Investment Services, Inc. for 17 years before joining Raymond James in 2017. Outside of his primary role, he also serves as a financial advisor with Pinnacle Bank/Pinnacle Asset Management and The Oakley Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and risk profiling supported by analytical modeling, and offers specialized municipal advisory and SIMPLE IRA employer consulting programs.

John Fee is a Series 66-licensed financial advisor with Cetera in Nashville, TN, with 13 years of industry experience. He has worked with Cetera Investment Services LLC and Regions Bank since 2014. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and investment platforms.

Brandon Sanders is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2012 and Bank of America since 2014. Outside of his advisory role, he is a general partner and managing member of Ran Properties, LLC, a real estate investing and management company. 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 plans, corporations, and charitable organizations.

Annie Fowler is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. She has worked in various roles across different organizations, including entertainment business management and education. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and risk profiling tools to support client goals and offers specialized municipal advisory and SIMPLE IRA consulting services.

Kristen Ann Kelly is a financial advisor at UBS Financial Services with 13 years of industry experience. She has worked at UBS since 2015 and previously held positions at Morgan Stanley and J.P. Morgan Securities. Kelly holds the Series 63 and Series 66 licenses and is based in Nashville, Tennessee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Noah Collier is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His background includes roles at the University of Tennessee Knoxville and Lipscomb University, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies.

Thomas Turner is a Wealth Management Advisor at Merrill Lynch Wealth Management. He advises clients in areas such as Family Wealth Management Strategies, Personal Retirement Planning, Sports & Entertainment, Tax Minimization, and Retirement Income. He focuses on connecting all aspects of a client's financial life to help prioritize and pursue their individual goals. Thomas holds a Bachelor's Degree from Belmont University and is a CERTIFIED FINANCIAL PLANNER® professional as well as a Personal Investment Advisor (PIA). He draws on Merrill's resources to evaluate both sides of a client's balance sheet to identify gaps and opportunities for more efficient capital deployment. Thomas values the client relationships he has built and is privileged to serve them. Outside of his professional role, Thomas is involved with organizations such as Stars Basketball and Brentwood Academy. His personal interests include basketball, fishing, football, golfing, soccer, tennis, and traveling.