Jafet Garcia is a financial advisor at Merrill in Nashville, TN, holding a Series 66 designation with four years of industry experience. He has worked at Merrill since 2016 and at 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, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexandra Morris is a financial advisor with Ameriprise in Nashville, TN, holding a Series 66 designation and with one year of industry experience. Her prior work includes positions at Simmons Hanly Conroy and Case Works, as well as a background in internal medicine. She also manages an advisory business with Geraldine Gordon & Associates. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement income planning through a written Recommendation Report and ongoing advice, utilizing proprietary research and algorithmic tools within a defined investment framework.

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.

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 Wells Fargo Clearing, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at UBS Financial Services, Sanford C. Bernstein & Co., Wells Fargo Advisors, TD Ameritrade, and AXA Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jonathan Pagano is a financial advisor with Cambridge Investment Research Advisors in Brentwood, TN, holding a Series 63 designation and over 26 years of industry experience. He has been with Cambridge Investment Research and its advisory affiliate since 2003. Outside of advising, he is also a musician playing piano and guitar. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides access to multiple platforms and third-party advisers, utilizing proprietary model strategies under the Founders Gate Capital brand.

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 previously worked at Morgan Stanley and America First Credit Union. Outside of her advisory role, she is the sole owner of a rental property business. 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 individual and institutional clients.

R Bell is a financial advisor with LPL Financial based in Brentwood, TN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2025, he worked with Ftb Advisors, Inc. and has been associated with First Tennessee Brokerage Inc and First Tennessee since 2001. 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 financial planning, asset management programs, and institutional platforms, utilizing a broad range of advisory strategies supported by research and technology tools.

Matthew Clark is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones in Nashville, TN. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Taylor Van Neste is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 and Series 63 designations and has worked previously at firms including Morgan Stanley and Ligo Financial. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory approach combines quantitative and qualitative due diligence to build model asset allocations, offering non-discretionary, written asset allocation advice and customized performance reporting.

William Prestage is a CFP®-designated financial advisor at OSAIC with 16 years of industry experience. He has worked at several firms, including Triad Advisors, LLC, Key Capital Management, Inc., and Wood Financial Group, LLC. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach uses model-based asset allocation and portfolio optimization supported by various analytical tools and offers both discretionary and non-discretionary strategies.

Maleah Stephens is a CFP®-designated financial advisor with 20 years of industry experience, currently with OSAIC since 2012. She previously worked at Osaic FA, Inc. from 2006 to 2012. Outside of her advisory role, Stephens is an author and owner of an LLC called Ridiculously Hopeful. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process utilizes model-based asset allocation, portfolio optimization, and discretionary managed strategies to meet various client needs.

David Gilbert is a financial advisor with Primerica Advisors in Lebanon, TN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997. Outside of advising, he is involved with the National Association of Mental Illness and participates in community activities related to mental health. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily with a tiered wrap fee structure.

Peter Danilaitis is a financial advisor at Fisher Investments with 19 years of industry experience. He holds a Series 66 designation and has worked at Summitview Consultants, Wells Fargo Clearing, Ameriprise, and Edward Jones. Fisher Investments serves a diverse global client base including institutional investors and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative methods to construct diversified portfolios and utilizes tax-aware strategies and risk management techniques.

Tamara Brentley is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at UBS Financial Services Inc for 10 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operates under a fiduciary standard, and is noted for its extensive retail advisor and branch network.

Tiffany Greer is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked at Avantax Insurance Services and Avantax Investment Services for over 20 years and has been affiliated with Jim Durham since 2003. Cetera Investment Advisers LLC operates through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and provides access to a multi-manager platform with varied program structures and custodial relationships.