Gregory Lopez is a financial advisor at Fisher Investments with eight years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2015. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and employs various risk management and tax-aware strategies.

Karen Colavecchio is a financial advisor at Robert Baird & Co. in Nashville, TN, with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Robert Baird & Co. since 2012. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and tax-management overlays, utilizing a range of traditional and non-traditional investment strategies.

Hannah Sledd is a CFP® with 11 years of industry experience, currently affiliated with Morgan Stanley in Nashville, TN. Her prior experience includes roles at Wells Fargo Clearing, Paces Ferry Wealth Advisors, Principal Securities, and J.P. Morgan. Outside of her financial advisory work, she is a partner in Light On Yoga Fitness, LLC, a recreation business based in Huntsville, Alabama. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Robert Andrews is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with UBS since 2000. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment and capital markets solutions.

Charles Tyndal III serves as a Wealth Management Advisor, providing comprehensive financial strategies to families and institutions. He focuses on areas such as corporate executive services, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, and tax minimization. Charles holds a Bachelor's Degree from the University of Alabama System and has earned several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Certified Trust and Fiduciary Advisor (CTFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In addition to his professional pursuits, Charles is involved in community organizations such as the Cystic Fibrosis Foundation, Habitat for Humanity, and the Nashville Young Leaders Council. His personal interests include adventure sports, camping, cooking, ice hockey, and spending time with his family.

Nena Howden is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus on both retail and institutional advisory services.

Anthony Breen is a CFA® charterholder with nine years of industry experience. He is currently an advisor at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc., having joined in 2025 after spending nine years at Alphamont Funds LLC. He serves as a board member for the Richmeade Place Homeowners Association in Nashville, TN. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services alongside dedicated programs for small businesses and maintains a notable presence in municipal and public finance through affiliated resources.

Paul Murfree is a financial advisor with Morgan Stanley in Nashville, TN, holding a Series 66 designation and having 21 years of industry experience. He has worked at Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he is involved with a family investment vehicle, Murfree Management Company, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized investment and financial product activities.

Christopher Adams is a financial advisor with Raymond James Financial in Nashville, TN, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Raymond James Financial and its affiliated firms since 2006 and has been with Pinnacle Bank Trust & Investment Services since 2014. Adams serves as Practice Manager at Pinnacle Asset Management and is a member of the finance and investment committee at Well House Church. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, with an emphasis on tailored strategies developed through client interviews, risk profiling, and asset-allocation analysis.

Marisa Dollard is a financial advisor at Merrill with 21 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked previously at Robert W. Baird & Co., Inc. and Raymond James & Associates. Outside of her advisory role, she consults for Arbonne on a limited basis. 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 plans, charitable organizations, and corporate fiduciaries.

Charles Estes is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds a Series 63 designation and has been with Cambridge since 2011. Outside of his advisory role, Estes is involved as a volunteer with the Nashville Alzheimer’s Golf Classic and serves as a board member for the Pat Summitt Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, employing a range of portfolio management strategies across multiple platform arrangements.

Jerrod Brown is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2018, following prior roles at UBS Financial Services from 2015 to 2018. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporations, charitable entities, and government clients. The firm provides tailored financial plans and asset-allocation analyses, serving both retail and institutional clients with a range of advisory programs.

Lisa Grenvicz is a financial advisor at Merrill with two years of industry experience. She holds Series 66 and Series 63 credentials and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Prior to her roles in finance, she spent nine years at Vision Realty Partners, LLC. 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. The firm serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries, leveraging integration with Bank of America’s broader platform.

Scott Edwards is a financial advisor with Ameriprise in Nashville, TN, holding CFP® and ChFC® designations and over 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 1996. Outside of advising, Edwards is president and secretary of a practice management firm, Scott Allen Edwards Inc. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing comprehensive, research-driven income and tax strategy recommendations through a centralized consulting team.

Maxwell Westheimer is a financial advisor with RBC Capital Markets, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Lido Advisors and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and customizes investment strategies through a combination of in-house and third-party managers, with options for tax management and responsible investing.

Grace Seymour is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. She previously worked at UBS Financial Services from 2013 to 2024 before joining LPL Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management across its offerings.

W Logan III is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he is a partner in a business called Wild Bill's. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, with a focus on both retail and institutional solutions, including public finance and municipal services.

Colby Robbins is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in wealth management as an intern in 2006 and has been serving clients since moving to Nashville in 2008. Colby specializes in providing family office style wealth management services for clients with complex financial needs, particularly those with assets of $10 million and above. His client focus areas include corporate executive services, executive and equity compensation, family wealth management strategies, institutional consulting, liquidity management, portfolio management services, and small business strategies. Colby holds a Bachelor's Degree from the University of Tennessee and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is recognized for offering a coordinated and optimized approach to wealth management that integrates advanced tax planning strategies, institutional-caliber banking and lending structures, goal-driven equity and hedging strategies, and a comprehensive wealth architecture. Outside of his professional work, Colby enjoys basketball, cooking, fishing, golfing, hiking, music, running, skiing, and spending time with his family. He and his wife have two daughters.

Christian Ernzen is a Series 66 licensed financial advisor with Merrill, based in Nashville, TN, and has 11 years of industry experience. He has been with Merrill and Bank of America since 2015. 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 entities. The firm integrates its services within Bank of America’s wider platform, combining investment management with lending, custody, and other financial services.

Michael Brown is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform.