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.

Weston Zierer is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2026, he worked at UBS Financial Services and JW Financial Services. In addition to his advisory role, he is the proprietor of the Human Performance Center, a business focused on training and related services. 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 individuals, high-net-worth clients, and institutional investors.

Bruce Shahan is a CFP® with 28 years of industry experience, currently affiliated with Ameriprise in Brentwood, TN. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in business ownership through Overlook Business Partners, LLC. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research-driven modeling and tax-efficiency analysis to provide tailored recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Daniel Tedesco is a CFP®-certified financial advisor with Morgan Stanley in Nashville, TN, with 29 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2014. Outside of his advisory role, he serves on the project committee of Hillsboro Elementary/Middle School's PTO in Franklin, Tennessee. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools.

Freda Evans is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Raymond James since 2017, following prior roles at SunTrust Advisory Services and SunTrust Investment Services. Evans serves as a board member of Recovery Community Inc., a nonprofit organization. Raymond James & Associates 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, and nonprofit entities, providing financial planning and non-discretionary investment consulting supported by a broad network of research and portfolio management resources.

William Phillips is a financial advisor with LPL Financial in Brentwood, Tennessee. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Wiley Bros Aintree Capital for 19 years and Morgan Stanley for four years. Outside of his advisory work, he is an owner-trustee of Triple 7 Farm Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and technology tools.

Boone Lancaster is a financial advisor with Osaic Wealth, Inc. based in Nashville, TN. He holds a Series 66 designation and has 19 years of industry experience, including prior roles at Jhfn Sii and Securian Financial Services. Lancaster serves as a board member and finance chair for Calvary Young Children's School, participating in budget review and school project approvals. OSAIC Wealth, Inc. serves a diverse client base ranging from individual and high-net-worth investors to pension plans and charitable organizations, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers through multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Mary Robertson is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding a Series 63 designation and 37 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously was with Wells Fargo Advisors LLC and UBS Financial Services. Outside of her advisory role, she works as an independent consultant selling health and wellness products. 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 offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Donald Bruce is a financial advisor with Cambridge Investment Research Advisors in Nashville, TN, holding a Series 66 designation and 14 years of industry experience. His career includes multiple roles at Cambridge Investment Research and its affiliates since 2013, as well as positions at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, he serves as a director of an LLC involved in real estate purchasing. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors—by providing financial planning, investment management, and retirement advisory services. The firm offers both proprietary and third-party investment strategies through a network of independent financial professionals, with flexible implementation options tailored to client objectives.

Chris Mitchell is a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads The Mitchell Group, a team that provides a holistic approach to addressing the complex financial needs of individuals, families, and business owners. The group develops personalized financial strategies tailored to each client's unique situation, focusing on areas such as retirement planning, education planning, legacy planning, investments, and insurance. Chris has more than two decades of experience in the financial services industry, having started his career in 1998. His areas of expertise include college education planning, corporate executive services, executive compensation, institutional and corporate benefit services, legacy planning, philanthropic planning, portfolio management services, small business strategies, individual and corporate investment strategy, and tax minimization. The Mitchell Group utilizes Merrill's research and specialists to provide comprehensive service, working collaboratively with clients' CPAs and attorneys to integrate estate planning and tax considerations into wealth management strategies. Chris holds a Bachelor's Degree from Belmont University and has earned several professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is involved in community service through organizations such as the Commodore Yacht Club and Second Harvest Food Bank. Outside of work, Chris enjoys boating, gardening, golfing, tennis, and spending time with his family.

Darryl Thompson Jr. is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Thompson serves as CEO and an officer on the board of Amazima Ministries, a nonprofit organization focused on financial oversight and governance. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving individuals, institutional clients, pension plans, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.