Robert Andrews is a financial advisor at UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been with UBS Financial Services since 2000. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research-based investment strategies tailored to clients’ goals and risk tolerances.

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 in Goodlettsville, TN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Raymond James & Associates since 2013. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Anthony Breen is a CFA® charterholder with nine years of industry experience. He currently serves as a financial advisor at Raymond James Financial Services Advisors, Inc. in Nashville, TN. Prior to this, he spent nine years at Alphamont Funds LLC. Breen is also a board member of the Richmeade Place Homeowners Association. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with notable expertise in municipal and public finance.

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 at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James Financial and its affiliates since 2006. Adams also serves as a Practice Manager at Pinnacle Asset Management and is a member of the finance and investment committee at Well House Church, participating in the church’s business decision-making and budget oversight. 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, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Marisa Dollard is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. She previously worked at Robert W. Baird & Co., Inc. for six years and Raymond James & Associates for five years. Outside of her advisory role, she serves as a consultant for Arbonne. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 previously worked at UBS Financial Services from 2015 to 2018. Brown is based in Nashville, TN. Raymond James & Associates is a large firm managing approximately $501 billion in assets, serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a variety of portfolio management styles and affiliated research.

Lisa Grenvicz is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Vision Realty Partners, LLC. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies constructed by internal and third-party managers.

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 at RBC Capital Markets with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Lido Advisors, LLC, AgriWebb, and Fishpond. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies based on client risk profiles and employing a mix of in-house and third-party investment managers.

Grace Seymour is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 designation and 12 years of industry experience. She previously worked at UBS Financial Services Inc. for 11 years before joining LPL Financial in 2024. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 & Associates since 2013. Outside of advisory work, he is a partner in a small business called Wild Bill's. 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 municipalities, offering financial planning and investment consulting through non-discretionary relationships supported by a range of portfolio management styles and affiliated research.

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.

Michael Brown is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Alyssa Vidrine is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 16 years of industry experience. Her career includes roles at Merrill and various branches of Raymond James since 2015. Outside of her advisory work, she is involved with High Country Financial Advisors in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary services using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Nicholas De Luna is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on assisting clients with family wealth management strategies, portfolio management services, tax minimization, retirement income planning, and supporting women and wealth initiatives. Nicholas employs a comprehensive approach that emphasizes understanding each client’s individual goals to develop tailored financial strategies. He holds the Personal Investment Advisor (PIA) designation and maintains Series 7 and 66 FINRA registrations. Nicholas earned his High School Diploma from Patrick Henry and is proficient in both Spanish and English. Outside of work, he enjoys bowling, cooking, gardening, golfing, interior decorating, swimming, table tennis, traveling, watching movies, and spending time with his family.

David Bower is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and related affiliates since 2018, and previously spent 25 years at SunTrust Investment Services. In addition to his advisory role, he is an associate at Pinnacle Asset Management, where he provides financial advice and direction. 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, and institutional entities. The firm provides tailored, non-discretionary advice using analytical tools and supports municipal and public-finance work through its unique affiliation with a municipal advisor.

Christopher Moore is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 66 designation and has previously worked at TBH Advisors, Raise the Roof Academy, Birmingham-Southern College, and Brentwood Middle/High School. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans and portfolio management to clients’ goals and risk tolerances.