Josiah Lotz is a financial advisor with Merrill in Nashville, TN, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Bank of America, N.A., Fidelity Investments, and Western Governor's University. 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, pension plans, corporations, and charitable organizations.

L Scott Thompson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2007 and has over two decades of experience developing customized wealth management, retirement planning, and tax minimization strategies for individuals and institutions. Scott focuses on supporting corporate retirement plans and business owners, aiming to address every detail so clients can focus on their lives and careers. He holds a Bachelor of Science degree in Finance from the University of Tennessee in Knoxville and has earned professional designations including Certified Private Wealth Advisor® (CPWA®), Chartered Retirement Planning Counselor™ (CRPC), and Certified 401(k) Professional (CKP). Scott has been recognized by Forbes on the "Best-in-State Wealth Advisors" list for multiple consecutive years and as part of the Forbes "Best-in-State Wealth Management Teams." Scott resides in Brentwood with his wife, Paige, and their two children. Outside of work, he volunteers for Habitat for Humanity and enjoys spending time with his family, including golfing and boating.

Elizabeth Knight is a CFP® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial and First Horizon Bank. Her prior experience includes roles at Ftb Advisors, Inc., First Tennessee Brokerage, and Morgan Keegan & Company, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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 solutions, utilizing both proprietary and third-party strategies with operational support tools for its network of over 22,800 advisors.

John Hannum is a financial advisor with Edward Jones in Gallatin, Tennessee, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2020, he worked at Farmers Insurance and Windham Professionals Inc. He also co-hosts a weekly two-hour radio show, "The JT and Johnny Show," which features Nashville songwriters discussing and performing their music. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions and separately managed accounts.

Christopher Kelly is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory work, he serves as Secretary and board member of the West End Terrace Homeowners Association, a role he took over from his father. 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 clientele including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by in-house research and a range of portfolio management styles.

Ronald Ganser is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in 1984 at Merrill's San Francisco office as an investment professional. Prior to his career in financial advising, Ron worked as the Controller for a small business for four years, providing him with insight into the challenges and opportunities associated with managing a growing business. Ron holds an Associate's Degree from the University of Wisconsin System and has earned the designation of Personal Investment Advisor (PIA). He and his wife, both alumni of the University of Wisconsin in Madison, reside in Columbia, Tennessee with their three children. They participate in various local activities and charitable organizations.

Malcom Liles is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2018. Prior to joining Baird, he worked at Sano Informed Prescribing, Inc. from 2015 to 2018. Outside of his advisory role, he is involved in community and educational activities, including coaching youth lacrosse and serving on the finance committee and as co-treasurer of the Martha O'Bryan Center, a nonprofit providing early learning and after-school programs. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a variety of investment strategies.

Robert McAleer is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with UBS since 2017 and serves on the Board of Trustees at Dexter Southfield School, including roles on the Audit Committee and as Co-Chair of the Development Committees. Additionally, he is involved with Vanderbilt University's capital campaign and oversees an irrevocable insurance trust for a family member with special needs. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and offers a broad range of investment products and capital markets services.

Angela Tostenson is a financial advisor at UBS Financial Services with 26 years of industry experience. She has worked at UBS since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. She holds the Series 63 designation. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, combining institutional trading capabilities with wealth management services.

Scott Pimentel is a financial advisor at LPL Financial with 16 years of experience in the industry. He holds a Series 66 designation and has worked at LPL Financial since 2021. His prior experience includes roles at Quell Financial Group, Waddell and Reed, and various insurance carriers. 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 and access to model portfolio programs and third-party asset management.

Erica Feldblum is a CFP® professional with over 33 years of experience in the financial services industry. She has been with LPL Financial since 1999 and is based in Nashville, TN. Outside of her advisory role, she has worked as a blackjack dealer at Encore Casino in Everett, MA. 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 services including financial planning, model portfolios, and institutional platforms, supporting its advisors with research and operational tools.

Christopher Sigmund is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He is based in Nashville, TN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Hollie Frazier is a financial advisor at LPL Financial with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Truxton Trust, The R.O.W. Group, Nashville Zoo, and Cash-McKeown. 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, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Guilbert Brandon IV is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. His previous roles include positions at Bank3 and B. Riley FBR, Inc., as well as experience with Birmingham Legion FC and Samford University. 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, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Michelle Proctor is a financial advisor with LPL Financial, holding CFP®, Series 63, Series 65, and Series 66 credentials and 25 years of industry experience. Her prior experience includes roles at Crown Capital Securities, Stifel, and Powell Johnson. She is also involved in a fixed insurance-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions through a broad network of investment adviser representatives, offering a range of advisory and brokerage services alongside non-advisory financial products.

Stuart Goss is a CFP® professional with 19 years of industry experience, currently serving at LPL Financial. His prior experience includes roles at First Tennessee and New York Life Investment Management LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and institutional platforms.

Zachary Rakestraw is a financial advisor at UBS Financial Services in Nashville, TN, holding a Series 66 designation with 13 years of industry experience. He has worked at UBS since 2013. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets offerings.

Alec Beauchemin is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His work history includes roles at MML Investors Services, MassMutual Life Insurance Company, and the International Marketing Company. In addition to advising, he is licensed as an insurance agent for various types of life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, annual financial planning engagements.

Kenneth Farley is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Pinnacle Financial Partners and Raymond James Financial Services since 2018. Outside of finance, he has been involved in photography since 2010. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jeremiah Houston is a Series 66-licensed financial advisor with Merrill in Nashville, TN, bringing one year of industry experience. His prior roles include positions at Bank of America, Movado Group, and PHP Agency Inc. 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 strategies for individuals, high-net-worth clients, and institutions.