Jeffrey Mason is a Wealth Management Advisor with Merrill Lynch Wealth Management, currently in his twenty-fifth year with the firm. He and his team serve a select group of high-net-worth families, business owners, and physicians, managing assets totaling more than $620 million as of November 2025. Jeffrey meets with clients in both Beverly Hills, California, and Nashville, Tennessee, guiding them through a structured four-step process that includes reviewing their current financial situation, establishing goals, developing strategic investment plans, and regularly monitoring progress. Jeffrey holds a Bachelor's Degree from Troy University and is a Personal Investment Advisor (PIA). His areas of focus include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. Outside of his professional work, he is involved in community activities such as coaching youth football, basketball, baseball, and soccer, as well as serving as a Boy Scout leader. Jeffrey and his wife, Kirsten, met while attending the University of Alabama. They have two children, a daughter named Sydney and a son named Tyler, and attend Church of the City.

Michael Lenahan is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and its affiliated firms since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm offers holistic, goal-based financial planning covering a broad range of topics, with options to combine planning and managed-account services under a consolidated billing approach.

Jacob Holthouse is a Financial Advisor at Merrill Lynch Wealth Management, where he provides personalized guidance tailored to clients' goals and priorities. He focuses on understanding each client's unique situation to help them make informed decisions with confidence. Jacob's approach emphasizes building strong relationships based on trust, communication, and ongoing collaboration to ensure financial plans remain aligned with long-term objectives. Before joining Merrill Lynch, Jacob worked as a Senior Consultant at a brokerage firm in Colorado, specializing in employer-sponsored retirement plans. This experience provided him with expertise in retirement planning, investment strategies, and 401(k) guidance. He leverages his background to assist clients in managing family wealth, retirement income, portfolio management, tax minimization, and liquidity management. Jacob holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) credential. He earned a Bachelor's degree from the University of Tennessee System. Raised in Murfreesboro, Tennessee, Jacob served on the University of Tennessee football recruiting staff during his studies. Outside of his professional role, he participates in community activities with organizations such as Greenhouse Ministries and the Salvation Army. Jake is an avid sports enthusiast with interests that include football, soccer, pickleball, snowboarding, and following college football.

Hugh Anderson is a Wealth Management Advisor who holds professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). He is affiliated with Merrill Resident Director and has over two decades of experience in serving families through various stages of their financial lives. His areas of focus include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, and supporting women and wealth. Hugh emphasizes transparent and easy-to-understand wealth management planning strategies, aiming to facilitate financial comfort for his clients. Hugh earned a bachelor's degree from the University of Arizona. Outside of his professional role, he enjoys music, reading, running, singing, swimming, traveling, watching movies, and spending time with his family.

Josh Kimbrough is an Executive Planning Consultant at Fidelity Investments, where he focuses on helping clients understand their employee benefits and maximizing the value of their relationship with the firm. He is a Certified Financial Planner and is committed to building financial plans and identifying strategies to enhance those plans for his clients. Josh has held various positions at Fidelity Investments since 2021, including Benefits & Planning Consultant and Workplace Planning Consultant in Executive Services, as well as Investment Solution Representative. Prior to his roles at Fidelity, he was the owner and agent of the Josh Kimbrough Agency from 2013 to 2021. He holds a California Insurance License. Outside of his professional work, Josh has interests in cars, fitness, food, football, pets, and traveling.

Tracey Pearson is a financial advisor with RBC Capital Markets in Nashville, TN, holding a Series 66 designation and 23 years of industry experience. She has worked at CITY NATIONAL BANK since 2020 and has been with RBC Capital Markets since 2019, following prior roles at SunTrust Advisory Services and related SunTrust entities. Pearson serves on the Board of Directors for the YWCA of Middle Tennessee and owns a small online resale business. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients through various advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm implements tailored investment strategies using both in-house and third-party managers, with options for tax management and responsible investing.

Dan Slowinski is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He provides clients access to Fidelity's brand, technology, and investment platform, working closely with his team to deliver financial consulting services. His professional experience spans multiple roles primarily at Fidelity Investments, including Financial Advisor, Investment Consultant, Financial Planning Consultant, Senior Financial Representative, Premium Service Representative, Mutual Fund Representative, and Corporate Rollover Specialist, covering the period from 1994 to 2014. Additionally, he worked as a Financial Advisor at Merrill Lynch from 2009 to 2014 and as a Credit Analyst at Chemical Bank Bay Area, Michigan, from 1992 to 1994. No information about his education, credentials, personal interests, or community involvement was provided.

Ellie Ivancich is a financial advisor with Morgan Stanley in Nashville, TN, holding a Series 66 designation and eight years of industry experience. She has been with Morgan Stanley and its Private Bank since 2017 and also served at Belmont University from 2014 to 2018. Outside of her advisory work, she serves on the advisory board of STARS Nashville, a local children and youth organization, and is a board member of the Belmont Athletics Hall of Fame Committee. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets, with a focus on structured planning tools and a diverse suite of investment offerings.

Justin Martin is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. He is based in Nashville, TN. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Clower is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. Prior to joining Merrill in 2018, he worked at DSI Security, Dollar General, and American Income Life Insurance Company. He serves as a board member of the Nashville Predators Foundation’s Young Professionals Board, where he participates in event promotion and fundraising activities. 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 various institutions.

Lee Burklow Sr. is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a board member for the M.A.D. Mavericks Baseball Organization, a youth-focused nonprofit in Brentwood, Tennessee. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved planning tools and strategies developed by its Global Investment Committee.

Lauren Gwinn is a financial advisor with Thrivent Investment Management in Nashville, TN, holding a Series 66 designation and five years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2021. Prior to her current role, Gwinn was involved with nonprofit organizations including the Adventure Science Center, The ALS Association of Tennessee, and Friends of the Zoo. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning on a range of topics and allows clients to combine planning with managed-account programs through a consolidated billing option.

Steven Roussel is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Washington Square Securities, Inc. for 27 years before joining OSAIC in 2024. Outside of his advisory role, he is president and CEO of Roussel & Assoc, LLC, a life insurance sales and service business. OSAIC serves retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to managed accounts and third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across a range of asset types.

Kevin Kostyk is a financial advisor at Thrivent Investment Management based in Nashville, TN, with six years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial since 2018, with prior experience including roles at Christian Care Ministry and Scoutcast. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides goal-based analyses and planning on a broad range of topics, operating separate planning and managed-account services without discretionary trading authority.

Mark Gallups is a financial advisor with Merrill in Brentwood, TN, holding a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, UBS, and Merrill Lynch, as well as a year with New York Empire Baseball. 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, pension plans, corporations, and charitable organizations.

Brandon Edmondson is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a sole proprietor involved in real estate property management. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and approved tools to develop customized financial plans.

James Reed is a financial advisor at Cetera with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including Concourse Financial Group Securities Inc, Lincoln Financial Securities Corporation, and Independent Advisers Group Corp. Reed also operates Reed Financial Group Inc, providing insurance products and financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and advisory services through a multi-manager platform that supports various investment strategies and program structures.

Tavis Mccourt is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2019. He previously worked at 12th Street Asset Management LLC and has additional responsibilities as a trustee for a personal trust. 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, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Hazel Heriges is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 25 years of industry experience. She has been with Raymond James since 2013. Outside of her advisory role, she works as a part-time DoorDash driver. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, charitable organizations, and government entities. The firm offers financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Amanda Schween is a financial advisor at LPL Financial with 23 years of industry experience. She holds the Series 63 and Series 65 designations and has been with LPL Financial since 2008. Her other business activities include involvement with Heartwood Wealth Management, a DBA for her LPL business. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, corporations, and nonprofits, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.