Thomas Beasley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides financial guidance tailored to clients' individual needs, focusing on a comprehensive approach to asset and liability management. Thomas specializes in areas including college education planning, corporate executive services, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. He holds professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Thomas earned his bachelor's degree from Auburn University. He has been involved with professional organizations including serving as a former Downtown YMCA Board Member and as an active member of the Franklin Breakfast Rotary. Outside of his professional work, Thomas enjoys biking, boating, cooking, gardening, hiking, reading, running, spending time with his family, traveling, and woodworking.

Max Cohen is a financial advisor at UBS Financial Services in Nashville, TN. He holds the Series 66 designation and has been in the industry since 2022. Prior to joining UBS, he had roles at LBMC, EMA Foundation, and Fintrx, and has academic experience at Boston University and Bocconi University. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and a broad range of capital markets services.

Will Coleman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2021 and previously held roles at Bank of America and Merrill Lynch. Outside of his advisory work, he serves on the finance committee of Woodmont Christian Church in Nashville, TN. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Eric Berner is a financial advisor with LPL Financial in Hendersonville, TN, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2021, he was involved with various organizations including Whiskey University, where he taught bourbon tasting classes, and has experience in insurance and advisory roles dating back to 2001. Outside of finance, he is also a self-employed actor and owner of Picking Nashville. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing strategic and tactical model portfolios supported by research from multiple sources.

Laura Graham is a financial advisor at UBS Financial Services with 11 years at the firm and four years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she is a hostess at Moto Cucina and Enoteca. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services, including acting as a futures commission merchant and providing affiliated banking and securities-backed lending programs.

Beverly Herbert is a financial advisor with Raymond James Financial Services Advisors Inc. in Nashville, TN, holding Series 63 and Series 65 licenses and 33 years of industry experience. Prior to joining Raymond James in 2017, she worked for Suntrust Investment Services, Inc. for 26 years. Outside of her advisory role, she is involved with Pinnacle Asset Management, focusing on financial planning, client events, and team management. 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 institutions. The firm offers non-discretionary planning and consulting tailored to client goals, utilizing analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Scott Stone is a financial advisor with Cetera who holds a Series 63 designation and has 27 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, and he also oversees daily operations and tax preparation at Advanced Tax & Income Services, a business he has been involved with since 1992. Outside of his advisory work, he serves as chairman of the Teller Ministry at Shiloh Baptist Church, overseeing the counting and recordkeeping of charitable contributions. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through various program platforms and a multi-manager approach involving affiliated and third-party managers.

Jenny Farrell is a financial advisor with Edward Jones in Hendersonville, TN. She holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Edward Jones, she worked for United Surgical Partners International for 13 years and Nashville Bone and Joint for one year. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of advisors and branch offices, offering a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jon Ladd is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Raymond James and its affiliated firms since 2013. Outside of his advisory role, he is involved in lending personal loans and collecting loan payments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a range of advisory programs, including municipal and public-finance services.

Jacob Seeger is a financial advisor with Raymond James Financial in Nashville, TN. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and Pinnacle Bank. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal finance services through a unique municipal advisor affiliation.

Avery Butterworth is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 66 and Series 63 licenses. Butterworth has one year of industry experience, including prior roles at First Citizens Bank and Strategic Financial Partners. 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 municipal entities, offering financial planning and investment consulting with non-discretionary implementation decisions.

Christopher Dailey is a financial advisor with Merrill in Nashville, TN, holding a Series 66 license and four years of industry experience. His prior work includes roles at Bank of America and CapStar Bank. Outside of his advisory work, he coaches travel and youth summer baseball teams through Harris Training, a limited liability company based in Nashville. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies for individuals, high-net-worth clients, plans, corporations, and nonprofits.

Tyler Parker is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at First Republic Bank and Bank of America. Parker serves as Vice Chair of the Board of Directors for the Newport Beach Chamber of Commerce, participating in board meetings and committees related to community business growth. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Chris Taylor is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2000. He holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Lesley Norton is a financial advisor with LPL Financial in Hendersonville, TN, holding a Series 66 credential and four years of industry experience. Prior to joining LPL Financial, she worked at Belmont University and Volunteer State Community College. Norton is also a co-owner of Collier Wealth Insurance Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations, offering various advisory programs and technology-supported investment solutions.

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 with Robert Baird & Co. in Nashville, TN. She holds Series 63 and Series 65 licenses and has 32 years of industry experience. She has been with Robert Baird & Co. since 2012. The DDK Group, within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a combination of manager-traded and model-traded strategies, tax management, and internal research tools.

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.