Daniel Hooper is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on assisting private ultra-high net worth families with complex legacy planning and comprehensive wealth management strategies. Daniel works with clients on areas including executive compensation, family wealth management, personal retirement planning, philanthropic planning, portfolio management, and tax minimization. Daniel began his career in the financial services industry in 2012 and joined Merrill in 2015, where he has supported the bank's most affluent clients in the Southeast region. In 2022, he co-founded the RHW Group at Merrill alongside partners Colby Robbins and Kayla Weibel, providing services such as cash flow, trust, and legacy analysis. He holds the CERTIFIED FINANCIAL PLANNER® designation and the Personal Investment Advisor credential. He earned a bachelor's degree in Human and Organizational Development with a concentration in Economics from Vanderbilt University in 2012. Outside of work, Daniel enjoys outdoor activities such as hiking, biking, and golfing, as well as spending time with his family.

Anne Wallace is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. She has been with UBS since 2000. Outside of her advisory role, she serves as the finance chair and a member of the board of directors for the Hundred Club of Nashville. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor client plans.

Matthew Howley is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory work, he has a 25% ownership interest in ELG LLC, a commercial real estate holding company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy preparation, performance reporting, participant education, and plan benchmarking. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options in its investment menus.

Andrew Artis is a financial advisor with Charles Schwab in Nashville, TN, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Charles Schwab since 2020, with prior experience at BMW of Arlington, Pappasito's Cantina, and The Campbell Agency. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers multi-asset model portfolios, alternative investment options, and integrated custody and brokerage services.

Roland Sample is a financial advisor with Mass Mutual Investors Services in Franklin, TN. He holds the ChFC® designation, the Series 63 license, and has 37 years of industry experience. Mr. Sample has worked with Mass Mutual affiliates since 2016, including his current role at Mass Mutual Investors Services since 2017. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved software and structured planning engagements.

Katherine Standard is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, N.A., and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

James Walker is a Series 66-licensed financial advisor with Morgan Stanley in Nashville, TN, having 12 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a trustee and executor for multiple trusts and estates in Franklin, Tennessee, and is a partner in a family partnership involved in investment and finance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured planning tools and does not provide individual security recommendations as part of its standalone planning program.

Anna Blum is a financial advisor at Fidelity with Series 66 designation and one year of industry experience. She previously worked at Provident Wealth Solutions/LPL Financial, Vector Wealth Strategies, and Intuitive Research and Technology Corporation. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a systematic investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jesse James Austin is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, he works one-on-one with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those goals. Jesse provides ongoing advice and adapts clients' portfolios as their situations change. He holds a Personal Investment Advisor (PIA) designation and has experience in areas including general investing, retirement planning, and preparing for unexpected financial needs. Jesse takes time to understand what is important to his clients and uses that insight to guide them in pursuing their financial objectives. Jesse earned a Bachelor's Degree from the Southern Illinois University System, an Associate's Degree from John Wood Community College, and a High School Diploma from Quincy High School. He is involved in community organizations such as the North Texas Humane Society and The Salvation Army.

Matthew Sell is a financial advisor with Edward Jones in Franklin, TN, holding CFP® and Series 66 designations and having seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company for one year, and at Advantage One Insurance Agency for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products, supported by a large nationwide network of advisors and branches.

Christopher Clifford is a Series 66 licensed financial advisor with UBS Financial Services in Nashville, Tennessee, where he has worked since 2008. He has 26 years of industry experience. Clifford serves on the Board of Directors for the Boys & Girls Clubs of San Francisco and is a trustee of an education trust funding educational expenses for children. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Clyde Mcfadden is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at John Hancock for 14 years before joining OSAIC in 2018. In addition to his advisory role, Mcfadden provides fixed insurance products as an agent. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers a range of services including brokerage, investment advisory, financial planning, and retirement plan consulting, utilizing asset allocation tools and third-party managed-account solutions.

Renee Hitchcock is a financial advisor with Osaic Wealth, Inc. in Nashville, TN, holding a Series 66 designation and three years of industry experience. She has worked at Osaic Wealth since 2022 and has prior experience with Innovative Financial Group/Beyond Asset Management dating back to 2018. Outside of advisory roles, she is a licensed notary public. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage, advisory, and financial planning services, employing asset-allocation tools and various portfolio management options that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Robert Kern is a Financial Advisor and Senior Portfolio Advisor at Merrill, where he works with individuals, families, business owners, and retirees. He assists clients in making informed financial decisions and staying focused on their priorities. His approach involves developing tailored strategies that integrate investment management, retirement planning, risk management, and estate considerations. Robert addresses key client concerns such as retirement readiness, income generation in retirement, tax efficiency, investment risk, and legacy planning. He emphasizes a long-term perspective in investing, aiming to build strategies that support clients' goals through changing markets and life circumstances. His professional designations include Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He holds a bachelor's degree from Southern Illinois University. Outside of his professional role, Robert enjoys outdoor activities, cooking, exercising, reading, and spending time with family and friends. He is involved in community organizations such as The Store, Habitat for Humanity, Second Harvest Food Bank, and the Williamson County Animal Center. He is also a member of the Williamson County Chamber of Commerce.

Mitch Riddle is a Planning Consultant at Fidelity Investments, where he has been serving since 2025. He brings experience from his previous roles within Fidelity Investments, including Relationship Manager from 2023 to 2025, and Financial Representative from 2022 to 2023. Prior to joining Fidelity, he worked as a Junior Financial Advisor at Freedom Wealth Management from 2021 to 2022. As a CERTIFIED FINANCIAL PLANNER, Mitch partners with clients to co-create financial plans tailored to their unique situations. He focuses on understanding what matters most to clients and their families to develop financial strategies that provide confidence moving forward. Outside of his professional role, Mitch enjoys spending time with friends and attending social events, as well as hiking and reading.

Eric White is a financial advisor with LPL Financial in Franklin, TN, holding a Series 66 license and 23 years of industry experience. He has worked at First Tennessee Brokerage since 2003 and at FTB Advisors, Inc. since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by research, model portfolios, and various investment strategies.

Daniel Banks is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2019, progressing through roles including Financial Consultant, Planning Consultant, and Relationship Manager. Prior to joining Fidelity, he worked at Vanguard Group in various roles such as Retirement Specialist, Series 7 Licensing Instructor, and Client Service Associate from 2017 to 2019. As a Certified Financial Planning Professional, Daniel focuses on collaborating with clients to create personalized financial plans. His experience has reinforced his commitment to helping families build clear and reliable plans that provide peace of mind. Outside of his professional duties, Daniel's personal interests include cooking and baking, family activities, exploring food as a foodie, football, parenthood, and spending time with pets.

Jeffery Henrikson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at SunTrust Advisory Services and SunTrust Investment Services. He also serves as a co-trustee for his parents' family trust. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized reporting through a combination of advisory and brokerage capabilities.

Morris Grimes is a financial advisor with Edward Jones in Brentwood, TN, holding Series 63 and Series 66 licenses. He has 23 years of industry experience and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,700 financial advisors and 15,000 branch offices nationwide.

Lechelle Moore is a CFP® professional with 28 years of experience, currently serving at UBS Financial Services since 2015. She holds Series 63 and Series 66 licenses and is based in Nashville, TN. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.