Spencer Lambright is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in working with business owners, executives, and their families to build retirement plans, preserve wealth, and strategize wealth transfers to succeeding generations and charities. Spencer brings an analytical approach to wealth management, focusing on business exit planning, tax optimization strategies, and estate and legacy planning services. Before joining Merrill Lynch in 2014, Spencer taught at Yale University, Cornell University, and Middle Tennessee State University. His academic background informs his methodical and clear communication style, which helps clients understand complex financial strategies. He holds a Bachelor's degree from the University of Oregon, a Master's degree from Yale University, and a Doctorate degree from Cornell University. Spencer also holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Spencer has been based in Nashville for two decades and participates actively in his church and his daughter's school community. His personal interests include boxing, cooking, fishing, hiking, hunting, music, reading, running marathons, and spending time with his family.

William Hickey is a Series 66-licensed financial advisor at Thrivent Investment Management in Nashville, TN, with one year of industry experience. Prior to joining Thrivent, he held various roles mainly in the music and education fields, including freelance musician and educator. He provides general freelance music services such as performing and teaching drum lessons outside of his advisory role. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning covering topics like retirement, income tax, estate, and special needs planning, with the option to combine planning with managed accounts under a consolidated billing program.

Andrew Grad is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors LLC, Uber Technologies, Robert Half, Ottimo Resources, and ABM Industries. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs that incorporate firm-approved planning tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and provides a wide range of investment and financial services.

Paul Seneker is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Raymond James & Associates since 2013. 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, institutional clients, and charitable organizations, offering financial planning, investment consulting, and institutional advisory services.

Barbara Grimes is a financial advisor at UBS Financial Services with 29 years of industry experience. She has been with UBS since 2008 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies for its clients.

William Porter is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Porter has been with Morgan Stanley since 2011, including roles at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and models, providing advisory services without individual security recommendations in standalone plans.

Gaven Peal is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and one year of industry experience. His work history includes roles at MassMutual/Continuum Planning Partners, TBH Wealth Advisors, Ameriprise, and ClearTrust Wealth Advisors. Outside of financial advising, he was involved with Tomato Head Pizza Company. 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 provides financial planning, asset management, and educational seminars using firm-approved analytical tools, with a recent addition of standalone Divorce Planning and detailed event-driven planning services.

Joseph Craig Jr. is a financial advisor with Osaic Wealth, Inc. based in Brentwood, TN, holding Series 63 and Series 65 designations and having 39 years of industry experience. He previously worked at Woodbury Financial Services for 17 years before joining Osaic in 2024. He also operates Craig Wealth Management, a sole proprietorship focused on fixed annuity sales and insurance representation. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to provide customized portfolio solutions.

Mark Puryear IV is a CFP® with six years of industry experience, currently affiliated with Raymond James & Associates. His prior experience includes roles at Hightower Advisors, The Bahnsen Group, Janney Montgomery Scott, and FirstBank. 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, institutional and pension plans, charitable organizations, and government entities—offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Lucy Chism is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 19 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she is also a client associate at Pinnacle and assists financial advisors in building relationships and managing prospect opportunities. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through wrap-fee programs and institutional consulting.

Jonathan Dixon is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He has also been involved with Shoemaker Financial since 2023, providing financial planning services. His prior work includes entrepreneurial activities and roles outside the financial sector. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Robert Schwartz is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations. Prior to joining Edward Jones, he worked at US Bancorp Investments, US Bank, and Fifth Third Bank. Outside of his advisory role, Schwartz is the founder and president of Garr's Bev Co., a company involved in the manufacturing and distribution of beer. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households and corporate entities. The firm offers discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of advisors and branch offices.

Bernard Ownby Jr. is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with UBS since 2015. Bernard is also involved in a privately held business, Ed Ownby, based in Nashville. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing access to proprietary research and diversified financial products.

Lee Gillock is a financial advisor with Morgan Stanley in Nashville, Tennessee, holding a Series 63 designation and 42 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that includes firm-approved tools and scenario modeling.

Fred Mclaughlin is a financial advisor at Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Robert W. Baird since 2000. Outside of his advisory role, he serves as a trustee on the investment committee for the Goodwill of Middle TN Foundation and is a board member of the Sugartree HOA investment and finance committee. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio services, including discretionary and non-discretionary management, utilizing a range of strategies from traditional allocations to complex alternatives.

Shane Dempster is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Bank of America, Merrill, and Morgan Stanley Private Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Michael Sharpton is a CFP® with 27 years of industry experience, currently serving at Mass Mutual Investors Services since 2018. His prior roles include positions at Metlife Securities Inc. and Lifemark Securities Corp. He is a member of the Maury County Board of Zoning Appeals. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented financial planning supported by advanced analytical tools and offers specialized programs including estate and employer-sponsored planning.

Gary Collier is a financial advisor with Raymond James Financial Services Advisors, Inc. in Nashville, TN, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been associated with Pinnacle Bank and Raymond James since 2009. Collier serves as Executive Director and Advisor at Pinnacle Asset Management and acts as a Private Wealth Manager with Burton Hills Investment Partners, a team operating under Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm employs a tailored, non-discretionary approach using risk profiling and analytical modeling, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Anna Turner is a financial advisor at Charles Schwab with 22 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and Scottrade. Charles Schwab & Co., Inc. serves a large client base of 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 offers both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Kristine Feil is a Series 66 licensed financial advisor with Merrill, based in Brentwood, TN, and has 12 years of industry experience. She has worked at Merrill in two separate periods, from 2014 to 2021 and from 2022 to the present, with a one-year tenure at Nilsine Partners in between. Outside of her advisory role, she is employed as a server at Beyond Details, a sole proprietorship based in Nashville. 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 to a range of clients including individuals, high-net-worth clients, and institutional investors.