Steven Brown is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has six years of industry experience, including prior roles at Principal Financial Group and National Underwriting Services. Brown is based in Nashville, TN. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through various portfolio management strategies and affiliated research.

Kathy Barrett is a financial advisor with Raymond James Financial in Nashville, TN, holding a Series 66 designation and 25 years of industry experience. She has been associated with Raymond James Financial Services Advisors, Inc. and Grahampton Wealth Management since 2016. Outside of her advisory role, she serves as an office manager at Grahampton Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs analytical tools for tailored, non-discretionary planning and supports various advisory programs across a broad network.

Daniel Fleming is a CFP®-designated financial advisor with 17 years of industry experience. He has worked at Cetera and affiliated entities since 2019 and previously held positions at Foresters Financial Services and Foresters Advisory Services LLC. Outside of financial advisory, he is involved with the North American Versatile Hunting Dog Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

John Mcallister is a financial advisor with Robert W. Baird & Co. Inc. in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 2002. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Christopher Witt is a financial advisor with Raymond James & Associates in Franklin, TN. He holds Series 63 and Series 66 licenses and has 21 years of industry experience, including 13 years at Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Duran Bunch is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings a diverse professional background, including six years in the U.S. Army with deployment experience alongside specialized military units. Since joining Merrill in January 2020, Duran has utilized his military discipline and leadership skills to provide financial advisory services focused on personalized wealth management strategies. Duran's expertise encompasses areas such as family wealth management, legacy planning, portfolio management, and managing new wealth. He has a particular interest in supporting retired military, police, and first responders in maximizing their retirements and assets. Duran holds a Bachelor's Degree from Middle Tennessee State University and is a Personal Investment Advisor (PIA). He is fluent in Spanish, Arabic, and English. Beyond his professional work, Duran is active in community organizations including Operation Stand Down and Team Rubicon and is affiliated with the Disabled American Veterans and the Wounded Warrior Foundation. His personal interests include adventure sports, boating, chess, hunting, music, photography, rock climbing, scuba diving, skiing, and skydiving. Duran enjoys restoring antique automobiles and values building close relationships with his clients, treating them like family to help achieve their long-term financial goals.

Carol Yochem is a financial advisor at LPL Financial with 31 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at firms including Ftb Advisors, Inc., First Tennessee Bank, and TD Private Client Wealth LLC. Outside of her advisory work, she serves on the boards of several Nashville-based nonprofits, including the Nashville Downtown Partnership, the Andrew Jackson Foundation, and the Nashville Area Chamber of Commerce. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolio programs and institutional platforms, supported by various operational and research tools.

James Mellin is a financial advisor with Equitable Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves individual clients—including non‑high-net-worth and high-net-worth individuals—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and various asset-management programs, utilizing both firm-offered and third-party advisory solutions.

Walter Keith IV is a financial advisor with Raymond James Financial based in Nashville, TN, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Raymond James Financial since 2009 and previously at several firms including Ellis & Company Retirement Strategists and Curtis Stokes & Associates. Keith is the owner of Walter Keith & Co., a support company based in Brentwood, TN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations such as a municipal advisor arrangement to support its public finance work.

Joshua Marcum is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has held various roles including with Bni, Sinor Marcum Group, and Waddell & Reed, Inc. Outside of his advisory work, he has been involved with Sinor Marcum Group LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors and supported by extensive operational tools and platforms.

Mark Bloom is a financial advisor with UBS Financial Services in Nashville, TN, holding a Series 63 license and over 50 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, Bloom serves on the board of the Vanderbilt-Ingram Cancer Center and is involved with the Country Music Hall of Fame Foundation. He is also a partner in several real estate investment ventures and holds a trademark related to Nashville music. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and investment products.

Michael Sforza is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has previously worked at MassMutual and Miami University. Prior to his financial services career, he spent ten years with the Mars Area School District. 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Hilary Harding is a Series 66-credentialed financial advisor with seven years of industry experience. She has worked at Merrill and Bank of America before joining Raymond James & Associates in 2025. She also has experience with April Tomlin Interiors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, charitable organizations, and public entities. The firm offers a range of financial planning and consulting services, utilizing diverse portfolio management styles and proprietary research, with an emphasis on non-discretionary client relationships.

David Laskin is a Series 66-licensed financial advisor with UBS Financial Services in Nashville, TN. He began his advisory career in 2025 and previously worked in the golf industry and as a student. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor investment plans to clients' goals and risk tolerances.

Ken Williams is a financial advisor with Robert W. Baird & Co. in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Jessica Rando is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 66 credentials and totaling 15 years of industry experience. Her prior experience includes roles at Vining Sparks Asset Management LLC and Vining Sparks. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering a broad range of services including futures commission merchant operations, principal trading, and affiliated banking programs.

Condolee Gilliam Jr. is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

William Greene is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves on the finance and investment committee of a local religious organization, Free Range Pastor, where he participates in governance and financial oversight. 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 charitable organizations, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Brendan Finucane Jr. is a financial advisor with Morgan Stanley in Nashville, TN, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his financial services career, he is involved in farming through an activity named Rock Jolly Farm. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers planning services that use structured tools and modeling techniques while acting primarily in an advisory capacity.

Clifford Winter is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Benchmark Realty LLC and Realty One Group, as well as positions with several municipal and county governments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also employs algorithmic methodologies and serves as an advisor to multiple registered investment companies.