Brady Dunn is a financial advisor at Merrill with a Series 66 credential. Based in Nashville, TN, he has been with Merrill since 2026 and has prior experience in education and various roles at Lipscomb University, CVS, and Darden. Merrill, along 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 institutions.

Frank Phillips III is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 designation and has previously worked at WileyBros Aintree Capital LLC, Raymond James & Associates, Inc., and Arthur J. Gallagher. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting with access to model portfolios and research from multiple sources.

Scott Ewing is a financial advisor at Cetera with 14 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Cetera in 2017, he worked at Fifth Third Securities and Fifth Third Bank. Outside of his advisory work, he is a musician and owner of a band. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that provides access to model portfolios, third-party managers, and customized investment strategies.

Jonathan Lockmiller is a financial advisor with Raymond James Financial Services Advisors, Inc. in Nashville, TN, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He previously worked at SunTrust Investment Services, Inc. for 17 years before joining Raymond James in 2017. Outside of his primary role, he also serves as a financial advisor with Pinnacle Bank/Pinnacle Asset Management and The Oakley Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and risk profiling supported by analytical modeling, and offers specialized municipal advisory and SIMPLE IRA employer consulting programs.

John Fee is a Series 66-licensed financial advisor with Cetera in Nashville, TN, with 13 years of industry experience. He has worked with Cetera Investment Services LLC and Regions Bank since 2014. 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 various portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and investment platforms.

William Powell is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Outside of his advisory work, he owns and operates River Rock Media Group, a photography business based in Nolensville, TN. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated funds, operating under a fiduciary standard.

Brandon Sanders is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2012 and Bank of America since 2014. Outside of his advisory role, he is a general partner and managing member of Ran Properties, LLC, a real estate investing and management company. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kristen Ann Kelly is a financial advisor with UBS Financial Services in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary market research and model-based asset allocations to tailor investment plans. The firm operates as both an investment adviser and broker-dealer, offering a broad range of services including financial planning, portfolio management, and institutional trading capabilities.

Kristy Harris is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 66 designation and has worked previously at CUNA Brokerage Services and Ascend Federal Credit Union. In addition to her advisory role, she is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Thomas Turner is a Wealth Management Advisor at Merrill Lynch Wealth Management. He advises clients in areas such as Family Wealth Management Strategies, Personal Retirement Planning, Sports & Entertainment, Tax Minimization, and Retirement Income. He focuses on connecting all aspects of a client's financial life to help prioritize and pursue their individual goals. Thomas holds a Bachelor's Degree from Belmont University and is a CERTIFIED FINANCIAL PLANNER® professional as well as a Personal Investment Advisor (PIA). He draws on Merrill's resources to evaluate both sides of a client's balance sheet to identify gaps and opportunities for more efficient capital deployment. Thomas values the client relationships he has built and is privileged to serve them. Outside of his professional role, Thomas is involved with organizations such as Stars Basketball and Brentwood Academy. His personal interests include basketball, fishing, football, golfing, soccer, tennis, and traveling.

Weston Zierer is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and JW Financial Services. Outside of his advisory role, he owns and operates the Human Performance Center, a business focused on training and related services. 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. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samuel Greenwell is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked at GuideWise Financial Group / Ameriprise Financial Services and has experience in various roles including positions at Kentucky Wesleyan College, Deer Lakes Golf Course, Coker University, and Crittenden County Middle/High School. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and multiple third-party asset managers, utilizing a hybrid referral and implementation model that incorporates both advisory and brokerage services.

Kristopher Matheson is a Financial Consultant currently with Fidelity Investments, bringing a focused approach to guiding clients toward their financial objectives. He has extensive experience in financial consulting, having served in various roles including Vice President Financial Consultant at TD Ameritrade and Charles Schwab from 2022 to 2024, and as a Wealth Planner and Financial Consultant at Fidelity Investments between 2016 and 2022. His career began in the financial sector with Morgan Stanley as a Financial Advisor from 2010 to 2014, and prior to that he worked as a Lending Specialist at Bank of America from 2009 to 2010. Kristopher holds insurance licenses in Arkansas and California, supporting his comprehensive understanding of financial planning across different regions. Outside of his professional work, Kristopher has interests in cars, family activities, fitness, pets, traveling, and volunteering.

Bruce Shahan is a CFP® with 28 years of industry experience, currently affiliated with Ameriprise in Brentwood, TN. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in business ownership through Overlook Business Partners, LLC. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research-driven modeling and tax-efficiency analysis to provide tailored recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Daniel Tedesco is a CFP®-certified financial advisor with Morgan Stanley in Nashville, TN, with 29 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2014. Outside of his advisory role, he serves on the project committee of Hillsboro Elementary/Middle School's PTO in Franklin, Tennessee. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools.

Freda Evans is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Raymond James since 2017, following prior roles at SunTrust Advisory Services and SunTrust Investment Services. Evans serves as a board member of Recovery Community Inc., a nonprofit organization. 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 nonprofit entities, providing financial planning and non-discretionary investment consulting supported by a broad network of research and portfolio management resources.

Kevin Harris is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Cetera and has a background that includes nearly two decades with Avantax in various advisory and insurance roles. Harris also operates his own tax preparation and accounting practice as a sole proprietor. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party money managers.

Ronnie Mccoy is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 credential and has worked at various Morgan Stanley entities since 2009, including Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Elizabeth Grandy is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 40 years of industry experience. She has been affiliated with Primerica Advisors since 1984 and has operated as a self-employed financial professional since 1989. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm focuses on curating third-party asset managers and uses a tiered percentage-based fee model.

Stephanie Depriest is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 credentials, and previously worked at UBS Financial Services and Morgan Stanley. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm provides a broad range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.