Gary Rzucidlo is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His previous roles include positions at Bank of New York Mellon and AllianceBernstein L.P. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence and incorporates quantitative and qualitative research, with an emphasis on model asset allocations and ESG considerations.

Nicholas Highberger is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he operates Ohana GTR, an online shop selling car-themed apparel and goods. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and market models.

Jason Jacobs Jr. is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. He has worked at Merrill and Bank of America since 2023 and has prior experience in various roles including a position at 12th Man Sports Pub. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Susan Biederstedt is a Series 66-licensed financial advisor with J.P. Morgan Securities in Nashville, TN, and has four years of industry experience. Her prior roles include positions at Meridian Hills and Culver Academies, and she has been involved with Sweet Things Chocolate as well as community programs like the Washington Township Tennis Program and Gnaw Bone Camp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a focus on eligible strategies including ESG considerations.

Chase Mehaffey is a financial advisor at Raymond James & Associates with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Trinity Wealth Securities, Florida Financial Advisors, and a period as an employee of The University of Alabama. 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, including individuals, institutions, and municipal entities, and offers a range of financial planning and advisory services with a focus on tailored, non-discretionary investment consulting.

Joseph Deery IV is a Series 66-licensed financial advisor with Merrill in Nashville, TN, where he has worked since 2013. He has four years of industry experience. 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 and profit-sharing plans, corporations, and charitable organizations.

Ashley Chavarria is a financial advisor at UBS Financial Services in Nashville, TN, with two years of industry experience. She holds the Series 66 designation and has previous experience at Morgan Stanley and Strickler and Prieto CPA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services.

Crystal Beastrom is a financial advisor with Merrill in Nashville, TN, holding a Series 66 credential and having one year of industry experience. She previously worked at Truist for nine years before joining Merrill. Outside of her advisory role, she serves as the secretary and a board member of the Chickering Homeowners Association in Atlanta. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steve Webster is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2001, holding various roles including Financial Consultant and Financial Representative. Prior to Fidelity, he worked as an Investment Consultant at TD Ameritrade and as an Internal Wholesaler at Curian Capital. Steve's professional experience spans over two decades in the financial services industry, where he focuses on helping clients develop tailored financial plans that align with their specific goals. He emphasizes consistent monitoring and adjustment of these plans to support clients' progress toward their objectives. Outside of his professional work, Steve enjoys biking, fishing, fitness activities, golf, hiking, and kayaking.

Mattias Sebsbie is a financial advisor at Merrill with Series 65 and Series 63 designations and one year of industry experience. His prior work includes roles at Florida Financial Advisors DBA Tristate Financial Advisors and Bank of America. Outside of advising, he has been involved in fixed insurance sales. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, and institutions. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers.

Benjamin Fordham is a financial advisor with LPL Financial in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Raymond James Financial Services and Pinnacle Bank, as well as Fifth Third Securities. Outside of finance, he is co-owner of Hotworx, a fitness franchise. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Bryan Brinks is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds a Series 66 designation and has prior experience at Affinaquest and Larry Brinks, CHFC. He is also the owner of Optimum Wealth Group, LLC, an investment-related business. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Jason Porter is a financial advisor at Merrill with seven years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Merrill in 2022, he worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Outside of his advisory role, Porter is a musician and plays guitar for North Coast Church in Vista, California. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Lange is a Senior Financial Advisor and a partner on a 13-member Merrill Lynch Wealth Management team based in Nashville and Philadelphia. He serves affluent families, corporate executives, business owners, and successful individuals across most parts of the United States. His role involves delivering personalized attention akin to a boutique firm while leveraging the global resources and capabilities of Merrill and Bank of America. Mr. Lange's expertise spans equity compensation services, family wealth management strategies, international wealth management, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. He has a background in medicine, which informs his passion for assisting physicians, biotech professionals, and others in the sciences with wealth planning strategies to navigate complexities and enhance their financial objectives. His clients often benefit from integrated planning covering goals-based investing, retirement, business succession, next-generation planning, complex trust and estate gifting structures, and strategic charitable giving. He holds a Bachelor's Degree from Davidson College and is a Certified Financial Planner® professional. Additionally, Mr. Lange has earned designations including Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional life, he enjoys cooking, hiking, spending time with his family, and traveling.

Douglas Smith is a financial advisor with Ameriprise in Brentwood, TN, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he is involved in business ownership through Overlook Business Partners, LLC. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that address income, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory process while emphasizing the use of Ameriprise-managed accounts.

Mary Lynne Kaatz is a Series 66-licensed financial advisor with Robert W. Baird & Co. She has three years of industry experience, including roles at Sharecare, Incorporated and PricewaterhouseCoopers. Kaatz serves as a board member and is part of the investment and finance committee for CASA Nashville. She works within The DDK Group, a team at Robert W. Baird & Co. that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services through a variety of strategies and emphasizes ongoing manager selection, internal research, and innovative advisory approaches.

Chase Willauer is a financial advisor at UBS Financial Services in Nashville, TN, holding a Series 66 designation with four years of industry experience. Before joining UBS in 2022, he held positions at Lululemon, Robert Half, and Nekter Juice Bar. 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 financial plans. The firm also offers institutional trading capabilities alongside wealth management and operates in multiple regulatory capacities.

Blake Schmitt is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, he held positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he assists with facilitating the showcasing of high school baseball players for professional and collegiate scouting events through Tennessee Prep Baseball Report. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Blake Kniffin is a financial advisor at Merrill with six years of industry experience and holds the Series 66 designation. His prior work experience includes roles at Bank of America, Uber, Vestia Personal Wealth Advisors, Unite Media Group, Larson Financial Group, and B-Kreative. 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 institutional investors.

Thomas Lee is an advisor with LPL Enterprise in Franklin, TN, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes positions at Walmart, Bankers Life Insurance, Another Broken Egg, and Parrains Seafood. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment approaches and offers financial planning, third-party asset management access, and insurance product facilitation through affiliated entities.