Franklin, TN Office

Hillary Stalker is a CFP® professional with nine years of industry experience, currently serving as an advisor at Corient. She has worked at several firms, including CapWealth Advisors, LLC, and The O.N. Equity Sales Company. Hillary is also involved with a vested fixed life book related to non-variable insurance renewals. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm utilizes a goals-based, team investment approach that integrates in-house and third-party strategies, along with risk management tools and alternative investment options.

Jason Krueger is a CFP® and Series 65 licensed advisor at Corient with five years of industry experience. He previously worked at CapWealth Advisors, LLC for six years and UBS for three years. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies and third-party managers, with continuous portfolio monitoring and risk management.

Michael Vaught is a Series 65 licensed advisor at Corient with three years of industry experience. Prior to joining Corient, he worked at CapWealth Advisors, LLC for four years. He also has experience outside the financial industry, including a role at Dancing Divas and Dudes in 2021. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies and third-party manager solutions, supported by continuous portfolio monitoring and risk management tools.

Caleb Alexander is a financial advisor at Corient in Franklin, TN, holding a Series 65 designation and beginning his tenure with the firm in 2026. He has a background that includes six years at CapWealth Advisors, LLC, and prior experience with LBMC and Wiatr & Associates. Corient offers investment advisory and financial planning services to a diverse range of clients including individuals, high-net-worth clients, trusts, and institutional entities. The firm uses a goals-based, team investment approach integrating in-house strategies, third-party managers, and risk management tools, along with access to affiliated private fund platforms.

Timothy Pagliara is an advisor with Corient, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His career includes roles at Capwealth Insights, CapWealth Advisors, Lanark Financial, and CapTrust Financial Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension and profit-sharing plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools to align portfolios with client objectives.

Blake Harrison is a PFS™ credentialed financial advisor at Corient with one year of industry experience. Prior to joining Corient in 2026, he worked at CapWealth Advisors and LBMC, PC, where he spent ten years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines internal strategies with third-party managers and incorporates risk management and alternative investments when appropriate.

Jennifer Horton is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Corient. She previously worked at Capwealth Advisors for 16 years before joining Corient and Corient Services LLC in 2026. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and incorporates risk management tools and alternative investments when appropriate.

Phoebe Venable is a CFA® charterholder and holds a Series 66 license, with 23 years of experience in the financial services industry. She has been with Corient since 2026, following 15 years at CapWealth Advisors, LLC, and prior roles at GFO Advisory Services, LLC and Truist Investment Services, Inc. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and offers specialized services through affiliates such as family office, tax, and trustee services.

Michael Shahan is a CFP® professional at Corient with seven years of industry experience. He has worked at several firms including CapWealth Advisors, SageSpring Wealth Partners, and Raymond James Financial Services. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.

Drew O'Connor is a CFP® and CFA® professional with 10 years of industry experience. He currently works at Corient and previously held roles at CapWealth Advisors, LLC and UBS Financial Services. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach incorporating both in-house strategies and third-party managers, with continuous portfolio monitoring and risk management.