Bringing Confidence to Your Investment Planning
We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.
Cole Nathan
Managing Director - Investments
Financial Advisor
PIM Portfolio Manager
Cole begins each client relationship by developing a deep understanding of their financial objectives. With this foundation, he crafts tailored portfolio strategies and provides access to a broad range of services through Wells Fargo affiliates, including banking, lending, and trust solutions. His collaborative approach is central to his philosophy, with strong client relationships forming the cornerstone of effective asset management. As a PIM® Portfolio Manager, Cole is among a select group of advisors at Wells Fargo Advisors who are qualified to manage portfolios on a discretionary or non-discretionary basis.
As a member of the East Park Group of Wells Fargo Advisors, Cole is proud to be part of a team recognized on the 2025 & 2026 Forbes Best-in-State Wealth Management Teams list. He himself was also recognized on the 2025 Forbes Top Next-Gen Wealth Advisors Best-In-State list.
Cole graduated summa cum laude from Middle Tennessee State University with a BBA in Business Administration and dual minors in Finance and Economics. He began his career as a financial advisor in 2017 after earning his FINRA Series 7 and Series 66 securities registrations and is also a graduate of the Dale Carnegie Leadership Program.
He lives in Brentwood with his wife, Mary Stewart, and their 2 young daughters. Outside of work, Cole enjoys family board game nights, watching football, and spending summer days on the water.
*2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com).
*2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com)
*2025 Forbes Top Next-Gen Wealth Advisors: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com).
View award disclosure
The PIM Program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000
Managing Director - Investments
Financial Advisor
PIM Portfolio Manager
Hugh Sloan
Managing Director - Investments
Financial Advisor
PIM Portfolio Manager
Hugh is a strong believer in taking a comprehensive approach to people's financial lives. Serving in management for several years has given him a deep understanding of investment strategies through market ups and downs. With the firm's broad resources, he is able to help clients develop uniquely tailored wealth management plans. Portfolio management encompasses strategies for building wealth and risk management and preserving wealth and transitioning wealth to future generations. As a PIM® Portfolio Manager, Hugh is among a select group of advisors at Wells Fargo Advisors who are qualified to manage portfolios on a discretionary or non-discretionary basis.
Prior to joining Wells Fargo Advisors, Hugh spent several years as a branch manager with Wells Fargo Advisors and Morgan Stanley, guiding other financial advisors and growing the firm's assets under management. He earned his Bachelor of Science degree from the University of Tennessee. Hugh and his wife, Pam, enjoy traveling and spending time with their grandchildren. For the past 50 years, they have been active members of First Baptist Church Nashville and supporters of the Nashville Symphony, Ballet Ball, the Swan Ball, and Cheekwood Estate and Gardens.
*2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com).
*2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com)
View award disclosure
The PIM Program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000
Managing Director - Investments
Financial Advisor
PIM Portfolio Manager
Brian Mahoney, CFP
Assistant Vice President
Financial Consultant
From accumulating wealth for retirement as well as preserving wealth through risk management and tax minimization strategies, Brian's approach is comprehensive including estate planning strategies for future generations. Working with many high net worth and ultra-high net worth clients, he often leverages access to internal lending, trust, and estate planning specialists when appropriate.
Brian holds the CERTIFIED FINANCIAL PLANNER® a professional certification, which he achieved by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements. He received his Bachelor of Arts degree from Muhlenberg College in Allentown, Pennsylvania.
As a member of The East Park Group of Wells Fargo Advisors, Brian is proud to be part of a team recognized on the 2025 & 2026 Forbes Best-in-State Wealth Management Teams list.
An avid sports fan, Brian follows the Baltimore Orioles baseball team and the AC Milan soccer team. He also plays soccer and enjoys running, cooking and outdoor activities as sailing, fishing, and camping. He and his wife, Alyssa and their daughter reside in Bellevue, Tennessee.
*2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com).
*2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com)
View award disclosure
Assistant Vice President
Financial Consultant
CFP
J. Blake Sloan
Assistant Vice President
Financial Consultant
Blake understands that not all investors are the same. He takes a tailored approach, paired with empathy and understanding, to the development of strategies aligned with each client's goals. He assists them in building wealth, responding to ongoing market and life changes, and preserving wealth for retirement and transitioning to the next generation of their families.
The East Park Group of Wells Fargo Advisors earned recognition on the 2025 and 2026 Forbes Best-in-State Wealth Management Teams list, and Blake is proud of the team’s accomplishment.
Blake is a graduate of Auburn University with a degree in finance. He also had the honor of being appointed to the U.S. Military Academy at West Point.
An avid golfer and sports fan, he is a member of the Richland Country Club of Nashville and Turtle Point Yacht & Country Club of Florence, Alabama. Blake and his wife, Elizabeth, treasure spending time with their three children - a son and fraternal twins.
*2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com).
*2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24(Source: Forbes.com)
Assistant Vice President
Financial Consultant
Wendy Peppers
Assistant Vice President
Senior Registered Client Associate
She was honored with the Wells Fargo Advisors Platinum Client Associate Award for 2025 & 2026. As part of the East Park Group, recognized on the 2025 & 2026 Forbes Best-in-State Wealth Management Teams list.
With over 30 years in the financial services industry, Wendy has held senior roles at Morgan Stanley, UBS, and Wachovia Securities (a Wells Fargo Advisors legacy firm). Her background includes supporting both retail and institutional advisors, training new associates, and contributing to branch operations across multiple offices. She was also selected for the 2014 UBS Client Service Associate Forum and served on the Nashville Branch Advisory Committee.
Wendy holds a Bachelor of Science in Business and Banking from Fairmont State College in West Virginia. She and her husband, Will, live in Mount Juliet with their son. Outside of work, she enjoys reading, walking, and spending time with family.
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (minimum variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams
This recognition is held by a select group of client associates within Wells Fargo Advisors, based on exceptional performance in the previous calendar year. Performance factors include client experience, partnership with Financial Advisors, and task execution.
Assistant Vice President
Senior Registered Client Associate
She was honored with the Wells Fargo Advisors Platinum Client Associate Award for 2025 & 2026. She is a member of the East Park Group team recognized on the 2025 & 2026 Forbes Best-in-State Wealth Management Teams list.
Samantha lives in Old Hickory, with her husband and two sons. In her free time, she enjoys crocheting, reading, and hiking with her family.
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (minimum variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
The Wells Fargo Advisors Platinum Client Associate recognition is held by a select group of client associates within Wells Fargo Advisors as measured by their success in achieving exceptional performance the previous calendar year. Performance factors are inclusive of client experience, partnership with Financial Advisors to support their objectives, and task execution.
Client Associate