Broker Check





The Hassan Oldham Group is grounded in shared values: listen first, tell the truth, and plan with discipline. Yaz Hassan & Justin Oldham take a straightforward approach to investing, centered on traditional, time-tested strategies. Karley builds & maintains the detailed plans behind every recommendation. Ashley & Whitney round out the group, managing client relationships, marketing, and onboarding with the kind of care that keeps families with us for generations. We're a cohesive unit by design, not a revolving door of faces you'll never see twice.

Elias "Yaz" Hassan

Managing Director | Family Wealth Advisor

615-904-2706

615-867-7799

YHassan@rwbaird.com

“Good planning is always more important than picking investments.”

Yaz has been a Financial Advisor for over 25 years and is proud of each relationship he has the privilege to work with. He is passionate about helping clients reach their goals and plan for their family’s future. The Hassan Oldham Group, now 13 years young, believes family values are the cornerstone of every client relationship. Daily, Yaz advocates, counsels, and plans with clients and their families. He has been named one of the “Top 1200 Financial Advisors” by Barron’s for ten consecutive years. 

Yaz attended school at The University of Tennessee before an internship with Courier Printing turned into a job offer. He then worked and finished his degree in Finance at MTSU. His job at Courier made him recognize his love of the client relationship and allowed for real-world experience in taking care of clients, which was great training for getting started in this business. Given the opportunity by J.C. Bradford, Yaz got his start in Financial Services. Yaz loved the business and the study of financial markets, right away he had made a great decision. As a result of his love and commitment to lifelong learning and growth, he completed a three-year course at the Securities Industry Institute® at the Wharton School at the University of Pennsylvania in 2009. Yaz is a board member of The Community Foundation of Rutherford County, Possibility Place and is a parishioner at St. Rose of Lima. In the past, he has served as Treasurer of United Way of Rutherford and Cannon Counties, and Fellowship of Christian Athletes.

Yaz and his wife, Jennifer, have two Children, Emil, and Hannah, both graduates of Oakland High School. His daughter Hannah received her degree from Belmont University and is currently attending Belmont for her Doctorate of Physical Therapy. His son, Emil, attends Possibility Place, a 501c3 here in Murfreesboro which serves adults with special needs.

2026 Barron’s Top 1500 Financial Advisors.  Published 3/20/26, data as of 9/30/25

2026 FORBES Best-In State Wealth Advisors. Published 4/7/26, data as of 6/30/25

2026 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/7/26, data as of 3/31/25 

Justin Oldham, CPWA®

Director | Family Wealth Advisor

615-904-2706

615-867-7799

JOldham@rwbaird.com

“Long-term financial success is driven by behavior. The most meaningful work we do comes from helping clients simplify complex decisions and stay focused on what matters most.” 

As a second-generation advisor, Justin Oldham has spent over 20 years guiding individuals, families, business owners, and nonprofit organizations through important financial decisions. His focus is straightforward: help clients clearly define what matters most and build a practical plan to achieve it.


As a partner of The Hassan Oldham Group, Justin is known for turning complex financial concepts into clear, actionable next steps. He takes a personal interest in each client’s long-term success and works to create confidence through thoughtful, ongoing conversations.
Justin earned his finance degree from the University of Notre Dame. After beginning his career in corporate consulting in Chicago, he made the move to Tennessee to build a practice alongside his partner, Yaz Hassan.


Justin and his wife, Lindsey, stay active with their two children, Sloane and Meyer, and their two Aussie Mountain Doodles, Benny and Joanie. He is an avid runner and, along with Lindsey, helps coach the St. Rose of Lima cross country team, while also coaching flag football and basketball. He enjoys traveling, spending time with family and friends, and giving back to the community.

Justin is a parishioner at St. Rose of Lima, where he serves on the parish finance council. He is a graduate of Leadership Rutherford and a former board member of the Southern Development Board at Second Harvest Food Bank. He is also a member of the Knights of Columbus and the Notre Dame Alumni Association. He particularly enjoys teaching personal finance to 7th and 8th grade students at St. Rose, helping the next generation build strong financial habits early.

2026 FORBES Best-In State Wealth Advisors. Published 4/7/26, data as of 6/30/25

2026 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/7/26, data as of 3/31/25 

Karley Rouse, CFP®, EA

Assistant Vice President | Financial Planner

615-904-2706

615-867-7799

KRouse@rwbaird.com

“We hope to uncover what’s truly meaningful to our clients by better understanding their views on money and life before creating a plan.”

Karley Rouse joined The Hassan Oldham Group in 2022 as our dedicated Financial Planner. She has been with Baird since 2015 and has previous experience in Fixed Income Capital Markets and Private Wealth Management. Since joining the team, she has obtained both her CFP®️ and EA certifications, continuing to assist our clients with advanced planning strategies. Karley is a very outgoing person who values relationships and is passionate about helping our clients achieve their long-term financial goals. She does not believe in a one size fits all approach and understands that every client has unique wealth management concerns.

Karley is a graduate of Marquette University in Milwaukee, Wisconsin. She has a bachelor’s degree in Business Administration with majors in Finance and Marketing and a minor in Spanish. She moved to Tennessee from northern Illinois in 2020 for a change of scenery and nicer weather.

During her free time, Karley loves to travel, read, and work on projects around her house. Karley also enjoys spending time with her family and two rescue pups (Tilley and Georgia). She loves going to concerts of any genre and soaking up every moment with her nephew, Walker. 

2026 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/7/26, data as of 3/31/25 

Ashley Apanowicz

Assistant Vice President | Senior Client Specialist

615-904-2706

615-867-7799

AApanowicz@rwbaird.com

"It's not always that we need to do more but rather that we need to focus on less."

Ashley has faithfully served The Hassan Oldham Group as our Client Specialist for the past 10 years. She works with clients daily to execute a wide variety of inquiries with excellence. Ashley offers first class, prompt service and provides personal attention to each client. She handles much of the team’s day-to-day operations and is committed to providing exceptional service while developing long-lasting client relationships. Ashley is dedicated to empowering clients through the core values of respect, accuracy, efficiency, and honesty.


Ashley joined The Hassan Oldham Group in 2015 after working for UBS for 9 years in a variety of roles. She has over 20 years of extensive expertise in operational and administrative duties. In addition, Ashley holds the Series 7 and the Series 66 licenses.


In her time outside of the office, Ashley loves doing Pilates. She also enjoys the outdoors where she goes camping, hiking and kayaking with her husband, Grant and their dogs, Cooper & Bruno.

2026 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/7/26, data as of 3/31/25 

Whitney Heckert

Client Specialist

615-904-2712

615-867-7799

WHeckert@rwbaird.com

“The way we care for people matters - relationships are our greatest investment."

Whitney joined The Hassan Oldham Group in 2022, where she works closely with both current and prospective clients to clearly communicate the team’s process and proactively meet their needs. She is passionate about helping families stay organized, informed, and confident in their financial lives. Whitney is also a lifelong learner and has earned her Series 7 and Series 66 licenses.

Originally from St. Louis, Whitney graduated from Middle Tennessee State University with a bachelor’s degree in Organizational Communications and a master’s degree in Elementary Education. She spent eight years teaching in Murfreesboro City and Rutherford County Schools, where she gained valuable insight into family dynamics and developed a strong foundation for delivering thoughtful, relationship-driven service.

At home, Whitney stays busy with her three sons, Maverick, Myles, and Gus, along with their two dogs. She and her husband, Logan, met at MTSU and have proudly called Murfreesboro home ever since. They attend New Vision, enjoy camping, and can often be found cheering on their boys’ little league teams or the Green Bay Packers.

2026 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/7/26, data as of 3/31/25 

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