Tandy Giddens Lewis Jr.

Erin Kunz is a financial advisor with IWC Financial Planning based in Tracy City, TN, holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. She has worked with LPL Financial for five years and has been self-employed since 2015. Outside of advisory work, Kunz owns Breakthrough Bookkeeping, a bookkeeping business. IWC Financial Planning provides financial planning and participant plan consulting services to individuals, trusts, businesses, endowments, and nonprofit organizations. The firm emphasizes asset-class allocation, broad diversification, and a primarily passive, low-cost indexing investment approach, offering plans on a project or subscription basis without ongoing discretionary management.

John Dixon is a financial advisor at ValueWealth Services, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Dempsey Lord Smith, LLC and Cosey Financial Services. Outside of his advisory role, Mr. Dixon is an independent insurance agent and co-owns a family farm involved in beekeeping, hay, and poultry. ValueWealth Services, LLC provides discretionary portfolio management, financial planning, and institutional consulting to individuals, high-net-worth clients, and select institutional accounts. The firm uses a multi-factor investment approach combining fundamental, technical, and cyclical analysis, implementing portfolios with mutual funds, equities, ETFs, structured notes, and options tailored to client goals and risk tolerance.

John Goodson is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has held roles at Kingswood Capital Partners, Purshe Kaplan Sterling Investments, and managed his own firm, Goodson Wealth Management, for nearly two decades. Goodson serves on the boards of two nonprofit organizations focused on microloans and community park development. Kingswood Wealth Advisors provides investment advisory and consulting services to individuals, corporations, pension plans, and institutional investors. The firm employs an open-architecture approach, tailoring investment strategies to clients' objectives and risk tolerance, and offers fiduciary plan advisory services along with discretionary and non-discretionary portfolio management.

Gabriel Talley is a CFP® professional with nine years of experience in financial advisory. He is currently with Kingswood Wealth Advisors, LLC and has previously worked at Financial Engines Advisors L.L.C., Abound Wealth Management, and Preston & Cleveland Wealth Management. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, offering services such as portfolio management, third-party manager oversight, and financial consulting.

Veronica Aaron is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked for Householder Group Estate & Retirement Specialists and LPL Financial from 2013 to 2024. Outside of her advisory role, she serves as trustee of the Kofoed Family Trust. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Deborah Bradford is a financial advisor at &PARTNERS with 29 years of industry experience. She holds Series 65 and Series 63 licenses. Her prior experience includes roles at Kingswood Wealth Advisors, Kingswood Capital Partners, and Wells Fargo Clearing. &PARTNERS serves a diverse client base, including individual, institutional, and sovereign wealth fund clients. The firm offers both investment advisory and brokerage services, utilizing a range of portfolio management strategies that incorporate proprietary models and third-party managers.