Carl Mcdonald is a financial advisor at United Capital Financial Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Girard Securities, Inc. and Goldman Sachs & Co. Since 1986, he has also been self-employed in life and disability insurance sales. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations, utilizing discretionary portfolio management and access to a range of investment strategies.

Derek Samples is a financial advisor with StoneX Advisors Inc. in Brentwood, TN, holding a Series 66 credential and five years of industry experience. He has worked with StoneX Advisors Inc., StoneX Securities Inc., and Morris, Smith and Hayden Wealth Management, where he also serves as a financial advisor involved in client administration and marketing. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm employs a variety of model-based and third-party manager solutions, supported by platforms such as Envestnet and Advyzon, and operates as part of the broader StoneX Group.

Jeffrey Russell is a financial advisor with Kovack Advisors, Inc. in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined total of 17 years. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and sub-advisory services through a structured investment process supported by Envestnet.

Lucas Pelletier is a CFP® and Series 66-registered financial advisor at Facet with four years of industry experience. He previously worked at U.S. Bank and Charles Schwab in various roles. Facet serves individual members across a broad range of wealth levels with tiered, subscription-based financial planning and discretionary investment management services. The firm emphasizes holistic planning through its Total Financial Life Resources framework and utilizes technology-driven approaches, including machine-learning recommendations and tax-optimized investment strategies.

David Dingess is a financial advisor with M Holdings Securities, Inc. He holds the ChFC® designation and Series 63 license and has 10 years of industry experience. His prior roles include positions at Capital Strategies Group, Inc., RHP Financial, and Keller Williams Realty. Outside of advisory work, he is involved as an affiliate broker in residential real estate sales for family-owned properties and serves on the ownership council of a family business, HG Hill Company. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, and sub-advisory services, utilizing multiple platforms and third-party managers to tailor client solutions.

Edwin Mcknight is a financial advisor with Silver Oak Securities, Incorporated, holding the ChFC® designation and Series 63 and 65 licenses, with 38 years of industry experience. He has worked at several firms including Securities America Advisors, Inc. and Securities Service Network. Outside of advising, he serves as a board member for Raiders for Christ, a nonprofit mission organization, and teaches at North Boulevard Church of Christ. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm delivers tailored investment advice primarily on a discretionary basis, utilizing both internal and third-party due diligence to oversee portfolios across various asset classes.

Nicholas Rothrock is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds a Series 65 designation and has worked at Foundations Investment Advisors since 2025. His prior experience includes roles at Financial & Tax Architects, LLC, and several other firms. Outside of his advisory work, he is an independent life insurance producer with Rothrock Wealth and Retirement Strategies, LLC. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for around 29,615 clients. The firm serves a diverse client base, including individuals, trusts, estates, and registered investment companies, providing portfolio management, financial planning, retirement-plan support, and sub-advisory services through a network of nearly 300 investment adviser representatives.

Aaron Johnson is a CFP® with five years of industry experience, currently serving as a financial professional at Silver Oak Securities, Incorporated. His previous experience includes roles at Equitable Advisors and NYLIFE Securities LLC. Outside of his advisory work, he is involved with insurance services through multiple independent contractor roles. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension plans, corporations, and trusts through a network of over 100 financial professionals. The firm offers a range of advisory programs with primarily discretionary investment management tailored to client objectives, supported by a platform that integrates ongoing model monitoring and an automated investment process.

Samuel Orr is a financial advisor at SEIA with three years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services, Truist Investment Services, and Cap Star Bank. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients through a platform of over 130 advisors managing approximately $22.5 billion in assets. The firm offers multiple managed account programs and financial planning services, employing a client-driven investment process supported by a dedicated research group and overseen by an Investment Committee.

Martin Mcfarlin is a financial advisor at Arkadios Wealth Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kalos Management and Kalos Capital. Outside of his advisory work, he is president of Malachi 4 Publishing, focusing on writing, publishing, and public speaking. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm supports customized investment strategies through its internal portfolio team and offers discretionary management with various analytical approaches.

Enlai Zhang is a financial advisor with Siebert AdvisorNXT, LLC., holding Series 63 and Series 66 licenses. Zhang has recently started their career in the industry, joining Siebert AdvisorNXT in 2025 following their education at Vanderbilt University. Prior to this, Zhang worked in education at Jefferson County High School and Maury Middle School. Siebert AdvisorNXT serves individuals, families, trusts, and certain business entities, delivering investment management through its web-based AdvisorNXT platform and access to third-party managers. The firm employs an algorithmic approach based on Modern Portfolio Theory to construct portfolios primarily of low-cost ETFs and offers both discretionary and non-discretionary account management options.

Aaron Robinson is a financial advisor at Advisors Capital Management, LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Alliance Bernstein Investments and Morgan Stanley. Robinson has been with Advisors Capital Management since 2021. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm provides discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution for qualified retirement plans, combining top-down and bottom-up analysis across various asset classes.

Michael Nunnally is a CFP® professional with 14 years of experience in financial advisory. He currently works at Certuity, LLC and previously spent 10 years at UBS Financial Services Inc. Outside of his advisory role, he is president of JSMN Capital, LLC, where he consults on equity and debt financing for commercial real estate. Certuity serves high- and ultra-high-net-worth clients, including families, private foundations, and family offices, providing investment advisory, financial planning, and outsourced chief investment officer services. The firm emphasizes asset allocation, diversification, and a long-term buy-and-hold approach, supplementing public market strategies with access to private markets through its private funds and third-party manager due diligence.

Elisha Mc Farlin is a financial advisor with Arkadios Wealth Advisors in Murfreesboro, TN. He holds a Series 66 designation and has experience working at multiple firms since 2016, including roles outside the financial sector. Mc Farlin also operates McFarlin Capital, LLC, an investment-related business. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through customized investment and wealth management solutions. The firm offers a range of services, including advisor-managed accounts, third-party money manager access, and an internal portfolio team that supports discretionary management across various asset classes.

David Cooper is a financial advisor at Realta Investment Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Realta since 2020, following prior roles at SunTrust Advisory Services and Sun Trust Investment Services. Outside of advisory services, he is involved in retail operations including a CBD store and a tropical fish import business. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension plans, and institutional clients. The firm emphasizes individualized advice and asset allocation strategies, offering portfolio management through in-house and third-party managers.

Donald Meyer is a financial advisor with First Advisors National, LLC in Brentwood, TN. He holds a Series 65 designation and has 12 years of industry experience. Meyer has served at Cornerstone Senior Services since 2004. He is also principal of Both Hands Financial, an insurance and annuity services business. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach emphasizes selecting and monitoring third-party money managers, with supplemental individual security recommendations based on fundamental analysis.

Elizabeth Patterson is a financial advisor at BIP Wealth, LLC in Nashville, TN, holding a Series 65 designation and beginning her advisory career in 2024. Prior to joining BIP Wealth, she held roles at the Georgia Tech Athletic Association and Invesco. Outside of finance, her background includes work with Michelle Collier Volleyball Camps and Press Sports. BIP Wealth, LLC provides investment advisory and comprehensive financial planning to individuals, trusts, estates, and employer-sponsored retirement plans, managing over $5 billion across approximately 3,100 client relationships. The firm constructs customized, diversified portfolios emphasizing low-cost mutual funds and ETFs, supplemented by individual bonds, stocks, and options, and is notable for its involvement in private market investing through affiliated entities.

Joshua Floyd Sr. is a financial advisor at Keel Point, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked in health insurance and life insurance, maintaining a residual income from prior policies while transitioning fully to his advisory role. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion for individuals, institutions, and corporations. The firm employs a team-based, fundamental and quantitative approach to portfolio management and offers a range of services including discretionary and non-discretionary management, financial planning, and corporate retirement consulting.

Timothy Henderson is a financial advisor at First Advisors National, LLC with nine years of industry experience. He holds a Series 65 credential and has worked at Assurance Financial Partners, Horter Investment Management, First American National Investment Advisors, and Brookstone Capital Management. Outside of his advisory roles, he serves as Marketing Director for CMC Pro, a senior benefits and Medicare business where he advises clients on benefits and manages marketing channels. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s approach includes selecting and monitoring third-party money managers and supplementing with individual securities recommendations.

David Hohl is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. His prior roles include positions at Transamerica Financial Advisors, Inc., World Financial Group, Inc., Park Ave Securities, and Legacy Financial Solutions. He is a licensed notary in Tennessee and serves as a board member of a local homeowners association. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages a platform of approximately $990.7 million in assets across 3,220 clients through a network of 169 advisors.