Jeffrey Mcnaney is a financial advisor at NWF Advisory Services Inc with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Principal Securities INC and The Ameriflex Group. Mcnaney has also been involved with Studio 9 Financial & Insurance Services since 2012. NWF Advisory Services manages approximately $6.4 billion in client assets across a network of over 100 advisors, serving primarily individual and high-net-worth clients. The firm employs an open-architecture, technology-driven platform offering portfolio management, financial planning, and retirement plan consulting through various program structures.

Jennifer Brunotts is a financial advisor with B. Riley Wealth Advisors, Inc. She holds Series 63, 65, and 66 licenses and has 21 years of industry experience. Prior to joining B. Riley Wealth Advisors in 2023, she worked at PRGX Global for 11 years. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers various programs such as Advisor-as-Portfolio-Manager, third-party managed accounts through Envestnet, and internally managed models, overseeing approximately $4.21 billion in client assets.

Kyler Spencer is a CFP® professional with nine years of industry experience, currently serving at AssuredPartners Investment Advisors. His prior roles include positions at Kestra Advisory Services, Kestra Investment Services, and Financial Solutions Midwest. He serves on the board of directors for the National Association of Insurance and Financial Advisors Illinois Chapter, where he holds the position of Secretary and Grand Treasurer. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets and offers both discretionary and non-discretionary portfolio management, including third-party manager selection and participant education.

Scott Greenameyer is a Series 65-licensed financial advisor at Redhawk Wealth Advisors, Inc. with 11 years of industry experience. Prior to joining Redhawk in 2020, he worked at Atlas Wealth Management and William Jordan Investments. He is also the CEO of Spectrum College Funding, Inc., which provides fee-based college planning services including financial aid guidance and test preparation. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, and charitable organizations. The firm’s investment approach combines strategic and tactical asset allocation monitored by a weekly committee and includes offerings such as separately managed accounts, held-away account oversight, and educational seminars.

Lindsey Cotter is a Series 65-licensed financial advisor with eight years of industry experience, currently with Sound Income Strategies, LLC. She has held roles at Retirement Income Solutions, LLC and LMC Insurance LLC. Outside of her advisory work, Cotter is a passive owner of a dog grooming business. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4 billion in client assets for individuals, pension plans, trusts, corporations, and other advisers. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity review, alongside a scalable advisor network supported by affiliated business lines and specialized services.

Craig Lodge is a CFP® professional with 26 years of industry experience, currently serving as an advisor at B. Riley Wealth Advisors, Inc. since 2022. He has been associated with B. Riley Wealth Management since 2016. B. Riley Wealth Advisors delivers investment advice and portfolio management services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients, managing approximately $4.21 billion in assets across multiple advisory programs and strategies.

John Bayrd II is a Series 66-licensed financial advisor with five years of industry experience, currently with LaSalle St. Investment Advisors, L.L.C. in Nashville, TN. His prior work history includes roles at CVS, Elevation Ventures LLC, ODEM SA, and Excelorators Inc. Bayrd serves on the board of directors for Excelorators Inc., an education technology company, and is involved in teaching financial education courses for LaSalle St. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, and other entities. The firm offers both non-discretionary and discretionary management programs, employing asset-allocation models with a mix of mutual funds, ETFs, equities, fixed income, and options.

Joshua Kloewer is a financial advisor at Perigon Wealth Management, LLC in Nashville, TN, holding a Series 65 designation and with one year of industry experience. His prior roles include positions at Legacy, JAK Capital LLC, and Fitwel Certification Systems, among others. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm specializes in individualized portfolio construction and serves as sponsor and overseer of wrap programs and sub-advisor relationships, with a notable focus on servicing banking and thrift institutions.

James Greek is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Synovus Securities, SunTrust, and Kraft Asset Management. Outside of his advisory work, he is the owner of JB Merchant Services, a business specializing in ACH and card processing. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, and ERISA plan advisory services, utilizing an open-architecture platform and frequently engaging third-party managers to tailor investment advice to client profiles.

Robert Farnsworth III is a financial advisor at Stephens in Nashville, TN, holding a Series 66 designation with three years of industry experience. His prior work includes roles at BDO, USA, and Umansky Motor Cars, as well as positions at the University of Mississippi and the University of Tennessee, Knoxville. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm utilizes both bottom-up security selection and top-down fixed-income duration management across multiple sponsored programs and investment committees.

Jonathan Burklund is a Series 65 licensed financial advisor with AlphaStar Capital Management in Nashville, TN, bringing five years of industry experience. He previously worked at Centennial Advisors, LLC and holds an active role as a licensed insurance agent at Riverdog Insurance, where he dedicates half of his professional time. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm employs a mix of strategic and tactical investment approaches, utilizing Alphastar Model Portfolios and third-party portfolio construction tools, managing approximately $2.5 billion in assets across more than 8,400 client relationships.

Brandon Heckert is a CFP® professional with 11 years of industry experience currently affiliated with AssuredPartners Investment Advisors. He previously worked at Kestra Advisory Services, LLC and Kestra Investment Services, LLC for seven years, and has experience with Country Capital Management Company. Outside of his advisory role, he is a member of the Million Dollar Round Table (MDRT), an independent association of financial services professionals. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a multi-office team, offering both discretionary and non-discretionary portfolio solutions along with fiduciary and third-party administrator services.

Zachary Zettergren is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Silver Oak Securities, Inc. since 2021. He previously worked at Next Financial Group Inc for ten years and has operated Zettergren Financial Group since 1998. Outside of financial advisory, he owns Double Z Autos LLC, which rents automobiles on the Turo platform. Silver Oak Securities, Inc. serves a broad client base including individuals, high-net-worth clients, pension plans, and business entities through a network of over 100 financial professionals. The firm offers a variety of advisory programs with a discretionary, customized approach to investment management tailored to client objectives and risk tolerances.

Jeffrey Johnson is a financial advisor at Kingswood Wealth Advisors, LLC in Nashville, TN, with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Clearing, Raymond James Financial Services, and SunTrust Investments. Kingswood Wealth Advisors serves a broad range of clients, including individual and high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm utilizes an open-architecture platform with discretionary and non-discretionary investment advice tailored to client profiles and supports insurance-linked account management through integration with affiliated financial entities.

Ryan Cernoch is a financial advisor at Stephens with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and CitiGroup Global Markets in various roles since 2008. Outside of his advisory work, he serves in the Tennessee Army National Guard. Stephens provides investment advisory and wealth management services to a wide range of clients, including individual investors, pension plans, and institutions. The firm employs multiple investment strategies and committees, combining bottom-up and top-down approaches, and is notable for its integrated broker-dealer and investment banking operations.

Gregory Kirwan Jr. is a CFP® with 19 years of industry experience, currently serving at Savvy since 2025. His prior roles include positions at All That Matters Financial Services LLP, The Windmill Group, Inc., and TIAA. Outside of his advisory work, he operates GHK Transportation as an owner/operator. Savvy provides investment and financial planning services to individuals, trusts, businesses, and charitable organizations. The firm employs a primarily index-based, long-term investment approach supplemented by active equity portfolios, direct indexing, and specialized sub-adviser strategies, supported by integrated fintech tools and an in-house tax preparation service.

Jace Stieler is a financial advisor at Donaldson Capital Management LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Old National Bank and MetroNet Inc. Outside of his advisory role, Stieler is involved with ERA First Advantage as a real estate referral agent. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm utilizes proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to create income- and growth-oriented portfolios, serving a diverse client base that includes banking institutions, insurance companies, and municipal plan sponsors.

Patricia Imperial is a financial advisor at CWA Asset Management Group in Nashville, TN, holding a Series 66 designation with 23 years of industry experience. Her prior roles include positions at Fifth Third Bank, Fifth Third Securities, and Truist Investment Services. CWA Asset Management Group serves a diverse client base including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs a combination of active and quantitative investment strategies, incorporating proprietary research, multi-factor stock selection models, and artificial intelligence, to manage globally diversified portfolios tailored to client objectives.

Seth Frantz is a financial advisor at Advisory Alpha, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at JB Wealth Advisors LLC and JB Growth Partners. Outside of traditional advisory roles, he has been involved in financial services, consulting, and education through JB Growth Partners and has experience as a licensed insurance agent selling fixed insurance products. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and employs a discretionary investment process featuring a diverse range of managed portfolio strategies.

Mitchell Martin is an investment advisor representative at OneAscent Financial Services LLC with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Martin has worked at Stonebridge Investment Counsel, Inc. since 2002, where he serves as president and dedicates approximately half of his time. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers both discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, utilizing individualized asset-allocation guidelines and various model-based platforms.