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 previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets. Outside of his advisory work, he serves in the Tennessee Army National Guard. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and custody services with an investment approach that combines bottom-up equity research and committee-driven asset allocation.

Gregory Kirwan Jr. is a CFP® professional with 20 years of experience in the financial industry. He is currently with Savvy and has previously worked at firms including All That Matters Financial Services LLP, The Windmill Group, and Tiaa. Outside of financial advising, he is the owner and operator of GHK Transportation. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach combined with specialized strategies and integrates technology and third-party sub-advisers to customize client portfolios.

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.

Jacob Graves is a financial advisor at Sound Income Strategies, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Cetera, Shoemaker Financial, and Generational Wealth Management. Outside of advisory roles, he is involved with Retirement Income Solutions, LLC, focusing on fixed insurance sales and client acquisition. Sound Income Strategies, LLC manages approximately $4.0 billion in assets, serving individuals, pension plans, trusts, estates, corporations, and other advisers. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity review, operating a scalable advisor network supported by affiliated business lines and training.

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.

Neal Parrish is a financial advisor with First Advisors National, LLC in Hendersonville, TN, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has worked with Both Hands Financial Group since 2016 and serves as a representative for Both Hands Financial Services, providing insurance and investment services. First Advisors National offers investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm focuses on selecting and overseeing third-party money managers and supplements portfolios with advice on individual equities, ETFs, and mutual funds.

Daniel Stephen is a financial advisor with The Fiduciary Alliance in Nashville, TN. He holds a Series 65 designation and has over 30 years of industry experience, including his ongoing role at Stephen & Associates since 1995. The Fiduciary Alliance serves individual clients, including high-net-worth individuals, as well as retirement plans and other investment advisers. The firm offers discretionary portfolio management, comprehensive financial planning, and estate-planning support, using a combination of fundamental, technical, cyclical, and charting analysis in its investment approach.

Shawnna Summers is a financial advisor with B. Riley Wealth Advisors, Inc. She holds Series 63 and Series 66 designations and has 27 years of industry experience. Her prior work experience includes roles at Wells Fargo Clearing, UBS Financial Services, and Prudential-related firms. 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 employs a variety of investment programs and manages approximately $4.21 billion in client assets through a team of about 173 advisors.

Lucas Pelletier is a CFP® with four years of industry experience, currently serving as a financial advisor at Facet in Nashville, TN. He previously worked at U.S. Bank and Charles Schwab before joining Facet. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, utilizing technology-driven processes and model-based asset allocations primarily through ETFs. The firm serves a range of households via phone, video, and a proprietary web platform, employing a flat subscription fee model instead of traditional percentage-based fees.

David Dingess is a ChFC® with 11 years of industry experience, currently affiliated with M HOLDINGS SECURITIES, Inc. He has worked with firms including Capital Strategies Group, Inc. and RHP Financial, and has maintained a real estate license for personal transactions within his family. Additionally, he serves on the Home Owners Association and the HG Hill Company Ownership Council in Nashville, TN. M HOLDINGS SECURITIES, Inc. serves a broad client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and professionals. The firm provides a mix of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and financial planning, supported by platform providers and custodial arrangements.

Kathryn Murphy is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 credentials and 10 years of industry experience. Her previous roles include positions at LPL Financial, Private Advisor Group, Cambridge Investment Research, and several other firms. She is involved with Sound Healthcare, a benefit enrollment organization based in Nashville, TN. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans, offering financial planning, wealth management, and retirement plan consulting. The firm manages client assets through diversified mutual funds, ETFs, individual securities, and independent managers, utilizing both fundamental and technical analysis.

Edgar Stuart is a financial advisor at Stephens with Series 63 and Series 65 licenses and 43 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. He has been with Stephens since 2011. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering both discretionary and non-discretionary management supported by equity research and committee-driven asset allocation.

Enlai Zhang is a financial advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 66 registrations. Zhang has been with Muriel Siebert & Co., LLC since 2025 and has no prior industry experience. Before entering the financial industry, Zhang's background includes roles in education at Vanderbilt University and local schools. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based platform incorporating Modern Portfolio Theory and offers both discretionary and non-discretionary portfolio management with access to multiple sub-advisers.

Colby Gilmore is a CFP® professional at OneAscent Financial Services LLC with one year of industry experience. Prior to joining OneAscent, he worked at BlueTrust for eight years and KPMG, LLP for two years. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm provides discretionary and non-discretionary asset management, financial planning, UMA solutions, and consulting, utilizing individualized asset-allocation guidelines and a combination of advisor-managed and model-based platforms.

Aaron Robinson is a financial advisor at Advisors Capital Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Alliance Bernstein Investments, Inc., Morgan Stanley Private Bank, and Spirited Funds. Advisors Capital Management serves a diverse client base that includes individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management using a combination of top-down macro analysis and bottom-up security selection across a range of customized private accounts and model strategies.