John Montgomery is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc for 16 years. Montgomery serves as Treasurer of the Bancroft Home Owners Association in Nashville, Tennessee. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with access to alternative investment vehicles and a consolidated investment platform.

Aaron Barranco is a financial advisor at First Command Advisory Services with 13 years of industry experience. He holds a Series 66 designation and has served in the United States Army Reserve since 2005, currently holding the position of Army Officer. Barranco has been with First Command Advisory Services since 2015. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios managed centrally by its Investment Management Team and Wealth Portfolio Managers.

Alex Davis is a financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked for UBS Financial Services from 2011 to 2022 before joining Sanctuary Advisors and Sanctuary Securities in 2022. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports independent investment adviser representatives through a variety of portfolio management programs and employs multiple analytical approaches while acting as a fiduciary under written agreements.

Brandon Whittaker is a financial advisor at First Command Advisory Services with six years of industry experience. He holds a Series 66 designation and previously worked for the Metro Nashville Police Department for 13 years. Outside of his advisory role, he manages a sole proprietorship in real estate as a landlord. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios.

Alex Hattenhauer is a CFA® charterholder with four years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, InterOcean Capital Group, LLC, and Northern Trust. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework and includes financial planning, family office services, and access to private funds.

Felipe Gonzalez is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Gallatin, Tennessee. He holds Series 65 and Series 63 licenses and has four years of industry experience. His work history includes roles at Fifth Third Bank, Fifth Third Securities, and JP Morgan Securities. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, combining advisor-directed models with third-party portfolio management and specialized strategies such as tax-loss harvesting and direct indexing.

Heather Oconnor is a financial advisor with Truist Advisory Services in Nashville, TN, holding a Series 66 designation and 16 years of industry experience. Her career includes roles at Truist Investment Services, SunTrust Bank, and BB&T in various capacities from 2016 to the present. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, and offers programs like AMC Advantage for clients seeking third-party manager appointments.

Jason Macher is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior work includes roles at RBC Capital Markets and SunTrust. Outside of his advisory work, he is involved in farming and property management, operating a farm and managing rental properties in Tennessee. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Nicholas Hershey is a financial advisor at Creative Planning with a Series 65 credential and two years of industry experience. Prior to joining Creative Planning in 2022, he worked at Keystone Wealth Partners and held roles outside the financial industry including positions at Sundt Construction and Grand Canyon Athletics. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.

Jason Holland is a financial advisor with Fifth Third Securities, Inc. based in Gallatin, TN. He holds Series 63 and Series 65 licenses and has five years of industry experience, including his current role at Fifth Third Securities since 2021 and prior experience with Fifth Third Bank from 2015. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both investment advisory and brokerage services. The firm offers access to multiple investment programs on the Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed strategies.

Matthew O'Connor is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and four years of industry experience. He previously worked at Provident Wealth Management, a finance startup, Virtue Capital Management, UBS, and State Street. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive framework and offers access to private funds and specialized portfolio management tools.

Jeffry Drott is a financial advisor at Mariner with three years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Mariner, he worked at National Securities Corporation for 23 years. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, Core Family Office services, and employer financial-wellness tools, with customized portfolios overseen by an Investment Committee and supported by an internal research and portfolio management team.

Daniel Wilson is a financial advisor at Hornor, Townsend & Kent, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at Hornor, Townsend & Kent in multiple periods since 2018, as well as Main Street Investors, LLC and Penn Mutual Life Insurance. Outside of advisory work, he is also active as an insurance agent focusing on Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform that includes third-party asset managers and offers both discretionary and non-discretionary account options. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing a broad range of financial planning, advisory programs, and brokerage services.

Martin Motnik is a financial advisor with Money Concepts Capital Corp in Nashville, TN, holding a Series 65 credential and one year of industry experience. Prior to his advisory role, he has worked as a freelance musician since 2008, performing and recording as an independent bass player. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm employs model-driven and asset-allocation strategies and operates as part of an enterprise managing approximately $4.07 billion in client assets through a large network of advisors and various portfolio programs.

Laura Davis is a CFP® and ChFC® with 20 years of industry experience. She currently works at Corient and has previously held positions at MRWM Capital Management, Robert W. Baird & Co. Incorporated, Hilliard Lyons, First Tennessee Bank, and Northwestern Mutual Investment Services. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and continuous portfolio monitoring.

Kurt Le Fevre is a CFA® charterholder with 17 years of experience in the financial industry. He is currently with Private Advisor Group, LLC and has held roles at LPL Financial, Mariner Independent Advisor Network, Ameriprise, and Edward Jones. Le Fevre is also involved with Mariner Independent Advisor Network, where he provides investment advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model and employs a variety of investment strategies, often implementing advice through third-party managers and technology platforms.

Sandra Kane is a financial advisor with Truist Advisory Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her career includes roles at BB&T Securities, LLC, and various SunTrust investment and advisory services from 2013 to the present. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager‑selection programs. The firm integrates discretionary and non‑discretionary manager relationships and utilizes third‑party platforms and AI‑enabled research tools to support its investment process.

Ayushi Patel is a financial advisor with Focus Partners Wealth, LLC and holds a Series 65 designation. She began her career in 2022 and joined Focus Partners Wealth in 2024. Patel's prior experience includes roles at SEP Ventures, Finnacle, and other firms. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Brian Miller is a financial advisor with Hightower Advisors in Nashville, TN, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at AllianceBernstein Investments Inc., Kemberton Healthcare, and with the Tampa Bay Rays. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

Nathan Dowlen is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at Sequent Planning, LLC. In addition to his advisory role, Dowlen is licensed as an attorney and provides legal services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, offering custody, execution, and brokerage capabilities alongside investment advice.