Christopher Brophy is a CFP® with six years of industry experience, currently serving as a financial advisor at Americana Partners, LLC since 2025. His prior roles include positions at Goodpasture Gray, Minnesota Life Insurance Co, and Securian Financial Services Inc. He has also held roles in entrepreneurial consulting and hospitality before entering the financial services industry. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios through ongoing client consultations and discretionary management, utilizing a broad range of investment products and alternative strategies.

Kelli Gabriel is a financial advisor at Wealth Watch Advisors, INC with credentials including Series 63 and Series 65. She has eight years of industry experience, having previously worked at Madison Avenue Securities, LLC and Cambridge Investment Research Advisors. Wealth Watch Advisors serves individual, high-net-worth, and institutional clients, providing portfolio management, financial planning, and access to third-party model portfolios. The firm employs a model-driven investment approach using approved sub-advisors and SAM programs, focusing on mutual funds, ETFs, and select option strategies.

Taylor Hollis is a CFP® and holds a Series 66 license, with six years of industry experience. He is currently with Ritholtz Wealth Management and has worked concurrently at FTB Advisors, Inc. since 2015. Outside of his advisory roles, he is the majority owner of Hollis Holdings, LLC, a real estate and construction business based in Nashville, TN, where he assists with administrative duties. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and college financial planning. The firm employs a goal-based investment approach that emphasizes asset allocation and behavioral finance, utilizing diversified, low-cost ETFs along with tactical overlays and alternative investments, supported by digital platforms that provide automated risk profiling and tax-loss harvesting.

John Gilmore is a CFP®-credentialed financial advisor with 11 years of industry experience. He is currently with Kingswood Wealth Advisors, LLC and has previously worked at Kingswood Capital Partners and The Leaders Group, Inc. Gilmore also serves as Director of Advanced Markets at TPG Financial, Inc. Kingswood Wealth Advisors, LLC provides investment advisory and consulting services to a diverse client base, including individuals, corporations, pension and ERISA plans, and other institutional investors. The firm employs an open-architecture investment approach, tailoring strategies to meet clients’ objectives and risk tolerance while providing fiduciary plan advisory services.

Jeffrey Bolling is a financial advisor at B. Riley Wealth Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. from 2010 to 2017. He is also involved with Bolling Wealth Group LLC, an investment-related business affiliated with B. Riley Wealth Management. B. Riley Wealth Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of investment programs and manages over $4 billion in client assets through a team of approximately 173 advisors.

Preston Morris is a financial advisor with StoneX Advisors Inc., holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with StoneX Advisors since 2016 and has worked at StoneX Securities Inc. since 2004. Outside of his advisory role, he is involved in managing family farming operations and serves as a trustee managing assets within family trusts. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm employs multiple account structures and model-based solutions, integrating proprietary and third-party money managers with platforms such as Envestnet and Advyzon for portfolio implementation and tax-aware services.

Jonathan Sowa is a financial advisor with Csenge Advisory Group, LLC and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Lion Street Financial and FSC Securities Corporation. Outside of his advisory role, he teaches general retirement information through seminars and advises clients on insurance products as an independent agent. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and corporate retirement plan consulting, using a disciplined investment process that combines fundamental and technical analysis to construct portfolios primarily with mutual funds and ETFs.

Matthew Allgood is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Good Life Advisors, LLC, where he has worked since 2021, and has prior experience at LPL Financial and Level Four Advisory Services. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team-based approach with multiple methods of analysis to tailor advice and offers a range of programmatic solutions along with educational seminars and subscription planning services.

Daniel Browne is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Brighton Jones LLC. His previous roles include positions at Northwestern Mutual and several wealth management firms. Browne is based in Nashville, TN. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, charitable organizations, business entities, and trusts. The firm provides comprehensive wealth services, including family office and tax preparation, discretionary investment management, and access to private investment opportunities, using a balance-sheet, holistic approach.

Amber Moser is a CFP®-designated financial advisor with 11 years of industry experience. She is currently with Winthrop Wealth and has previously worked at Keel Financial Partners, Private Advisor Group, LPL Financial, and Tribune Wealth Management. Winthrop Wealth serves a diverse client base including individuals, trusts, pension plans, charitable organizations, and businesses. The firm offers integrated private wealth management with an emphasis on prudence and long-term investment strategies guided by an Investment Committee.

Benjamin Romine is a financial advisor at Good Life Advisors, LLC in Nashville, TN, holding Series 65 and Series 63 registrations with one year of industry experience. Prior to joining Good Life Advisors and LPL Financial in 2026, he worked for Ocean Park Asset Management and held various positions including roles at Universal Music Publishing Group and Lipscomb University. Good Life Advisors is a large registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management, serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers customized portfolio management, comprehensive financial planning, retirement plan consulting, and access to multiple advisory programs, utilizing a combination of fundamental, technical, and cyclical analysis along with continuous account monitoring.

Robert Caldwell is a financial advisor at Lifeworks Advisors, LLC in Nashville, TN, holding a Series 65 credential with seven years of industry experience. He previously worked at Greensview Wealth Management and Morningstar, Inc. Outside of advisory work, he is involved in insurance sales on a limited basis. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based investment approach using factor-based and smart-beta strategies alongside third-party managers.

Jeffrey Lynch is a ChFC® credentialed financial advisor with 39 years of industry experience, currently with On Investment Management CO in Nashville, TN. He has held long-term roles at THE O.N. Equity Sales Company and The Ohio National Life Insurance Company. Outside of his advisory work, he is involved as a partner in a restaurant franchise and participates in residential home renovation projects. Lynch also serves as president and board member of two small nonprofit organizations, Friends of FE Viva and World Promise. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs, including fee-based planning and access to multiple third-party investment platforms, with both discretionary and non-discretionary management options.

Dominic Cespino is a financial advisor at Silver Oak Securities, Incorporated with nine years of industry experience. He holds the Series 66 designation and has previously worked at Securities America, Inc. and Waddell & Reed Inc. Outside of his advisory role, he has been involved with the Catholic Business League since 2018. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm delivers primarily discretionary investment advice using a variety of portfolio management strategies, including individualized portfolios and unified managed account programs, and employs both internal and third-party due diligence processes.

John Hansen is a financial advisor with John Hancock Personal Financial Services, LLC in Nashville, TN. He holds the Series 66 designation and has 15 years of industry experience. Hansen has been affiliated with Manulife Asset Management (US) LLC, John Hancock Distributors LLC, and John Hancock since 2012. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted model that delivers generally framed written recommendations, with implementation at the client’s discretion.

Matthew Kennedy is a financial advisor with Virtue Capital Management, LLC in Murfreesboro, TN. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Kennedy founded Impact Holdings, LLC, a practice management coaching company for dentists, and is involved in coaching and training insurance advisors through Third Box Advisors, LLC. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, and qualified plans, offering portfolio management, financial planning, and consulting. The firm employs a combination of tactical, strategic, and quantitative investment strategies tailored to client objectives and risk tolerances.

Thomas Zeuthen Jr. is a CFP®-designated financial advisor with 20 years of industry experience, currently serving at Stephens. He has been with Stephens continuously since 2012, holding roles within the firm over more than a decade. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm utilizes a committee-based approach for portfolio management and offers a range of services including financial planning, retirement-plan advisory, and institutional equity research.

William Webb is a financial advisor with Csenge Advisory Group, LLC, holding Series 66 and Series 63 licenses and having 21 years of industry experience. He has worked with Compass Advisory Partners LLC since 2015 and has held roles at Lion Street Financial and FSC Securities Corp. Webb serves on the board of directors for the Awakening Foundation, a charitable organization. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm employs a combined fundamental and technical analysis approach focused on relative strength and customizes portfolios using discretionary or model-based strategies.

Danny Gordon is a financial advisor with First Advisors National, LLC in Brentwood, TN, holding a Series 65 designation and 13 years of industry experience. He has served as president of iGroup Senior Markets, a services, insurance, and annuity products firm based in Fairfax, VA, since 2016. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets and employs tactical and strategic asset allocation with a focus on third-party money manager selection and oversight.

Blake Schnell is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and The University of Alabama. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates, with services delivered through Empower’s recordkeeping and administrative platforms.