Shawn Villalovos is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has held roles at several companies, including EvoShare Inc., a fintech firm that aggregates rewards and cashback programs into investments and insurance. Villalovos is also involved with HAPPY & STRONG, Inc., where he serves as president. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers for investment implementation.

Dwayne Vick is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked with Penn Mutual Life Insurance Company since 2019 and previously with Guardian Life from 2013 to 2019. Outside of advisory services, he is involved in life insurance brokerage and has part-time experience in luxury men's clothing retail. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a range of advisory programs and financial planning services. The firm operates both advisory and broker-dealer services, offering custody, execution, and brokerage capabilities alongside investment advice.

Dustin Dawes is a financial advisor with Primerica Advisors based in Brentwood, TN. He holds the ChFC® designation along with Series 63 and Series 65 licenses, and has 15 years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company, where he has been active since 2010. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a variety of proprietary and third-party investment programs, employing a mix of discretionary and non-discretionary management strategies.

Samuel Oliver is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and two years of industry experience. His work history includes roles at Goldman Sachs and United Capital Financial Advisers prior to joining Sanctuary Advisors. Sanctuary Advisors, LLC serves a broad range of clients such as individuals, corporations, pension plans, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers various services including portfolio management, financial planning, and retirement plan consulting, utilizing multiple investment approaches and acting as a fiduciary when engaged under a written advisory agreement.

Steven Haag is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His work history includes roles at Colonial Life & Accident Insurance Company, Cornerstone Benefits Consulting Group, and multiple financial services firms. Outside of advisory duties, he is involved in college loan consulting through Student Optimum Services and provides estate planning education via Inheritguard, LLC. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver investment advisory and brokerage services through multiple program platforms.

Rita Pollard is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 license and with four years of industry experience. She has worked in various roles at Bankers Life entities since 2020 and manages a team of agents focused on retirement insurance planning, including Medicare Supplement and annuity products. Prior to her current role, she had positions in diverse fields including nonprofit work and retail. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across multiple security types, often integrating affiliated broker-dealer and insurance services.

Cera Osborne is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and eight years of industry experience. She previously worked at T Rowe Price and Ford Motor Credit Company before joining Empower Advisory Group and GWFS Equities in 2022. Outside of her advisory role, Osborne is involved in aviation training, assisting with plane transports and schedule optimization for Wings of Eagles. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, delivering services integrated with Empower’s recordkeeping and administrative platforms.

David Walker is a financial advisor with Primerica Advisors, holding a Series 66 designation and 14 years of industry experience. He has worked at Park Avenue Securities and Guardian since 2013. Outside of his advisory role, he consults with prospective business owners through Walker Consult Co, LLC. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and business consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms.

Michael Danielski is a financial advisor with Transamerica Financial Advisors in Murfreesboro, TN. He holds Series 63 and Series 65 credentials and has three years of industry experience. Outside of advisory work, he is a project assistant at Hardware Tech Inc., where he manages tasks related to door frames and hardware. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm delivers a range of advisory and broker-dealer services through proprietary and third-party models, offering both discretionary and non-discretionary program options.

Jack Ricker is a financial advisor at NewEdge Advisors with three years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise. His background includes roles outside finance, such as positions at D.P. Dough and Lifetime Fitness. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers diverse portfolio management and consulting services, employing multiple program structures including advisor-managed accounts and model-based strategies, supported by centralized due diligence and technology tools.

Christopher Blake is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63, 65, and 66 licenses. He has 29 years of industry experience, including a 20-year tenure at Lazard Asset Management Securities LLC. Blake is based in Brentwood, TN. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs discretionary and non-discretionary portfolio management strategies, leveraging technology platforms and a network model of independent advisors affiliated with LPL Financial.

Jennifer Lawrence is a financial advisor at Commonwealth Financial Network with a Series 65 designation and over 10 years of industry experience. She has worked as a self-employed contractor since 2015 and was affiliated with Element Financial Group for five years prior to joining Commonwealth in 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers adviser-support platforms, discretionary and nondiscretionary managed-account programs, and access to third-party asset managers and retirement consulting services.

Ryan Marlin is a financial advisor with Empower Advisory Group in Murfreesboro, Tennessee. He holds Series 63 and Series 66 designations and has 14 years of industry experience, including previous roles at Scottrade and GWFS Equities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Matthew Pevahouse is a financial advisor with Principal Financial Services who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has been with Principal Life Insurance Company since 2010 and Principal Securities Inc. since 2016. Pevahouse's professional activities include working with fixed insurance, group benefits, and life-related products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Charles Winfrey Jr. is a financial advisor with Brookstone Capital Management LLC in Brentwood, TN, holding Series 63 and Series 65 designations and having 10 years of industry experience. He has been with Brookstone Capital Management since 2015 and is also involved with The Rollover Company Inc, where he serves as an insurance agent specializing in fixed index annuities, disability, health, life, and long-term care insurance. Brookstone Capital Management provides fee-based asset management and financial planning through a turnkey asset management platform and a wrap-fee program to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis using a variety of strategies and supports a large advisor network with back-office and TAMP services.

Jason Youngman is a financial advisor with Fifth Third Securities, Inc. in Murfreesboro, Tennessee. He holds Series 63 and Series 65 credentials and has 14 years of industry experience. He has been with Fifth Third Securities since 2011 and Fifth Third Bank since 2010. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly-owned subsidiary of Fifth Third Bank.

Julia Siterlet is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She previously worked at UBS Financial Services from 2016 to 2023 before joining Truist Advisory Services and Truist Investment Services in 2023. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Joseph Affatigato is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and three years of industry experience. His work history includes positions at Transamerica Investors Securities, UBS, and New York Life. Outside of financial advising, he is president of Affatigato L.L.C., a retail and wholesale business importing olive oil from his family’s land in Sicily. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed portfolios and non-discretionary recommendations focused on asset allocation and retirement planning. The firm employs proprietary technology from Morningstar Investment Management and operates primarily at scale, serving over 200,000 clients with a large share of non-discretionary assets.

Jordan Haglin is a financial advisor with Truist Advisory Services holding a Series 66 designation and two years of industry experience. His prior roles include positions at Thrivent Financial and CedarStone Bank. Outside of his advisory work, he has experience with entrepreneurial ventures such as Haglin Technology Innovations and Madden's on Gull Lake. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support manager selection and portfolio oversight.

Joshua Parker is a CFP® with 25 years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Asset Management, LLC, Horne Wealth Advisors, LLC, and Trustcore Financial. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, private funds, and various managed accounts.