Andrew Byers is a financial advisor with BIP Wealth, LLC in Nashville, TN. He holds Series 65 and Series 66 licenses and has one year of industry experience. His prior roles include positions at 1st Source Bank Performance Center and several academic institutions including the University of Notre Dame and Georgia Institute of Technology. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning and portfolio management, using tailored asset allocations with mutual funds, ETFs, fixed income, and options-based strategies, and also advises private pooled investment vehicles.

Nevile Makau is a financial advisor at Kingsview Wealth Management, LLC in Nashville, TN, holding a Series 66 designation with one year of industry experience. Prior to joining Kingsview, he worked at Edward Jones for three years and has experience in non-financial roles including at A&N Heating and Cooling and T-Mobile. He also was involved with Mama Agnes Special Kids, a nonprofit organization. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, offering wealth management, financial planning, and asset management. The firm combines tailored portfolio management by Investment Adviser Representatives with proprietary model strategies developed by an internal portfolio group.

Jackson Kubaszyk is a CFP® professional with four years of industry experience, currently associated with Rossby Financial, LLC. He has worked at Osborn Wealth Management, OneAmerica Securities, American United Life, and Bill C Brown Associates. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension/profit-sharing plans, corporations, and other business entities. The firm uses a variety of analytical approaches to tailor diversified portfolios aligned with clients’ objectives and risk tolerances.

Warren Nash Jr. is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Aprio Wealth Management, LLC and previously worked at The Commonwealth Group, Cherry Bekaert, LLP, and Frasier, Dean & Howard, PLLC. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation strategies alongside techniques such as dollar-cost averaging and technical analysis, and it maintains continuous account monitoring with at least annual reviews.

Andrew Andreotta is a financial advisor with Kovack Advisors, Inc. in Hendersonville, Tennessee, holding Series 63 and Series 65 licenses and having six years of industry experience. His prior roles include positions at LPL Financial LLC, Guardian Life Insurance Company, Park Avenue Securities, and Mutual of Omaha. Kovack Advisors, Inc. is a multi-team registered investment adviser managing over $6 billion in client assets for individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients. The firm employs a risk-tolerance-based investment process using both proprietary models and third-party managers, providing portfolio management, financial planning, and access to sub-advisory programs.

Tyler Martin is a CFP® and holds a Series 65 license with 12 years of industry experience. He is currently with OneAscent Financial Services LLC and has been affiliated with Stonebridge Investment Counsel, LLC since 2013, where he serves as COO and an investment advisor representative. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers a range of asset management and financial planning services, utilizing both advisor-managed and model-based approaches, and provides additional services such as outsourced CIO and CCO functions.

Michael Burchett is a financial advisor at Meridian Wealth Management, LLC in Lexington, KY, holding Series 65 and Series 66 credentials with one year of industry experience. Prior to joining Meridian, he held academic positions at the University of Houston, Fordham University, and West Virginia University. Meridian Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, using a tailored investment approach that includes equities, ETFs, mutual funds, fixed income, and occasional alternative investments.

Kelly Graham is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with B. Riley Wealth Advisors since 2022 and has also served at B. Riley Wealth Management since 2016. Outside of his advisory work, Graham owns Richland Street Creative, a proofreading and writing business, and serves as vice president of the Universal Brotherhood Movement Inc., a nonprofit spiritual organization. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers multiple investment programs and manages approximately $4.21 billion in assets through a team of about 173 advisors.

Matthew Swinford is a financial advisor at Advisory Alpha, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at JB Growth Partners, 1-800 Accountant, and Online Trading Academy. Advisory Alpha is an SEC-registered enterprise adviser managing over $4.3 billion for individual and high-net-worth clients through roughly 60 advisors. The firm employs a fund-of-funds approach with discretionary portfolio management and serves as a subadvisor and co-advisor to other registered investment advisers.

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 financial advisor at LaSalle St. Investment Advisors, L.L.C. in Nashville, TN, holding a Series 66 designation with five years of industry experience. Prior to his current role, he worked at CVS, Elevation Ventures LLC, ODEM SA, and Excelorators Inc. Outside of his advisory work, he serves on the board of directors for Excelorators, Inc., an education technology company, and teaches a course on retirement planning through the Financial Educators Network. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs and manages a distinctive asset mix with a predominance of non-discretionary assets.

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 with a Series 66 credential and two years of industry experience. His prior work includes roles at BDO, USA, Umansky Motor Cars, and academic positions at the University of Mississippi and the University of Tennessee, Knoxville. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

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.