David Janczewski is a CFP® and CFA® affiliated with Focus Partners Wealth, LLC, with six years of industry experience. He previously worked at The Colony Group, LLC and has been associated with InterOcean Capital Group, LLC and InterOcean Capital, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Joshua Willard is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at GWFS Equities, Jackson National Life Distributors LLC, and JP Morgan Securities LLC. He is also appointed as an agent to sell non-securities insurance products for AGIA. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with managed advice and investment education services, utilizing Morningstar Investment Management’s proprietary software and portfolio oversight to provide both discretionary and non-discretionary guidance.

Colin Cross is a financial advisor at Commonwealth Financial Network with a Series 66 credential and experience spanning positions at LPL Financial, Engineered Wealth Solutions, Planet Fitness, Lyft, and Uber. He has been working in financial services since 2024 and is also self-employed. 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 $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Bryan Koppel is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and totaling nine years of industry experience. His prior work includes roles at 20/20 Financial Advisers and Paulson Investment Company LLC. He is also associated with Boom Planning and Canvas Financial, where he supports administrative aspects of securities and account transfers. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, interval funds, and individual securities to tailor client portfolios.

Nicholas Rounds is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He is currently affiliated with The Colony Group, LLC and InterOcean Capital Group, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Colby Long is a financial advisor with Private Advisor Group, LLC, holding a Series 66 license and six years of industry experience. His prior roles include positions at LPL Financial LLC, Securian Financial Services, Shoemaker Financial, and Minnesota Life Insurance Company. Outside of his advisory work, he has been involved with Oakley CPA, PLLC in a non-investment capacity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of advisory services including discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and utilizes technology platforms and third-party managers to deliver tailored investment solutions.

Micheal Upshaw Jr. is a CFP® professional affiliated with Focus Partners Wealth, LLC in Nashville, TN, with experience across multiple roles since 2019. His career includes positions at Interocean Capital at The Colony Group, Wood Financial Group, and various financial institutions prior to joining Focus Partners. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing an enhanced open architecture framework that incorporates active and passive strategies, third-party managers, and private funds.

Graham Mattes is a financial advisor with Private Advisor Group, LLC, holding CFP® certification and Series 65 and 66 licenses. He has 22 years of industry experience and has worked at firms including Edward Jones, Waddell & Reed, and TD Ameritrade. Mattes is involved in managing investment advisory services through Private Advisor Group and also serves as a managing partner in insurance-related ventures. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms, and provides access to both proprietary and third-party managed account solutions.

Tyler Harrison is a CFP® with 12 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He previously worked at The Colony Group, LLC and Jackson National Life Distributors, LLC. Outside of his advisory role, he is a 50% organizer of an LLC that manages a family-owned beach house rental. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management and advisory services with a focus on long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies.

Cynthia Haddock is a financial advisor at Empower Advisory Group with 26 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Gwfs Equities, Inc. for the past 10 years. Outside of her advisory role, she operates a small family-run dog sitting business through rover.com. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Presley Carter Jr. is a ChFC® credentialed financial advisor with 39 years of industry experience. He has been with Principal Securities Inc. since 2006 and Principal Life Insurance Co. since 2004, both based in Nashville, TN. Outside of his advisory role, he serves on the Belle Meade Homeowners Association and Condo Association boards. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically handled on a discretionary basis by those managers.

Jeffrey Camp is a CFA® charterholder with 25 years of industry experience. He is currently an advisor at Focus Partners Wealth, LLC and previously worked at InterOcean Capital Group, LLC, InterOcean Capital, LLC, and Morgan Stanley DW Inc. since 2001. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Chrissoula White is a Series 66-licensed financial advisor at Empower Advisory Group with five years of industry experience. She previously worked at Bank of America and Merrill from 2019 to 2025. Outside of her advisory role, she assists with communication and administrative tasks for Sippin' Mobile Bar LLC, a mobile beverage cart business operated by her spouse. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to select retail account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans alongside optional managed account solutions.

Laura Sydenstricker is a financial advisor at United Planners Financial Services of America with eight years of industry experience. She holds a Series 66 designation and has worked with firms including SCF Investment Advisors, SCF Securities, and operates under Mt. Juliet Advisors. Outside of her advisory role, she has experience in fixed insurance sales. United Planners Financial Services is a national wealth-management enterprise with over 350 advisors and approximately $12.77 billion in assets under management. The firm serves a diverse client base, providing advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers to implement investment strategies.

Michael Thompson is a financial advisor at IEQ Capital, LLC in Nashville, TN, holding Series 63 and Series 65 designations with 17 years of industry experience. He previously worked at J.P. Morgan Securities Inc for 15 years before joining IEQ Capital in 2024. IEQ Capital provides portfolio management and investment advisory services to high-net-worth individuals, families, trusts, foundations, and nonprofit organizations. The firm employs a centralized macroeconomic research-driven investment process, constructing portfolios from liquid strategies, third-party managers, and private alternative investments while offering family-office and administrative services.

Dylan Kasper is a financial advisor at Hornor, Townsend & Kent, LLC with a Series 65 credential and one year of industry experience. Prior to joining Hornor, Townsend & Kent, he held various roles at HCA, TQL, Towne Park, Middle Tennessee State University, and Mount Juliet High School. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing approximately $8.37 billion in discretionary assets as of the end of 2025.

Clifford Goodwin is a financial advisor with TLG Advisors, Inc. in Hendersonville, TN, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been associated with The Leaders Group, Inc. since 2013 and has worked as a self-employed independent advisor since 1997. Outside of his advisory role, he owns Focus Retirement Solutions, where he provides life, long-term care, and disability insurance services. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

David Gerkin is a financial advisor at Private Advisor Group, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Waddell & Reed. Gerkin also serves as a Notary Public for the State of Tennessee. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model, employing both discretionary and non-discretionary strategies and utilizes technology platforms alongside third-party managers and TAMPs.

Ryan Scott is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 27 years of industry experience. His career includes roles at LPL Financial, LLC and Synovus Securities, Inc. Outside of his advisory work, Ryan serves as a board member and coach for Tennessee Heat Sports, a non-profit sports program for homeschool athletes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm offers managed account solutions and employs a fiduciary-based advisory model that utilizes various strategies and technology platforms to tailor investment approaches.

Marc Goodner is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at multiple Transamerica-related entities since 2018 and previously spent 12 years with Diversified Investors Securities Corp. and Diversified Investment Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services supported by Morningstar Investment Management’s technology and portfolio oversight. The firm manages a large client base with a focus on non-discretionary asset management and does not target high-net-worth or corporate clients.