John Poling is a CFP® and holds a Series 66 license with 19 years of industry experience. He has worked at Sanctuary Advisors, LLC since 2019 and previously held positions at Bank of America and Merrill. He serves as a board member of the Tennessee Alzheimer's Association, assisting with event planning, fundraising, and outreach efforts. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports more than 400 independent advisers who employ various investment strategies and provides both discretionary and non-discretionary account management.

Chris Whitman is a ChFC® and Series 66 registered advisor with Primerica Advisors, based in Brentwood, TN, and has 21 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2012. Outside of his advisory work, he serves on the board of Gifts of Grace Inc. and provides business consulting services focused on leadership coaching, marketing and advertising plan design, and operational team development. Primerica Advisors operates within Park Avenue Securities LLC, serving a diverse retail client base through both brokerage and advisory services. The firm offers a range of investment programs and financial planning solutions, utilizing proprietary and third-party strategies across various asset types and account structures.

William Adcock is a financial advisor at Brookstone Capital Management LLC with 10 years of industry experience. He holds the Series 65 designation and has been with Brookstone since 2015. Outside of his advisory role, he is a partner and 50% owner of GAP Financial Partners LLC, which operates TaxPrepMadeEasy.com, and serves as an associate pastor and student leader at Impact Church in Murfreesboro. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, and supports a large advisor network with back-office and TAMP services.

Drew Howard is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior work includes roles at Edward Jones and Lincoln Financial Advisors. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

James Fredrikson is a CFP® with 35 years of industry experience, currently serving at Fifth Third Securities, Inc. in Nashville, TN. He has been with Fifth Third Securities since 2007, with a brief period of unemployment between 2022 and 2023. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed strategies, supported by its affiliation with Fifth Third Bank and a range of platform services.

Andrew Shea is a financial advisor with Principal Financial Services in Brentwood, TN, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Equitable Advisors and AXA Advisors. He also works as a broker and agent in the insurance sector, focusing on fixed life, fixed annuities, disability insurance, long-term care, property and casualty, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Eric Gilliam is a financial advisor with Fifth Third Securities, Inc., holding Series 65 and Series 63 licenses and two years of industry experience. He has been with Fifth Third Securities since 2023 and has also worked at Fifth Third Bank since 2019. Prior to that, he was employed at ThorSport Farm from 2016 to 2019. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through both investment advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, employing various portfolio management strategies and tax optimization techniques.

Robert Pillow is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His previous roles include positions at Park Avenue Securities and various firms prior to that. Outside of his advisory work, he is also involved in insurance activities outside of Guardian Life. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individual, pension, charitable, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm utilizes a range of discretionary and non-discretionary advisory models and offers digital advisory solutions, combining proprietary and third-party investment strategies.

James Ledbetter is a Series 65-licensed financial advisor with Equity Services, Inc. He began his advisory career in 2025 and has prior experience with Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and several regional banks. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently employs third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Lynard Holland is a financial advisor at Truist Advisory Services with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Fifth Third Securities before joining Truist in 2022. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s approach includes asset allocation, fiduciary support, and a manager-selection program that uses both discretionary and non-discretionary strategies supported by AI-enabled research and inter-affiliate integration.

Gerald Witcher is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has been with Transamerica Financial Advisors and Gerald L Witcher, LLC since 2017 and has worked with World Financial Group and National Brokerage & Sales, Inc. for over a decade. He is also president and CEO of ATOZ Access Control, LLC. Transamerica Financial Advisors serves a broad client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Carmen Eastes is a CFP® with 18 years of industry experience, currently serving at Truist Advisory Services since 2016. She has previously worked with SunTrust Investment Services and Truist Investment Services. 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, supported by AI-enabled research tools and inter-affiliate arrangements, to deliver its investment solutions.

Paul Barone is a financial advisor at D.A. Davidson & Co. with 44 years of industry experience. He has been with D.A. Davidson & Co. since 2009 and holds Series 63, Series 65, and Series 66 licenses. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Austin Petrovich is a financial advisor with Truist Advisory Services, holding a Series 66 designation and six years of industry experience. His career includes roles at Truist Investment Services and Suntrust Advisory Services. Outside of finance, he has been involved with Uber EATS for six years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and integrated inter-affiliate resources.

Larry Roby is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, LLC. Roby is also the founder and CEO of Senior Financial Advisors, Inc., an insurance brokerage focused on life products. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform.

Robert Dean is an advisor at Fifth Third Securities, Inc. in Nashville, TN, holding Series 63 and Series 65 licenses with one year of experience. His prior work includes roles at Fifth Third Bank, Greystar, and service in the United States Marine Corps Reserves. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage services. The firm offers a range of investment programs on the Passageway Managed Account platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Christine Harezlak is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Brentwood, TN. Her prior experience includes roles at Northwestern Mutual Life Insurance Company and its affiliated entities, where she worked for eight years before joining Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to guide investment recommendations while leaving final trading decisions to clients.

Brian Huxhold is a CFP® professional with 15 years of industry experience, currently serving at Truist Advisory Services. He previously worked at Charles Schwab and Schwab Private Client Investment Advisory, with a combined tenure of five years before joining SunTrust Advisory Services in 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Calynn Gigant is a financial advisor at NewEdge Advisors with two years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining NewEdge Advisors in 2026, she worked at Ameriprise for four years and has background experience in the restaurant industry. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services and employs multiple program structures with centralized due diligence and technology tools to support its advisors and clients.

Johanna Mockett is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She has held leadership and administrative roles in several entities, including serving as president of Mockett, Inc., and is involved in providing estate planning education and client communications through affiliated companies such as LSPN Pro LLC and Inheritguard, LLC. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm primarily implements its advisory model through proprietary and third-party managed model portfolios, offering a range of investment and retirement-plan services supported by a large advisor network and multiple program platforms.