Robert Pillow is a financial advisor with Guardian Life, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. He is also involved in an insurance activity outside of Guardian Life. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and investment solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party programs.

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.

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 with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has worked at Brookstone Capital Management since 2015 with additional experience at Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company. Roby also founded and leads 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 utilizes strategic and dynamic asset allocation models and a variety of investment vehicles, operating both as an independent advisor and a sub-advisor to other programs.

Robert Dean is a financial advisor at Fifth Third Securities, Inc. based in Nashville, TN. He holds Series 65 and Series 63 credentials and has been with Fifth Third Securities since 2026. His prior work experience includes roles at Fifth Third Bank and several other companies across diverse industries. Dean also served in the United States Marine Corps Reserves from 2017 to 2023. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Platform, combining third-party portfolio managers and advisor-directed investment models.

Christine Harezlak is a CFP® with 22 years of experience in financial services. She is currently with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., having joined in 2025. Prior to this, she held various roles at Northwestern Mutual and its affiliated companies, including Northwestern Mutual Investment Services and Northwestern Mutual Wealth Management, from 2010 to 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on standard asset-allocation models and internal research tools, with investment management typically implemented through separately managed accounts overseen by third-party or affiliated managers.

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 63 and Series 66 licenses. Prior to joining NewEdge Advisors in 2026, she worked at Ameriprise for four years and has 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. The firm offers a broad range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing a variety of program structures and centralized due diligence.

Jeffery Factor is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes prior roles at Citigroup Global Markets, Morgan Keegan & Company, and Raymond James & Associates. He is based in Brentwood, Tennessee. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, 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.

Philip Benavides is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked at Bank of America, N.A. for 11 years and Merrill for four years. Outside of his advisory role, he is a silent partner in a family business involving real estate investment. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports a network of over 400 independent advisors who deploy various investment strategies through discretionary and non-discretionary accounts, utilizing multiple management platforms and sub-advisers.

David Howell is a CFP®, ChFC®, and Series 66 licensed advisor with 24 years of industry experience. He is currently with Principal Financial Services and has held roles at Freedom Planning Partners, Freedom Insurance & Financial Group, Marcum Benefit, and Principal Life Insurance Company. Howell also teaches part of the CFP curriculum at Kaplan/Belmont University and serves as a board member for a nonprofit baseball organization. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Richard Schmock is a financial advisor with Rockefeller Financial LLC, holding a Series 66 credential and 20 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley. Outside of his advisory work, he is involved in managing a rental property through a family-run structure. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides a range of investment management and financial planning services, operating under a Private Advisor model with a consolidated platform offering discretionary and non-discretionary solutions across multiple asset classes.

Samuel Dudovitz is a CFP® professional with eight years of industry experience. He currently works at Truist Advisory Services and has previously been employed at Ameriprise Financial Services. His work history also includes time at the University of Minnesota. 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 offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches with third-party platforms and AI-enabled research tools.

Corey Carney is a financial advisor with Principal Financial Services in Brentwood, TN, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Principal Securities Inc. since 2010. Outside of his advisory role, Carney serves as a trustee board member responsible for facilities upkeep and management at Olive Branch Missionary Baptist Church and also participates in football officiating for the TSSAA. 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. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Jeffrey Alger is a financial advisor at Truist Advisory Services with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has been with SunTrust Advisory Services since 2016 and SUNTRUST INVESTMENT SERVICES, Inc. since 2005. 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 offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, using a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

James Walton is a financial advisor with Principal Financial Services holding a Series 66 credential and 11 years of industry experience. He previously worked at Valic Financial Advisors and AXA-Advisors, LLC. Outside of his advisory work, he participates as a visitor host in a local networking group and is involved in the sales and service of fixed life insurance and related products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and retirement plans. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through both adviser and promoter arrangements.

Samuel Myers is a Series 65-licensed financial advisor with Brookstone Capital Management LLC, based in Murfreesboro, TN. He has one year of industry experience and previously worked in various roles including at Express Employment Professionals and Jim 'N Nicks Bar-B-Q. Brookstone Capital Management is an SEC-registered adviser that offers fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis through a range of model portfolios and separately managed accounts.