Brandon Heckert is a CFP® professional with 11 years of industry experience currently affiliated with AssuredPartners Investment Advisors. He previously worked at Kestra Advisory Services, LLC and Kestra Investment Services, LLC for seven years, and has experience with Country Capital Management Company. Outside of his advisory role, he is a member of the Million Dollar Round Table (MDRT), an independent association of financial services professionals. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a multi-office team, offering both discretionary and non-discretionary portfolio solutions along with fiduciary and third-party administrator services.

Zachary Zettergren is a Certified Financial Planner (CFP®) with 20 years of industry experience. He is currently with Silver Oak Securities, Incorporated and has previously worked at Next Financial Group Inc. He is also the owner of Double Z Autos LLC, a Turo automobile rental and hosting business. Silver Oak Securities serves individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets through a network of more than 100 financial professionals. The firm provides tailored portfolio management, unified managed accounts, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis.

Jeffrey Johnson is a financial advisor at Kingswood Wealth Advisors, LLC in Nashville, TN, with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Clearing, Raymond James Financial Services, and SunTrust Investments. Kingswood Wealth Advisors serves a broad range of clients, including individual and high-net-worth investors, retirement plan sponsors, and institutions, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm utilizes an open-architecture platform with discretionary and non-discretionary investment advice tailored to client profiles and supports insurance-linked account management through integration with affiliated financial entities.

Ryan Cernoch is a financial advisor at Stephens with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and CitiGroup Global Markets in various roles before joining Stephens in 2022. Outside of his advisory work, he is a member of the Tennessee Army National Guard. Stephens provides investment advisory and wealth-management services to a diverse client base, including 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.

Gregory Kirwan Jr. is a CFP® with 19 years of industry experience, currently serving at Savvy since 2025. His prior roles include positions at All That Matters Financial Services LLP, The Windmill Group, Inc., and TIAA. Outside of his advisory work, he operates GHK Transportation as an owner/operator. Savvy provides investment and financial planning services to individuals, trusts, businesses, and charitable organizations. The firm employs a primarily index-based, long-term investment approach supplemented by active equity portfolios, direct indexing, and specialized sub-adviser strategies, supported by integrated fintech tools and an in-house tax preparation service.

Jace Stieler is a financial advisor at Donaldson Capital Management LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Old National Bank and MetroNet Inc. Outside of his advisory role, Stieler is involved with ERA First Advantage as a real estate referral agent. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm utilizes proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to create income- and growth-oriented portfolios, serving a diverse client base that includes banking institutions, insurance companies, and municipal plan sponsors.

Patricia Imperial is a Series 66-licensed financial advisor at CWA Asset Management Group with 22 years of industry experience. She has worked at Fifth Third Bank and Fifth Third Securities, and has been with CWA Asset Management Group, Calusa River, and The Leaders Group Inc since 2022. CWA Asset Management Group offers discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as trusts, foundations, endowments, pension plans, and other business entities. The firm employs proprietary investment models and provides family-office services, retirement plan fiduciary services, and access to private pooled investment vehicles.

Seth Frantz is a financial advisor at Advisory Alpha, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at JB Wealth Advisors LLC and JB Growth Partners. Outside of traditional advisory roles, he has been involved in financial services, consulting, and education through JB Growth Partners and has experience as a licensed insurance agent selling fixed insurance products. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and employs a discretionary investment process featuring a diverse range of managed portfolio strategies.

Mitchell Martin is an investment advisor representative at OneAscent Financial Services LLC with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Martin has worked at Stonebridge Investment Counsel, Inc. since 2002, where he serves as president and dedicates approximately half of his time. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers both discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, utilizing individualized asset-allocation guidelines and various model-based platforms.

Jacob Graves is a financial advisor at Sound Income Strategies, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Cetera, Shoemaker Financial, and Generational Wealth Management. Outside of advisory roles, he is involved with Retirement Income Solutions, LLC, focusing on fixed insurance sales and client acquisition. Sound Income Strategies, LLC manages approximately $4.0 billion in assets, serving individuals, pension plans, trusts, estates, corporations, and other advisers. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity review, operating a scalable advisor network supported by affiliated business lines and training.

Carl Mcdonald is a financial advisor at United Capital Financial Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Girard Securities, Inc. and Goldman Sachs & Co. Since 1986, he has also been self-employed in life and disability insurance sales. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations, utilizing discretionary portfolio management and access to a range of investment strategies.

Neal Parrish is a financial advisor with First Advisors National, LLC in Hendersonville, TN, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has worked with Both Hands Financial Group since 2016 and serves as a representative for Both Hands Financial Services, providing insurance and investment services. First Advisors National offers investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm focuses on selecting and overseeing third-party money managers and supplements portfolios with advice on individual equities, ETFs, and mutual funds.

Daniel Stephen is a financial advisor with The Fiduciary Alliance in Nashville, TN. He holds a Series 65 designation and has over 30 years of industry experience, including his ongoing role at Stephen & Associates since 1995. The Fiduciary Alliance serves individual clients, including high-net-worth individuals, as well as retirement plans and other investment advisers. The firm offers discretionary portfolio management, comprehensive financial planning, and estate-planning support, using a combination of fundamental, technical, cyclical, and charting analysis in its investment approach.

Shawnna Summers is a financial advisor at B. Riley Wealth Advisors, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including PRUCO Securities, Wells Fargo Clearing, and Wells Fargo Advisors. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, financial planning, and retirement solutions.

Lucas Pelletier is a CFP® and Series 66-registered financial advisor at Facet with four years of industry experience. He previously worked at U.S. Bank and Charles Schwab in various roles. Facet serves individual members across a broad range of wealth levels with tiered, subscription-based financial planning and discretionary investment management services. The firm emphasizes holistic planning through its Total Financial Life Resources framework and utilizes technology-driven approaches, including machine-learning recommendations and tax-optimized investment strategies.

Michael Claiborne is a Series 65-credentialed advisor with 10 years of industry experience. He is affiliated with First Advisors National, LLC and has been retired since 2015. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, providing investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process focuses on selecting and monitoring third-party money managers, supplemented by fundamental analysis of individual securities.

David Dingess is a ChFC® with 11 years of industry experience, currently affiliated with M HOLDINGS SECURITIES, Inc. He has worked with firms including Capital Strategies Group, Inc. and RHP Financial, and has maintained a real estate license for personal transactions within his family. Additionally, he serves on the Home Owners Association and the HG Hill Company Ownership Council in Nashville, TN. M HOLDINGS SECURITIES, Inc. serves a broad client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and professionals. The firm provides a mix of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and financial planning, supported by platform providers and custodial arrangements.

Lucas Dancy Cabeal is a financial advisor with NWF Advisory Services Inc, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with firms including The Ameriflex Group, Osaic Wealth, DC Financial Strategies, Studio 9 Financial and Insurance Services, and Principal Life Insurance Company. Outside of his advisory role, he serves on the finance committee of a local church and operates an outside insurance business offering health, life, disability, and long-term care insurance products. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering services such as retirement plan consulting and trust and estate services. The firm employs an open-architecture wealth management platform with a mix of advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

Edgar Stuart is a financial advisor at Stephens with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stephens since 2011. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Kenneth Innis is a financial advisor with M HOLDINGS SECURITIES, Inc. and The R.O.W. Group, holding over 53 years of industry experience. He has served as chairman of The R.O.W. Group since 1986, focusing on wealth management, wealth transfer, and business continuation. His other business activities include roles in insurance sales and fixed annuity sales. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, and businesses through a nationwide network of independent firms and financial professionals, offering a broad range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory.