Nelson Green Jr. is a financial advisor at Valic Financial Advisors with 12 years of industry experience. He holds the Series 66 designation and has been with Valic Financial Advisors since 2015. He also holds a position as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using a range of model solutions and centralized technology through a large network of advisors.

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.

Samuel Rice is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 66 and Series 63 licenses and six years of industry experience. His career includes roles at firms such as Raymond James Financial Services, Exencial Wealth Advisors, and Bank of America. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory services and portfolio management solutions through both proprietary and third-party strategies.

Spiro Natsis II is a CFP® with four years of industry experience, currently serving as a financial advisor at Truist Advisory Services in Nashville, TN. His prior work includes roles at Merrill and Truist Investment Services. Outside of finance, he has experience working with the Libertyville Gymnastics Academy. 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 with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support investment decisions.

David Dermenjian is a financial advisor with Creative Planning who holds a Series 66 designation and has 24 years of industry experience. Prior to joining Creative Planning in 2023, he worked for Mesirow Financial, Inc. for 21 years. Outside of his advisory role, Dermenjian serves on the boards of several companies, including Olio Health, Inc., an oilfield services firm, an engineering and design company, and an oil and gas business; he also provides consulting support to a natural cattle production enterprise and has held a senior leadership role on the John Hancock Advisory Board. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Zachary Harris is a financial advisor with Truist Advisory Services who holds the Series 66 designation and has 19 years of industry experience. Prior to joining Truist in 2025, he worked for Robert W. Baird for 17 years. Harris is also the owner of a single-family residential property in Nashville, TN. 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 third-party platforms and AI-enabled research tools.

Austin Farris is a financial advisor with Steward Partners Investment Advisory, LLC in Nashville, TN. He holds the Series 66 designation and began his advisory career in 2026. Prior to joining Steward Partners, he worked in various roles including positions at the United States Soccer Federation and in the hospitality industry. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory and financial planning services through both discretionary and non-discretionary portfolio management solutions.

Faron Daugs is a financial advisor at Carson Wealth with 35 years of industry experience and holds the CFP® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Cetera Advisor Networks, LPL Financial, and Harrison Wallace Financial Group. Outside of advising, he is an insurance agent specializing in life and long-term care insurance. CWM, LLC is an SEC-registered investment adviser managing over $50 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a committee-driven investment process and tailored portfolio solutions including alternative investments and third-party sub-advisors.

Earnest Smith III is a CFP®-certified financial advisor with 27 years of industry experience, currently with Truist Advisory Services in Nashville, TN. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 2007. Outside of advising, Smith is an author and co-president of the Private Directors Association, a nonprofit focused on education for private directors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, with a focus on manager selection supported by AI-enabled research and inter-affiliate integration.

Joshua Harness is a financial advisor at Oppenheimer with 21 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2022. Prior to that, he spent over a decade at B. Riley Wealth Management and B. Riley Wealth Advisors, and also worked at Ameriprise from 2005 to 2009. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Andrew Cook is a financial advisor at Focus Partners Wealth, LLC in Nashville, TN, holding a Series 65 credential with three years of industry experience. His prior roles include positions at The Colony Group, LLC and InterOcean Capital Group LLC, as well as a five-year tenure at the University of Iowa. Focus Partners serves individuals, high-net-worth families, family offices, 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 that combines active and passive strategies within an enhanced open architecture framework.

Jimmy Barker is a financial advisor at Truist Advisory Services with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, BB&T Securities, and Truist Investment Services. Outside of his advisory role, he teaches a weekly cycling class at Hillwood Country Club in Nashville. 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, supported by third-party platform and manager arrangements, to deliver its investment solutions.

James Hackney is a CFP® professional with 24 years of experience in financial advisory roles. He is currently with Corient and has previously worked at MRWM Capital Management, LLC and Northwestern Mutual. Outside of his advisory work, he co-hosts Songwriter Soup LLC, a podcast focused on music industry songwriters and professionals. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes proprietary risk management tools and alternative investment options.

Tanner Wright is a financial advisor at Focus Partners Wealth, LLC in Nashville, TN, holding a Series 65 credential. He began his advisory career in 2026 and has experience working at Focus Partners Wealth as well as varied roles prior to entering the industry. Tanner’s background includes positions at Cracker Barrel and Governors Club, along with academic experience at Auburn University. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. The firm applies a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private fund access within an enhanced open architecture framework.

Ezra Moyer is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 designations and previously worked at Northwestern Mutual and Kracklin' Kirk's Fireworks. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management integrated with Empower’s recordkeeping and administrative platforms. Their approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Michelle Yates is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior roles include positions at Allworth Financial, Retirement Advisors of America, Lincoln Financial Advisors Corporation, and Maslow Wealth Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Hayden Brown is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Titleist Asset Management, LLC and Keller Williams Legacy. Outside of advising, he has maintained a role as a real estate agent with Keller Williams Legacy since 2025. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of 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.

Carol Jackson is a financial advisor at Truist Advisory Services with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Merrill, Banc of America Investment Services, BB&T Securities, and Truist Investment Services. Jackson is based in Nashville, TN. 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 a manager-selection program, implementing advice through discretionary and non-discretionary approaches with oversight from its Equity Research and Investment Advisory teams.

Andrew Castleman is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation. He joined the firm in 2024 and has prior work experience at Big John's and Our Place and Wilsons. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Xavier Pol is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at AllianceBernstein Investments, Fidelity Brokerage Services, and Ohio National Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and integration with Empower’s recordkeeping and administrative platforms.