Lucas Pelletier is a CFP® with four years of industry experience, currently serving as a financial advisor at Facet in Nashville, TN. He previously worked at U.S. Bank and Charles Schwab before joining Facet. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, utilizing technology-driven processes and model-based asset allocations primarily through ETFs. The firm serves a range of households via phone, video, and a proprietary web platform, employing a flat subscription fee model instead of traditional percentage-based fees.

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.

Kathryn Murphy is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 credentials and 10 years of industry experience. Her previous roles include positions at LPL Financial, Private Advisor Group, Cambridge Investment Research, and several other firms. She is involved with Sound Healthcare, a benefit enrollment organization based in Nashville, TN. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans, offering financial planning, wealth management, and retirement plan consulting. The firm manages client assets through diversified mutual funds, ETFs, individual securities, and independent managers, utilizing both fundamental and technical analysis.

Edgar Stuart is a financial advisor at Stephens with Series 63 and Series 65 licenses and 43 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. He has been with Stephens since 2011. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering both discretionary and non-discretionary management supported by equity research and committee-driven asset allocation.

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.

Darryl Amadio is a financial advisor at Brookwood Investment Group with a Series 65 designation and one year of experience at the firm. He has been associated with the Nashville Predators since 2013. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through tailored portfolios that include passive, active, tactical, and blended strategies.

Thomas Bernhardt is a CFA® charterholder with seven years of industry experience. He is currently an advisor at Beacon Global Advisor Network, LLC and previously worked at Chase Buchanan, Askia, and Torreycove Capital Partners LLC. Outside of his advisory roles, he is involved with Bernhardt Properties LLC and Camp LumberJack LLC. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on tailored client portfolios using mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

Robert Cates is a Series 63 credentialed advisor with 35 years of industry experience. He is affiliated with Capital Analysts and has held roles at Great American Life Insurance Company since 2014 and Lincoln Investment Planning, Inc. since 1997. He also has experience working with the Bonita Unified School District since 1989. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment teams.

Enlai Zhang is a financial advisor with Siebert AdvisorNXT, LLC, holding Series 63 and Series 66 registrations. Zhang has been with Muriel Siebert & Co., LLC since 2025 and has no prior industry experience. Before entering the financial industry, Zhang's background includes roles in education at Vanderbilt University and local schools. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based platform incorporating Modern Portfolio Theory and offers both discretionary and non-discretionary portfolio management with access to multiple sub-advisers.

Colby Gilmore is a CFP® professional at OneAscent Financial Services LLC with one year of industry experience. Prior to joining OneAscent, he worked at BlueTrust for eight years and KPMG, LLP for two years. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm provides discretionary and non-discretionary asset management, financial planning, UMA solutions, and consulting, utilizing individualized asset-allocation guidelines and a combination of advisor-managed and model-based platforms.

Aaron Robinson is a financial advisor at Advisors Capital Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Alliance Bernstein Investments, Inc., Morgan Stanley Private Bank, and Spirited Funds. Advisors Capital Management serves a diverse client base that includes individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management using a combination of top-down macro analysis and bottom-up security selection across a range of customized private accounts and model strategies.

Michael Nunnally is a CFP® professional with 14 years of experience in financial advisory. He currently works at Certuity, LLC and previously spent 10 years at UBS Financial Services Inc. Outside of his advisory role, he is president of JSMN Capital, LLC, where he consults on equity and debt financing for commercial real estate. Certuity serves high- and ultra-high-net-worth clients, including families, private foundations, and family offices, providing investment advisory, financial planning, and outsourced chief investment officer services. The firm emphasizes asset allocation, diversification, and a long-term buy-and-hold approach, supplementing public market strategies with access to private markets through its private funds and third-party manager due diligence.

James Parrish III is a financial advisor with Kingswood Wealth Advisors, LLC in Nashville, TN, holding a Series 66 credential and 22 years of industry experience. His prior roles include positions at Eudaimonia Advisors LLC, B. Riley Wealth Management, and Nasdaq Dorsey Wright. Outside of financial advising, he is a sponsored triathlete affiliated with Timex Multisport Team and Newton Running, and he is also an author and professional motivational speaker. Kingswood Wealth Advisors serves a diverse client base 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 employs an open-architecture platform with both discretionary and non-discretionary investment approaches and integrates insurance-linked account management alongside affiliated financial entities.

Dennis Brown is a financial advisor with Archer Investment Corporation, holding a Series 65 designation and 14 years of industry experience. He has been with Archer since 2011 and is also a partner at Carl A Davis & Co CPAs, where he provides investment services alongside his accounting work. Archer Investment Corporation serves individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million through separately managed accounts and proprietary funds. The firm’s investment approach includes comprehensive financial assessments and diversified portfolio construction across multiple asset classes, offering both discretionary management and model-driven strategies.

Carl Davis is a Series 65-licensed financial advisor with Archer Investment Corporation, where he has worked since 2013. He has a total of 10 years of industry experience and also has a long-standing affiliation with Davis Brown & Company PLLC. Outside of his advisory role, he serves as Vice President of First Pay Inc, a payroll company. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm employs a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets.

Ashley Mcanulty is a financial advisor at Stephens with 23 years of industry experience. She holds the Series 66 designation and has been with Stephens since 2016. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering a range of advisory, brokerage, investment banking, custody, and wrap program services supported by equity research and committee-driven asset management.

Elizabeth Patterson is a financial advisor at BIP Wealth, LLC in Nashville, TN, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Georgia Tech Athletic Association, Invesco, and involvement with Michelle Collier Volleyball Camps and Press Sports. BIP Wealth, LLC is a multi-advisor registered investment adviser serving individuals, families, trusts, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management, including both public and private market investments, and operates specialized strategies such as covered-call SMAs and private pooled vehicles.

James Nichols is a financial advisor at New Edge Wealth with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 11 years. Nichols serves on the board of directors for The Preservation Foundation, Inc. and is a partner in the Cumberland River Partnership, where he oversees marketing efforts. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, family offices, foundations, trusts, and other institutional clients. The firm offers a range of advisory services focused on asset allocation and investor behavior, utilizing a combination of independent managers, model strategies, and proprietary investment solutions supported by AI-assisted analytics and human review.

David Hohl is a financial advisor with Gradient Advisors, LLC in Nashville, TN, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes roles at firms such as Transamerica Financial Advisors and Park Ave Securities. Outside of his advisory work, he serves as a licensed notary in Tennessee and is a board member of the Devon Close Homeowners Association. Gradient Advisors, LLC provides investment management, financial planning, and consulting to a diverse client base that includes individuals, retirement plans, trusts, and businesses. The firm operates primarily through third-party money managers and investment advisor representatives, utilizing a largely non-discretionary model that incorporates tools like the Color of Money Risk Analysis in portfolio management.