James Knight is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 license and nine years of industry experience. He has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Co. since 2016. Outside of his advisory role, Knight serves as a church deacon responsible for youth and outreach programs. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with a platform that includes third-party asset manager relationships and discretionary and non-discretionary account options.

Samantha Dwyer is a CFP® professional with 11 years of industry experience, currently advising at Empower Advisory Group. Her prior roles include positions at Personal Capital Advisors Corporation and Robert W. Baird & Co. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model aligned with Empower’s recordkeeping and administrative platforms.

Ann Hollis Young is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. She has worked at Bank of America, N.A. since 2011 and previously at Merrill from 2007 to 2019. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a broad range of investment strategies through a network of over 400 independent advisors and offers various account management options and fiduciary services.

Michael Levine is a financial advisor at Kestra Advisory with 32 years of industry experience. He holds a Series 63 designation and has been affiliated with Kestra Advisory and Kestra Investment Services since 2016. Levine is also the owner of Levine Group Inc, which he has operated since 1987. He serves as a broker of record in insurance sales and is involved with the Professional Advisory Council's Life and Legacy Committee, advising on tax-efficient charitable giving. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services that include fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Ben Straley is a financial advisor with Empower Advisory Group in Brentwood, TN, holding Series 63, Series 65, and Series 66 credentials. He has 24 years of industry experience, including roles at GWFS Equities, Inc. since 2017 and earlier positions at Raymond James Financial Services Advisors Inc. and Pinnacle Financial Services. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Jennifer Blackwell is a financial advisor at Sanctuary Advisors, LLC with 20 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Merrill from 2011 to 2019 and Woodbury Financial Services from 2007 to 2011. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives who offer a range of portfolio management and consulting services, employing multiple analytical approaches and acting as fiduciaries under advisory agreements.

Heather Beckwith is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. She has 19 years of industry experience, including roles at Raymond James Financial and Wealth Strategies Partners, where she has been associated since 2014. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through independent adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Atarius Collier is a financial advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual and Abbott Diabetes Care. Collier is also actively involved as an insurance agent with 1847Financial, focusing on insurance sales and service including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad network of advisors, offering financial planning, advisory programs, and retirement plan consulting. The firm operates a dual-registered platform providing both advisory and broker-dealer services, with a focus on tailored investment strategies supported by third-party asset managers.

Jonathan Trusty is a Series 66-licensed financial advisor with Sanctuary Advisors, LLC, based in Brentwood, TN. He has 14 years of industry experience, including seven years at Merrill and ongoing service at Bank of America, N.A. since 2011. Outside of advisory work, he owns rental properties. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, offering a range of portfolio management and consulting solutions through a network of over 400 independent representatives.

Darrell Dawes is a financial advisor at Guardian Life with 43 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Peachtree Planning Advisors, Inc. and New England Securities. Guardian Life, through its wholly owned subsidiary Park Avenue Securities LLC, 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, advisory, and consulting services, combining advisor-led management with model-based strategies and a variety of proprietary and third-party programs.

Jeffrey Nicholson is a financial advisor at NewEdge Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Ameriprise, Southern Medical Technologies, AT&T, and held teaching positions at The University of Alabama and Jasper High School. 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 investment adviser representatives. The firm offers a wide range of portfolio management and consulting services and employs multiple program structures combining in-house and third-party management with technology-supported solutions.

William Swafford is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and over 11 years of industry experience. He has been with Bankers Life and its affiliated entities since 2011, managing a team of agents and overseeing hiring and training. In addition to advising, he is involved in insurance sales including Medicare Supplement, annuities, life, health, and long-term care products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients' goals and risk tolerances.

Basil Lamastus is a CFP® certificant with 29 years of industry experience. He is currently with NewEdge Advisors and NewEdge Securities LLC, having joined in 2026. His prior experience includes roles at Ameriprise Financial Services and Wells Fargo Clearing. 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 investment adviser representatives. The firm offers a variety of portfolio management and consulting services, employing multiple program structures and centralized due diligence, with recent use of artificial intelligence in some business operations.

Ethan White is a financial advisor with Guardian Life and holds Series 65 and Series 63 licenses. He has one year of industry experience and has previously worked at Morgan Stanley and Windrose Advisors. Ethan has also spent time at Northeastern University in various capacities. Guardian Life's subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to various proprietary and third-party platforms.

Courtney Boatright is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has four years of industry experience. Prior to her current role, she worked at Williamson Medical Center and in local government. In addition to her advisory work, she is also an agent for Bankers Life and Casualty Company, writing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a mix of fundamental, technical, and cyclical analysis to guide investment decisions.

Joshua Levine is a financial advisor with Money Concepts Capital Corp in Franklin, TN, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been affiliated with Palms Casino Resort since 2005. Outside of his advisory role, Levine serves on the board of directors for a travel baseball organization and acts as a pitching coordinator for a related charity. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages assets through a combination of model portfolios, advisor-designed strategies, and third-party sub-advisers, employing fundamental and technical analysis alongside modern portfolio theory.

Paul Urbanek is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over 16 years. Outside of his advisory work, he is a partner in BooBoo IssKiss, LLC, a venture involved in art, culture, and real estate. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, brokerage, and investment banking services, organizing client relationships around a Private Advisor model and a consolidated investment platform.

Garrett Williamson is a financial advisor with Guardian Life, holding the CFP® designation along with Series 63 and 65 licenses, and has 11 years of industry experience. He has worked at Guardian Life since 2018, following prior roles at Commonwealth Financial Network and Wells Fargo. Outside of advising, he owns Foundation Bookkeeping LLC, an independent bookkeeping service. Guardian Life operates through its Park Avenue® Wealth Management subsidiary, providing brokerage and advisory services to individuals, corporations, and nonprofits. The firm offers a range of tailored financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Nolan Pattee is a financial advisor with Bankers Life Advisory Services, Inc. in Brentwood, TN, holding Series 63 and Series 65 registrations and bringing 16 years of industry experience. He has been with Bankers Life Securities, Inc. since 2016 and associated with Bankers Life & Casualty Co. since 2014, where he also serves as an Assistant Regional Director and Branch Sales Manager. Outside of advising, Pattee is involved in real estate investment, owning multiple rental properties and partnering in the rehabilitation of a 44-unit apartment complex. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm utilizes a combination of fundamental, technical, and cyclical analysis to create customized portfolios aligned with client goals and risk tolerances.

Judy Gray is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 13 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2005 to 2021 before joining Sanctuary Wealth in 2021. In addition to her advisory role, she is involved as a distributor and consultant for personal items. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports independent investment adviser representatives who utilize various investment strategies and analytic approaches, providing both discretionary and non-discretionary account management across multiple platforms.