Michael Mercurio is a financial advisor at The Fiduciary Alliance in Nashville, TN, holding a Series 65 designation. He has been with The Fiduciary Alliance since 2026 and previously worked at Stephens & Associates starting in 2015. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, high-net-worth clients, retirement plans, and other advisers. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to build individualized investment policies and manages accounts with an emphasis on tax-efficient strategies and rebalancing.

Amber Moser is a CFP®-designated financial advisor with 11 years of industry experience. She is currently with Winthrop Wealth and has previously worked at Keel Financial Partners, Private Advisor Group, LPL Financial, and Tribune Wealth Management. Winthrop Wealth serves a diverse client base including individuals, trusts, pension plans, charitable organizations, and businesses. The firm offers integrated private wealth management with an emphasis on prudence and long-term investment strategies guided by an Investment Committee.

Caroline Dougher is a CFP®-certified financial advisor with 21 years of industry experience, currently with Aprio Wealth Management, LLC. Her prior roles include positions at Mercer Global Advisors, HawsGoodwin Wealth, and Purshe Kaplan Sterling Investments. She is also involved in insurance sales through Aprio Risk Management, LLC. Aprio Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a range of strategies including asset allocation, technical analysis, and options-based portfolios, and is known for its multi-team structure and affiliation with a pension consulting business.

Benjamin Romine is a financial advisor at Good Life Advisors, LLC in Nashville, TN, holding Series 65 and Series 63 registrations with one year of industry experience. Prior to joining Good Life Advisors and LPL Financial in 2026, he worked for Ocean Park Asset Management and held various positions including roles at Universal Music Publishing Group and Lipscomb University. Good Life Advisors is a large registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management, serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers customized portfolio management, comprehensive financial planning, retirement plan consulting, and access to multiple advisory programs, utilizing a combination of fundamental, technical, and cyclical analysis along with continuous account monitoring.

Robert Caldwell is a financial advisor at Lifeworks Advisors, LLC in Nashville, TN, holding a Series 65 credential with seven years of industry experience. He previously worked at Greensview Wealth Management and Morningstar, Inc. Outside of advisory work, he is involved in insurance sales on a limited basis. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based investment approach using factor-based and smart-beta strategies alongside third-party managers.

Erin Thomas is a financial advisor with New Edge Wealth in Nashville, TN, holding a Series 66 designation and 10 years of industry experience. Prior to joining New Edge Wealth in 2026, Erin worked for UBS Financial Services from 2014 to 2026. New Edge Wealth primarily serves ultra-high-net-worth individuals and institutional clients, offering advisory services that include wealth strategy, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior, using a combination of independent managers, model strategies, and proprietary investment solutions supplemented by AI-assisted analytics.

John Hansen is a financial advisor with John Hancock Personal Financial Services, LLC in Nashville, TN. He holds the Series 66 designation and has 15 years of industry experience. Hansen has been affiliated with Manulife Asset Management (US) LLC, John Hancock Distributors LLC, and John Hancock since 2012. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted model that delivers generally framed written recommendations, with implementation at the client’s discretion.

Thomas Zeuthen Jr. is a CFP®-designated financial advisor with 20 years of industry experience, currently serving at Stephens. He has been with Stephens continuously since 2012, holding roles within the firm over more than a decade. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm utilizes a committee-based approach for portfolio management and offers a range of services including financial planning, retirement-plan advisory, and institutional equity research.

Judson Pyatt is a CFP® with 16 years of industry experience, currently affiliated with Sound Income Strategies, LLC. His prior experience includes roles at MassMutual Investors Services, Guardian Life Insurance, and New York Life Insurance Company. Outside of his advisory work, he is involved in a leadership coaching and support role with the BNI Networking Group. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse clientele including individuals, pension plans, trusts, and corporations. The firm focuses on customized portfolio management with an emphasis on fixed-income analysis and equity review, supported by a scalable advisor network and affiliated business lines.

Benjamin Green is a financial advisor with Wealth Watch Advisors, Inc. He holds a Series 65 designation and has been active in the industry since 2023. His work history includes roles at Ready2Retire LLC and Insurance Advantage LLC. Wealth Watch Advisors serves a diverse client base, including individuals, pension plans, trusts, charities, corporations, and financial institutions. The firm provides discretionary and non-discretionary portfolio management using third-party model managers, financial planning, and consulting services, with an investment approach that combines quantitative, qualitative, and technical methods across various asset classes.

Friend Williams is a financial advisor at AlphaStar Capital Management with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Centennial Advisors, TD Ameritrade, and Guardian Life Insurance. Outside of his advisory role, he is a co-owner and licensed agent at Riverdog Insurance LLC. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, small businesses, and other entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, employing both model portfolios and custom strategies based on quantitative analysis and tactical asset allocation.

Blake Schnell is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and The University of Alabama. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates, with services delivered through Empower’s recordkeeping and administrative platforms.

Priya Khanna is a CFA® charterholder based in Nashville, TN, with 19 years of industry experience. She has worked at BNY Investments for 18 years before joining Focus Partners Wealth, LLC, where she has been an advisor since 2025. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture, combining fundamental and quantitative analysis with third-party managers, and offers a broad range of wealth management and advisory services.

James Murphy Sr. is a financial advisor with TLG Advisors, Inc. based in Nashville, TN, holding a ChFC® designation and Series 63 license. He has 44 years of industry experience, including long tenures at Securities Management & Research, Inc. and American National Insurance Company. He is also involved with Horizon Insurance Group LLC as an independent representative advising securities clients. TLG Advisors, Inc. serves a diverse client base that includes individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services and portfolio management using a manager selection process grounded in fundamental analysis and Modern Portfolio Theory, with offerings that include a direct-to-consumer digital program called Starlight Portfolios.

William Shallenberger is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and three years of industry experience. His previous roles include positions at Edward Jones and The Prudential Insurance Company of America. Outside of financial services, he has experience providing customer service and servicing air fresheners and deodorizers. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving 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 consulting services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology for client solutions.

Jeffrey Arwood is a financial advisor at TIAA-CREF with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2006. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm provides ongoing portfolio management with both model and customized portfolios and serves as adviser to the TIAA Donor Advised Fund.

Christopher Trokey is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds the CFA® designation and Series 66 and 63 licenses. His prior work includes 13 years at GenSpring Family Offices, LLC, followed by roles at Suntrust Investment Services and Suntrust Advisory Services since 2018. Outside of finance, Trokey is licensed as an armed security guard and provides contracted security services for nonprofit events. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, employing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Stephen Neu is a financial advisor with Steward Partners Investment Advisory, LLC based in Nashville, TN. He holds a Series 66 designation and has five years of industry experience. Prior to joining Steward Partners, he worked at firms including Raymond James Financial Services and Sagespring Wealth Partners. He also serves as an independent contractor mentee with the Aull Wealth Team. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals—including high-net-worth clients—as well as pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services through customized portfolio management and third-party money manager selections.

Michael Wood is a Series 66-licensed financial advisor with Truist Advisory Services, bringing four years of industry experience. His career includes roles at Truist Advisory Services since 2022, Truist Investment Services starting in 2021, and Origin Bank from 2017 to 2021. 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 that combines discretionary and non-discretionary approaches, supported by third-party platform partnerships and AI-enabled research tools.

Stephen Enoch is a financial advisor at Integrity Alliance, LLC with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lion Street Advisors and Highland Capital Brokerage. Outside of his advisory role, he owns the intellectual property of the late Lewis Grizzard and is involved in life insurance and annuities sales through Bluffview Insurance Group. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm provides continuous asset management, financial planning, and retirement plan consulting through a network of 164 independent advisors, utilizing a variety of portfolio management approaches and custodial platforms.