Jayson O'Connor is a CFP®-credentialed financial advisor with six years of industry experience. He is affiliated with United Planners' Financial Services of America as a Limited Partner and has held roles at multiple firms including Premier Wealth Advisors and SCF Securities. O'Connor also operates Mt. Juliet Advisors, a marketing name under which he provides financial planning services. United Planners Financial Services is a national wealth-management enterprise serving a broad range of clients including individuals, retirement plans, corporations, and trusts. The firm offers advisory and brokerage services through independent representatives and is notable for its limited-partnership ownership structure and emphasis on non-discretionary account management.

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.

Justin Harding is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has six years of industry experience, including roles at LPL Financial, Minnesota Life Insurance Company, and Securian Financial Services. Harding is also licensed to sell non-variable insurance products such as universal life, term life, and annuities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to managed account solutions. The firm follows a fiduciary-based advisory model that incorporates a variety of investment strategies and utilizes technology platforms to implement advice through third-party managers and TAMPs.

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.

Frank Bowling is a financial advisor with Mercer Global Advisors Inc. in Gallatin, TN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior career includes long-term roles with Financial Partners Group, MML Investors Services, and MassMutual Life Insurance Company. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with discretionary and non-discretionary investment advisory services plus financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented with low-cost ETFs, index funds, separate account managers, and other strategies.

Brenton Goers is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior roles include positions at LPL Financial, Cetera Investment Services, and Principal Financial Services. Outside of his advisory work, he owns Brigade Basketball Club in Murfreesboro, TN. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap and non-wrap advisory programs. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Patrick Snell is a CFA® charterholder with 13 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has served as Chief Investment Officer at M Capital Advisors since 2007. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charities, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Martin Porter is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 17 years of industry experience, previously working at Waddell & Reed from 2009 to 2016 before joining Private Advisor Group and LPL Financial LLC in 2016. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary advisory model using a variety of investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

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 previously worked at Merrill, Bank of America, BB&T Securities, and Truist Investment Services. Outside of his advisory role, he teaches a weekly group cycling class at Hillwood Country Club in Nashville. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

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 63 and Series 66 licenses and previously worked at Northwestern Mutual and Kracklin' Kirk's Fireworks. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients, offering services integrated with Empower’s recordkeeping and administrative platforms.

Bradley Morrow is a financial advisor at First Command Advisory Services with three years of industry experience. He holds a Series 66 designation and previously served in the United States Army from 2013 to 2017. Outside of his advisory role, he serves as a trustee for a family living trust and works alongside his wife as a local care consultant for Cultural Care Au Pair. First Command Advisory Services is an SEC-registered adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

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 with Truist Advisory Services in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her career includes roles at Merrill and Bb&T Securities prior to her current positions at Truist Advisory Services and Truist Investment Services. 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, supported by third-party platform and manager arrangements, with a focus on asset allocation, fiduciary support, and manager selection.

Morgan Shrum is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Truist Advisory Services in 2026, Shrum worked at Truist Bank from 2019 to 2026, Fifth Third Bank from 2017 to 2019, and Rent a Center from 2013 to 2017. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled equity research tools.

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.

John Montgomery is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc for 16 years. Montgomery serves as Treasurer of the Bancroft Home Owners Association in Nashville, Tennessee. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with access to alternative investment vehicles and a consolidated investment platform.