Westin Kaser is a financial advisor at Principal Financial Services with five years of industry experience. He holds the Series 66 designation and has worked at multiple firms including LPL Financial and CUNA Brokerage Services. Outside of finance, he previously worked in the food service industry. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Alexandre Sawyer is a financial advisor with Fifth Third Securities, Inc. in Nashville, TN. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include work with Florida Financial Advisors and positions outside finance such as at the University of Tennessee, Knoxville, and in security and education sectors. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options, including advisor-directed models and direct indexing, and is notable for its municipal-advisor registration combined with its affiliation to Fifth Third Bank.

Thomas Ennis is a CFP® professional with nine years of industry experience, currently serving at Truist Advisory Services in Nashville, TN. His prior roles include positions at Suntrust Investment Services, Suntrust Advisory Services, Wileybros Aintree Capital LLC, and UBS Financial Services. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm provides a range of solutions including asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by inter-affiliate integration.

Drew Hadlock is a financial advisor with RBC Rochdale, LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He previously worked at Jackson National Life Distributors from 2016 to 2022 and has been with CNR Securities, LLC since 2022. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, and institutional investors. The firm employs a multi-strategy investment process that integrates quantitative screening, fundamental analysis, and proprietary tools to construct customized portfolios across various asset classes.

Maged Hanna is an advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Fifth Third Bank, American Life Insurance Company, World Financial Group, and Metropolitan Nashville Public Schools. Outside the firm, he is involved in online publishing through Kindle Direct Publishing. Fifth Third Securities, Inc. serves a diverse client base, including individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services. The firm sponsors the Passageway Managed Account Program, providing a range of portfolio management options through Fidelity’s Managed Account Xchange platform.

Thomas Sheehan Jr. is a financial advisor with \&PARTNERS in Nashville, TN, holding Series 63, 65, and 66 licenses and bringing 42 years of industry experience. He has worked at Wiley Bros. Aintree Capital, LLC since 1995. \&PARTNERS serves a broad client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering investment management, financial and tax planning, and consulting services through a mix of proprietary and third-party strategies.

Bryan De Cuir is a financial advisor with LPL Financial in Mt. Juliet, TN, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2006 and is also associated with Private Advisor Group, LLC. In addition to his advisory role, he is a licensed attorney and provides estate planning services through Complete Wealth Preservation, LLC. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment models, allowing for tailored strategies that combine advisory and brokerage services.

Clarence Hoskins III is a financial advisor with Empower Advisory Group in Nashville, TN, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Prudential Investment Management Services LLC, The Prudential Insurance Company of America, and service in the U.S. Army from 2016 to 2020. 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 emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Eric Cornell is a financial advisor at Valic Financial Advisors in Nashville, TN, holding a Series 66 designation with six years of industry experience. His career includes prior roles at Bank of America, Merrill, and other financial firms. Outside of advisory work, he is involved in managing a personal business as a general partner and managing member of Cornell Properties 10X. Valic Financial Advisors 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 through a large network of advisors, leveraging technology and third-party model managers to support a high client-to-advisor ratio.

David Wiley III is a financial advisor with &PARTNERS in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been affiliated with Wiley Bros. Aintree Capital, LLC since 1980. Wiley serves on the boards of several companies, including Ampersand Partners LLC, &Affiliates Capital LLC, Saussy Burbank Homes, and Turnberry Homes. &PARTNERS serves a broad client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and ERISA consulting services. The firm employs fundamental, technical, and quantitative analysis combined with model portfolios and third-party strategies to manage accounts on both discretionary and non-discretionary bases.

Andrew Wood is a CFA® charterholder with six years of industry experience. He is currently an advisor at Cerity Partners LLC, where he has worked since 2026. Prior to this, he was with Covenant Partners, LLC, Bank of America N.A., Merrill, and U.S. Trust Bank of America Private Wealth Management. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, estates, business entities, charitable organizations, foundations, and institutional investors. The firm’s investment approach includes tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Charles Keene is a CFP® professional with 23 years of industry experience, currently serving at Truist Advisory Services since 2021. His prior experience includes roles at BB&T Securities, Bank of America, and Merrill. Outside of his advisory work, he is a partner in a commercial real estate venture. 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 with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support its investment management and fiduciary services.

Stephen Laughter is a financial advisor with Truist Advisory Services, holding a Series 63 license and bringing 28 years of industry experience. He has worked at Truist Advisory Services since 2016, including a prior tenure with Suntrust Investment Services from 2007 to 2017. Outside of his advisory role, he is a partner in a construction company he formed with his son that builds and rehabs houses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager selection through its AMC Advantage program. The firm combines discretionary manager relationships with consulting services and utilizes AI-enhanced research and integrated inter-affiliate resources to support its investment approach.

Jaime Settles is a financial advisor at PNC Wealth Management in Nashville, TN, with 24 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Merrill Lynch Pierce Fenner Smith and Raymond James Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation to employees with PNC Bank online-banking credentials. The firm uses algorithm-driven risk assessments to recommend investment models implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Justin Druckenmiller is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 20 years of industry experience, including prior roles at LPL Financial and Waddell & Reed, Inc. His work history also includes 11 years with various insurance carriers through W & R Insurance Agencies. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, offering access to third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program.

Brandon Edwards is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and over 24 years of industry experience. He has worked with LPL Financial and Private Advisor Group for the past decade. Edwards is also involved with the Starfish Infertility Foundation and the Brandywine Pointe Dock Association, Inc. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers, turnkey asset management platforms, and proprietary model portfolios supported by well-known strategists and technology platforms.

Ronald Richmond Jr. is a financial advisor at Oppenheimer with 16 years of industry experience. He holds a Series 66 designation and has previously worked at B. Riley Wealth Advisors, B. Riley Securities, and B. Riley Wealth Management. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, retirement services, and private-fund management, using strategic asset allocation and a variety of investment strategies.

Jeremy Newgard is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at LPL Financial, Thrivent Financial, Hartford Funds Distributors, Ivy Funds Distributor, and Waddell & Reed. He also provides administrative support to Private Advisor Group as part of his business activities. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Joshua Grogan is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones and American HomePride before joining Private Advisor Group and LPL Financial in 2021. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Christopher Saxon is a financial advisor with Valic Financial Advisors in Nashville, TN, holding Series 65 and Series 63 licenses and two years of industry experience. He has previously worked at Trinity Wealth Securities, LLC, and Florida Financial Advisors DBA Tristate Financial Advisors. Saxon is also an appointed agent for AGIA, selling non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm utilizes discretionary unified managed accounts with Envestnet’s platform and third-party model managers and supports its advisors through a centralized technology and supervisory framework.