Kurt Le Fevre is a CFA® charterholder and holds a Series 66 license with 17 years of industry experience. He is currently with Private Advisor Group, LLC and has prior experience at LPL Financial and Mariner Independent Advisor Network, LLC. Private Advisor Group serves a broad mix of clients including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives and access to multiple third-party asset managers and proprietary advisory programs.

Sandra Kane is a financial advisor with Truist Advisory Services in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her career includes roles at BB&T Securities, LLC, and various SunTrust investment and advisory services from 2013 to the present. 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 programs. The firm integrates discretionary and non‑discretionary manager relationships and utilizes third‑party platforms and AI‑enabled research tools to support its investment process.

Ayushi Patel is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and two years of industry experience. She has held previous roles at several firms, including SEP Ventures and Finnacle. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth and family office clients, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture, combining fundamental and quantitative analysis alongside third-party managers, while offering a broad range of wealth and investment management services.

Brian Miller is a financial advisor at Hightower Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Hightower in 2021, Miller worked at AllianceBernstein Investments Inc., Kemberton Healthcare, and with the Tampa Bay Rays. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s investment approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Nathan Dowlen is a financial advisor with Hornor, Townsend & Kent, LLC and holds a Series 65 credential. He has three years of industry experience and also works as an attorney, providing legal services alongside his advisory role. Dowlen has been associated with Sequent Planning, LLC and operates an attorney practice under the name Zale Dowlen, JD, MBA. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform. The firm combines advisory programs with broker-dealer services, offering a range of investment strategies supported by third-party asset managers and both discretionary and non-discretionary account options.

Charles White is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with Empower Advisory Group and has previously worked at LPL Financial LLC and Trustmark National Bank. Outside of his advisory role, he serves as a Notary Public for Hinds County, Mississippi. 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 services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing.

Chadwick (Chad) Copeland is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and with 26 years of industry experience. He has worked at Independent Advisor Alliance and LPL Financial since 2016 and previously was with Wells Fargo Advisors from 2009 to 2016. Independent Advisor Alliance serves a broad mix of clients, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm utilizes a network model of advisory representatives and employs various portfolio management strategies supported by technology platforms.

Mary Grace Mamolo is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, and Regions Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Eli Daugs is a financial advisor with CWM, LLC in Nashville, TN, holding a Series 65 designation and two years of industry experience. His prior roles include positions at Harrison Wallace Financial Group, Ltd and Carson Group, as well as teaching experience at the University of Tampa and several high schools. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, and institutional clients through a network of over 600 advisors. The firm employs a discretionary management approach using model portfolios, combining fundamental and technical analysis with third-party sub-advisors, and offers a range of retirement plan services and other investment solutions.

Randall Kaune is a financial advisor with Empower Advisory Group in Hendersonville, TN. He holds Series 63 and Series 65 designations and has five years of industry experience. His prior roles include work with GWFS Equities, Inc. and the Colorado County and Officials Retirement Association. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as certain retail clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates.

Tory Sherman is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior positions include roles at Ameriprise, Comerica, and Wells Fargo Advisors. Sherman serves as Chair of the Sole Hope Board of Directors. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary solutions supported by third-party platforms.

Charles Booth is a financial advisor with Hightower Advisors in Nashville, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Hightower Advisors, he served in the United States Navy for twelve years. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with services that include portfolio management, financial planning, and retirement plan consulting.

Eddie Stewart III is a financial advisor with VOYA Financial Advisors, Inc. in Nashville, TN, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. He has been with VOYA Financial Advisors since 2014. Stewart is also an independent insurance agent specializing in the sales of fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm utilizes multiple program structures and provides primarily non-discretionary, recommendation-based advice.

Mackenzie Cunningham is a CFA® charterholder with nine years of industry experience, currently serving at Focus Partners Wealth, LLC. Prior to joining Focus Partners, Cunningham held positions at The Colony Group, InterOcean Capital Group, CAPTRUST, TrustCore, Wedbush Securities, and Avondale Partners. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, and institutional investors, offering a range of services such as investment management, financial counseling, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach with an emphasis on enhanced open architecture, combining fundamental and quantitative analysis alongside third-party managers and specialized strategies.

Garrett Sorensen is a CFP® professional with three years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Marcum Wealth, LLC, AAFMAA Wealth Management & Trust, and Abound Wealth Management. Outside of advisory work, he hosts the podcast Operation Veteran Finance, serves as Finance Committee President for the Music City Children’s Museum, and teaches financial education and retirement planning courses. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Kathryn Murphy is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. She previously worked at Cambridge Investment Research Advisors and LPL Financial. Outside of her advisory role, she is involved with Sound Healthcare, assisting with benefit enrollment in Nashville, TN. Private Advisor Group is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing various investment strategies and supporting held-away account management through technology partnerships.

Jerry Cohoon is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 13 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2016. Private Advisor Group serves a diverse client base including individuals, businesses, 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 its own WealthSuite separately managed account program.

Marshall Alexander is a financial advisor at Corient with a Series 65 designation and one year of industry experience. Prior to joining Corient, he worked for Solid Entertainment and Ericho, Inc. He is based in Nashville, TN. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Rege Eisaman is a CFA® charterholder with 24 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and InterOcean Capital Group, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Nathan Embry is a financial advisor with Valic Financial Advisors in Nashville, TN, holding a Series 66 designation and 17 years of industry experience. He has worked at Valic Financial Advisors since 2014 and is also affiliated with Agia, where he serves as an agent for non-securities insurance products. 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, utilizing centralized technology and model solutions to manage approximately $29.2 billion for close to 300,000 clients.